Institutional Ownership
Wisdomtree Tr
CUSIP 97717W588US LARGECAP FUNDEPSQ1 2026
Institutional Holders
170
13F filers
Shares Held
13.23M
Aggregate institutional
Institutional Value
$895.73M
Q1 2026
Net New Holders
+14
27 new · 13 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions27
Increased45
Decreased61
Sold out13
Institutional Holders
170 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Fiduciary Trust Co | 1.86M | $126.63M | −37.3K | Reduced |
| 2 | Lpl Financial LLC | 1.51M | $103.01M | +80.0K | Added |
| 3 | Morgan Stanley | 889.7K | $60.60M | −10.1K | Reduced |
| 4 | Lido Advisors, LLC | 798.8K | $54.41M | −31.7K | Reduced |
| 5 | Garrett Wealth Advisory Group, LLC | 750.0K | $51.08M | −73.2K | Reduced |
| 6 | Private Advisor Group, LLC | 693.6K | $47.24M | +34.9K | Added |
| 7 | Cetera Investment Advisers | 660.0K | $44.95M | +48.6K | Added |
| 8 | Cwm, LLC | 465.6K | $31.71M | +31.9K | Added |
| 9 | Wealthplan Investment Management, LLC | 459.1K | $31.27M | +225.8K | Added |
| 10 | Team Financial Group, LLC | 450.8K | $30.70M | +3.2K | Added |
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