Institutional Ownership
Wisdomtree Tr
CUSIP 97717Y527FLOATNG RAT TREAUSFRQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
598
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
Schedule 13D (activist) & 13G (passive) 5%+ ownership filings
No 13D/13G filings on record yet
Schedule 13D/13G beneficial-ownership filings from 2020–present are ingested from SEC EDGAR. Coverage expands as the backfill and daily crawler run.
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Morgan Stanley | 17.44M | $877.96M |
| 2 | Bank Of America Corp /De/ | 15.93M | $802.12M |
| 3 | Lpl Financial LLC | 12.76M | $642.29M |
| 4 | Summit Trail Advisors, LLC | 9.93M | $499.75M |
| 5 | Newedge Wealth, LLC | 7.63M | $384.21M |
| 6 | Raymond James Financial Inc | 7.04M | $354.41M |
| 7 | Captrust Financial Advisors | 5.25M | $264.51M |
| 8 | Bip Wealth, LLC | 5.10M | $256.72M |
| 9 | Ubs Group AG | 5.09M | $256.29M |
| 10 | Wells Fargo & Company/Mn | 3.94M | $198.30M |