Institutional Ownership
Wisdomtree Tr
CUSIP 97717W604US SMALLCAP DIVDDESQ1 2026
Institutional Holders
349
13F filers
Shares Held
27.47M
Aggregate institutional
Institutional Value
$964.77M
Q1 2026
Net New Holders
+16
31 new · 15 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions31
Increased110
Decreased127
Sold out15
Institutional Holders
349 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Morgan Stanley | 2.76M | $99.32M | +62.3K | Added |
| 2 | Bank Of America Corp /De/ | 2.46M | $88.33M | +17.4K | Added |
| 3 | Lpl Financial LLC | 1.43M | $51.23M | −80.7K | Reduced |
| 4 | Ubs Group AG | 1.39M | $49.86M | −101.2K | Reduced |
| 5 | Creative Planning | 1.35M | $48.42M | −15.3K | Reduced |
| 6 | M&T Bank Corp | 1.03M | $37.08M | −25.3K | Reduced |
| 7 | Mercer Global Advisors Inc /Adv | 850.3K | $30.56M | −65.2K | Reduced |
| 8 | Wells Fargo & Company/Mn | 811.5K | $29.16M | +82.1K | Added |
| 9 | Jones Financial Companies Lllp | 762.1K | $27.00M | +80.9K | Added |
| 10 | Raymond James Financial Inc | 747.7K | $26.87M | −28.0K | Reduced |
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