DLN: 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)
481 institutions reported holding $4.12B of Wisdomtree Tr on Form 13F (468 the quarter before). 29 opened a new position and 17 sold out. Shares held by institutions: +3%.
| Largest holders | Shares | Value |
|---|---|---|
| LPL Financial LLC | 4,105,997 | $395.49M |
| PNC Financial Services Group, Inc. | 3,485,235 | $335.70M |
| MORGAN STANLEY | 2,938,251 | $283.01M |
| Focus Partners Wealth | 2,612,755 | $251.66M |
| AMERIPRISE FINANCIAL INC | 2,439,830 | $235.02M |
| GREAT VALLEY ADVISOR GROUP, INC. | 1,476,721 | $142.24M |
| Creative Planning | 1,339,092 | $128.98M |
| UBS Group AG | 1,315,387 | $126.70M |
| Trilogy Capital Inc. | 1,196,646 | $115.26M |
| Cetera Investment Advisers | 1,094,640 | $105.44M |
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