Institutional Ownership
Wisdomtree Tr
CUSIP 97717X271DYNAMIC INTL SMLDDLSQ1 2026
Institutional Holders
43
13F filers
Shares Held
1.81M
Aggregate institutional
Institutional Value
$68.29M
Q1 2026
Net New Holders
+0
7 new · 7 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions7
Increased15
Decreased9
Sold out7
Institutional Holders
43 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Ae Wealth Management LLC | 252.3K | $10.97M | +60.5K | Added |
| 2 | Stonebridge Wealth Management, LLC | 222.6K | $9.67M | −6.0K | Reduced |
| 3 | Kestra Private Wealth Services, LLC | 217.8K | $9.47M | +217.8K | New |
| 4 | Cetera Investment Advisers | 202.6K | $8.81M | +1.6K | Added |
| 5 | Berkeley, Inc | 184.4K | $8.02M | +5.7K | Added |
| 6 | High Note Wealth, LLC | 131.3K | $5.71M | +2.6K | Added |
| 7 | Lido Advisors, LLC | 80.6K | $3.50M | +4.9K | Added |
| 8 | Lpl Financial LLC | 55.2K | $2.40M | −3.7K | Reduced |
| 9 | Jane Street Group, LLC | 47.4K | $2.06M | +13.2K | Added |
| 10 | Certuity, LLC | 40.5K | $1.76M | +6.2K | Added |
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