Institutional Ownership
Wisdomtree Tr
CUSIP 97717X271DYNAMIC INTL SMLDDLSQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
43
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 | Ae Wealth Management LLC | 252.3K | $10.97M |
| 2 | Stonebridge Wealth Management, LLC | 222.6K | $9.67M |
| 3 | Kestra Private Wealth Services, LLC | 217.8K | $9.47M |
| 4 | Cetera Investment Advisers | 202.6K | $8.81M |
| 5 | Berkeley, Inc | 184.4K | $8.02M |
| 6 | High Note Wealth, LLC | 131.3K | $5.71M |
| 7 | Lido Advisors, LLC | 80.6K | $3.50M |
| 8 | Lpl Financial LLC | 55.2K | $2.40M |
| 9 | Jane Street Group, LLC | 47.4K | $2.06M |
| 10 | Certuity, LLC | 40.5K | $1.76M |