Institutional Ownership
Wisdomtree Tr
CUSIP 97717W125FUTRE STRAT FDWTMFQ1 2026
Institutional Holders
82
13F filers
Shares Held
4.30M
Aggregate institutional
Institutional Value
$168.91M
Q1 2026
Net New Holders
+8
16 new · 8 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions16
Increased33
Decreased24
Sold out8
Institutional Holders
82 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Morgan Stanley | 1.11M | $43.98M | −22.4K | Reduced |
| 2 | Lpl Financial LLC | 476.3K | $18.90M | +26.0K | Added |
| 3 | Tidemark, LLC | 407.8K | $16.18M | +156.8K | Added |
| 4 | Onedigital Investment Advisors LLC | 319.2K | $12.67M | −143.0K | Reduced |
| 5 | Stewardship Advisors, LLC | 282.1K | $11.19M | +2.4K | Added |
| 6 | Earned Wealth Advisors, LLC | 272.9K | $10.83M | +11.2K | Added |
| 7 | Cetera Investment Advisers | 269.1K | $10.68M | +6.4K | Added |
| 8 | Avestar Capital, LLC | 126.7K | $5.03M | −2.5K | Reduced |
| 9 | Wells Fargo & Company/Mn | 67.7K | $2.69M | +27.6K | Added |
| 10 | Envestnet Asset Management Inc | 66.9K | $2.66M | +7.3K | Added |
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