Institutional Ownership
Wisdomtree Tr
CUSIP 97717W125FUTRE STRAT FDWTMFQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
82
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 | Morgan Stanley | 1.11M | $43.98M |
| 2 | Lpl Financial LLC | 476.3K | $18.90M |
| 3 | Tidemark, LLC | 407.8K | $16.18M |
| 4 | Onedigital Investment Advisors LLC | 319.2K | $12.67M |
| 5 | Stewardship Advisors, LLC | 282.1K | $11.19M |
| 6 | Earned Wealth Advisors, LLC | 272.9K | $10.83M |
| 7 | Cetera Investment Advisers | 269.1K | $10.68M |
| 8 | Avestar Capital, LLC | 126.7K | $5.03M |
| 9 | Wells Fargo & Company/Mn | 67.7K | $2.69M |
| 10 | Envestnet Asset Management Inc | 66.9K | $2.66M |