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

246 institutions reported holding $2.20B of WISDOMTREE TR (WTV) in SEC 13F filings for 2026-06-30. Largest institutional holders: LPL Financial LLC ($329.0M), RAYMOND JAMES FINANCIAL INC ($190.4M), MORGAN STANLEY ($171.7M), ENVESTNET ASSET MANAGEMENT INC ($168.1M), OSAIC HOLDINGS, INC. ($132.5M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1LPL Financial LLC$329.0M3.2MTrimmed
2RAYMOND JAMES FINANCIAL INC$190.4M1.9MAdded
3MORGAN STANLEY$171.7M1.7MAdded
4ENVESTNET ASSET MANAGEMENT INC$168.1M1.7MTrimmed
5OSAIC HOLDINGS, INC.$132.5M1.3MTrimmed
6HighTower Advisors, LLC$129.0M1.3MAdded
7Cetera Investment Advisers$64.8M637,003Added
8FIRST COMMUNITY TRUST NA$55.5M545,821New
9Kestra Advisory Services, LLC$52.6M516,715Added
10BANK OF AMERICA CORP /DE/$40.5M398,169Added
11NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$39.2M385,150Added
12STIFEL FINANCIAL CORP$36.2M355,650Added
13Private Advisor Group, LLC$36.2M355,607Added
14RESOLUTE CAPITAL, LLC$35.2M346,145Added
15Harel Insurance Investments & Financial Services Ltd.$27.1M266,800New
16WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$26.0M248,743Added
17Anderson Financial Strategies, LLC$24.2M223,678Added
18Legacy Financial Advisors, Inc.$23.1M226,780Added
19Cambridge Investment Research Advisors, Inc.$22.6M222,023Added
20OPPENHEIMER & CO INC$21.5M211,755Added
21TRUST CO OF TOLEDO NA /OH/$20.4M200,115Added
22COMMONWEALTH EQUITY SERVICES, LLC$19.2M188,315Trimmed
23Prism Advisors, Inc.$18.8M184,919Added
24Ameritas Investment Partners, Inc.$17.7M173,587Added
25Venture Visionary Partners LLC$17.6M173,085Added

Source: SEC Form 13F filings · as of 2026-06-30