Institutional Ownership
Wisdomtree Tr
CUSIP 97717X784WSDM EMKTBD FDEMCBQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
34
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 | 255.6K | $16.75M |
| 2 | Integrated Wealth Concepts LLC | 217.0K | $14.22M |
| 3 | Occidental Asset Management, LLC | 170.7K | $11.18M |
| 4 | Ubs Group AG | 162.7K | $10.66M |
| 5 | Anderson Financial Strategies, LLC | 60.7K | $4.03M |
| 6 | Kestra Advisory Services, LLC | 31.6K | $2.07M |
| 7 | Jane Street Group, LLC | 25.3K | $1.66M |
| 8 | Ae Wealth Management LLC | 24.5K | $1.60M |
| 9 | Schwallier Wealth Management LLC | 24.5K | $1.60M |
| 10 | Moody National Bank Trust Division | 23.2K | $1.52M |