Institutional Ownership
Wisdomtree Tr
CUSIP 97717W836JP SMALLCP DIVDFJQ1 2026
Institutional Holders
83
13F filers
Shares Held
1.83M
Aggregate institutional
Institutional Value
$181.52M
Q1 2026
Net New Holders
+10
16 new · 6 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions16
Increased19
Decreased18
Sold out6
Institutional Holders
83 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Fmr LLC | 386.6K | $39.45M | +152 | Added |
| 2 | Morgan Stanley | 242.2K | $24.72M | +501 | Added |
| 3 | Raymond James Financial Inc | 212.2K | $21.65M | +2.3K | Added |
| 4 | Wells Fargo & Company/Mn | 128.2K | $13.09M | +2.1K | Added |
| 5 | Motley Fool Wealth Management, LLC | 87.8K | $8.96M | −34.5K | Reduced |
| 6 | Barry Investment Advisors, LLC | 85.0K | $8.67M | −153 | Reduced |
| 7 | Vontobel Holding Ltd. | 81.4K | $8.31M | −1.1K | Reduced |
| 8 | Sachem Hill LLC | 57.0K | $5.81M | −1.5K | Reduced |
| 9 | Schwerin Boyle Capital Management Inc | 52.3K | $5.34M | −6.1K | Reduced |
| 10 | Bank Of America Corp /De/ | 50.7K | $5.18M | −1.6K | Reduced |
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