Institutional Ownership
Wisdomtree Tr
CUSIP 97717X511YIELD ENHANCD USAGGYQ1 2026
Institutional Holders
162
13F filers
Shares Held
17.00M
Aggregate institutional
Institutional Value
$736.09M
Q1 2026
Net New Holders
-2
14 new · 16 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions14
Increased87
Decreased41
Sold out16
Institutional Holders
162 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 2.38M | $103.44M | +51.9K | Added |
| 2 | Lpl Financial LLC | 1.50M | $65.31M | +25.9K | Added |
| 3 | Cwm, LLC | 1.29M | $55.88M | +48.8K | Added |
| 4 | Mercer Global Advisors Inc /Adv | 1.26M | $54.68M | −53.6K | Reduced |
| 5 | Prestige Wealth Management Group LLC | 686.1K | $29.81M | +51.4K | Added |
| 6 | Prime Capital Investment Advisors, LLC | 675.9K | $29.37M | +675.9K | New |
| 7 | Hightower Advisors, LLC | 627.0K | $27.24M | −82.7K | Reduced |
| 8 | Savant Capital, LLC | 587.8K | $25.54M | −9.5K | Reduced |
| 9 | Ubs Group AG | 584.9K | $25.42M | +44.4K | Added |
| 10 | Wealthplan Investment Management, LLC | 507.6K | $22.06M | +267.3K | Added |
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