Institutional Ownership
Wisdomtree Tr
CUSIP 97717X867EM LCL DEBT FDELDQ1 2026
13D / 13G Filings
5
Schedule 13D/13G on record
Beneficial Filers
2
Distinct reporting persons
Largest Stake
8.6%
Max % of class reported
Institutional Holders
60
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
5 filings · latest Jul 18, 2025
| # | Filed | Reporting Person | Form | % of Class | Shares | Filing |
|---|---|---|---|---|---|---|
| 1 | Jul 18, 2025 | Bank Of New York Mellon Corp | 13G/A | 4.8% | 123.8K | SEC |
| 2 | Apr 21, 2025 | Bank Of New York Mellon Corp | 13G | 8.6% | 206.4K | SEC |
| 3 | Feb 2, 2022 | First Trust Portfolios LP | 13G/A | 1.3% | 52.3K | SEC |
| 4 | Jan 22, 2021 | First Trust Portfolios LP | 13G/A | 7.8% | 288.6K | SEC |
| 5 | Jan 27, 2020 | First Trust Portfolios LP | 13G/A | 7.2% | 389.4K | SEC |
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Vontobel Holding Ltd. | 447.5K | $12.45M |
| 2 | Bank Of America Corp /De/ | 292.7K | $8.14M |
| 3 | Wells Fargo & Company/Mn | 218.8K | $6.09M |
| 4 | Elmwood Wealth Management, Inc. | 142.1K | $3.95M |
| 5 | Jane Street Group, LLC | 124.5K | $3.46M |
| 6 | Morgan Stanley | 114.7K | $3.19M |
| 7 | Bank Of New York Mellon Corp | 112.1K | $3.12M |
| 8 | Ignite Planners, LLC | 107.3K | $2.99M |
| 9 | Kestra Advisory Services, LLC | 94.5K | $2.63M |
| 10 | Royal Bank Of Canada | 91.6K | $2.55M |