Institutional Ownership
Wisdomtree Tr
CUSIP 97717W588US LARGECAP FUNDEPSQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
170
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 | Fiduciary Trust Co | 1.86M | $126.63M |
| 2 | Lpl Financial LLC | 1.51M | $103.01M |
| 3 | Morgan Stanley | 889.7K | $60.60M |
| 4 | Lido Advisors, LLC | 798.8K | $54.41M |
| 5 | Garrett Wealth Advisory Group, LLC | 750.0K | $51.08M |
| 6 | Private Advisor Group, LLC | 693.6K | $47.24M |
| 7 | Cetera Investment Advisers | 660.0K | $44.95M |
| 8 | Cwm, LLC | 465.6K | $31.71M |
| 9 | Wealthplan Investment Management, LLC | 459.1K | $31.27M |
| 10 | Team Financial Group, LLC | 450.8K | $30.70M |