16 institutions reported holding $3.4M of WISDOMTREE TR (WTRE) in SEC 13F filings for 2026-06-30. Largest institutional holders: LPL Financial LLC ($937,090), BANK OF AMERICA CORP /DE/ ($707,396), RAYMOND JAMES FINANCIAL INC ($458,674), AE Wealth Management LLC ($366,923), JANE STREET GROUP, LLC ($349,002). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | LPL Financial LLC | $937,090 | 37,416 | Trimmed |
| 2 | BANK OF AMERICA CORP /DE/ | $707,396 | 28,245 | Trimmed |
| 3 | RAYMOND JAMES FINANCIAL INC | $458,674 | 18,314 | Hold |
| 4 | AE Wealth Management LLC | $366,923 | 14,650 | Added |
| 5 | JANE STREET GROUP, LLC | $349,002 | 13,935 | Trimmed |
| 6 | Virtu Financial LLC | $242,000 | 9,660 | New |
| 7 | JTC Employer Solutions Trustee Ltd | $145,000 | 5,800 | Hold |
| 8 | MORGAN STANLEY | $68,223 | 2,724 | Hold |
| 9 | OSAIC HOLDINGS, INC. | $55,123 | 2,200 | Added |
| 10 | Murphy & Mullick Capital Management Corp | $27,072 | 1,081 | Hold |
| 11 | Farther Finance Advisors, LLC | $14,977 | 598 | Trimmed |
| 12 | Geneos Wealth Management Inc. | $2,555 | 102 | Hold |
| 13 | Glen Eagle Advisors, LLC | $2,505 | 100 | Hold |
| 14 | FMR LLC | $25 | 1 | New |
| 15 | WELLS FARGO & COMPANY/MN | $10 | 0 | Trimmed |
| 16 | Advisory Services Network, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30