20 institutions reported holding $3.0M of WisdomTree Global ex-US Real Estate Fund (WTRE) in SEC 13F filings for 2026-03-31. Largest institutional holders: LPL Financial LLC ($869,409), BANK OF AMERICA CORP /DE/ ($633,005), JANE STREET GROUP, LLC ($466,903), RAYMOND JAMES FINANCIAL INC ($396,608), AE Wealth Management LLC ($297,846). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | LPL Financial LLC | $869,409 | 40,146 | Added |
| 2 | BANK OF AMERICA CORP /DE/ | $633,005 | 29,230 | Trimmed |
| 3 | JANE STREET GROUP, LLC | $466,903 | 21,560 | New |
| 4 | RAYMOND JAMES FINANCIAL INC | $396,608 | 18,314 | New |
| 5 | AE Wealth Management LLC | $297,846 | 13,754 | Trimmed |
| 6 | JTC Employer Solutions Trustee Ltd | $126,000 | 5,800 | Hold |
| 7 | MORGAN STANLEY | $59,002 | 2,724 | Added |
| 8 | Western Wealth Management, LLC | $33,627 | 1,553 | New |
| 9 | OSAIC HOLDINGS, INC. | $30,324 | 1,400 | Trimmed |
| 10 | Farther Finance Advisors, LLC | $24,017 | 1,098 | Hold |
| 11 | Murphy & Mullick Capital Management Corp | $23,410 | 1,081 | Trimmed |
| 12 | CWM, LLC | $8,381 | 387 | Hold |
| 13 | Geneos Wealth Management Inc. | $2,209 | 102 | Hold |
| 14 | Glen Eagle Advisors, LLC | $2,166 | 100 | Hold |
| 15 | Advisory Services Network, LLC | $1,103 | 51 | New |
| 16 | WELLS FARGO & COMPANY/MN | $21 | 1 | Trimmed |
| 17 | FLOW TRADERS U.S. LLC | $0 | 0 | Exited |
| 18 | UBS Group AG | $0 | 0 | Exited |
| 19 | Virtu Financial LLC | $0 | 0 | Exited |
| 20 | FMR LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31