Institutional Ownership
Wisdomtree Tr
CUSIP 97717Y337EUROPE DEFENSE FWDEFQ1 2026
Institutional Holders
31
13F filers
Shares Held
732.5K
Aggregate institutional
Institutional Value
$22.36M
Q1 2026
Net New Holders
+14
18 new · 4 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions18
Increased8
Decreased0
Sold out4
Institutional Holders
31 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Marks Group Wealth Management, Inc | 261.3K | $8.08M | +149.7K | Added |
| 2 | Raymond James Financial Inc | 85.3K | $2.64M | +85.3K | New |
| 3 | Security National Bank | 73.6K | $2.28M | +73.6K | New |
| 4 | Royal Bank Of Canada | 58.3K | $1.80M | +4.1K | Added |
| 5 | Osaic Holdings, Inc. | 36.0K | $1.11M | +36.0K | New |
| 6 | Jane Street Group, LLC | 35.5K | $1.10M | +24.3K | Added |
| 7 | Corient Private Wealth LLC | 34.7K | $1.07M | 0 | Held |
| 8 | Castle Rock Wealth Management, LLC | 24.5K | $790.5K | +24.5K | New |
| 9 | Lpl Financial LLC | 17.3K | $534.1K | +17.3K | New |
| 10 | Wealth Enhancement Advisory Services, LLC | 14.4K | $466.1K | +3.0K | Added |
21 more institutional holders on Premium
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