Institutional Ownership
Wisdomtree Tr
CUSIP 97717W307US LARGECAP DIVDDLNQ1 2026
Institutional Holders
463
13F filers
Shares Held
42.34M
Aggregate institutional
Institutional Value
$3.68B
Q1 2026
Net New Holders
+10
35 new · 25 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions35
Increased152
Decreased135
Sold out25
Institutional Holders
463 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Lpl Financial LLC | 3.89M | $347.20M | +311.3K | Added |
| 2 | Pnc Financial Services Group, Inc. | 3.67M | $327.69M | −183.0K | Reduced |
| 3 | Morgan Stanley | 2.87M | $256.39M | +8.9K | Added |
| 4 | Focus Partners Wealth | 2.59M | $231.21M | +9.1K | Added |
| 5 | Ameriprise Financial Inc | 1.92M | $171.49M | +143.3K | Added |
| 6 | Creative Planning | 1.37M | $122.18M | −18.2K | Reduced |
| 7 | Great Valley Advisor Group, Inc. | 1.35M | $120.26M | +56.5K | Added |
| 8 | Ubs Group AG | 1.32M | $117.55M | −43.6K | Reduced |
| 9 | Bank Of America Corp /De/ | 1.21M | $108.21M | +69.0K | Added |
| 10 | Trilogy Capital Inc. | 1.17M | $104.07M | +47.3K | Added |
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