Institutional Ownership
Wisdomtree Tr
CUSIP 97717W109US TOTAL DIVIDNDDTDQ1 2026
Institutional Holders
209
13F filers
Shares Held
8.70M
Aggregate institutional
Institutional Value
$742.02M
Q1 2026
Net New Holders
+4
19 new · 15 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions19
Increased65
Decreased59
Sold out15
Institutional Holders
209 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 1.51M | $130.00M | −140.7K | Reduced |
| 2 | Morgan Stanley | 1.22M | $105.05M | +53.4K | Added |
| 3 | Lpl Financial LLC | 901.1K | $77.82M | +62.5K | Added |
| 4 | Wells Fargo & Company/Mn | 372.6K | $32.17M | −19.3K | Reduced |
| 5 | 626 Financial, LLC | 294.9K | $25.47M | −19.0K | Reduced |
| 6 | Raymond James Financial Inc | 273.1K | $23.59M | +13.8K | Added |
| 7 | Connecticut Wealth Management, LLC | 268.9K | $23.22M | 0 | Held |
| 8 | Pinnacle Financial Group, LLC / Il | 245.1K | $21.17M | −9.5K | Reduced |
| 9 | Retirement Planning Group, LLC | 235.6K | $20.35M | −11.4K | Reduced |
| 10 | Kestra Advisory Services, LLC | 224.2K | $19.36M | +24.4K | Added |
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