WISDOMTREE TR

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WDEF·97717Y337·US·ETF·Unknown - Unknown

WDEF (WISDOMTREE TR) is held by 17 institutional investors as of Q1 2026. Largest holders: RAYMOND JAMES FINANCIAL INC ($2.6M), ROYAL BANK OF CANADA ($1.8M), OSAIC HOLDINGS, INC. ($1.1M). Net institutional sentiment: Bullish.

13F: Mar 31, 2026Insider & Congress: Updated regularly

Positions (17)History

AllNewIncreasedHeldDecreasedExited

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
RAYMOND JAMES FINANCIAL INC	New	85,336	$2.6M	0.0%	-15.55%	36
ROYAL BANK OF CANADA	Increased	58,343(+7.5%)	$1.8M	0.0%	-13.59%	28
OSAIC HOLDINGS, INC.	New	36,003	$1.1M	0.0%	-15.55%	35
JANE STREET GROUP, LLC	Increased	35,487(+218.1%)	$1.1M	0.0%	-12.25%	41
Corient Private Wealth LLC	Unchanged	34,710	$1.1M	0.0%	-16.28%	0
LPL Financial LLC	New	17,263	$534,117	0.0%	-15.55%	34
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Increased	14,443(+26.1%)	$466,086	0.0%	-6.71%	30
CITADEL ADVISORS LLC	New	8,250	$255,255	0.0%	-15.55%	35
SUSQUEHANNA INTERNATIONAL GROUP, LLP	New	8,142	$251,913	0.0%	-15.55%	35
NATIONAL BANK OF CANADA /FI/	Increased	6,512(+115.4%)	$200,439	0.0%	-10.59%	37
BANK OF MONTREAL /CAN/	New	4,003	$123,853	0.0%	-15.55%	34
Federation des caisses Desjardins du Quebec	Unchanged	2,975	$92,047	0.0%	-14.36%	0
HUNTINGTON NATIONAL BANK	New	2,279	$70,512	0.0%	-15.55%	29
PNC FINANCIAL SERVICES GROUP, INC.	Increased	1,856(+206.3%)	$57,425	0.0%	-12.12%	23
TD Waterhouse Canada Inc.	New	1,080	$34,906	0.0%	-15.55%	27
Allworth Financial LP	Unchanged	400	$12,376	0.0%	-4.09%	0
UBS Group AG	New	37	$1,145	0.0%	-15.55%	17
Farther Finance Advisors, LLC	Exited	0(-100.0%)	$2,321	0.0%	+13.57%	0

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Data sourced from four SEC data sources: 13F, Form 4, 13D/13G, and STOCK Act. Not financial advice. Full disclaimer