WTRE (WISDOMTREE TR) is held by 9 institutional investors as of Q1 2026. Largest holders: LPL Financial LLC ($869,409), BANK OF AMERICA CORP /DE/ ($633,005), JANE STREET GROUP, LLC ($466,903). Net institutional sentiment: Mixed.
9
Holders
Avg rating(1 Elite)
$2.8M
Total Value
36% (12)
Fund Consensus
4 buying - 7 selling
Smart Money Verdict47Weak MomentumSingle Source
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See how WTRE's score breaks down across 4 SEC sources
Held by 9 funds
1 elite
No recent insider, activist, or congressional trades found for this stock
13F: Insider & Congress:
Fund | Action | Shares | Value | Weight | Est. P&L | Conviction |
|---|---|---|---|---|---|---|
Increased | 40,146(+89.1%) | $869,409 | 0.0% | +16.07% | 39 | |
Decreased | 29,230(-7.7%) | $633,005 | 0.0% | +30.80% | 0 | |
New | 21,560 | $466,903 | 0.0% | +6.73% | 33 | |
New | 18,314 | $396,608 | 0.0% | +6.73% | 33 | |
Decreased | 13,754(-6.3%) | $297,846 | 0.0% | +35.81% | 0 | |
Increased | 2,724(+14.6%) | $59,002 | 0.0% | +42.24% | 16 | |
Decreased | 1,400(-20.9%) | $30,324 | 0.0% | +40.87% | 0 | |
Unchanged | 1,098 | $24,017 | 0.0% | +48.17% | 0 | |
Decreased | 1(-99.9%) | $21 | 0.0% | +67.94% | 0 | |
Exited | 0(-100.0%) | $106 | 0.0% | +12.25% | 0 | |
Exited | 0(-100.0%) | $258,000 | 0.0% | +38.54% | 0 | |
Exited | 0(-100.0%) | $3,002 | 0.0% | +9.63% | 0 |
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Data sourced from four SEC data sources: 13F, Form 4, 13D/13G, and STOCK Act. Not financial advice. Full disclaimer