6 institutions reported holding $185.5M of WISDOMTREE TR (WAMA) in SEC 13F filings for 2026-06-30. Largest institutional holders: HALBERT HARGROVE GLOBAL ADVISORS, LLC ($184.3M), CITADEL ADVISORS LLC ($635,961), Alvarez & Marsal Private Wealth Partners, LLC ($390,440), Kensington Investment Counsel, LLC ($208,139), FMR LLC ($209). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | HALBERT HARGROVE GLOBAL ADVISORS, LLC | $184.3M | 7.0M | Added |
| 2 | CITADEL ADVISORS LLC | $635,961 | 24,294 | New |
| 3 | Alvarez & Marsal Private Wealth Partners, LLC | $390,440 | 14,915 | New |
| 4 | Kensington Investment Counsel, LLC | $208,139 | 7,951 | New |
| 5 | FMR LLC | $209 | 8 | New |
| 6 | JANE STREET GROUP, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30