Institutional Ownership
Wisdomtree Tr
CUSIP 97717X560EQUITY PREMIUMWTPIQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
89
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 | Lpl Financial LLC | 1.67M | $53.14M |
| 2 | Granite Bay Wealth Management, LLC | 1.20M | $38.41M |
| 3 | Morgan Stanley | 673.1K | $21.48M |
| 4 | Cary Street Partners Financial LLC | 327.6K | $10.45M |
| 5 | Castle Wealth Management LLC | 275.6K | $8.79M |
| 6 | Wealthplan Investment Management, LLC | 244.8K | $7.81M |
| 7 | Raymond James Financial Inc | 242.7K | $7.74M |
| 8 | Solutions 4 Wealth, Ltd | 197.0K | $6.29M |
| 9 | Cetera Investment Advisers | 188.0K | $6.00M |
| 10 | Alpine Bank Wealth Management | 165.3K | $5.28M |