Institutional Ownership
Wisdomtree Tr
CUSIP 97717X511YIELD ENHANCD USAGGYQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
162
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 | Bank Of America Corp /De/ | 2.38M | $103.44M |
| 2 | Lpl Financial LLC | 1.50M | $65.31M |
| 3 | Cwm, LLC | 1.29M | $55.88M |
| 4 | Mercer Global Advisors Inc /Adv | 1.26M | $54.68M |
| 5 | Prestige Wealth Management Group LLC | 686.1K | $29.81M |
| 6 | Prime Capital Investment Advisors, LLC | 675.9K | $29.37M |
| 7 | Hightower Advisors, LLC | 627.0K | $27.24M |
| 8 | Savant Capital, LLC | 587.8K | $25.54M |
| 9 | Ubs Group AG | 584.9K | $25.42M |
| 10 | Wealthplan Investment Management, LLC | 507.6K | $22.06M |