Who Owns WISDOMTREE TR (WQTM)? -- Institutional Holders (2026-06-30)
63 institutions reported holding $46.1M of WISDOMTREE TR (WQTM) in SEC 13F filings for 2026-06-30. Largest institutional holders: Members Advisory Group LLC ($6.4M), JANE STREET GROUP, LLC ($5.7M), Heck Capital Advisors, LLC ($5.5M), GTS SECURITIES LLC ($5.3M), STIFEL FINANCIAL CORP ($4.1M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Members Advisory Group LLC | $6.4M | 170,507 | New |
| 2 | JANE STREET GROUP, LLC | $5.7M | 150,926 | Added |
| 3 | Heck Capital Advisors, LLC | $5.5M | 146,436 | New |
| 4 | GTS SECURITIES LLC | $5.3M | 139,714 | New |
| 5 | STIFEL FINANCIAL CORP | $4.1M | 108,738 | New |
| 6 | HighTower Advisors, LLC | $2.2M | 57,698 | Added |
| 7 | Waverly Advisors, LLC | $2.1M | 56,399 | New |
| 8 | StoneX Group Inc. | $2.0M | 51,735 | Added |
| 9 | JPMORGAN CHASE & CO | $1.7M | 45,476 | Added |
| 10 | LPL Financial LLC | $1.4M | 36,155 | New |
| 11 | Janney Montgomery Scott LLC | $1.1M | 30,152 | New |
| 12 | Cetera Investment Advisers | $920,560 | 24,347 | Added |
| 13 | Comprehensive Financial Planning, Inc./PA | $777,033 | 20,551 | New |
| 14 | OLD MISSION CAPITAL LLC | $654,377 | 17,307 | New |
| 15 | Ankerstar Wealth, LLC | $581,593 | 15,382 | New |
| 16 | Sanctuary Advisors, LLC | $558,529 | 14,772 | New |
| 17 | HRT FINANCIAL LP | $537,000 | 14,215 | New |
| 18 | OPPENHEIMER & CO INC | $468,731 | 12,397 | New |
| 19 | COMMONWEALTH EQUITY SERVICES, LLC | $408,120 | 10,794 | New |
| 20 | Kestra Advisory Services, LLC | $401,315 | 10,614 | New |
| 21 | Cambridge Investment Research Advisors, Inc. | $383,000 | 10,122 | New |
| 22 | Wealthcare Advisory Partners LLC | $361,048 | 9,549 | New |
| 23 | KICKSTAND VENTURES, LLC. | $323,691 | 8,561 | Trimmed |
| 24 | Beaumont Asset Management, L.L.C. | $295,145 | 7,806 | New |
| 25 | SILVER OAK SECURITIES, INCORPORATED | $267,090 | 7,064 | New |
Source: SEC Form 13F filings · as of 2026-06-30