5 institutions reported holding $14.2M of WISDOMTREE TR (WTBN) in SEC 13F filings for 2026-06-30. Largest institutional holders: ENVESTNET ASSET MANAGEMENT INC ($7.8M), Park Edge Advisors, LLC ($5.9M), Hilltop National Bank ($581,013), Sanchez Wealth Management Group ($0), Sound Income Strategies, LLC ($0). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | ENVESTNET ASSET MANAGEMENT INC | $7.8M | 308,952 | Added |
| 2 | Park Edge Advisors, LLC | $5.9M | 233,609 | Added |
| 3 | Hilltop National Bank | $581,013 | 23,103 | Hold |
| 4 | Sanchez Wealth Management Group | $0 | 0 | Exited |
| 5 | Sound Income Strategies, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30