DGRW: 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)
797 institutions reported holding $12.39B of Wisdomtree Tr on Form 13F (774 the quarter before). 62 opened a new position and 43 sold out. Shares held by institutions: -3%.
| Largest holders | Shares | Value |
|---|---|---|
| BANK OF AMERICA CORP /DE/ | 11,286,993 | $1.08B |
| LPL Financial LLC | 11,266,011 | $1.08B |
| PNC Financial Services Group, Inc. | 11,095,584 | $1.06B |
| MORGAN STANLEY | 8,705,431 | $832.41M |
| Hamilton Capital, LLC | 7,201,068 | $688.57M |
| AMERIPRISE FINANCIAL INC | 6,810,149 | $651.21M |
| RAYMOND JAMES FINANCIAL INC | 3,500,117 | $334.68M |
| UBS Group AG | 2,793,709 | $267.13M |
| HighTower Advisors, LLC | 2,717,667 | $259.86M |
| Cetera Investment Advisers | 2,640,256 | $252.46M |
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