Institutional Ownership
Wisdomtree Tr
CUSIP 97717W547WISDOMTREE US VAWTVQ1 2026
Institutional Holders
217
13F filers
Shares Held
21.04M
Aggregate institutional
Institutional Value
$1.96B
Q1 2026
Net New Holders
+15
26 new · 11 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions26
Increased115
Decreased51
Sold out11
Institutional Holders
217 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Lpl Financial LLC | 3.54M | $335.00M | +979.8K | Added |
| 2 | Envestnet Asset Management Inc | 1.99M | $188.16M | +91.7K | Added |
| 3 | Raymond James Financial Inc | 1.75M | $165.43M | +249.9K | Added |
| 4 | Morgan Stanley | 1.61M | $152.93M | +292.2K | Added |
| 5 | Osaic Holdings, Inc. | 1.42M | $134.74M | +169.9K | Added |
| 6 | Hightower Advisors, LLC | 1.24M | $117.73M | +41.3K | Added |
| 7 | Cetera Investment Advisers | 525.4K | $49.77M | +72.3K | Added |
| 8 | Kestra Advisory Services, LLC | 424.9K | $40.25M | +21.4K | Added |
| 9 | Stifel Financial Corp | 352.8K | $33.42M | +20.7K | Added |
| 10 | Bank Of America Corp /De/ | 315.7K | $29.90M | +74.2K | Added |
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