Institutional Ownership
Wisdomtree Tr
CUSIP 97717W471BLMBG US BULLUSDUQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
67
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
Schedule 13D (activist) & 13G (passive) 5%+ ownership filings
No 13D/13G filings on record yet
Schedule 13D/13G beneficial-ownership filings from 2020–present are ingested from SEC EDGAR. Coverage expands as the backfill and daily crawler run.
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Assetmark, Inc | 3.13M | $82.40M |
| 2 | Genwealth Group, Inc. | 759.2K | $19.99M |
| 3 | Osborne Partners Capital Management, LLC | 530.7K | $13.97M |
| 4 | Empowered Funds, LLC | 512.5K | $13.49M |
| 5 | Morgan Stanley | 495.4K | $13.04M |
| 6 | Encompass More Asset Management | 438.8K | $11.55M |
| 7 | Hightower Advisors, LLC | 305.3K | $8.04M |
| 8 | Reyes Financial Architecture, Inc. | 304.7K | $8.02M |
| 9 | Advyzon Investment Management, LLC | 220.1K | $5.80M |
| 10 | Ausdal Financial Partners, Inc. | 219.3K | $5.77M |