Institutional Ownership
Wisdomtree Inc
CUSIP 97717PAD6NOTE 3.250% 6/1WTQ1 2026
Institutional Holders
1
13F filers
Shares Held
18.0K
Aggregate institutional
Institutional Value
$2.45M
Q1 2026
Net New Holders
-1
1 new · 2 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions1
Increased0
Decreased0
Sold out2
Institutional Holders
1 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Assetmark, Inc | 18.0K | $2.45M | +18.0K | New |