Institutional Ownership
Wisdomtree Tr
CUSIP 97717W380INTRST RATE HDGEAGZDQ1 2026
13D / 13G Filings
4
Schedule 13D/13G on record
Beneficial Filers
1
Distinct reporting persons
Largest Stake
6.5%
Max % of class reported
Institutional Holders
47
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
4 filings · latest Aug 18, 2025
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Lpl Financial LLC | 406.1K | $9.16M |
| 2 | Mcadam, LLC | 300.6K | $6.78M |
| 3 | Bank Of America Corp /De/ | 248.5K | $5.60M |
| 4 | Trilogy Capital Inc. | 234.1K | $5.28M |
| 5 | Captrust Financial Advisors | 205.5K | $4.63M |
| 6 | Modern Wealth Management, LLC | 126.9K | $2.86M |
| 7 | Axs Investments LLC | 107.2K | $2.42M |
| 8 | Sykon Capital LLC | 102.1K | $2.30M |
| 9 | Silver Oak Securities, Incorporated | 85.2K | $1.92M |
| 10 | Ubs Group AG | 72.5K | $1.63M |