Institutional Ownership
Wisdomtree Tr
CUSIP 97717W802ITL HIGH DIV FDDTHQ1 2026
Institutional Holders
109
13F filers
Shares Held
8.00M
Aggregate institutional
Institutional Value
$419.50M
Q1 2026
Net New Holders
+7
15 new · 8 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions15
Increased42
Decreased30
Sold out8
Institutional Holders
109 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 1.59M | $86.02M | +173.8K | Added |
| 2 | Morgan Stanley | 961.1K | $51.99M | +134.7K | Added |
| 3 | Lpl Financial LLC | 913.7K | $49.42M | +133.7K | Added |
| 4 | Mariner, LLC | 325.7K | $17.62M | −73.3K | Reduced |
| 5 | Tcp Asset Management, LLC | 268.0K | $14.49M | +268.0K | New |
| 6 | Freedom Day Solutions, LLC | 183.3K | $9.91M | +43.9K | Added |
| 7 | Cwm, LLC | 161.6K | $8.74M | +67.7K | Added |
| 8 | Envestnet Asset Management Inc | 161.2K | $8.72M | +139.8K | Added |
| 9 | Beacon Pointe Advisors, LLC | 151.5K | $8.19M | +25.8K | Added |
| 10 | Stonebridge Wealth Management, LLC | 144.8K | $7.83M | −3.0K | Reduced |
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