DON: 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)
475 institutions reported holding $2.25B of Wisdomtree Tr on Form 13F (466 the quarter before). 34 opened a new position and 25 sold out. Shares held by institutions: same.
| Largest holders | Shares | Value |
|---|---|---|
| BANK OF AMERICA CORP /DE/ | 4,522,366 | $255.60M |
| MORGAN STANLEY | 2,475,172 | $139.90M |
| UBS Group AG | 1,865,075 | $105.41M |
| JONES FINANCIAL COMPANIES LLLP | 1,826,895 | $103.72M |
| LPL Financial LLC | 1,763,190 | $99.66M |
| Linscomb Wealth, Inc. | 1,527,377 | $86.33M |
| Creative Planning | 1,516,308 | $85.70M |
| AMERIPRISE FINANCIAL INC | 1,391,530 | $78.65M |
| RAYMOND JAMES FINANCIAL INC | 1,036,786 | $58.60M |
| WELLS FARGO & COMPANY/MN | 998,779 | $56.45M |
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