Institutional Ownership
Wisdomtree Tr
CUSIP 97717W786INTERNTNL AI ENHAIVIQ1 2026
Institutional Holders
35
13F filers
Shares Held
284.9K
Aggregate institutional
Institutional Value
$13.24M
Q1 2026
Net New Holders
+3
7 new · 4 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions7
Increased10
Decreased9
Sold out4
Institutional Holders
35 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Morgan Stanley | 57.4K | $3.11M | −16.3K | Reduced |
| 2 | Lpl Financial LLC | 44.7K | $2.42M | +1.7K | Added |
| 3 | Bip Wealth, LLC | 31.3K | $1.69M | −6.7K | Reduced |
| 4 | Truvestments Capital LLC | 15.0K | $810.8K | +370 | Added |
| 5 | Jones Financial Companies Lllp | 15.4K | $805.0K | +1.8K | Added |
| 6 | Xml Financial, LLC | 9.1K | $490.3K | −229 | Reduced |
| 7 | Citadel Advisors LLC | 7.8K | $422.1K | +7.8K | New |
| 8 | Jane Street Group, LLC | 7.5K | $406.2K | +7.5K | New |
| 9 | Ep Wealth Advisors, LLC | 6.0K | $322.6K | 0 | Held |
| 10 | Private Advisor Group, LLC | 5.6K | $305.2K | +5.6K | New |
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