Latest imported 13F data
WTMF

WISDOMTREE TR

Institutional Ownership · Q4 2025

Filing: Q4 2025

WISDOMTREE TR (WTMF) is held by 1,490 institutional investors with combined holdings of $16.7B. Major holders include MORGAN STANLEY, LPL Financial LLC, BANK OF AMERICA CORP /DE/.

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Institutional Holders
1,490
Total Value
$16.7B
Ownership %
—

🏦 Top Institutional Holders

MORGAN STANLEY
34.8M shares
$2.1B
LPL Financial LLC
23.7M shares
$1.5B
BANK OF AMERICA CORP /DE/
24.8M shares
$1.5B
Creative Planning
13.9M shares
$801.4M
JPMORGAN CHASE & CO
6.7M shares
$636.1M

📊 Financials

Income statement, balance sheet, and cash flow from SEC filings.

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