Institutional Ownership
Wisdomtree Tr
CUSIP 97717Y535TRUE EMERGING MKXCQ1 2026
Institutional Holders
34
13F filers
Shares Held
2.61M
Aggregate institutional
Institutional Value
$80.02M
Q1 2026
Net New Holders
+4
6 new · 2 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions6
Increased14
Decreased12
Sold out2
Institutional Holders
34 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Morgan Stanley | 421.3K | $13.15M | +421.3K | New |
| 2 | Oarsman Capital, Inc. | 354.8K | $11.07M | +348.0K | Added |
| 3 | Aprio Wealth Management, LLC | 321.7K | $10.04M | +25.0K | Added |
| 4 | Clearwater Capital Advisors, LLC | 224.5K | $7.00M | −229.7K | Reduced |
| 5 | Sterling Manor Financial, LLC | 209.9K | $6.55M | +209.9K | New |
| 6 | Tru Independence LLC | 205.3K | $6.41M | +27.3K | Added |
| 7 | Lpl Financial LLC | 160.3K | $5.00M | +29.7K | Added |
| 8 | Noble Wealth Management Pbc | 119.1K | $3.71M | +4.7K | Added |
| 9 | Citadel Advisors LLC | 105.4K | $3.29M | −42.0K | Reduced |
| 10 | Chicago Partners Investment Group LLC | 98.8K | $3.24M | +1.6K | Added |
24 more institutional holders on Premium
See every fund holding Wisdomtree Tr, with full quarter-over-quarter share changes.
Unlock all holders