Institutional Ownership
Wisdomtree Tr
CUSIP 97717W794INTL LRGCAP DVDOLQ1 2026
13D / 13G Filings
1
Schedule 13D/13G on record
Beneficial Filers
1
Distinct reporting persons
Largest Stake
7.4%
Max % of class reported
Institutional Holders
109
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
1 filings · latest Feb 14, 2023
| # | Filed | Reporting Person | Form | % of Class | Shares | Filing |
|---|---|---|---|---|---|---|
| 1 | Feb 14, 2023 | Huntington Bancshares Inc /Md/ | 13G | 7.4% | 541.5K | SEC |
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Creative Planning | 2.70M | $183.35M |
| 2 | Morgan Stanley | 1.09M | $73.77M |
| 3 | Jpmorgan Chase & Co | 363.6K | $24.01M |
| 4 | Key Financial Inc | 321.3K | $21.85M |
| 5 | Royal Bank Of Canada | 311.4K | $21.17M |
| 6 | Bip Wealth, LLC | 292.9K | $19.91M |
| 7 | Cascade Financial Partners, LLC | 269.6K | $18.33M |
| 8 | Lpl Financial LLC | 238.7K | $16.23M |
| 9 | Bank Of America Corp /De/ | 206.3K | $14.03M |
| 10 | M&T Bank Corp | 129.1K | $8.77M |