USFR: 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)
614 institutions reported holding $11.37B of Wisdomtree Tr on Form 13F (604 the quarter before). 53 opened a new position and 44 sold out. Shares held by institutions: +4%.
| Largest holders | Shares | Value |
|---|---|---|
| PeakShares LLC | 23,250 | $1.17B |
| MORGAN STANLEY | 17,156,947 | $863.85M |
| BANK OF AMERICA CORP /DE/ | 14,460,849 | $728.10M |
| LPL Financial LLC | 13,259,499 | $667.62M |
| Summit Trail Advisors, LLC | 11,284,922 | $568.20M |
| NewEdge Wealth, LLC | 11,099,477 | $558.86M |
| RAYMOND JAMES FINANCIAL INC | 6,825,052 | $343.64M |
| BIP Wealth, LLC | 5,521,691 | $278.02M |
| UBS Group AG | 5,364,589 | $270.11M |
| CAPTRUST FINANCIAL ADVISORS | 4,373,842 | $220.22M |
Get new insider and activist filings the morning after: daily alerts. Not investment advice.