Institutional Ownership
Wisdomtree Tr
CUSIP 97717W331NEW ECON REAL ESWTREQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
16
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
Schedule 13D (activist) & 13G (passive) 5%+ ownership filings
No 13D/13G filings on record yet
Schedule 13D/13G beneficial-ownership filings from 2020–present are ingested from SEC EDGAR. Coverage expands as the backfill and daily crawler run.
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Lpl Financial LLC | 40.1K | $869.4K |
| 2 | Bank Of America Corp /De/ | 29.2K | $633.0K |
| 3 | Jane Street Group, LLC | 21.6K | $466.9K |
| 4 | Raymond James Financial Inc | 18.3K | $396.6K |
| 5 | Ae Wealth Management LLC | 13.8K | $297.8K |
| 6 | Morgan Stanley | 2.7K | $59.0K |
| 7 | Western Wealth Management, LLC | 1.6K | $33.6K |
| 8 | Osaic Holdings, Inc. | 1.4K | $30.3K |
| 9 | Farther Finance Advisors, LLC | 1.1K | $24.0K |
| 10 | Murphy & Mullick Capital Management Corp | 1.1K | $23.4K |