Institutional Ownership
Wisdomtree Tr
CUSIP 97717W703INTL EQUITY FDDWMQ1 2026
Institutional Holders
130
13F filers
Shares Held
5.61M
Aggregate institutional
Institutional Value
$382.41M
Q1 2026
Net New Holders
+8
15 new · 7 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions15
Increased42
Decreased39
Sold out7
Institutional Holders
130 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Morgan Stanley | 950.1K | $66.41M | −15.7K | Reduced |
| 2 | Lpl Financial LLC | 476.0K | $33.27M | −588 | Reduced |
| 3 | Wells Fargo & Company/Mn | 431.9K | $30.18M | +28.9K | Added |
| 4 | Lri Investments, LLC | 386.5K | $27.02M | 0 | Held |
| 5 | Bank Of America Corp /De/ | 385.1K | $26.92M | −4.7K | Reduced |
| 6 | Valmark Advisers, Inc. | 309.5K | $21.63M | +2.0K | Added |
| 7 | Ubs Group AG | 220.8K | $15.43M | +40.5K | Added |
| 8 | Wealth Enhancement Advisory Services, LLC | 208.2K | $14.70M | −123.7K | Reduced |
| 9 | Envestnet Asset Management Inc | 111.7K | $7.81M | −19.0K | Reduced |
| 10 | Kestra Advisory Services, LLC | 107.7K | $7.52M | −21.1K | Reduced |
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