Institutional Ownership
Wisdomtree Tr
CUSIP 97717W778INTL MIDCAP DVDIMQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
48
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 | Mesirow Financial Investment Management, Inc. | 108.6K | $8.99M |
| 2 | Wealthshield Partners, LLC | 32.1K | $2.66M |
| 3 | Morgan Stanley | 32.0K | $2.65M |
| 4 | Smith, Moore & Co. | 31.6K | $2.62M |
| 5 | Ghp Investment Advisors, Inc. | 31.5K | $2.61M |
| 6 | Phillip James Consulting Co. | 31.0K | $2.11M |
| 7 | Bank Of America Corp /De/ | 23.9K | $1.98M |
| 8 | Wells Fargo & Company/Mn | 23.6K | $1.96M |
| 9 | Rockefeller Capital Management L.P. | 22.8K | $1.89M |
| 10 | Sanctuary Advisors, LLC | 18.7K | $1.55M |