Institutional Ownership
Wisdomtree Tr
CUSIP 97717X784WSDM EMKTBD FDEMCBQ1 2026
Institutional Holders
34
13F filers
Shares Held
1.07M
Aggregate institutional
Institutional Value
$69.95M
Q1 2026
Net New Holders
+3
7 new · 4 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions7
Increased13
Decreased6
Sold out4
Institutional Holders
34 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Lpl Financial LLC | 255.6K | $16.75M | +28.3K | Added |
| 2 | Integrated Wealth Concepts LLC | 217.0K | $14.22M | +37.6K | Added |
| 3 | Occidental Asset Management, LLC | 170.7K | $11.18M | +32.0K | Added |
| 4 | Ubs Group AG | 162.7K | $10.66M | +4.8K | Added |
| 5 | Anderson Financial Strategies, LLC | 60.7K | $4.03M | +2.6K | Added |
| 6 | Kestra Advisory Services, LLC | 31.6K | $2.07M | +3.6K | Added |
| 7 | Jane Street Group, LLC | 25.3K | $1.66M | +6.4K | Added |
| 8 | Ae Wealth Management LLC | 24.5K | $1.60M | +4.4K | Added |
| 9 | Schwallier Wealth Management LLC | 24.5K | $1.60M | +24.5K | New |
| 10 | Moody National Bank Trust Division | 23.2K | $1.52M | +3.5K | Added |
24 more institutional holders on Premium
See every fund holding Wisdomtree Tr, with full quarter-over-quarter share changes.
Unlock all holders