Institutional Ownership
Wisdomtree Tr
CUSIP 97717X594ITL HDG QTLY DIVIHDGQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
248
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 | 3.77M | $181.74M |
| 2 | Morgan Stanley | 3.42M | $164.66M |
| 3 | Bank Of America Corp /De/ | 2.34M | $112.82M |
| 4 | Raymond James Financial Inc | 1.73M | $83.49M |
| 5 | Ameritas Advisory Services, LLC | 973.0K | $46.85M |
| 6 | Falcon Wealth Planning | 938.3K | $45.18M |
| 7 | Creative Planning | 922.1K | $44.40M |
| 8 | Ae Wealth Management LLC | 869.3K | $41.86M |
| 9 | Ubs Group AG | 805.9K | $38.80M |
| 10 | Stifel Financial Corp | 775.1K | $37.32M |