Institutional Ownership
Wisdomtree Tr
CUSIP 97717Y3941 3 YR LADDEREDUSSHQ1 2026
Institutional Holders
7
13F filers
Shares Held
370.4K
Aggregate institutional
Institutional Value
$18.72M
Q1 2026
Net New Holders
-1
0 new · 1 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions0
Increased6
Decreased0
Sold out1
Institutional Holders
7 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Hightower Advisors, LLC | 271.6K | $13.72M | +18.5K | Added |
| 2 | Berger Financial Group, Inc | 52.7K | $2.66M | +9.5K | Added |
| 3 | Citadel Advisors LLC | 20.3K | $1.03M | +8.2K | Added |
| 4 | Jane Street Group, LLC | 9.4K | $475.8K | +2.3K | Added |
| 5 | Team Financial Group, LLC | 6.1K | $306.1K | +35 | Added |
| 6 | Essex Financial Services, Inc. | 5.9K | $298.3K | 0 | Held |
| 7 | Lasalle St. Investment Advisors, LLC | 4.5K | $225.2K | +27 | Added |