Institutional Ownership
Wisdomtree Tr
CUSIP 97717W794INTL LRGCAP DVDOLQ1 2026
Institutional Holders
109
13F filers
Shares Held
7.69M
Aggregate institutional
Institutional Value
$521.19M
Q1 2026
Net New Holders
+5
12 new · 7 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions12
Increased39
Decreased29
Sold out7
Institutional Holders
109 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Creative Planning | 2.70M | $183.35M | +33.2K | Added |
| 2 | Morgan Stanley | 1.09M | $73.77M | +60.8K | Added |
| 3 | Jpmorgan Chase & Co | 363.6K | $24.01M | −8.0K | Reduced |
| 4 | Key Financial Inc | 321.3K | $21.85M | +1.1K | Added |
| 5 | Royal Bank Of Canada | 311.4K | $21.17M | −19.0K | Reduced |
| 6 | Bip Wealth, LLC | 292.9K | $19.91M | −18.1K | Reduced |
| 7 | Cascade Financial Partners, LLC | 269.6K | $18.33M | +26.8K | Added |
| 8 | Lpl Financial LLC | 238.7K | $16.23M | +1.6K | Added |
| 9 | Bank Of America Corp /De/ | 206.3K | $14.03M | +7.1K | Added |
| 10 | M&T Bank Corp | 129.1K | $8.77M | +53 | Added |
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