USFR WISDOMTREE TR: institutional ownership and insider trading

678 funds reported holding $11.9B of WISDOMTREE TR in their latest 13F filings; in Q2 2026 funds net bought $291M, with 54 new positions and 45 funds selling out.

Largest institutional holders of USFR

  1. PeakShares LLC — $1.17B
  2. MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) — $864M
  3. BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BML-PG, BML-PH, BML-PJ, BML-PL) — $728M
  4. LPL Financial LLC — $668M
  5. Summit Trail Advisors, LLC — $568M
  6. NewEdge Wealth, LLC — $559M
  7. RAYMOND JAMES FINANCIAL INC (RJF, RJF-PB) — $344M
  8. BIP Wealth, LLC — $284M
  9. UBS Group AG (UBS) — $270M
  10. CAPTRUST FINANCIAL ADVISORS — $220M

All USFR 13F holders