Institutional Ownership
Wisdomtree Tr
CUSIP 97717Y329GLOBAL DEFENSEWDGFQ1 2026
Institutional Holders
4
13F filers
Shares Held
151.9K
Aggregate institutional
Institutional Value
$4.98M
Q1 2026
Net New Holders
+3
4 new · 1 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions4
Increased0
Decreased0
Sold out1
Institutional Holders
4 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Cresset Asset Management, LLC | 131.7K | $4.32M | +131.7K | New |
| 2 | Kestra Advisory Services, LLC | 10.9K | $358.6K | +10.9K | New |
| 3 | Beacon Pointe Advisors, LLC | 8.6K | $280.2K | +8.6K | New |
| 4 | Eversource Wealth Advisors, LLC | 705 | $23.1K | +705 | New |