Institutional Ownership
Wisdomtree Tr
CUSIP 97717W471BLMBG US BULLUSDUQ1 2026
Institutional Holders
67
13F filers
Shares Held
9.14M
Aggregate institutional
Institutional Value
$238.70M
Q1 2026
Net New Holders
+21
31 new · 10 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions31
Increased17
Decreased16
Sold out10
Institutional Holders
67 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Assetmark, Inc | 3.13M | $82.40M | +3.07M | Added |
| 2 | Genwealth Group, Inc. | 759.2K | $19.99M | +178.8K | Added |
| 3 | Osborne Partners Capital Management, LLC | 530.7K | $13.97M | +17.5K | Added |
| 4 | Empowered Funds, LLC | 512.5K | $13.49M | +512.5K | New |
| 5 | Morgan Stanley | 495.4K | $13.04M | +298.1K | Added |
| 6 | Encompass More Asset Management | 438.8K | $11.55M | +438.8K | New |
| 7 | Hightower Advisors, LLC | 305.3K | $8.04M | +180.3K | Added |
| 8 | Reyes Financial Architecture, Inc. | 304.7K | $8.02M | +300.5K | Added |
| 9 | Advyzon Investment Management, LLC | 220.1K | $5.80M | −184.3K | Reduced |
| 10 | Ausdal Financial Partners, Inc. | 219.3K | $5.77M | −158.9K | Reduced |
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