Institutional Ownership
Wisdomtree Tr
CUSIP 97717W703INTL EQUITY FDDWMQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
130
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 | 950.1K | $66.41M |
| 2 | Lpl Financial LLC | 476.0K | $33.27M |
| 3 | Wells Fargo & Company/Mn | 431.9K | $30.18M |
| 4 | Lri Investments, LLC | 386.5K | $27.02M |
| 5 | Bank Of America Corp /De/ | 385.1K | $26.92M |
| 6 | Valmark Advisers, Inc. | 309.5K | $21.63M |
| 7 | Ubs Group AG | 220.8K | $15.43M |
| 8 | Wealth Enhancement Advisory Services, LLC | 208.2K | $14.70M |
| 9 | Envestnet Asset Management Inc | 111.7K | $7.81M |
| 10 | Kestra Advisory Services, LLC | 107.7K | $7.52M |