Institutional Ownership
Wisdomtree Tr
CUSIP 97717W208US HIGH DIVIDENDDHSQ1 2026
Institutional Holders
248
13F filers
Shares Held
6.74M
Aggregate institutional
Institutional Value
$716.18M
Q1 2026
Net New Holders
+21
28 new · 7 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions28
Increased77
Decreased67
Sold out7
Institutional Holders
248 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Cwm, LLC | 862.0K | $94.15M | +2.9K | Added |
| 2 | Wells Fargo & Company/Mn | 513.4K | $56.08M | −16.0K | Reduced |
| 3 | Morgan Stanley | 491.8K | $53.71M | +172.4K | Added |
| 4 | Bank Of America Corp /De/ | 457.4K | $49.96M | +14.5K | Added |
| 5 | Cetera Investment Advisers | 412.5K | $45.05M | +10.3K | Added |
| 6 | Lpl Financial LLC | 402.6K | $43.97M | +2.5K | Added |
| 7 | Linscomb Wealth, Inc. | 297.8K | $32.53M | −39.5K | Reduced |
| 8 | Kestra Advisory Services, LLC | 225.1K | $24.59M | +108.6K | Added |
| 9 | Mb, Levis & Associates, LLC | 158.2K | $17.28M | +1.7K | Added |
| 10 | Focus Partners Wealth | 148.0K | $16.17M | +240 | Added |
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