WISDOMTREE TR 13F Institutional Holdings

Institutions

Combined AUM (Q2 2026)

$185.5M

Combined Shares (Q2 2026)

7.1M

Overall Trend

Increase

All institutions combined

Basis: holder count and combined value / shares merge all share classes of the same company (e.g. Class A / C); each institution is counted once, and value & shares are the sum across classes.

📥 Inflow (Q1 2026→Q2 2026)

+132,739

5 institutions added · 4 new buys

Est. buy amount ≈ —

📤 Outflow (Q1 2026→Q2 2026)

-38,476

1 institutions reduced · 1 exits

Est. sell amount ≈ —

⚖️ Net Share Change

+94,263

—

Net Buy

💰 Est. Net Value

≈ —

—

est. price —

	Portfolio %	Prev Q %	Rank	Q2 2026 Value	Q2 2026 Shares	Prev Q Value	Prev Q Shares	Shares Change	Action
HALBERT HARGROVE GLOBAL ADVISORS, LLC	7.97%	8.07%	#1	$184.3M	7.0M	$167.3M	7.0M	+85,571+1.23%	Add
CITADEL ADVISORS LLC	<0.01%	—	#4	$635,961	24,294	$0	0	+24,294	New Buy
Alvarez & Marsal Private Wealth Partners, LLC	0.05%	—	#3	$390,440	14,915	$0	0	+14,915	New Buy
Kensington Investment Counsel, LLC	0.09%	—	#2	$208,139	7,951	$0	0	+7,951	New Buy
FMR LLC	<0.01%	—	#5	$209	8	$0	0	+8	New Buy

WISDOMTREE TR

🧭 Institutional Sector Flow Heatmap