Stock ownership · SEC 13F · Q4 2025
WISDOMTREE TR
Who owns WISDOMTREE TR (CUSIP 97717Y527)? A look at the institutions behind it, how tightly they hold it, and the latest quarter's moves.
- $18.7M
- Reported value
- 8
- Institutions
- 95%
- Top-5 share
The verdict
According to SEC Form 13F-HR filings in this corpus, WISDOMTREE TR ranks #347 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders. 8 institutions report $18.7M as of Q4 2025, with ownership dominated by its top few institutional owners.
- 8
- institutions hold it
- $18.7M
- reported 13F value
- 95%
- held by top 5
- #347
- of 775 by value
Based on long positions reported to the SEC as of Q4 2025; 13F omits shorts, options and non-US holdings.
According to SEC Form 13F-HR filings in this corpus, WISDOMTREE TR ranks #347 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders.
How 13F ownership is computed · All tracked stocks · Concentration rankings
SEC Form 13F-HR ownership desk
CUSIP 97717Y527 · Q4 2025 $19M reported
VALUE-MID · HOLDERS-FOCUS · CONC-DOM · PHOTO-FINISH · ACTIVITY-QUIET · BOOK-MID
- VALUE-MID #347/775
- HOLDERS-FOCUS 8 filers
- CONC-DOM 95% top-5
- PHOTO-FINISH ECOLAB
- ACTIVITY-QUIET 0 new
- BOOK-MID 7Q history
Photo-finish peer on reported value: ECOLAB INC
Read with: Ownership concentration guide - WISDOMTREE TR's top-five holders account for 95% of reported value — read concentration before treating any single filer as a signal.
Reported-value neighbourhood · WISDOMTREE TR
Nearest tracked securities by aggregate 13F reported value, not a full corpus reprint.
Institutional ownership over time
The number of institutions reporting a WISDOMTREE TR position has risen from 1 to 8 over the last 7 quarters of 13F filings.
Top Institutional Holders
| # | Institution | Shares | Value | Share of reported |
|---|---|---|---|---|
| 1 | TD Capital Management LLC | 143,049 | $7.2M | 38.5% |
| 2 | OakTrust Wealth Advisors, LLC | 78,078 | $3.9M | 21.0% |
| 3 | Financially in Tune, LLC | 62,942 | $3.2M | 16.9% |
| 4 | Compass Financial Services Inc | 35,764 | $1.8M | 9.6% |
| 5 | BDFS Capital LLC | 33,246 | $1.7M | 9.0% |
| 6 | Astoria Portfolio Advisors LLC. | 9,864 | $498K | 2.7% |
| 7 | Barnes Wealth Management Group, Inc | 8,337 | $420K | 2.2% |
| 8 | SG Trading Solutions, LLC | 57,149 | $3K | 0.0% |
Investment Discretion
SEC Form 13F requires each institutional filer to report whether it exercises sole or shared discretion over a position. Among WISDOMTREE TR's reported holders for Q4 2025, by reported value:
Latest Quarter Activity · Q4 2025
Frequently Asked Questions
How many institutions hold WISDOMTREE TR?▼
Where does WISDOMTREE TR sit among tracked securities?▼
What is the total institutional value of WISDOMTREE TR?▼
How concentrated is ownership of WISDOMTREE TR?▼
Who is the largest institutional holder of WISDOMTREE TR?▼
Nationwide stocks with similar institutional value or holder count
Two 13F-derived peer sets for WISDOMTREE TR: nearest aggregate reported value and nearest institutional holder count, not catalog browse links.
Similar reported value
Nearest stocks by aggregate 13F reported value ($18.7M here).
Similar holder count
Nearest stocks by number of disclosing 13F holders (8 here).
Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q4 2025 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Short positions and most derivatives are not disclosed.
PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Holder lists, concentration, and reported value on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-09-26.