Institutional Ownership
Wisdomtree Tr
CUSIP 97717X578EM EX ST-OWNEDXSOEQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
234
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 | Morgan Stanley | 2.99M | $119.73M |
| 2 | Bank Of America Corp /De/ | 1.85M | $74.27M |
| 3 | Valmark Advisers, Inc. | 1.64M | $65.80M |
| 4 | Ubs Group AG | 1.43M | $57.46M |
| 5 | State Of Wisconsin Investment Board | 1.41M | $56.50M |
| 6 | Wells Fargo & Company/Mn | 1.26M | $50.46M |
| 7 | Lpl Financial LLC | 1.21M | $48.53M |
| 8 | Esl Trust Services, LLC | 958.8K | $38.45M |
| 9 | Charles Schwab Investment Management Inc | 676.4K | $27.13M |
| 10 | Elwood & Goetz Wealth Advisory Group, LLC | 619.1K | $24.82M |