15 institutions reported holding $92.0M of WISDOMTREE TR (WTBN) in SEC 13F filings for 2026-03-31. Largest institutional holders: Thrivent Financial for Lutherans ($53.7M), &PARTNERS ($7.5M), ENVESTNET ASSET MANAGEMENT INC ($7.4M), Willow Financial LLC ($6.0M), Park Edge Advisors, LLC ($5.8M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Thrivent Financial for Lutherans | $53.7M | 2.1M | Added |
| 2 | &PARTNERS | $7.5M | 297,543 | Added |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $7.4M | 291,515 | Added |
| 4 | Willow Financial LLC | $6.0M | 239,124 | Trimmed |
| 5 | Park Edge Advisors, LLC | $5.8M | 227,549 | Added |
| 6 | Sanchez Wealth Management Group | $4.4M | 173,650 | Added |
| 7 | Lionsbridge Wealth Management LLC | $2.2M | 85,387 | Trimmed |
| 8 | Steward Partners Investment Advisory, LLC | $1.8M | 72,855 | Added |
| 9 | Royal Bank of Canada | $1.1M | 45,072 | Hold |
| 10 | LPL Financial LLC | $796,202 | 31,475 | New |
| 11 | Hilltop National Bank | $584,430 | 23,103 | Hold |
| 12 | RAYMOND JAMES FINANCIAL INC | $342,290 | 13,531 | Added |
| 13 | Western Wealth Management, LLC | $259,696 | 10,266 | New |
| 14 | Sound Income Strategies, LLC | $3,277 | 130 | Added |
| 15 | JANE STREET GROUP, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31