Institutional Ownership
Wisdomtree Tr
CUSIP 97717W562US SMALLCAP FUNDEESQ1 2026
Institutional Holders
161
13F filers
Shares Held
6.59M
Aggregate institutional
Institutional Value
$379.43M
Q1 2026
Net New Holders
+0
11 new · 11 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions11
Increased56
Decreased50
Sold out11
Institutional Holders
161 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Morgan Stanley | 735.2K | $42.68M | +2.1K | Added |
| 2 | Ubs Group AG | 715.8K | $41.55M | −4.8K | Reduced |
| 3 | Lpl Financial LLC | 594.8K | $34.53M | +14.6K | Added |
| 4 | Bank Of America Corp /De/ | 527.0K | $30.59M | −19.3K | Reduced |
| 5 | Ameriprise Financial Inc | 452.8K | $26.29M | −11.1K | Reduced |
| 6 | Cetera Investment Advisers | 361.6K | $20.99M | −15.4K | Reduced |
| 7 | Key Financial Inc | 288.0K | $16.72M | +4.0K | Added |
| 8 | Raymond James Financial Inc | 204.2K | $11.85M | +29.9K | Added |
| 9 | Savant Capital, LLC | 173.3K | $10.06M | −9.3K | Reduced |
| 10 | Arkadios Wealth Advisors | 156.6K | $9.09M | −1.8K | Reduced |
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