Who Owns WISDOMTREE (WDEF)? -- Institutional Holders (2026-06-30)

Name: WISDOMTREE (WDEF) Institutional Holders (2026-06-30)
Creator: ko.io

44 institutions reported holding $21.7M of WISDOMTREE (WDEF) in SEC 13F filings for 2026-06-30. Largest institutional holders: Marks Group Wealth Management, Inc ($5.6M), RAYMOND JAMES FINANCIAL INC ($2.9M), LPL Financial LLC ($2.2M), Royal Bank of Canada ($1.6M), OSAIC HOLDINGS, INC. ($1.5M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	Marks Group Wealth Management, Inc	$5.6M	204,303	Trimmed
2	RAYMOND JAMES FINANCIAL INC	$2.9M	106,736	Added
3	LPL Financial LLC	$2.2M	81,209	Added
4	Royal Bank of Canada	$1.6M	57,641	Trimmed
5	OSAIC HOLDINGS, INC.	$1.5M	53,729	Added
6	Security National Bank	$1.4M	52,347	Trimmed
7	JANE STREET GROUP, LLC	$1.3M	46,173	Added
8	Corient Private Wealth LLC	$943,765	34,710	Hold
9	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$523,027	19,236	Added
10	CITADEL ADVISORS LLC	$428,705	15,767	Added
11	Capital Advisors, Ltd. LLC	$414,000	15,226	Added
12	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$408,144	14,618	Added
13	Forthright Family Wealth Advisory LLC	$282,313	10,383	New
14	SFMG, LLC	$282,123	10,376	Trimmed
15	Integrated Investment Consultants, LLC	$249,359	9,171	New
16	CreativeOne Wealth, LLC	$241,991	8,900	Trimmed
17	Bison Wealth, LLC	$234,097	7,767	New
18	Cambridge Investment Research Advisors, Inc.	$219,000	8,053	New
19	NATIONAL BANK OF CANADA /FI/	$177,061	6,512	Hold
20	UBS Group AG	$173,690	6,388	Added
21	Smartleaf Asset Management LLC	$137,482	5,108	Hold
22	BANK OF MONTREAL /CAN/	$108,842	4,003	Hold
23	HALBERT HARGROVE GLOBAL ADVISORS, LLC	$96,203	3,538	Hold
24	Federation des caisses Desjardins du Quebec	$74,773	2,750	Trimmed
25	HUNTINGTON NATIONAL BANK	$61,966	0	Hold

Source: SEC Form 13F filings · as of 2026-06-30