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WISD Institutional Ownership

Wisdom Short Duration Income ETF
1W: -0.1% 1M: -0.0% 3M: -0.2% YTD: +0.4%
$101.00
Last traded 2026-06-08 — delisted
ETF AMEX · AUM $372.4M

Institutional Ownership — WISD

5
Institutional Holders
+1 vs prior quarter
0.0%
Ownership
+0.00pp
5M
Total Invested
1
New Positions
4
Increased
0
Reduced
0
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (5 total)

# Holder Shares Value Change Change % Holding Period Filing
1 Delos Wealth Advisors, LLC 30,535 3M +26,545 +665.3% 2Q SEC ↗
2 ENVESTNET ASSET MANAGEMENT INC 5,233 529K +33 +0.6% 2Q SEC ↗
3 MML INVESTORS SERVICES, LLC 5,214 527K +257 +5.2% 2Q SEC ↗
4 JANE STREET GROUP, LLC 4,981 503K +155 +3.2% 2Q SEC ↗
5 UBS Group AG NEW 2 0K — +0.0% 1Q SEC ↗

Recent Activity

New Positions (1)
HolderSharesValue
UBS Group AG 2 0K
Sold Out (0)

No sold-out positions this quarter.

Biggest Increases (4)
HolderAddedChange %Total Shares
Delos Wealth Advisors, LLC +26,545 +665.3% 30,535
MML INVESTORS SERVICES, LLC +257 +5.2% 5,214
JANE STREET GROUP, LLC +155 +3.2% 4,981
ENVESTNET ASSET MANAGEMENT INC +33 +0.6% 5,233
Biggest Decreases (0)

None.

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms