13F reference period
Q2 2026
Security Snapshot
WISDOMTREE TR - CORE LADD MUN FD (WTMU) Institutional Ownership
CUSIP: 97717Y386
13F Institutional Holders and Ownership History from Q2 2025 to Q2 2026
Institutions Reporting
7
Shares (Excl. Options)
253,644
Price
$25.64
The headline uses the Q2 2026 reference period after its reporting deadline. Available reports may still be incomplete or amended.
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- Security type / class
- Equity / CORE LADD MUN FD
- Symbol
- WTMU
- All holders as of 30 Jun 2026
- Q2 2026
- Total 13F shares
- 253,644
- Total 13F value
- $6,503,512
- Portfolio coverage rank
- 0%
- Share change
- -95,767
- Value change
- -$2,455,446
- Number of holders
- 7
- SEC-reported price per share
- $25.64
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
1 identity field
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Filing notes and source
Key facts
- WTMU - WISDOMTREE TR - CORE LADD MUN FD is tracked under CUSIP 97717Y386.
- 7 institutions reported positions in Q2 2026.
- Schedule 13D/13G significant owner rows are not currently available.
Change
- Holder count moved from 9 to 7 between Q1 2026 and Q2 2026.
- SEC-reported value moved from $8,942,906 to $6,503,512.
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC evidence
Latest holder context comes from 7 institutions filings for Q2 2026.
Security key
97717Y386
13F reference period
Q2 2026
13F holders
7
13D/G owners
0
CIK / CUSIP context first
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 97717Y386:
As of 30 Jun 2026, 7 institutional investors reported holding 253,644 shares of WISDOMTREE TR - CORE LADD MUN FD (WTMU).
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
5
Headline period
Q2 2026
Rows shown
1-5 of 5
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q2 | 253,644 | $6,503,512 | -$2,455,446 | $25.64 | 7 |
| 2026 Q1 | 349,411 | $8,942,906 | +$4,010,047 | $25.60 | 9 |
| 2025 Q4 | 192,731 | $4,986,445 | +$927,524 | $25.88 | 6 |
| 2025 Q3 | 156,883 | $4,026,094 | +$1,050,120 | $25.67 | 6 |
| 2025 Q2 | 115,966 | $2,923,997 | +$2,923,997 | $25.21 | 4 |