Institutional Ownership
Wisdomtree Tr
CUSIP 97717W109US TOTAL DIVIDNDDTDQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
209
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
Schedule 13D (activist) & 13G (passive) 5%+ ownership filings
No 13D/13G filings on record yet
Schedule 13D/13G beneficial-ownership filings from 2020–present are ingested from SEC EDGAR. Coverage expands as the backfill and daily crawler run.
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 1.51M | $130.00M |
| 2 | Morgan Stanley | 1.22M | $105.05M |
| 3 | Lpl Financial LLC | 901.1K | $77.82M |
| 4 | Wells Fargo & Company/Mn | 372.6K | $32.17M |
| 5 | 626 Financial, LLC | 294.9K | $25.47M |
| 6 | Raymond James Financial Inc | 273.1K | $23.59M |
| 7 | Connecticut Wealth Management, LLC | 268.9K | $23.22M |
| 8 | Pinnacle Financial Group, LLC / Il | 245.1K | $21.17M |
| 9 | Retirement Planning Group, LLC | 235.6K | $20.35M |
| 10 | Kestra Advisory Services, LLC | 224.2K | $19.36M |