Institutional Ownership
Wisdomtree Tr
CUSIP 97717W505US MIDCAP DIVIDDONQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
459
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 | Bank Of America Corp /De/ | 4.65M | $244.08M |
| 2 | Morgan Stanley | 2.39M | $125.61M |
| 3 | Ubs Group AG | 1.88M | $98.94M |
| 4 | Lpl Financial LLC | 1.85M | $97.11M |
| 5 | Jones Financial Companies Lllp | 1.66M | $85.77M |
| 6 | Linscomb Wealth, Inc. | 1.58M | $82.95M |
| 7 | Creative Planning | 1.52M | $79.77M |
| 8 | Ameriprise Financial Inc | 1.35M | $71.10M |
| 9 | Raymond James Financial Inc | 1.00M | $52.74M |
| 10 | Wells Fargo & Company/Mn | 1.00M | $52.60M |