Institutional Ownership
Wisdomtree Tr
CUSIP 97717W760INTL SMCAP DIVDLSQ1 2026
13D / 13G Filings
1
Schedule 13D/13G on record
Beneficial Filers
1
Distinct reporting persons
Largest Stake
6.3%
Max % of class reported
Institutional Holders
204
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
1 filings · latest Nov 5, 2025
| # | Filed | Reporting Person | Form | % of Class | Shares | Filing |
|---|---|---|---|---|---|---|
| 1 | Nov 5, 2025 | Savant Capital, LLC | 13G | 6.3% | 804.7K | SEC |
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Savant Capital, LLC | 751.4K | $61.24M |
| 2 | Bip Wealth, LLC | 259.5K | $21.15M |
| 3 | Bank Of America Corp /De/ | 257.9K | $21.02M |
| 4 | Lri Investments, LLC | 193.4K | $15.76M |
| 5 | Morgan Stanley | 156.7K | $12.77M |
| 6 | Hightower Advisors, LLC | 114.5K | $9.33M |
| 7 | Raymond James Financial Inc | 108.0K | $8.80M |
| 8 | Mai Capital Management | 97.9K | $7.98M |
| 9 | Osaic Holdings, Inc. | 91.7K | $7.47M |
| 10 | Compound Planning, Inc. | 83.1K | $6.78M |