Who owns WDEF?
WisdomTree Trust · WisdomTree
39 institutions reported holding WDEF, worth $34.8M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of WDEF
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| GFS Advisors, LLC | Houston, TX | $13.0M | 1,497 | New position |
| Marks Group Wealth Management, Inc | Minnetonka, MN | $5.6M | 204,303 | −57,005 shares |
| Raymond James Financial Inc. | St. Petersburg, FL | $2.9M | 106,736 | +21,400 shares |
| LPL Financial LLC | Fort Mill, SC | $2.2M | 81,209 | +63,946 shares |
| Royal Bank of Canada | Toronto, Ontario, Canada | $1.6M | 57,641 | −702 shares |
| Osaic Holdings, Inc. | Scottsdale, AZ | $1.5M | 53,729 | +17,726 shares |
| Security National Bank | Omaha, NE | $1.4M | 52,347 | −21,264 shares |
| Jane Street Group, LLC | New York, NY | $1.3M | 46,173 | +10,686 shares |
| Corient Private Wealth LP | Miami, FL | $944K | 34,710 | No change |
| Susquehanna International Group, LLP | Bala Cynwyd, PA | $523K | 19,236 | +11,094 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns WDEF?
39 institutional managers reported holding WDEF in Form 13F filings for June 30, 2026, worth $34.8M in total. The largest reported position was held by GFS Advisors, LLC, at $13.0M.
Did institutions buy or sell WDEF last quarter?
Reported 13F value rose 53.4% from March 31, 2026, which includes price moves as well as buying and selling. 13 firms reported a new position and 5 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is WDEF ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.