WISDOMTREE TR

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WTRE·97717W331·US·ETF·Unknown - Unknown

WTRE (WISDOMTREE TR) is held by 9 institutional investors as of Q1 2026. Largest holders: LPL Financial LLC ($869,409), BANK OF AMERICA CORP /DE/ ($633,005), JANE STREET GROUP, LLC ($466,903). Net institutional sentiment: Mixed.

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

Positions (9)History

AllNewIncreasedHeldDecreasedExited

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
LPL Financial LLC	Increased	40,146(+89.1%)	$869,409	0.0%	+12.32%	39
BANK OF AMERICA CORP /DE/	Decreased	29,230(-7.7%)	$633,005	0.0%	+26.57%	0
JANE STREET GROUP, LLC	New	21,560	$466,903	0.0%	+3.28%	33
RAYMOND JAMES FINANCIAL INC	New	18,314	$396,608	0.0%	+3.28%	33
AE Wealth Management LLC	Decreased	13,754(-6.3%)	$297,846	0.0%	+31.41%	0
MORGAN STANLEY	Increased	2,724(+14.6%)	$59,002	0.0%	+37.64%	16
OSAIC HOLDINGS, INC.	Decreased	1,400(-20.9%)	$30,324	0.0%	+36.32%	0
Farther Finance Advisors, LLC	Unchanged	1,098	$24,017	0.0%	+43.37%	0
WELLS FARGO & COMPANY/MN	Decreased	1(-99.9%)	$21	0.0%	+62.51%	0
Virtu Financial LLC	Exited	0(-100.0%)	$258,000	0.0%	+38.54%	0
FMR LLC	Exited	0(-100.0%)	$106	0.0%	+12.25%	0
UBS Group AG	Exited	0(-100.0%)	$3,002	0.0%	+9.63%	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