CUSIP 97717W604US SMALLCAP DIVDDESQ4 2025
Aggregate 13F value by quarter
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329 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Morgan Stanley | 2.70M | $90.35M | +71.8K | Added |
| 2 | Bank Of America Corp /De/ | 2.44M | $81.63M | +19.2K | Added |
| 3 | Lpl Financial LLC | 1.51M | $50.38M | −106.2K | Reduced |
| 4 | Ubs Group AG | 1.49M | $49.79M |
| Reduced |
| 5 | Creative Planning | 1.36M | $45.58M | −42.4K | Reduced |
| 6 | M&T Bank Corp | 1.06M | $35.36M | −28.0K | Reduced |
| 7 | Mercer Global Advisors Inc /Adv | 915.5K | $30.62M | +69.9K | Added |
| 8 | Raymond James Financial Inc | 775.7K | $25.95M | −54.3K | Reduced |
| 9 | Royal Bank Of Canada | 764.0K | $25.55M | −13.0K | Reduced |
| 10 | Wells Fargo & Company/Mn | 729.4K | $24.40M | +132.7K | Added |
See every fund holding Wisdomtree Tr, with full quarter-over-quarter share changes.
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