Institutional Ownership
Wisdomtree Tr
CUSIP 97717W778INTL MIDCAP DVDIMQ1 2026
Institutional Holders
48
13F filers
Shares Held
529.6K
Aggregate institutional
Institutional Value
$40.21M
Q1 2026
Net New Holders
+1
6 new · 5 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions6
Increased17
Decreased15
Sold out5
Institutional Holders
48 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Mesirow Financial Investment Management, Inc. | 108.6K | $8.99M | +19.9K | Added |
| 2 | Wealthshield Partners, LLC | 32.1K | $2.66M | +3.7K | Added |
| 3 | Morgan Stanley | 32.0K | $2.65M | −611 | Reduced |
| 4 | Smith, Moore & Co. | 31.6K | $2.62M | −115 | Reduced |
| 5 | Ghp Investment Advisors, Inc. | 31.5K | $2.61M | −428 | Reduced |
| 6 | Phillip James Consulting Co. | 31.0K | $2.11M | +31.0K | New |
| 7 | Bank Of America Corp /De/ | 23.9K | $1.98M | −1.4K | Reduced |
| 8 | Wells Fargo & Company/Mn | 23.6K | $1.96M | +337 | Added |
| 9 | Rockefeller Capital Management L.P. | 22.8K | $1.89M | −350 | Reduced |
| 10 | Sanctuary Advisors, LLC | 18.7K | $1.55M | +7.5K | Added |
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