Institutional Ownership
Wisdomtree Tr
CUSIP 97717W323EM MKTS QTLY DIVDGREQ1 2026
Institutional Holders
56
13F filers
Shares Held
2.54M
Aggregate institutional
Institutional Value
$82.01M
Q1 2026
Net New Holders
+5
10 new · 5 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions10
Increased17
Decreased16
Sold out5
Institutional Holders
56 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Lpl Financial LLC | 670.3K | $22.20M | +16.4K | Added |
| 2 | Simplifi, Inc. | 339.0K | $11.23M | +655 | Added |
| 3 | Cetera Investment Advisers | 192.6K | $6.38M | +50.8K | Added |
| 4 | One Capital Management, LLC | 163.4K | $5.41M | −1.03M | Reduced |
| 5 | Old Mission Capital LLC | 130.5K | $4.32M | +130.5K | New |
| 6 | Hightower Advisors, LLC | 121.0K | $4.01M | −4.7K | Reduced |
| 7 | Royal Bank Of Canada | 107.3K | $3.55M | −9.7K | Reduced |
| 8 | Occidental Asset Management, LLC | 83.7K | $2.77M | +1.3K | Added |
| 9 | Citadel Advisors LLC | 59.0K | $1.95M | +59.0K | New |
| 10 | Susquehanna International Group, LLP | 55.1K | $1.83M | +48.0K | Added |
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