DES: 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)
370 institutions reported holding $1.12B of Wisdomtree Tr on Form 13F (352 the quarter before). 30 opened a new position and 15 sold out. Shares held by institutions: +1%.
| Largest holders | Shares | Value |
|---|---|---|
| MORGAN STANLEY | 2,828,155 | $115.05M |
| BANK OF AMERICA CORP /DE/ | 2,443,644 | $99.41M |
| LPL Financial LLC | 1,397,957 | $56.87M |
| UBS Group AG | 1,343,918 | $54.67M |
| Creative Planning | 1,339,636 | $54.50M |
| M&T Bank Corp | 1,045,207 | $42.52M |
| MERCER GLOBAL ADVISORS INC /ADV | 870,701 | $35.42M |
| JONES FINANCIAL COMPANIES LLLP | 854,626 | $34.87M |
| WELLS FARGO & COMPANY/MN | 822,698 | $33.47M |
| RAYMOND JAMES FINANCIAL INC | 748,428 | $30.45M |
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