Institutional Ownership
Wisdomtree Tr
CUSIP 97717W844GLB US QTLY DIVDNLQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
95
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
Schedule 13D (activist) & 13G (passive) 5%+ ownership filings
No 13D/13G filings on record yet
Schedule 13D/13G beneficial-ownership filings from 2020–present are ingested from SEC EDGAR. Coverage expands as the backfill and daily crawler run.
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Morgan Stanley | 1.24M | $50.21M |
| 2 | Ubs Group AG | 693.3K | $27.99M |
| 3 | Lpl Financial LLC | 530.1K | $21.40M |
| 4 | Ameriprise Financial Inc | 496.5K | $20.54M |
| 5 | Private Advisor Group, LLC | 502.2K | $20.27M |
| 6 | Key Financial Inc | 462.8K | $18.68M |
| 7 | Royal Bank Of Canada | 435.1K | $17.57M |
| 8 | Bank Of America Corp /De/ | 420.5K | $16.98M |
| 9 | Wells Fargo & Company/Mn | 246.7K | $9.96M |
| 10 | Bip Wealth, LLC | 242.4K | $9.78M |