Institutional Ownership
Wisdomtree Tr
CUSIP 97717W877GLB HIGH DIV FDDEWQ1 2026
Institutional Holders
40
13F filers
Shares Held
1.01M
Aggregate institutional
Institutional Value
$65.55M
Q1 2026
Net New Holders
+0
4 new · 4 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions4
Increased18
Decreased12
Sold out4
Institutional Holders
40 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Joseph Group Capital Management | 209.2K | $13.87M | −15.6K | Reduced |
| 2 | Lpl Financial LLC | 123.9K | $8.22M | +4.1K | Added |
| 3 | Stonebridge Wealth Management, LLC | 91.0K | $6.04M | +3.2K | Added |
| 4 | Raymond James Financial Inc | 74.3K | $4.93M | +1.3K | Added |
| 5 | Morgan Stanley | 72.5K | $4.81M | +2.1K | Added |
| 6 | Ameriprise Financial Inc | 61.6K | $4.09M | +22.2K | Added |
| 7 | Hudock, Inc. | 53.5K | $3.55M | −11.2K | Reduced |
| 8 | Susquehanna International Group, LLP | 49.8K | $3.30M | −4.3K | Reduced |
| 9 | Bank Of New York Mellon Corp | 37.1K | $2.46M | +8.9K | Added |
| 10 | Bank Of America Corp /De/ | 36.9K | $2.45M | −1.7K | Reduced |
30 more institutional holders on Premium
See every fund holding Wisdomtree Tr, with full quarter-over-quarter share changes.
Unlock all holders