Institutional Ownership
Wisdomtree Tr
CUSIP 97717W570US MIDCAP FUNDEZMQ1 2026
13D / 13G Filings
5
Schedule 13D/13G on record
Beneficial Filers
1
Distinct reporting persons
Largest Stake
10.6%
Max % of class reported
Institutional Holders
171
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
5 filings · latest Oct 11, 2022
| # | Filed | Reporting Person | Form | % of Class | Shares | Filing |
|---|---|---|---|---|---|---|
| 1 | Oct 11, 2022 | Truist Financial Corp | 13G/A | 4.8% | 709.0K | SEC |
| 2 | Mar 18, 2022 | Truist Financial Corp | 13G | 5.4% | 796.3K | SEC |
| 3 | Feb 17, 2021 | Truist Financial Corp | 13G | 9.0% | 1.28M | SEC |
| 4 | May 11, 2020 | Truist Financial Corp | 13G | 10.6% | 2.08M | SEC |
| 5 | Feb 12, 2020 | Truist Financial Corp | 13G | 7.5% | 2.07M | SEC |
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Davenport & Co LLC | 722.9K | $48.59M |
| 2 | Ubs Group AG | 580.0K | $38.99M |
| 3 | Bank Of America Corp /De/ | 494.6K | $33.25M |
| 4 | Morgan Stanley | 459.9K | $30.91M |
| 5 | Truist Financial Corp | 438.9K | $29.50M |
| 6 | Lpl Financial LLC | 429.1K | $28.85M |
| 7 | Baird Financial Group, Inc. | 322.8K | $21.70M |
| 8 | Freedom Investment Management, Inc. | 294.0K | $19.77M |
| 9 | Cpc Advisors, LLC | 262.3K | $17.63M |
| 10 | Ieq Capital, LLC | 203.6K | $13.68M |