WISDOMTREE TR (DES)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
354
Reporting holders
$1.2B
Reported value
0.0%
Held as options
+20
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 | $115.0M | 2,828,155 | 0.01% | 35q | +2.3%+$2.6M |
| BANK OF AMERICA CORP /DE/ | $99.4M | 2,443,644 | 0.01% | 31q | -0.6%-$576.8K |
| MERCER GLOBAL ADVISORS INC /ADV | $70.7M | 1,737,824 | 0.04% | 29q | +104.4%+$36.1M |
| LPL Financial LLC | $56.9M | 1,397,957 | 0.01% | 31q | -1.9%-$1.1M |
| UBS Group AG | $54.7M | 1,343,918 | 0.01% | 31q | -3.1%-$1.8M |
| Creative Planning | $54.5M | 1,339,636 | 0.03% | 31q | -0.6%-$311.4K |
| M&T Bank Corp | $42.5M | 1,045,207 | 0.12% | 26q | +1.3%+$545.6K |
| JONES FINANCIAL COMPANIES LLLP | $34.9M | 854,626 | 0.01% | 22q | +12.1%+$3.8M |
| WELLS FARGO & COMPANY/MN | $33.5M | 822,698 | 0.01% | 31q | -49.3%-$32.6M |
| RAYMOND JAMES FINANCIAL INC | $30.4M | 748,428 | 0.01% | 7q | HELD |
| KEYBANK NATIONAL ASSOCIATION/OH | $30.2M | 741,283 | 0.10% | 31q | +3.3%+$960.8K |
| HUNTINGTON NATIONAL BANK | $29.0M | 712,899 | 0.14% | 31q | +2.0%+$554.9K |
| ROYAL BANK OF CANADA | $27.9M | 686,604 | 0.00% | 31q | +0.7%+$204.5K |
| AMERIPRISE FINANCIAL INC | $17.1M | 419,458 | 0.00% | 31q | -49.8%-$16.9M |
| Valmark Advisers, Inc. | $13.6M | 334,790 | 0.14% | 31q | -4.0%-$569.8K |
| Cetera Investment Advisers | $13.3M | 327,587 | 0.01% | 23q | +2.2%+$286.8K |
| Destination Wealth Management | $13.2M | 324,017 | 0.31% | 31q | -1.6%-$212.7K |
| Allen Investment Management, LLC | $11.9M | 293,475 | 0.14% | 3q | HELD |
| ASSETMARK, INC | $11.7M | 286,502 | 0.02% | 31q | +31.6%+$2.8M |
| Bank of New York Mellon Corp | $11.4M | 281,370 | 0.00% | 11q | +11.9%+$1.2M |
| Kestra Advisory Services, LLC | $10.9M | 268,651 | 0.04% | 24q | -2.0%-$218.0K |
| ENVESTNET ASSET MANAGEMENT INC | $10.2M | 249,762 | 0.00% | 31q | +4.4%+$429.5K |
| COMMONWEALTH EQUITY SERVICES, LLC | $9.6M | 234,957 | 0.01% | 31q | -2.2%-$217.2K |
| Curi Capital, LLC | $9.1M | 224,123 | 0.14% | 31q | +0.9%+$79.6K |
| BIP Wealth, LLC | $8.6M | 212,265 | 0.25% | 14q | -0.7%-$61.2K |
| Del-Sette Capital Management, LLC | $8.6M | 210,229 | 4.99% | 19q | -0.9%-$81.5K |
| HC Advisors, LLC | $8.4M | 206,337 | 5.10% | 25q | HELD |
| OSAIC HOLDINGS, INC. | $8.2M | 202,258 | 0.01% | 26q | +14.4%+$1.0M |
| One Wealth Map LLC | $7.7M | 189,509 | 3.51% | 14q | +3.2%+$240.3K |
| Melone Private Wealth, LLC | $7.1M | 173,362 | 2.69% | 19q | +0.7%+$48.6K |
| JPMORGAN CHASE & CO | $6.8M | 168,384 | 0.00% | 31q | -4.2%-$298.0K |
| Lee, Kelleher & Klein Wealth Management | $6.6M | 162,148 | 3.45% | 7q | HELD |
| Cascade Financial Partners, LLC | $6.4M | 157,674 | 0.56% | 10q | -1.3%-$87.3K |
| TWO SIGMA INVESTMENTS, LP | $6.3M | 156,000 | 0.00% | 2q | +19.7%+$1.0M |
| Key Financial Inc | $6.3M | 155,418 | 1.04% | 27q | -2.1%-$133.6K |
| STIFEL FINANCIAL CORP | $6.1M | 150,823 | 0.01% | 31q | +2.8%+$166.6K |
| Baird Financial Group, Inc. | $6.1M | 149,198 | 0.01% | 31q | HELD |
| Stonebridge Wealth Management, LLC | $6.0M | 146,670 | 5.34% | 5q | +4.3%+$246.2K |
| Corient Private Wealth LP | $5.8M | 142,961 | 0.00% | 15q | +103.8%+$3.0M |
| Prosperity Consulting Group, LLC | $5.7M | 140,984 | 0.22% | 10q | -7.7%-$481.4K |
| Merit Financial Group, LLC | $5.7M | 140,171 | 0.02% | 3q | +80.6%+$2.5M |
| Rockefeller Capital Management L.P. | $5.7M | 139,847 | 0.01% | 26q | -3.8%-$223.2K |
| STOCK YARDS BANK & TRUST CO | $5.6M | 137,090 | 0.08% | 17q | +98.1%+$2.8M |
| CROBAN | $5.3M | 129,615 | 2.32% | 7q | +2.1%+$107.4K |
| Parcion Private Wealth LLC | $5.2M | 128,500 | 0.29% | 25q | HELD |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | $5.2M | 128,207 | 0.08% | 31q | -3.0%-$159.9K |
| Three Bearings Fiduciary Advisors, Inc. | $5.1M | 124,232 | 4.53% | new | FIRST |
| Frazier Financial Advisors, LLC | $5.0M | 121,735 | 2.50% | 11q | +2.5%+$123.0K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $4.5M | 113,225 | 0.01% | 12q | -1.1%-$52.8K |
| AdvisorNet Financial, Inc | $4.2M | 103,830 | 0.19% | 31q | +8.6%+$333.8K |
| Wealthcare Advisory Partners LLC | $4.1M | 100,523 | 0.08% | 31q | HELD |
| Evanson Financial, LLC | $3.7M | 91,178 | 0.18% | new | FIRST |
| Steward Partners Investment Advisory, LLC | $3.5M | 86,110 | 0.02% | 31q | -6.8%-$254.3K |
| Waverly Advisors, LLC | $3.5M | 86,095 | 0.02% | 10q | -3.6%-$130.0K |
| Focus Partners Wealth | $3.5M | 85,644 | 0.00% | 10q | +6.4%+$210.7K |
| VAUGHAN & Co SECURITIES, INC. | $3.2M | 78,361 | 1.49% | 27q | HELD |
| Farmers National Bank | $3.1M | 75,796 | 0.64% | 21q | +1.5%+$44.3K |
| Dickmeyer Boyce Financial Management, Inc. | $3.1M | 75,255 | 1.59% | 2q | +1.7%+$50.4K |
| HighTower Advisors, LLC | $3.0M | 73,900 | 0.00% | 22q | -5.3%-$169.2K |
| TRUIST FINANCIAL CORP | $3.0M | 73,407 | 0.00% | 27q | -3.0%-$91.1K |
| Total Clarity Wealth Management, Inc. | $2.9M | 71,231 | 0.56% | 3q | HELD |
| Cerity Partners LLC | $2.9M | 70,986 | 0.00% | 17q | +0.5%+$15.2K |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $2.9M | 70,780 | 0.05% | 31q | -12.4%-$408.0K |
| Marathon Strategic Advisors, LLC | $2.7M | 66,967 | 1.54% | 11q | -1.9%-$53.7K |
| CITADEL ADVISORS LLC | $2.5M | 61,398 | 0.00% | 5q | +85.8%+$1.2M |
| FOUNDERS GROVE WEALTH PARTNERS, LLC | $2.4M | 59,927 | 0.49% | 7q | HELD |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $2.4M | 59,026 | 0.00% | 31q | +4.1%+$94.0K |
| GOLDMAN SACHS GROUP INC | $2.4M | 58,393 | 0.00% | 6q | -1.1%-$25.9K |
| CAHILL FINANCIAL ADVISORS INC | $2.4M | 57,791 | 0.23% | 20q | HELD |
| BEACON FINANCIAL GROUP | $2.3M | 57,354 | 0.21% | 31q | -10.7%-$279.9K |
| MML INVESTORS SERVICES, LLC | $2.3M | 56,955 | 0.00% | 31q | +21.2%+$405.0K |
| Glen Eagle Advisors, LLC | $2.3M | 55,734 | 0.29% | 39q | -1.4%-$32.5K |
| Modera Wealth Management, LLC | $2.3M | 55,611 | 0.02% | 13q | -0.5%-$11.8K |
| Midwest Trust Co | $2.2M | 55,283 | 0.03% | 5q | -1.7%-$39.8K |
| FINANCIAL ADVISORY PARTNERS, LLC | $2.2M | 54,670 | 0.58% | 19q | +2.8%+$60.1K |
| FFG RETIREMENT ADVISORS LLC | $2.2M | 52,981 | 1.14% | 15q | +1.6%+$33.5K |
| &PARTNERS | $2.2M | 52,867 | 0.01% | 8q | -16.8%-$434.6K |
| TopTier Wealth Management, LLC | $2.1M | 52,099 | 1.28% | 3q | -11.8%-$283.1K |
| 180 WEALTH ADVISORS, LLC | $2.1M | 51,844 | 0.21% | 24q | -9.2%-$213.0K |
| Salomon & Ludwin, LLC | $2.1M | 50,460 | 0.17% | 31q | -3.7%-$78.9K |
| JNBA Financial Advisors | $2.0M | 49,918 | 0.15% | 31q | -1.5%-$31.9K |
| Powers Advisory Group, LLC | $2.0M | 48,890 | 0.62% | 19q | HELD |
| Ascent Group, LLC | $2.0M | 48,715 | 0.06% | 19q | -2.3%-$47.3K |
| Farther Finance Advisors, LLC | $2.0M | 48,384 | 0.02% | 11q | +96.4%+$966.2K |
| Investment Research Partners LLC | $2.0M | 47,948 | 0.66% | 4q | -5.8%-$120.7K |
| Advisory Services Network, LLC | $1.9M | 46,138 | 0.02% | 24q | +48.3%+$610.9K |
| Arkadios Wealth Advisors | $1.8M | 44,821 | 0.03% | 4q | +3.7%+$64.7K |
| WESBANCO BANK INC | $1.7M | 42,857 | 0.04% | 30q | +5.0%+$82.9K |
| INVESTED ADVISORS | $1.7M | 42,836 | 1.54% | 4q | +3.7%+$62.5K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $1.7M | 40,797 | 0.01% | 23q | +26.1%+$343.5K |
| Old North State Wealth Management, LLC | $1.7M | 40,663 | 0.71% | 19q | -1.6%-$26.8K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.6M | 40,395 | 0.00% | 6q | +38.4%+$455.8K |
| Platform Technology Partners | $1.6M | 39,781 | 0.26% | 24q | HELD |
| Wealthcare Capital Partners, LLC | $1.5M | 37,815 | 0.64% | 7q | +3.3%+$49.4K |
| INSPIRION WEALTH ADVISORS, LLC | $1.5M | 36,725 | 0.17% | 31q | -4.4%-$68.0K |
| Savant Capital, LLC | $1.5M | 37,933 | 0.00% | 5q | +159.7%+$911.2K |
| Copper Harbor Investment Advisors, LLC | $1.5M | 36,307 | 0.31% | new | FIRST |
| OPPENHEIMER & CO INC | $1.4M | 35,184 | 0.02% | 26q | +3.6%+$49.8K |
| World Investment Advisors | $1.4M | 39,695 | 0.02% | 8q | -0.7%-$9.5K |
| IAG Wealth Partners, LLC | $1.4M | 35,057 | 0.14% | 26q | -2.9%-$41.9K |
Showing the largest 100 of 370 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 | 354 | $1.2B | 29,295,615 | 28 | 103 | 104 | 0.0% |
| Q1 2026 | 334 | $1.0B | 28,803,967 | 27 | 82 | 112 | 0.0% |
| Q4 2025 | 323 | $919.1M | 27,422,859 | 22 | 82 | 107 | 0.0% |
| Q3 2025 | 307 | $931.7M | 27,641,211 | 21 | 83 | 111 | 0.0% |
| Q2 2025 | 304 | $907.3M | 28,557,390 | 17 | 95 | 107 | 0.0% |
| Q1 2025 | 309 | $869.6M | 27,226,990 | 21 | 89 | 95 | 0.0% |
| Q4 2024 | 315 | $977.7M | 28,468,438 | 15 | 82 | 92 | 0.0% |
| Q3 2024 | 301 | $944.4M | 27,387,769 | 16 | 84 | 101 | 0.0% |
| Q2 2024 | 300 | $842.1M | 27,002,339 | 20 | 70 | 120 | 0.0% |
| Q1 2024 | 294 | $1.1B | 32,237,879 | 30 | 76 | 100 | 0.2% |
| Q4 2023 | 282 | $939.5M | 29,229,068 | 17 | 83 | 93 | 0.0% |
| Q3 2023 | 263 | $751.8M | 26,654,330 | 15 | 65 | 97 | 0.1% |
| Q2 2023 | 260 | $775.3M | 26,852,615 | 14 | 78 | 87 | 0.2% |
| Q1 2023 | 257 | $778.2M | 27,235,296 | 24 | 69 | 79 | 0.0% |
| Q4 2022 | 234 | $727.9M | 25,561,078 | 20 | 79 | 64 | 0.1% |
| Q3 2022 | 284 | $720.1M | 27,913,596 | 27 | 91 | 88 | 0.0% |
| Q2 2022 | 294 | $798.1M | 28,187,946 | 22 | 96 | 85 | 0.0% |
| Q1 2022 | 292 | $846.1M | 26,626,084 | 21 | 96 | 89 | 0.0% |
| Q4 2021 | 297 | $861.9M | 26,197,696 | 26 | 90 | 71 | 0.2% |
| Q3 2021 | 275 | $768.1M | 24,871,497 | 21 | 75 | 92 | 0.1% |
| Q2 2021 | 271 | $805.2M | 25,242,259 | 22 | 75 | 88 | 0.1% |
| Q1 2021 | 276 | $812.2M | 26,051,023 | 34 | 68 | 107 | 0.1% |
| Q4 2020 | 266 | $683.4M | 25,594,571 | 32 | 67 | 99 | 0.3% |
| Q3 2020 | 240 | $553.2M | 26,230,584 | 14 | 54 | 105 | 0.0% |
| Q2 2020 | 242 | $575.6M | 27,133,140 | 17 | 64 | 117 | 0.0% |
| Q1 2020 | 260 | $532.2M | 29,483,647 | 25 | 67 | 116 | 0.0% |
| Q4 2019 | 293 | $867.8M | 30,231,742 | 28 | 90 | 81 | 0.1% |
| Q3 2019 | 247 | $792.6M | 28,895,321 | 18 | 76 | 85 | 0.1% |
| Q2 2019 | 247 | $791.9M | 29,136,139 | 20 | 88 | 73 | 0.3% |
| Q1 2019 | 252 | $794.3M | 28,741,628 | 26 | 89 | 60 | 0.1% |
| Q4 2018 | 244 | $661.3M | 26,896,267 | 2 | 6 | 6 | 0.1% |