Institutional Ownership
Wisdomtree Tr
CUSIP 97717Y857US MULTIFACTORUSMFQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
75
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 | Hightower Advisors, LLC | 1.36M | $67.31M |
| 2 | Lido Advisors, LLC | 673.6K | $33.26M |
| 3 | Great Valley Advisor Group, Inc. | 637.7K | $31.49M |
| 4 | Sns Financial Group, LLC | 452.0K | $22.32M |
| 5 | Team Financial Group, LLC | 366.3K | $18.09M |
| 6 | Walled Lake Planning & Wealth Management, LLC | 358.1K | $17.68M |
| 7 | Lpl Financial LLC | 226.2K | $11.17M |
| 8 | Wells Fargo & Company/Mn | 160.8K | $7.94M |
| 9 | Cetera Investment Advisers | 103.7K | $5.12M |
| 10 | Evolve Private Wealth, LLC | 79.5K | $3.93M |