Institutional Ownership
Wisdomtree Tr
CUSIP 97717W570US MIDCAP FUNDEZMQ1 2026
Institutional Holders
171
13F filers
Shares Held
7.58M
Aggregate institutional
Institutional Value
$499.66M
Q1 2026
Net New Holders
+3
11 new · 8 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions11
Increased47
Decreased54
Sold out8
Institutional Holders
171 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Davenport & Co LLC | 722.9K | $48.59M | +103.2K | Added |
| 2 | Ubs Group AG | 580.0K | $38.99M | −23.5K | Reduced |
| 3 | Bank Of America Corp /De/ | 494.6K | $33.25M | −11.2K | Reduced |
| 4 | Morgan Stanley | 459.9K | $30.91M | +628 | Added |
| 5 | Truist Financial Corp | 438.9K | $29.50M | +64.0K | Added |
| 6 | Lpl Financial LLC | 429.1K | $28.85M | +179.7K | Added |
| 7 | Baird Financial Group, Inc. | 322.8K | $21.70M | −9.8K | Reduced |
| 8 | Freedom Investment Management, Inc. | 294.0K | $19.77M | −7.5K | Reduced |
| 9 | Cpc Advisors, LLC | 262.3K | $17.63M | +6.8K | Added |
| 10 | Ieq Capital, LLC | 203.6K | $13.68M | 0 | Held |
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