Who Owns WISDOMTREE TR (QHY)? -- Institutional Holders (2026-06-30)

78 institutions reported holding $131.2M of WISDOMTREE TR (QHY) in SEC 13F filings for 2026-06-30. Largest institutional holders: BANK OF AMERICA CORP /DE/ ($54.7M), WealthPlan Investment Management, LLC ($11.4M), Cetera Investment Advisers ($9.3M), AMERICAN FINANCIAL & TAX STRATEGIES INC ($6.8M), LPL Financial LLC ($6.0M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	BANK OF AMERICA CORP /DE/	$54.7M	1.2M	Added
2	WealthPlan Investment Management, LLC	$11.4M	248,058	Added
3	Cetera Investment Advisers	$9.3M	203,626	Added
4	AMERICAN FINANCIAL & TAX STRATEGIES INC	$6.8M	149,153	Trimmed
5	LPL Financial LLC	$6.0M	129,939	Added
6	MORGAN STANLEY	$4.6M	99,749	Added
7	Goldstone Financial Group, LLC	$2.7M	59,327	Trimmed
8	COMMONWEALTH EQUITY SERVICES, LLC	$2.5M	54,686	Trimmed
9	JANE STREET GROUP, LLC	$1.9M	40,553	Added
10	Smartleaf Asset Management LLC	$1.9M	40,485	Hold
11	Atria Investments, Inc	$1.8M	40,121	Trimmed
12	Vestmark Advisory Solutions, Inc.	$1.7M	37,278	Hold
13	JPMORGAN CHASE & CO	$1.7M	37,148	Added
14	Millington Financial Advisors, LLC	$1.7M	36,377	Added
15	Barnes Wealth Management Group, Inc	$1.5M	33,769	Added
16	Private Advisor Group, LLC	$1.4M	31,192	Trimmed
17	ENVESTNET ASSET MANAGEMENT INC	$1.3M	27,961	Added
18	UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC	$1.2M	26,706	Hold
19	OSAIC HOLDINGS, INC.	$1.2M	25,339	Added
20	Oxinas Partners Wealth Management LLC	$1.0M	22,394	Added
21	Vericrest Private Wealth	$1.0M	22,141	Added
22	WealthPLAN Partners, LLC	$987,626	21,559	Added
23	Kestra Advisory Services, LLC	$954,765	20,842	Trimmed
24	RAYMOND JAMES FINANCIAL INC	$799,208	17,446	Added
25	Mariner, LLC	$766,500	16,732	Trimmed

来源：SEC 13F 申报文件 · 截至 2026-06-30