Institutional Ownership
Wisdomtree Tr
CUSIP 97717Y857US MULTIFACTORUSMFQ1 2026
Institutional Holders
75
13F filers
Shares Held
5.52M
Aggregate institutional
Institutional Value
$268.18M
Q1 2026
Net New Holders
+1
7 new · 6 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions7
Increased22
Decreased37
Sold out6
Institutional Holders
75 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Hightower Advisors, LLC | 1.36M | $67.31M | +11.4K | Added |
| 2 | Lido Advisors, LLC | 673.6K | $33.26M | −89.9K | Reduced |
| 3 | Great Valley Advisor Group, Inc. | 637.7K | $31.49M | +47.4K | Added |
| 4 | Sns Financial Group, LLC | 452.0K | $22.32M | +12.8K | Added |
| 5 | Team Financial Group, LLC | 366.3K | $18.09M | −49.8K | Reduced |
| 6 | Walled Lake Planning & Wealth Management, LLC | 358.1K | $17.68M | +358.1K | New |
| 7 | Lpl Financial LLC | 226.2K | $11.17M | −39.2K | Reduced |
| 8 | Wells Fargo & Company/Mn | 160.8K | $7.94M | −47.2K | Reduced |
| 9 | Cetera Investment Advisers | 103.7K | $5.12M | −3.9K | Reduced |
| 10 | Evolve Private Wealth, LLC | 79.5K | $3.93M | +221 | Added |
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