# WISDOMTREE TR (WTBN)

> Institutional ownership reported to the SEC as of Q2 2026, from Form 13F filings. Source: https://holderbook.com/stocks/WTBN/

- Reporting holders: 11
- Reported value: $102.8M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Thrivent Financial for Lutherans](https://holderbook.com/funds/314984-thrivent-financial-for-lutherans/) | $56.8M | 2,256,946 | 0.1% | 4 |
| [ENVESTNET ASSET MANAGEMENT INC](https://holderbook.com/funds/1407543-envestnet-asset-management-inc/) | $15.5M | 617,904 | 0.0% | 8 |
| [LPL Financial LLC](https://holderbook.com/funds/1403438-lpl-financial-llc/) | $10.7M | 425,551 | 0.0% | 2 |
| [&PARTNERS](https://holderbook.com/funds/107136-partners/) | $7.9M | 314,141 | 0.0% | 8 |
| [Park Edge Advisors, LLC](https://holderbook.com/funds/1965659-park-edge-advisors-llc/) | $5.9M | 233,609 | 1.2% | 8 |
| [Lionsbridge Wealth Management LLC](https://holderbook.com/funds/1800533-lionsbridge-wealth-management-llc/) | $2.1M | 81,542 | 2.0% | 8 |
| [Steward Partners Investment Advisory, LLC](https://holderbook.com/funds/1723397-steward-partners-investment-advisory-llc/) | $1.5M | 60,488 | 0.0% | 11 |
| [ROYAL BANK OF CANADA](https://holderbook.com/funds/1000275-royal-bank-of-canada/) | $1.1M | 45,228 | 0.0% | 3 |
| [Hilltop National Bank](https://holderbook.com/funds/2021658-hilltop-national-bank/) | $581.0K | 23,103 | 0.1% | 3 |
| [RAYMOND JAMES FINANCIAL INC](https://holderbook.com/funds/720005-raymond-james-financial-inc/) | $340.3K | 13,531 | 0.0% | 4 |
| [ForthRight Wealth Management, LLC](https://holderbook.com/funds/1841633-forthright-wealth-management-llc/) | $330.5K | 13,142 | 0.1% | 1 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q2 2026 | 11 | $102.8M |
| Q1 2026 | 14 | $92.0M |
| Q4 2025 | 13 | $82.2M |
| Q3 2025 | 10 | $66.3M |
| Q2 2025 | 7 | $17.9M |
| Q1 2025 | 8 | $11.8M |
| Q4 2024 | 10 | $10.4M |
| Q3 2024 | 8 | $6.7M |
| Q2 2024 | 5 | $573.4K |
| Q1 2024 | 4 | $626.9K |
| Q4 2023 | 2 | $618.3K |