Institutional Ownership
Wisdomtree Tr
CUSIP 97717X867EM LCL DEBT FDELDQ1 2026
Institutional Holders
60
13F filers
Shares Held
2.40M
Aggregate institutional
Institutional Value
$65.05M
Q1 2026
Net New Holders
+10
12 new · 2 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions12
Increased26
Decreased11
Sold out2
Institutional Holders
60 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Vontobel Holding Ltd. | 447.5K | $12.45M | +3.6K | Added |
| 2 | Bank Of America Corp /De/ | 292.7K | $8.14M | +9.6K | Added |
| 3 | Wells Fargo & Company/Mn | 218.8K | $6.09M | +90.3K | Added |
| 4 | Elmwood Wealth Management, Inc. | 142.1K | $3.95M | +21.2K | Added |
| 5 | Jane Street Group, LLC | 124.5K | $3.46M | +110.2K | Added |
| 6 | Morgan Stanley | 114.7K | $3.19M | −10.4K | Reduced |
| 7 | Bank Of New York Mellon Corp | 112.1K | $3.12M | +112.1K | New |
| 8 | Ignite Planners, LLC | 107.3K | $2.99M | +5.6K | Added |
| 9 | Kestra Advisory Services, LLC | 94.5K | $2.63M | +93.8K | Added |
| 10 | Royal Bank Of Canada | 91.6K | $2.55M | +62.5K | Added |
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