WTPI WISDOMTREE TR: institutional ownership and insider trading
94 funds reported holding $279M of WISDOMTREE TR in their latest 13F filings; in Q2 2026 funds net bought $35.0M, with 8 new positions and 11 funds selling out.
Largest institutional holders of WTPI
- LPL Financial LLC — $61.8M
- Granite Bay Wealth Management, LLC — $41.3M
- MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) — $28.0M
- CARY STREET PARTNERS FINANCIAL LLC — $11.7M
- RAYMOND JAMES FINANCIAL INC (RJF, RJF-PB) — $9.78M
- CASTLE WEALTH MANAGEMENT LLC — $9.32M
- WealthPlan Investment Management, LLC — $9.16M
- Solutions 4 Wealth, Ltd — $7.89M
- Cetera Investment Advisers — $7.27M
- Pinnacle Financial Partners, Inc. (PNFP, PNFP-PA, PNFP-PB, PNFP-PC) — $6.63M