Institutional Ownership
Wisdomtree Tr
CUSIP 97717W562US SMALLCAP FUNDEESQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
161
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 | Morgan Stanley | 735.2K | $42.68M |
| 2 | Ubs Group AG | 715.8K | $41.55M |
| 3 | Lpl Financial LLC | 594.8K | $34.53M |
| 4 | Bank Of America Corp /De/ | 527.0K | $30.59M |
| 5 | Ameriprise Financial Inc | 452.8K | $26.29M |
| 6 | Cetera Investment Advisers | 361.6K | $20.99M |
| 7 | Key Financial Inc | 288.0K | $16.72M |
| 8 | Raymond James Financial Inc | 204.2K | $11.85M |
| 9 | Savant Capital, LLC | 173.3K | $10.06M |
| 10 | Arkadios Wealth Advisors | 156.6K | $9.09M |