Institutional Ownership
Wisdomtree Tr
CUSIP 97717X669US QTLY DIV GRTDGRWQ1 2026
Institutional Holders
768
13F filers
Shares Held
135.36M
Aggregate institutional
Institutional Value
$11.64B
Q1 2026
Net New Holders
+1
46 new · 45 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions46
Increased268
Decreased301
Sold out45
Institutional Holders
768 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 11.70M | $1.03B | −214.7K | Reduced |
| 2 | Pnc Financial Services Group, Inc. | 11.70M | $1.03B | −612.3K | Reduced |
| 3 | Lpl Financial LLC | 11.53M | $1.01B | −692.5K | Reduced |
| 4 | Morgan Stanley | 8.99M | $789.57M | +476.6K | Added |
| 5 | Hamilton Capital, LLC | 7.22M | $634.26M | +309.9K | Added |
| 6 | Ameriprise Financial Inc | 6.84M | $600.99M | −197.6K | Reduced |
| 7 | Raymond James Financial Inc | 3.44M | $302.21M | +26.5K | Added |
| 8 | Hightower Advisors, LLC | 2.83M | $248.77M | −37.0K | Reduced |
| 9 | Ubs Group AG | 2.77M | $243.00M | +87.8K | Added |
| 10 | Cetera Investment Advisers | 2.59M | $227.50M | +139.1K | Added |
758 more institutional holders on Premium
See every fund holding Wisdomtree Tr, with full quarter-over-quarter share changes.
Unlock all holders