# WISDOMTREE TR TRUE DEVELOPED I

WISDOMTREE TR TRUE DEVELOPED I is a security (CUSIP 97717W794) tracked across SEC portfolio filings. 114 institutional managers reported $598.5M on Form 13F as of 2026-06-30.

## Summary

- Issuer: WISDOMTREE TR
- Class: TRUE DEVELOPED I
- CUSIP: 97717W794
- 13F holders: 114
- 13F value: $598.5M
- 13F period: 2026-06-30
- N-PORT fund positions: 0

## Top institutional holders (Form 13F)

_Showing 15 of 114 managers by value._

| Manager | Location | Value | Shares |
| --- | --- | --- | --- |
| [Creative Planning](https://search.stillhousedata.com/firm/105348) | Overland Park, KS | $183.4M | 2,696,930 |
| MORGAN STANLEY | NEW YORK, NY | $73.8M | 1,085,063 |
| HUNTINGTON NATIONAL BANK | COLUMBUS, OH | $58.3M | 858,025 |
| JPMORGAN CHASE & CO | NEW YORK, NY | $24.0M | 363,593 |
| [Cascade Financial Partners, LLC](https://search.stillhousedata.com/firm/326620) | SAN DIEGO, CA | $22.9M | 307,535 |
| Key Financial Inc | WEST CHESTER, PA | $22.8M | 306,315 |
| BIP Wealth, LLC | ATLANTA, GA | $22.5M | 301,931 |
| Royal Bank of Canada | TORONTO, A6 | $21.2M | 311,412 |
| [LPL Financial LLC](https://search.stillhousedata.com/firm/6413) | FORT MILL, SC | $18.8M | 253,339 |
| BANK OF AMERICA CORP /DE/ | CHARLOTTE, NC | $14.0M | 206,333 |
| M&T Bank Corp | BUFFALO, NY | $9.6M | 129,343 |
| [COMMONWEALTH EQUITY SERVICES, LLC](https://search.stillhousedata.com/firm/8032) | WALTHAM, MA | $9.3M | 124,973 |
| [Avidian Wealth Enterprises, LLC](https://search.stillhousedata.com/firm/127186) | Houston, TX | $8.4M | 112,544 |
| [Evernest Financial Advisors, LLC](https://search.stillhousedata.com/firm/328161) | CARMEL, IN | $6.8M | 91,533 |
| [Powers Advisory Group, LLC](https://search.stillhousedata.com/firm/172252) | Highland, IL | $6.0M | 81,325 |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/97717W794.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.