Institutional Ownership
Wisdomtree Tr
CUSIP 97717Y527FLOATNG RAT TREAUSFRQ1 2026
Institutional Holders
598
13F filers
Shares Held
199.62M
Aggregate institutional
Institutional Value
$9.89B
Q1 2026
Net New Holders
+14
55 new · 41 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions55
Increased243
Decreased230
Sold out41
Institutional Holders
598 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Morgan Stanley | 17.44M | $877.96M | +787.0K | Added |
| 2 | Bank Of America Corp /De/ | 15.93M | $802.12M | +1.55M | Added |
| 3 | Lpl Financial LLC | 12.76M | $642.29M | −95.4K | Reduced |
| 4 | Summit Trail Advisors, LLC | 9.93M | $499.75M | +1.33M | Added |
| 5 | Newedge Wealth, LLC | 7.63M | $384.21M | −698.0K | Reduced |
| 6 | Raymond James Financial Inc | 7.04M | $354.41M | −67.3K | Reduced |
| 7 | Captrust Financial Advisors | 5.25M | $264.51M | −1.94M | Reduced |
| 8 | Bip Wealth, LLC | 5.10M | $256.72M | −206.3K | Reduced |
| 9 | Ubs Group AG | 5.09M | $256.29M | −542.5K | Reduced |
| 10 | Wells Fargo & Company/Mn | 3.94M | $198.30M | +602.7K | Added |
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