Institutional Ownership
Wisdomtree Tr
CUSIP 97717W760INTL SMCAP DIVDLSQ1 2026
Institutional Holders
204
13F filers
Shares Held
4.45M
Aggregate institutional
Institutional Value
$350.75M
Q1 2026
Net New Holders
+10
18 new · 8 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions18
Increased49
Decreased80
Sold out8
Institutional Holders
204 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Savant Capital, LLC | 751.4K | $61.24M | −23.7K | Reduced |
| 2 | Bip Wealth, LLC | 259.5K | $21.15M | −11.4K | Reduced |
| 3 | Bank Of America Corp /De/ | 257.9K | $21.02M | +75.8K | Added |
| 4 | Lri Investments, LLC | 193.4K | $15.76M | −2.4K | Reduced |
| 5 | Morgan Stanley | 156.7K | $12.77M | −4.0K | Reduced |
| 6 | Hightower Advisors, LLC | 114.5K | $9.33M | −585 | Reduced |
| 7 | Raymond James Financial Inc | 108.0K | $8.80M | −716 | Reduced |
| 8 | Mai Capital Management | 97.9K | $7.98M | +616 | Added |
| 9 | Osaic Holdings, Inc. | 91.7K | $7.47M | −1.0K | Reduced |
| 10 | Compound Planning, Inc. | 83.1K | $6.78M | −2.3K | Reduced |
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