Institutional Ownership
Wisdomtree Tr
CUSIP 97717W836JP SMALLCP DIVDFJQ1 2026
13D / 13G Filings
4
Schedule 13D/13G on record
Beneficial Filers
1
Distinct reporting persons
Largest Stake
10.6%
Max % of class reported
Institutional Holders
83
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
4 filings · latest Sep 10, 2024
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Fmr LLC | 386.6K | $39.45M |
| 2 | Morgan Stanley | 242.2K | $24.72M |
| 3 | Raymond James Financial Inc | 212.2K | $21.65M |
| 4 | Wells Fargo & Company/Mn | 128.2K | $13.09M |
| 5 | Motley Fool Wealth Management, LLC | 87.8K | $8.96M |
| 6 | Barry Investment Advisors, LLC | 85.0K | $8.67M |
| 7 | Vontobel Holding Ltd. | 81.4K | $8.31M |
| 8 | Sachem Hill LLC | 57.0K | $5.81M |
| 9 | Schwerin Boyle Capital Management Inc | 52.3K | $5.34M |
| 10 | Bank Of America Corp /De/ | 50.7K | $5.18M |