WISDOMTREE TR (DEM)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
355
Reporting holders
$2.6B
Reported value
0.0%
Held as options
+17
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| MORGAN STANLEY | $557.4M | 10,363,063 | 0.03% | 35q | +5.1%+$27.2M |
| BANK OF AMERICA CORP /DE/ | $392.6M | 7,298,812 | 0.03% | 31q | +2.8%+$10.7M |
| WELLS FARGO & COMPANY/MN | $174.6M | 3,246,246 | 0.03% | 31q | -49.7%-$172.4M |
| LPL Financial LLC | $115.8M | 2,153,138 | 0.03% | 31q | -3.8%-$4.6M |
| Creative Planning | $115.3M | 2,144,092 | 0.07% | 31q | -1.0%-$1.1M |
| UBS Group AG | $105.4M | 1,958,981 | 0.01% | 31q | HELD |
| Kestra Investment Management, LLC | $90.2M | 1,677,279 | 1.75% | 9q | -12.2%-$12.6M |
| MERCER GLOBAL ADVISORS INC /ADV | $87.2M | 1,621,249 | 0.05% | 28q | +104.8%+$44.6M |
| AMERIPRISE FINANCIAL INC | $84.5M | 1,565,592 | 0.02% | 31q | -56.5%-$109.9M |
| ENVESTNET ASSET MANAGEMENT INC | $75.7M | 1,407,570 | 0.02% | 31q | +3.1%+$2.2M |
| ROYAL BANK OF CANADA | $39.5M | 733,891 | 0.01% | 31q | +5.6%+$2.1M |
| JPMORGAN CHASE & CO | $36.0M | 671,876 | 0.00% | 31q | +3.1%+$1.1M |
| RAYMOND JAMES FINANCIAL INC | $35.8M | 665,509 | 0.01% | 7q | -7.1%-$2.7M |
| Cetera Investment Advisers | $32.0M | 595,293 | 0.03% | 25q | -1.7%-$546.8K |
| COMMONWEALTH EQUITY SERVICES, LLC | $25.6M | 475,803 | 0.03% | 31q | -21.9%-$7.2M |
| Kestra Advisory Services, LLC | $23.4M | 435,794 | 0.08% | 24q | -2.2%-$526.0K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $23.4M | 434,774 | 0.04% | 16q | +10.5%+$2.2M |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $21.7M | 402,722 | 0.39% | 18q | -3.8%-$862.7K |
| Private Advisor Group, LLC | $21.5M | 399,296 | 0.10% | 14q | +2192.2%+$20.5M |
| ASPIRIANT, LLC | $19.4M | 360,842 | 0.48% | 31q | -6.3%-$1.3M |
| STATE OF WISCONSIN INVESTMENT BOARD | $16.8M | 311,419 | 0.03% | 6q | HELD |
| ASSETMARK, INC | $15.9M | 295,951 | 0.03% | 31q | -22.0%-$4.5M |
| Rockefeller Capital Management L.P. | $15.9M | 294,717 | 0.02% | 28q | HELD |
| Baird Financial Group, Inc. | $15.5M | 287,923 | 0.02% | 31q | +7.4%+$1.1M |
| CANANDAIGUA NATIONAL BANK & TRUST CO | $14.6M | 270,844 | 1.23% | 8q | +7.6%+$1.0M |
| STIFEL FINANCIAL CORP | $14.0M | 259,407 | 0.01% | 31q | +2.9%+$389.5K |
| Linscomb Wealth, Inc. | $13.6M | 252,249 | 0.59% | 31q | -7.8%-$1.1M |
| Valmark Advisers, Inc. | $13.5M | 250,218 | 0.14% | 31q | HELD |
| Baker Avenue Asset Management, LP | $12.4M | 229,674 | 0.23% | 16q | -3.1%-$388.8K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $12.3M | 228,855 | 0.01% | 31q | +5.0%+$587.5K |
| ALLIANCEBERNSTEIN L.P. | $12.2M | 245,598 | 0.00% | 15q | +1.7%+$199.0K |
| M&T Bank Corp | $11.7M | 217,471 | 0.03% | 26q | +2.9%+$329.8K |
| D.A. DAVIDSON & CO. | $10.6M | 196,235 | 0.06% | 31q | +5.6%+$560.4K |
| CITADEL ADVISORS LLC | $9.9M | 183,814 | 0.00% | new | NEW |
| &PARTNERS | $9.7M | 180,226 | 0.04% | 8q | +0.6%+$60.7K |
| AssuredPartners Investment Advisors, LLC | $9.3M | 172,446 | 0.90% | 7q | +1.3%+$115.2K |
| Nan Shan Life Insurance Co., Ltd. | $9.1M | 170,000 | 0.29% | new | NEW |
| Inspire Advisors, LLC | $9.0M | 167,626 | 0.63% | 6q | +1.1%+$94.2K |
| TD PRIVATE CLIENT WEALTH LLC | $8.8M | 164,313 | 0.16% | 27q | +2.0%+$176.2K |
| Private Wealth Advisors, LLC | $8.6M | 160,714 | 2.21% | 11q | -6.7%-$616.2K |
| Hamilton Wealth, LLC | $8.6M | 158,988 | 1.57% | 5q | +780.1%+$7.6M |
| Corient Private Wealth LP | $7.5M | 138,690 | 0.00% | 14q | +117.3%+$4.0M |
| HUNTINGTON NATIONAL BANK | $7.4M | 136,987 | 0.04% | 31q | -2.8%-$211.2K |
| Cascade Financial Partners, LLC | $7.0M | 129,281 | 0.60% | 10q | +1.5%+$104.8K |
| Cheviot Value Management, LLC | $6.9M | 127,512 | 0.70% | 31q | HELD |
| ARBOR TRUST WEALTH ADVISORS, LLC | $6.7M | 123,876 | 2.69% | 11q | -3.7%-$256.7K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | $6.6M | 123,112 | 0.10% | 31q | -1.7%-$111.7K |
| Cornerstone Wealth Group, LLC | $6.5M | 121,284 | 0.39% | 10q | -0.8%-$52.1K |
| Equitable Holdings, Inc. | $6.3M | 116,249 | 0.04% | 17q | -12.0%-$852.8K |
| Integrated Wealth Concepts LLC | $6.0M | 111,450 | 0.03% | 2q | +1040.0%+$5.5M |
| OLD MISSION CAPITAL LLC | $5.7M | 105,628 | 0.09% | 3q | -15.6%-$1.1M |
| OSAIC HOLDINGS, INC. | $5.3M | 98,830 | 0.01% | 26q | +34.4%+$1.4M |
| Freedom Day Solutions, LLC | $5.2M | 96,226 | 1.15% | 3q | +54.6%+$1.8M |
| Stonebridge Wealth Management, LLC | $5.2M | 96,088 | 4.63% | 5q | HELD |
| Old Port Advisors | $5.1M | 94,200 | 1.00% | 13q | +2.4%+$118.9K |
| Orion Porfolio Solutions, LLC | $4.9M | 90,403 | 0.04% | 31q | -7.2%-$377.8K |
| Investors Research Corp | $4.8M | 88,578 | 0.85% | 12q | +8.4%+$367.5K |
| FIFTH THIRD BANCORP | $4.8M | 88,450 | 0.01% | 2q | -1.5%-$70.7K |
| Koshinski Asset Management, Inc. | $4.5M | 84,539 | 0.24% | 20q | +13.2%+$529.3K |
| Steward Partners Investment Advisory, LLC | $4.5M | 83,108 | 0.02% | 31q | HELD |
| Vestmark Advisory Solutions, Inc. | $4.1M | 76,170 | 0.04% | 6q | +12.1%+$442.6K |
| Meramec Financial Planners, LLC | $4.0M | 75,590 | 1.47% | 3q | -28.7%-$1.6M |
| Endowment Wealth Management, Inc. | $4.0M | 74,809 | 1.56% | 14q | +6.7%+$252.9K |
| Composition Wealth, LLC | $4.0M | 74,051 | 0.05% | 23q | +2.1%+$83.0K |
| Focus Partners Wealth | $3.9M | 73,375 | 0.00% | 11q | -15.8%-$738.9K |
| Waverly Advisors, LLC | $3.8M | 71,178 | 0.02% | 10q | -3.5%-$137.9K |
| CAPTRUST FINANCIAL ADVISORS | $3.8M | 70,357 | 0.01% | 31q | -2.4%-$92.5K |
| MML INVESTORS SERVICES, LLC | $3.6M | 67,565 | 0.01% | 31q | +36.3%+$967.5K |
| Good Harbor Advisors, Inc. | $3.6M | 67,232 | 3.54% | 3q | +10.6%+$346.7K |
| VIEWPOINT INVESTMENT PARTNERS CORP | $3.5M | 65,600 | 1.22% | 3q | +6.8%+$223.2K |
| ROTHSCHILD INVESTMENT LLC | $3.5M | 64,668 | 0.13% | 11q | +49.0%+$1.1M |
| J.W. COLE ADVISORS, INC. | $3.4M | 63,304 | 0.06% | 19q | +2.1%+$69.9K |
| Beacon Pointe Advisors, LLC | $3.4M | 62,843 | 0.02% | 31q | -2.9%-$101.8K |
| Regal Investment Advisors LLC | $3.3M | 60,806 | 0.17% | 21q | -18.4%-$739.5K |
| Axis Wealth Partners, LLC | $3.0M | 54,925 | 1.42% | 7q | -5.3%-$166.7K |
| Apeiron RIA LLC | $3.0M | 54,883 | 0.76% | 19q | -1.4%-$41.3K |
| Sanctuary Advisors, LLC | $2.9M | 54,025 | 0.01% | 9q | +2.5%+$71.6K |
| HighTower Advisors, LLC | $2.9M | 53,647 | 0.00% | 22q | HELD |
| CITIGROUP INC | $2.7M | 50,277 | 0.00% | 31q | +27.1%+$576.9K |
| FMR LLC | $2.7M | 50,270 | 0.00% | 31q | +0.7%+$18.5K |
| Advisory Services Network, LLC | $2.6M | 49,009 | 0.03% | 9q | +6.2%+$154.8K |
| Dynamic Advisor Solutions LLC | $2.4M | 45,416 | 0.07% | 6q | +2.8%+$67.1K |
| FFG RETIREMENT ADVISORS LLC | $2.3M | 42,268 | 1.20% | 15q | HELD |
| Collaborative Wealth Managment Inc. | $2.2M | 40,420 | 0.91% | 7q | +15.0%+$284.1K |
| WealthPlan Investment Management, LLC | $2.1M | 39,870 | 0.11% | 8q | +4.4%+$89.8K |
| MOODY NATIONAL BANK TRUST DIVISION | $2.1M | 39,747 | 0.18% | 16q | HELD |
| GREENLEAF TRUST | $2.1M | 39,374 | 0.02% | 31q | +6.6%+$132.0K |
| EVOLVE PRIVATE WEALTH, LLC | $2.0M | 37,074 | 0.12% | 3q | -4.1%-$85.8K |
| NewSquare Capital LLC | $1.9M | 35,653 | 0.14% | 25q | +2.4%+$45.4K |
| BANK OF MONTREAL /CAN/ | $1.9M | 35,265 | 0.00% | 31q | -1.6%-$30.2K |
| First City Capital Management, Inc. | $1.9M | 35,039 | 0.92% | 21q | +3.9%+$69.9K |
| Rathbones Group PLC | $1.8M | 33,322 | 0.01% | 12q | -7.1%-$136.9K |
| Quantum Portfolio Management LLC | $1.8M | 32,581 | 0.63% | 11q | +4.8%+$81.1K |
| McKinley Carter Wealth Services, Inc. | $1.7M | 32,257 | 0.09% | 22q | +4.9%+$81.4K |
| Wealthfront Advisers LLC | $1.7M | 31,212 | 0.00% | 14q | +3.6%+$58.0K |
| NORTHERN TRUST CORP | $1.6M | 30,504 | 0.00% | 10q | +13.9%+$200.6K |
| IFP Advisors, Inc | $1.6M | 30,419 | 0.03% | 39q | -22.4%-$471.2K |
| Asset One Wealth Management LLC | $1.6M | 28,957 | 0.16% | 3q | +2.9%+$43.7K |
| MBA Advisors LLC | $1.5M | 28,730 | 0.52% | 12q | -0.8%-$11.7K |
| GFS Advisors, LLC | $1.5M | 41,634 | 0.08% | 7q | -79.1%-$5.7M |
Showing the largest 100 of 369 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 355 | $2.6B | 49,261,267 | 34 | 123 | 109 | 0.0% |
| Q1 2026 | 338 | $2.7B | 53,667,883 | 29 | 118 | 108 | 0.0% |
| Q4 2025 | 339 | $2.2B | 46,113,703 | 33 | 112 | 83 | 0.0% |
| Q3 2025 | 307 | $2.1B | 45,753,914 | 23 | 111 | 92 | 0.0% |
| Q2 2025 | 309 | $2.1B | 45,661,958 | 34 | 109 | 92 | 0.0% |
| Q1 2025 | 289 | $1.8B | 44,807,519 | 26 | 102 | 96 | 0.0% |
| Q4 2024 | 303 | $1.7B | 41,363,905 | 24 | 95 | 89 | 0.0% |
| Q3 2024 | 292 | $1.8B | 41,197,274 | 30 | 90 | 86 | 0.0% |
| Q2 2024 | 281 | $1.8B | 41,279,215 | 23 | 100 | 88 | 0.0% |
| Q1 2024 | 279 | $2.2B | 51,481,156 | 25 | 84 | 99 | 0.0% |
| Q4 2023 | 272 | $1.8B | 44,774,498 | 27 | 81 | 99 | 0.1% |
| Q3 2023 | 257 | $1.4B | 37,481,837 | 24 | 88 | 76 | 0.1% |
| Q2 2023 | 246 | $1.4B | 36,950,160 | 21 | 83 | 67 | 0.1% |
| Q1 2023 | 235 | $1.3B | 34,153,146 | 32 | 89 | 50 | 0.1% |
| Q4 2022 | 209 | $961.7M | 26,931,913 | 27 | 64 | 64 | 0.1% |
| Q3 2022 | 241 | $944.0M | 28,921,244 | 22 | 87 | 70 | 0.2% |
| Q2 2022 | 251 | $1.1B | 29,068,090 | 24 | 87 | 79 | 0.2% |
| Q1 2022 | 265 | $1.3B | 28,983,791 | 28 | 103 | 65 | 0.2% |
| Q4 2021 | 258 | $1.0B | 23,584,107 | 19 | 78 | 76 | 0.4% |
| Q3 2021 | 243 | $989.4M | 22,625,518 | 12 | 75 | 77 | 0.3% |
| Q2 2021 | 257 | $1.1B | 23,594,007 | 25 | 71 | 72 | 0.3% |
| Q1 2021 | 265 | $1.0B | 23,461,843 | 27 | 78 | 84 | 0.4% |
| Q4 2020 | 259 | $946.7M | 22,734,592 | 37 | 61 | 88 | 1.1% |
| Q3 2020 | 233 | $842.1M | 23,662,103 | 18 | 76 | 86 | 0.5% |
| Q2 2020 | 238 | $891.4M | 24,526,373 | 28 | 61 | 101 | 0.2% |
| Q1 2020 | 247 | $913.1M | 27,990,304 | 26 | 65 | 99 | 0.4% |
| Q4 2019 | 284 | $1.3B | 27,905,861 | 31 | 90 | 64 | 0.7% |
| Q3 2019 | 250 | $1.1B | 26,941,909 | 18 | 90 | 76 | 0.2% |
| Q2 2019 | 256 | $1.2B | 27,360,277 | 24 | 96 | 70 | 0.4% |
| Q1 2019 | 259 | $1.2B | 26,562,458 | 29 | 85 | 69 | 0.5% |
| Q4 2018 | 252 | $1.1B | 26,085,740 | 4 | 4 | 9 | 0.4% |