Institutional Ownership
Wisdomtree Tr
CUSIP 97717W281EMG MKTS SMCAPDGSQ1 2026
Institutional Holders
254
13F filers
Shares Held
17.65M
Aggregate institutional
Institutional Value
$1.03B
Q1 2026
Net New Holders
+6
17 new · 11 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions17
Increased97
Decreased86
Sold out11
Institutional Holders
254 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Creative Planning | 4.21M | $252.92M | −308.1K | Reduced |
| 2 | Bank Of America Corp /De/ | 1.28M | $77.08M | +118.5K | Added |
| 3 | National Bank Of Canada /Fi/ | 608.6K | $36.58M | +31.2K | Added |
| 4 | Morgan Stanley | 556.2K | $33.43M | +32.6K | Added |
| 5 | Hightower Advisors, LLC | 517.1K | $31.07M | +6.1K | Added |
| 6 | Unison Advisors LLC | 445.1K | $26.75M | +685 | Added |
| 7 | Envestnet Asset Management Inc | 440.5K | $26.48M | +25.9K | Added |
| 8 | Captrust Financial Advisors | 430.8K | $25.89M | +30.5K | Added |
| 9 | Lpl Financial LLC | 416.9K | $25.05M | −27.6K | Reduced |
| 10 | Fifth Third Bancorp | 378.5K | $22.75M | +15.9K | Added |
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