CUSIP 97717W380INTRST RATE HDGEAGZDQ4 2025
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradeQ4 2025
47 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Lpl Financial LLC | 391.7K | $8.81M | +44.2K | Added |
| 2 | Mcadam, LLC | 284.4K | $6.40M | +40.1K | Added |
| 3 | Envestnet Asset Management Inc | 275.6K | $6.20M | +252.1K | Added |
| 4 | Bank Of America Corp /De/ | 196.4K | $4.42M |
| Reduced |
| 5 | Captrust Financial Advisors | 194.3K | $4.37M | −15.3K | Reduced |
| 6 | Modern Wealth Management, LLC | 152.0K | $3.42M | −14.6K | Reduced |
| 7 | Trilogy Capital Inc. | 141.9K | $3.19M | −10.8K | Reduced |
| 8 | Sykon Capital LLC | 106.7K | $2.40M | +56.2K | Added |
| 9 | Silver Oak Securities, Incorporated | 86.4K | $1.94M | −1.2K | Reduced |
| 10 | Sigma Planning Corp | 74.2K | $1.67M | +1.2K | Added |
See every fund holding Wisdomtree Tr, with full quarter-over-quarter share changes.
Unlock all holders