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

43 institutions reported holding $21.7M of WISDOMTREE (WDEF) in SEC 13F filings for 2026-06-30. Largest institutional holders: Marks Group Wealth Management, Inc ($5.6M), RAYMOND JAMES FINANCIAL INC ($2.9M), LPL Financial LLC ($2.2M), Royal Bank of Canada ($1.6M), OSAIC HOLDINGS, INC. ($1.5M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Marks Group Wealth Management, Inc$5.6M204,303Trimmed
2RAYMOND JAMES FINANCIAL INC$2.9M106,736Added
3LPL Financial LLC$2.2M81,209Added
4Royal Bank of Canada$1.6M57,641Trimmed
5OSAIC HOLDINGS, INC.$1.5M53,729Added
6Security National Bank$1.4M52,347Trimmed
7JANE STREET GROUP, LLC$1.3M46,173Added
8Corient Private Wealth LLC$943,76534,710Hold
9SUSQUEHANNA INTERNATIONAL GROUP, LLP$523,02719,236Added
10CITADEL ADVISORS LLC$428,70515,767Added
11Capital Advisors, Ltd. LLC$414,00015,226Added
12WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$408,14414,618Added
13Forthright Family Wealth Advisory LLC$282,31310,383New
14SFMG, LLC$282,12310,376Trimmed
15Integrated Investment Consultants, LLC$249,3599,171New
16CreativeOne Wealth, LLC$241,9918,900Trimmed
17Bison Wealth, LLC$234,0977,767New
18Cambridge Investment Research Advisors, Inc.$219,0008,053New
19NATIONAL BANK OF CANADA /FI/$177,0616,512Hold
20UBS Group AG$173,6906,388Added
21Smartleaf Asset Management LLC$137,4825,108Hold
22BANK OF MONTREAL /CAN/$108,8424,003Hold
23HALBERT HARGROVE GLOBAL ADVISORS, LLC$96,2033,538Hold
24Federation des caisses Desjardins du Quebec$74,7732,750Trimmed
25HUNTINGTON NATIONAL BANK$61,9660Hold

来源：SEC 13F 申报文件 · 截至 2026-06-30