Institutional Ownership
Wisdomtree Tr
CUSIP 97717W331NEW ECON REAL ESWTREQ1 2026
Institutional Holders
16
13F filers
Shares Held
137.3K
Aggregate institutional
Institutional Value
$2.85M
Q1 2026
Net New Holders
+0
4 new · 4 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions4
Increased2
Decreased5
Sold out4
Institutional Holders
16 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Lpl Financial LLC | 40.1K | $869.4K | +18.9K | Added |
| 2 | Bank Of America Corp /De/ | 29.2K | $633.0K | −2.4K | Reduced |
| 3 | Jane Street Group, LLC | 21.6K | $466.9K | +21.6K | New |
| 4 | Raymond James Financial Inc | 18.3K | $396.6K | +18.3K | New |
| 5 | Ae Wealth Management LLC | 13.8K | $297.8K | −924 | Reduced |
| 6 | Morgan Stanley | 2.7K | $59.0K | +346 | Added |
| 7 | Western Wealth Management, LLC | 1.6K | $33.6K | +1.6K | New |
| 8 | Osaic Holdings, Inc. | 1.4K | $30.3K | −370 | Reduced |
| 9 | Farther Finance Advisors, LLC | 1.1K | $24.0K | 0 | Held |
| 10 | Murphy & Mullick Capital Management Corp | 1.1K | $23.4K | −192 | Reduced |
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