Institutional Ownership
Wisdomtree Tr
CUSIP 97717W380INTRST RATE HDGEAGZDQ1 2026
Institutional Holders
47
13F filers
Shares Held
2.54M
Aggregate institutional
Institutional Value
$56.92M
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
Increased12
Decreased22
Sold out4
Institutional Holders
47 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Lpl Financial LLC | 406.1K | $9.16M | +14.4K | Added |
| 2 | Mcadam, LLC | 300.6K | $6.78M | +16.2K | Added |
| 3 | Bank Of America Corp /De/ | 248.5K | $5.60M | +52.1K | Added |
| 4 | Trilogy Capital Inc. | 234.1K | $5.28M | +92.2K | Added |
| 5 | Captrust Financial Advisors | 205.5K | $4.63M | +11.1K | Added |
| 6 | Modern Wealth Management, LLC | 126.9K | $2.86M | −25.0K | Reduced |
| 7 | Axs Investments LLC | 107.2K | $2.42M | +36.8K | Added |
| 8 | Sykon Capital LLC | 102.1K | $2.30M | −4.6K | Reduced |
| 9 | Silver Oak Securities, Incorporated | 85.2K | $1.92M | −1.2K | Reduced |
| 10 | Ubs Group AG | 72.5K | $1.63M | +30.6K | Added |
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