20 institutions reported holding $15.6M of WISDOMTREE (WQTM) in SEC 13F filings for 2026-06-30. Largest institutional holders: Members Advisory Group LLC ($6.4M), Heck Capital Advisors, LLC ($5.5M), Cambridge Investment Research Advisors, Inc. ($766,000), OPPENHEIMER & CO INC ($468,731), COMMONWEALTH EQUITY SERVICES, LLC ($408,120). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Members Advisory Group LLC | $6.4M | 170,507 | New |
| 2 | Heck Capital Advisors, LLC | $5.5M | 146,436 | New |
| 3 | Cambridge Investment Research Advisors, Inc. | $766,000 | 20,244 | New |
| 4 | OPPENHEIMER & CO INC | $468,731 | 12,397 | New |
| 5 | COMMONWEALTH EQUITY SERVICES, LLC | $408,120 | 10,794 | New |
| 6 | Kestra Advisory Services, LLC | $401,315 | 10,614 | New |
| 7 | Wealthcare Advisory Partners LLC | $361,048 | 9,549 | New |
| 8 | KICKSTAND VENTURES, LLC. | $323,691 | 8,561 | Trimmed |
| 9 | Beaumont Asset Management, L.L.C. | $295,145 | 7,806 | New |
| 10 | Farther Finance Advisors, LLC | $247,258 | 6,539 | New |
| 11 | Mesirow Financial Investment Management, Inc. | $218,731 | 5,785 | New |
| 12 | AE Wealth Management LLC | $64,164 | 1,697 | Added |
| 13 | TD Waterhouse Canada Inc. | $39,715 | 1,050 | New |
| 14 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $14,724 | 400 | New |
| 15 | Security National Bank | $12,213 | 323 | New |
| 16 | Founders Financial Alliance, LLC | $7,562 | 200 | Hold |
| 17 | EVOLUTION WEALTH MANAGEMENT INC. | $5,747 | 152 | New |
| 18 | IFP Advisors, Inc | $4,802 | 127 | New |
| 19 | Investors Research Corp | $1,966 | 52 | New |
| 20 | Planning Strategies Inc. | $1,966 | 52 | New |
Source: SEC Form 13F filings · as of 2026-06-30