Institutional Ownership
Wisdomtree Tr
CUSIP 97717X156US SHT TRM CORPQSIGQ1 2026
Institutional Holders
24
13F filers
Shares Held
1.11M
Aggregate institutional
Institutional Value
$53.95M
Q1 2026
Net New Holders
-1
1 new · 2 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions1
Increased17
Decreased3
Sold out2
Institutional Holders
24 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Prime Capital Investment Advisors, LLC | 357.6K | $17.35M | +5.4K | Added |
| 2 | Lpl Financial LLC | 148.7K | $7.21M | +9.0K | Added |
| 3 | Osaic Holdings, Inc. | 95.1K | $4.61M | +68.9K | Added |
| 4 | Jane Street Group, LLC | 94.7K | $4.59M | +89.2K | Added |
| 5 | Jpmorgan Chase & Co | 86.8K | $4.20M | +69.3K | Added |
| 6 | Invenio Wealth Partners LLC | 75.0K | $3.64M | +929 | Added |
| 7 | Private Advisor Group, LLC | 44.3K | $2.15M | +2.6K | Added |
| 8 | Smartleaf Asset Management LLC | 41.3K | $2.00M | +1.1K | Added |
| 9 | Wt Wealth Management | 39.3K | $1.90M | −2.2K | Reduced |
| 10 | Jt Stratford LLC | 38.6K | $1.87M | +4.7K | Added |
14 more institutional holders on Premium
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