WTMU · WisdomTree Core Laddered Municipal Fund ETF
$25.09
+0.00 (+0.02%)
At close · Sep 4
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 9
Total Value: $8,943,169
Total Shares: 349,411
Institutional Ownership Trend
4 quarters
Holder Concentration
Across 9 13F filers · Δ vs Dec 31, 2025Top Holder
27.5%
−16.6 pts
Top 5
94.1%
−5.8 pts
Top 10
100.0%
0.0 pts
HHI
2,131
Moderately concentrated−600
Quarterly Activity
vs Dec 31, 2025
New
3
Increased
4
Decreased
2
Sold Out
0
Unchanged
0
Holder count:
+3
Institutional value:
+79.3%
Shares held:
+81.3%
Top Buyers
vs Dec 31, 2025| Institution | Added | Now Holds | Open |
|---|---|---|---|
| Mega ENVESTNET ASSET MANAGEMENT INC | +73,203 | 95,964 | |
| Small FLOW TRADERS U.S. LLC | +59,328 | 86,941 | |
| Large COMMONWEALTH EQUITY SERVICES, LLC | +5,792 | 32,202 | |
| Micro DHJJ Financial Advisors, Ltd. | +1 | 21 |
Top Sellers
vs Dec 31, 2025| Institution | Sold | Now Holds | Open |
|---|---|---|---|
| Mega JANE STREET GROUP, LLC | −23,028 | 8,043 | |
| Micro Hobbs Group Advisors, LLC | −430 | 84,426 |
Top New Positions
vs Dec 31, 2025| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Mega GOLDMAN SACHS GROUP INC | 29,420 | $753,004 | |
| Mega CITADEL ADVISORS LLC | 12,393 | $317,198 | |
| Mega FMR LLC | 1 | $25 |
Top Sold-Out Positions
vs Dec 31, 2025No fully closed positions this quarter.
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Mega ENVESTNET ASSET MANAGEMENT INC WTMU | $2,456,198 | 27.46% | 95,964 | Shares | 2026-05-04 | |
| Small FLOW TRADERS U.S. LLC WTMU | $2,225,254 | 24.88% | 86,941 | Shares | 2026-05-15 | |
| Micro Hobbs Group Advisors, LLC WTMU | $2,160,883 | 24.16% | 84,426 | Shares | 2026-05-20 | |
| Large COMMONWEALTH EQUITY SERVICES, LLC WTMU | $824,210 | 9.22% | 32,202 | Shares | 2026-04-27 | |
| Mega GOLDMAN SACHS GROUP INC WTMU | $753,004 | 8.42% | 29,420 | Shares | 2026-05-15 | |
| Mega CITADEL ADVISORS LLC WTMU | $317,198 | 3.55% | 12,393 | Shares | 2026-05-15 | |
| Mega JANE STREET GROUP, LLC WTMU | $205,860 | 2.30% | 8,043 | Shares | 2026-05-12 | |
| Micro DHJJ Financial Advisors, Ltd. WTMU | $537 | 0.01% | 21 | Shares | 2026-04-09 | |
| Mega FMR LLC WTMU | $25 | 0.00% | 1 | Shares | 2026-05-15 |