WISDOMTREE TR TRUE DEVELOPED I

WISDOMTREE TR TRUE DEVELOPED I is a security (CUSIP 97717W794) tracked across SEC portfolio filings. 113 institutional managers reported $593.3M on Form 13F as of 2026-06-30.

Summary

Top institutional holders (Form 13F)

Showing 15 of 113 managers by value.

ManagerLocationValueShares
Creative PlanningOverland Park, KS$183.4M2,696,930
MORGAN STANLEYNEW YORK, NY$73.8M1,085,063
HUNTINGTON NATIONAL BANKCOLUMBUS, OH$58.3M858,025
JPMORGAN CHASE & CONEW YORK, NY$24.0M363,593
Cascade Financial Partners, LLCSAN DIEGO, CA$22.9M307,535
Key Financial IncWEST CHESTER, PA$22.8M306,315
BIP Wealth, LLCATLANTA, GA$22.5M301,931
Royal Bank of CanadaTORONTO, A6$21.2M311,412
LPL Financial LLCFORT MILL, SC$16.2M238,711
BANK OF AMERICA CORP /DE/CHARLOTTE, NC$14.0M206,333
M&T Bank CorpBUFFALO, NY$9.6M129,343
COMMONWEALTH EQUITY SERVICES, LLCWALTHAM, MA$9.3M124,973
Avidian Wealth Enterprises, LLCHouston, TX$8.4M112,544
Evernest Financial Advisors, LLCCARMEL, IN$6.8M91,533
Powers Advisory Group, LLCHighland, IL$6.0M81,325

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