WisdomTree Inflation Plus Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MATHER GROUP, LLC. | 04/13/2026 | 142.35 K | $5.37 M | 100.00% | 293.37% |
| WEALTHCARE ADVISORY PARTNERS LLC | 04/14/2026 | 123.20 K | $4.64 M | 893.86% | 253.89% |
| HARBOUR INVESTMENTS, INC. | 05/15/2026 | 18.14 K | $683.99 K | 100.00% | 37.39% |
| INSIGHT WEALTH STRATEGIES, LLC | 04/10/2026 | 7.24 K | $273.07 K | 100.00% | 14.93% |
| UBS GROUP AG | 05/05/2026 | 197 | $7.43 K | 233.90% | 0.41% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 05/07/2026 | 16 | $603 | 100.00% | 0.03% |
| JANE STREET GROUP, LLC | 05/12/2026 | 0 | $0 | -100.00% | 0.00% |
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WisdomTree Inflation Plus Fund institutional Ownership - FAQ's
During the previous two years, 4 institutional investors and hedge funds held shares of WisdomTree Inflation Plus Fund. The most heavily invested institutionals were:
HARBOUR INVESTMENTS, INC.: 18,144
UBS Group AG: 197
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO: 16
JANE STREET GROUP, LLC: 0
600.02% of WisdomTree Inflation Plus Fund stock is owned by institutional investors.
Institutional investors have bought a total of 18.36 K shares in the last 24 months. This purchase volume represents approximately $674.44 K in transactions.