Institutional Ownership
Wisdomtree Tr
CUSIP 97717W844GLB US QTLY DIVDNLQ1 2026
Institutional Holders
95
13F filers
Shares Held
7.63M
Aggregate institutional
Institutional Value
$301.44M
Q1 2026
Net New Holders
+1
10 new · 9 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions10
Increased33
Decreased29
Sold out9
Institutional Holders
95 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Morgan Stanley | 1.24M | $50.21M | +6.8K | Added |
| 2 | Ubs Group AG | 693.3K | $27.99M | −77.5K | Reduced |
| 3 | Lpl Financial LLC | 530.1K | $21.40M | +1.8K | Added |
| 4 | Ameriprise Financial Inc | 496.5K | $20.54M | −233.5K | Reduced |
| 5 | Private Advisor Group, LLC | 502.2K | $20.27M | +6.4K | Added |
| 6 | Key Financial Inc | 462.8K | $18.68M | +10.6K | Added |
| 7 | Royal Bank Of Canada | 435.1K | $17.57M | −33.4K | Reduced |
| 8 | Bank Of America Corp /De/ | 420.5K | $16.98M | −22.7K | Reduced |
| 9 | Wells Fargo & Company/Mn | 246.7K | $9.96M | −93.9K | Reduced |
| 10 | Bip Wealth, LLC | 242.4K | $9.78M | −12.0K | Reduced |
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