Institutional Ownership
Wisdomtree Tr
CUSIP 97717W547WISDOMTREE US VAWTVQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
217
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 | Lpl Financial LLC | 3.54M | $335.00M |
| 2 | Envestnet Asset Management Inc | 1.99M | $188.16M |
| 3 | Raymond James Financial Inc | 1.75M | $165.43M |
| 4 | Morgan Stanley | 1.61M | $152.93M |
| 5 | Osaic Holdings, Inc. | 1.42M | $134.74M |
| 6 | Hightower Advisors, LLC | 1.24M | $117.73M |
| 7 | Cetera Investment Advisers | 525.4K | $49.77M |
| 8 | Kestra Advisory Services, LLC | 424.9K | $40.25M |
| 9 | Stifel Financial Corp | 352.8K | $33.42M |
| 10 | Bank Of America Corp /De/ | 315.7K | $29.90M |