Who Owns WISDOMTREE TR (WTV)? -- Institutional Holders (2026-03-31)

228 institutions reported holding $2.00B of WISDOMTREE TR (WTV) in SEC 13F filings for 2026-03-31. Largest institutional holders: LPL Financial LLC ($335.0M), ENVESTNET ASSET MANAGEMENT INC ($188.2M), RAYMOND JAMES FINANCIAL INC ($165.4M), MORGAN STANLEY ($152.9M), OSAIC HOLDINGS, INC. ($134.7M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1LPL Financial LLC$335.0M3.5MAdded
2ENVESTNET ASSET MANAGEMENT INC$188.2M2.0MAdded
3RAYMOND JAMES FINANCIAL INC$165.4M1.7MAdded
4MORGAN STANLEY$152.9M1.6MAdded
5OSAIC HOLDINGS, INC.$134.7M1.4MAdded
6HighTower Advisors, LLC$117.7M1.2MAdded
7Cetera Investment Advisers$49.8M525,408Added
8Kestra Advisory Services, LLC$40.3M424,918Added
9STIFEL FINANCIAL CORP$33.4M352,839Added
10BANK OF AMERICA CORP /DE/$29.9M315,673Added
11NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$29.3M308,847Trimmed
12Lido Advisors, LLC$26.9M284,102Trimmed
13Mariner, LLC$26.8M282,605Added
14Independent Advisor Alliance$24.7M260,832New
15RESOLUTE CAPITAL, LLC$24.1M254,257Added
16WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$22.5M237,958Trimmed
17Anderson Financial Strategies, LLC$21.9M221,408Trimmed
18Legacy Financial Advisors, Inc.$21.4M225,627Added
19Systelligence, LLC$21.0M221,641Added
20Cambridge Investment Research Advisors, Inc.$20.9M220,375Added
21Onyx Bridge Wealth Group LLC$19.4M204,293Trimmed
22OPPENHEIMER & CO INC$18.7M197,770Added
23COMMONWEALTH EQUITY SERVICES, LLC$18.6M196,567Added
24Prism Advisors, Inc.$17.5M184,607Trimmed
25TRUST CO OF TOLEDO NA /OH/$15.9M168,051Added

Source: SEC Form 13F filings · as of 2026-03-31