Institutional Ownership
Wisdomtree Tr
CUSIP 97717Y352INFLATION PLUS FWTIPQ1 2026
Institutional Holders
6
13F filers
Shares Held
291.2K
Aggregate institutional
Institutional Value
$10.98M
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
Increased2
Decreased0
Sold out1
Institutional Holders
6 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Mather Group, LLC. | 142.4K | $5.37M | +142.4K | New |
| 2 | Wealthcare Advisory Partners LLC | 123.2K | $4.64M | +110.8K | Added |
| 3 | Harbour Investments, Inc. | 18.1K | $684.0K | +18.1K | New |
| 4 | Insight Wealth Strategies, LLC | 7.2K | $273.1K | +7.2K | New |
| 5 | Ubs Group AG | 197 | $7.4K | +138 | Added |
| 6 | Northwestern Mutual Wealth Management Co | 16 | $603 | +16 | New |