Institutional Ownership
Wisdomtree Tr
CUSIP 97717Y451BIANCO TOTL RETUWTBNQ1 2026
Institutional Holders
14
13F filers
Shares Held
3.63M
Aggregate institutional
Institutional Value
$38.30M
Q1 2026
Net New Holders
+1
2 new · 1 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions2
Increased8
Decreased2
Sold out1
Institutional Holders
14 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | &Partners | 297.5K | $7.55M | +41.2K | Added |
| 2 | Envestnet Asset Management Inc | 291.5K | $7.37M | +42.1K | Added |
| 3 | Willow Financial LLC | 239.1K | $6.05M | −5.1K | Reduced |
| 4 | Park Edge Advisors, LLC | 227.5K | $5.76M | +54.7K | Added |
| 5 | Sanchez Wealth Management Group | 173.7K | $4.39M | +4.6K | Added |
| 6 | Lionsbridge Wealth Management LLC | 85.4K | $2.16M | −5.3K | Reduced |
| 7 | Steward Partners Investment Advisory, LLC | 72.9K | $1.84M | +52.3K | Added |
| 8 | Royal Bank Of Canada | 45.1K | $1.14M | 0 | Held |
| 9 | Lpl Financial LLC | 31.5K | $796.2K | +31.5K | New |
| 10 | Hilltop National Bank | 23.1K | $584.4K | 0 | Held |
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