Institutional Ownership
Wisdomtree Tr
CUSIP 97717X651US S CAP QTY DIVDGRSQ1 2026
Institutional Holders
126
13F filers
Shares Held
4.25M
Aggregate institutional
Institutional Value
$215.39M
Q1 2026
Net New Holders
+3
17 new · 14 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions17
Increased44
Decreased39
Sold out14
Institutional Holders
126 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Lpl Financial LLC | 558.9K | $29.60M | +11.7K | Added |
| 2 | Morgan Stanley | 521.2K | $27.60M | +74.7K | Added |
| 3 | Stonebridge Financial Group, LLC | 281.6K | $14.91M | +21.0K | Added |
| 4 | Lido Advisors, LLC | 235.6K | $12.48M | −15.7K | Reduced |
| 5 | Raymond James Financial Inc | 227.0K | $12.02M | −191.3K | Reduced |
| 6 | Bank Of America Corp /De/ | 180.5K | $9.56M | −5.6K | Reduced |
| 7 | United Advisor Group, LLC | 124.7K | $6.60M | +3.1K | Added |
| 8 | Ubs Group AG | 106.3K | $5.63M | +6.4K | Added |
| 9 | Commonwealth Equity Services, LLC | 104.9K | $5.56M | +3.6K | Added |
| 10 | Xml Financial, LLC | 103.2K | $5.46M | +9.6K | Added |
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