13 institutions reported holding $18.3M of WISDOMTREE TR (XC) in SEC 13F filings for 2026-06-30. Largest institutional holders: Aprio Wealth Management, LLC ($9.4M), Noble Wealth Management PBC ($4.0M), Chicago Partners Investment Group LLC ($3.1M), Kestra Advisory Services, LLC ($709,300), Dynamic Advisor Solutions LLC ($394,813). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Aprio Wealth Management, LLC | $9.4M | 297,246 | Trimmed |
| 2 | Noble Wealth Management PBC | $4.0M | 126,292 | Added |
| 3 | Chicago Partners Investment Group LLC | $3.1M | 100,147 | Added |
| 4 | Kestra Advisory Services, LLC | $709,300 | 22,375 | Trimmed |
| 5 | Dynamic Advisor Solutions LLC | $394,813 | 12,454 | Trimmed |
| 6 | Private Advisor Group, LLC | $258,298 | 8,148 | Trimmed |
| 7 | SMI Advisory Services, LLC | $241,422 | 7,501 | New |
| 8 | Farther Finance Advisors, LLC | $108,258 | 3,415 | Hold |
| 9 | CENTRAL TRUST Co | $19,021 | 600 | New |
| 10 | Ashton Thomas Private Wealth, LLC | $14,836 | 468 | Hold |
| 11 | GHP Investment Advisors, Inc. | $0 | 0 | Exited |
| 12 | Cambridge Investment Research Advisors, Inc. | $0 | 0 | Exited |
| 13 | Balance Wealth, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30