Institutional Ownership
Wisdomtree Tr
CUSIP 97717W604US SMALLCAP DIVDDESQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
349
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 | Morgan Stanley | 2.76M | $99.32M |
| 2 | Bank Of America Corp /De/ | 2.46M | $88.33M |
| 3 | Lpl Financial LLC | 1.43M | $51.23M |
| 4 | Ubs Group AG | 1.39M | $49.86M |
| 5 | Creative Planning | 1.35M | $48.42M |
| 6 | M&T Bank Corp | 1.03M | $37.08M |
| 7 | Mercer Global Advisors Inc /Adv | 850.3K | $30.56M |
| 8 | Wells Fargo & Company/Mn | 811.5K | $29.16M |
| 9 | Jones Financial Companies Lllp | 762.1K | $27.00M |
| 10 | Raymond James Financial Inc | 747.7K | $26.87M |