Institutional Ownership
Wisdomtree Tr
CUSIP 97717W430HEDGED HI YLD BDHYZDQ1 2026
Institutional Holders
58
13F filers
Shares Held
7.17M
Aggregate institutional
Institutional Value
$155.64M
Q1 2026
Net New Holders
+0
8 new · 8 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions8
Increased25
Decreased14
Sold out8
Institutional Holders
58 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Lpl Financial LLC | 1.64M | $36.02M | +155.1K | Added |
| 2 | Ubs Group AG | 1.58M | $34.77M | +62.5K | Added |
| 3 | Morgan Stanley | 689.8K | $15.18M | −20.5K | Reduced |
| 4 | Systelligence, LLC | 354.9K | $7.81M | +354.9K | New |
| 5 | Envestnet Asset Management Inc | 335.2K | $7.38M | −81.2K | Reduced |
| 6 | B. Riley Wealth Advisors, Inc. | 272.7K | $6.01M | +5.1K | Added |
| 7 | Ameriprise Financial Inc | 219.4K | $4.83M | +90.8K | Added |
| 8 | Cetera Investment Advisers | 191.4K | $4.21M | +37.6K | Added |
| 9 | Jane Street Group, LLC | 171.5K | $3.77M | +154.2K | Added |
| 10 | Integrated Wealth Concepts LLC | 170.0K | $3.74M | +10.5K | Added |
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