Institutional Ownership
Wisdomtree Tr
CUSIP 97717W505US MIDCAP DIVIDDONQ1 2026
Institutional Holders
459
13F filers
Shares Held
40.29M
Aggregate institutional
Institutional Value
$2.06B
Q1 2026
Net New Holders
+12
31 new · 19 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions31
Increased145
Decreased179
Sold out19
Institutional Holders
459 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 4.65M | $244.08M | −32.1K | Reduced |
| 2 | Morgan Stanley | 2.39M | $125.61M | +15.9K | Added |
| 3 | Ubs Group AG | 1.88M | $98.94M | +152.1K | Added |
| 4 | Lpl Financial LLC | 1.85M | $97.11M | −101.5K | Reduced |
| 5 | Jones Financial Companies Lllp | 1.66M | $85.77M | +311.6K | Added |
| 6 | Linscomb Wealth, Inc. | 1.58M | $82.95M | −265.7K | Reduced |
| 7 | Creative Planning | 1.52M | $79.77M | −264 | Reduced |
| 8 | Ameriprise Financial Inc | 1.35M | $71.10M | −28.0K | Reduced |
| 9 | Raymond James Financial Inc | 1.00M | $52.74M | −111.3K | Reduced |
| 10 | Wells Fargo & Company/Mn | 1.00M | $52.60M | +2.7K | Added |
449 more institutional holders on Premium
See every fund holding Wisdomtree Tr, with full quarter-over-quarter share changes.
Unlock all holders