DEM: Wisdomtree Tr insider trading, 5% holders and institutional ownership
From public SEC filings: open-market insider purchases and sales (Form 4, last 180 days), holders of 5% or more (Schedules 13D and 13G) and institutional ownership (Form 13F). Insider and 5% data delayed 48 hours.
Insider trading
0 open-market buys totaling - and 0 sales totaling - in the last 180 days.
Institutional ownership (Q2 2026)
371 institutions reported holding $2.59B of Wisdomtree Tr on Form 13F (353 the quarter before). 32 opened a new position and 17 sold out. Shares held by institutions: -1%.
| Largest holders | Shares | Value |
|---|---|---|
| MORGAN STANLEY | 10,363,063 | $557.43M |
| BANK OF AMERICA CORP /DE/ | 7,298,812 | $392.60M |
| WELLS FARGO & COMPANY/MN | 3,246,246 | $174.62M |
| LPL Financial LLC | 2,153,138 | $115.82M |
| Creative Planning | 2,144,092 | $115.33M |
| UBS Group AG | 1,958,981 | $105.37M |
| Kestra Investment Management, LLC | 1,677,279 | $90.22M |
| AMERIPRISE FINANCIAL INC | 1,565,592 | $84.46M |
| ENVESTNET ASSET MANAGEMENT INC | 1,407,570 | $75.71M |
| MERCER GLOBAL ADVISORS INC /ADV | 810,959 | $43.62M |
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