WISDOMTREE TR (ELD)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
59
Reporting holders
$70.9M
Reported value
0.0%
Held as options
+2
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 |
|---|---|---|---|---|---|
| Vontobel Holding Ltd. | $12.8M | 446,191 | 0.04% | 16q | HELD |
| BANK OF AMERICA CORP /DE/ | $8.5M | 297,769 | 0.00% | 31q | +1.7%+$145.8K |
| JANE STREET GROUP, LLC | $6.4M | 223,465 | 0.00% | 3q | +79.5%+$2.8M |
| WELLS FARGO & COMPANY/MN | $6.2M | 216,928 | 0.00% | 31q | -50.4%-$6.3M |
| Elmwood Wealth Management, Inc. | $4.2M | 146,261 | 1.05% | 19q | +3.0%+$120.7K |
| LPL Financial LLC | $3.9M | 137,029 | 0.00% | 14q | +184.8%+$2.6M |
| Ignite Planners, LLC | $3.1M | 108,360 | 0.43% | 12q | +1.0%+$29.6K |
| Kestra Advisory Services, LLC | $2.8M | 97,843 | 0.01% | 3q | +3.5%+$95.6K |
| ROYAL BANK OF CANADA | $2.8M | 95,944 | 0.00% | 31q | +4.8%+$126.0K |
| Pekin Hardy Strauss, Inc. | $2.4M | 84,557 | 0.21% | 4q | +10.5%+$231.1K |
| MORGAN STANLEY | $2.4M | 84,539 | 0.00% | 35q | -26.3%-$866.3K |
| OSAIC HOLDINGS, INC. | $2.3M | 79,796 | 0.00% | 26q | -9.2%-$231.1K |
| Clear Creek Financial Management, LLC | $1.6M | 55,326 | 0.10% | 2q | +86.9%+$738.4K |
| OLD MISSION CAPITAL LLC | $1.3M | 45,052 | 0.02% | 2q | +81.0%+$578.8K |
| RAYMOND JAMES FINANCIAL INC | $913.6K | 31,832 | 0.00% | 5q | +4.4%+$38.2K |
| Sanctuary Advisors, LLC | $792.1K | 27,600 | 0.00% | 2q | +1.0%+$7.6K |
| Trilogy Capital Inc. | $691.8K | 24,105 | 0.03% | 2q | +1.5%+$10.1K |
| GOLDMAN SACHS GROUP INC | $662.9K | 23,098 | 0.00% | 31q | HELD |
| UBS Group AG | $578.2K | 20,148 | 0.00% | 31q | HELD |
| ASSETMARK, INC | $549.0K | 19,129 | 0.00% | 3q | +3.8%+$19.9K |
| LANARK FINANCIAL, INC. | $513.0K | 17,873 | 0.03% | 12q | -7.9%-$43.9K |
| Treasure Coast Financial Planning | $386.7K | 13,473 | 0.19% | 7q | HELD |
| Net Worth Advisory Group | $363.8K | 12,675 | 0.09% | 8q | -1.1%-$4.1K |
| COLUMBIA ADVISORY PARTNERS LLC | $322.4K | 11,232 | 0.18% | new | NEW |
| ARKANSAS FINANCIAL GROUP, INC. | $322.3K | 11,231 | 0.04% | 3q | -5.8%-$19.9K |
| HARBOUR INVESTMENTS, INC. | $319.2K | 11,121 | 0.00% | 11q | +43.0%+$96.0K |
| Stratos Wealth Partners, LTD. | $314.3K | 10,950 | 0.00% | 2q | +13.8%+$38.2K |
| Barnes Wealth Management Group, Inc | $299.9K | 10,448 | 0.14% | new | NEW |
| RFG Advisory, LLC | $285.1K | 9,932 | 0.00% | 10q | +2.1%+$6.0K |
| INTEGRITY ALLIANCE, LLC. | $283.5K | 9,877 | 0.01% | 5q | +11.7%+$29.6K |
| Bank of New York Mellon Corp | $282.3K | 9,835 | 0.00% | 2q | -91.2%-$2.9M |
| Valmark Advisers, Inc. | $259.3K | 9,035 | 0.00% | 14q | -3.3%-$8.8K |
| Baker Ellis Asset Management LLC | $246.8K | 8,600 | 0.03% | 2q | +6.2%+$14.3K |
| Alexander Randolph Advisory, Inc. | $246.1K | 8,575 | 0.20% | 3q | HELD |
| WealthPoint Financial, LLC | $242.7K | 8,455 | 0.18% | new | NEW |
| W.H. Cornerstone Investments Inc. | $223.7K | 7,793 | 0.13% | new | NEW |
| Concurrent Investment Advisors, LLC | $221.6K | 7,720 | 0.00% | new | NEW |
| Smartleaf Asset Management LLC | $200.2K | 6,956 | 0.01% | 11q | HELD |
| MERCER GLOBAL ADVISORS INC /ADV | $131.3K | 4,574 | 0.00% | new | NEW |
| Integrated Wealth Concepts LLC | $88.0K | 3,068 | 0.00% | new | NEW |
| JPMORGAN CHASE & CO | $84.9K | 2,951 | 0.00% | 12q | -2.2%-$1.9K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $65.6K | 2,285 | 0.00% | 2q | HELD |
| EVOLUTION WEALTH MANAGEMENT INC. | $47.0K | 1,636 | 0.03% | 5q | -7.9%-$4.0K |
| IFP Advisors, Inc | $26.9K | 939 | 0.00% | 11q | +0.9% |
| JFS WEALTH ADVISORS, LLC | $26.4K | 919 | 0.00% | 31q | HELD |
| AE Wealth Management LLC | $18.5K | 646 | 0.00% | 7q | +4206.7%+$18.1K |
| SBI Securities Co., Ltd. | $12.7K | 441 | 0.00% | 7q | HELD |
| Larson Financial Group LLC | $10.7K | 373 | 0.00% | 15q | +1.6% |
| FOSTER & MOTLEY INC | $9.7K | 337,708 | 0.45% | new | NEW |
| BLAIR WILLIAM & CO/IL | $8.2K | 287 | 0.00% | 31q | HELD |
| PNC Financial Services Group, Inc. | $6.7K | 234 | 0.00% | 3q | HELD |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $6.5K | 227 | 0.00% | 18q | HELD |
| Federation des caisses Desjardins du Quebec | $5.7K | 200 | 0.00% | 38q | HELD |
| CoreCap Advisors, LLC | $3.8K | 133 | 0.00% | 10q | -50.4%-$3.9K |
| Elevated Capital Advisors, LLC | $3.1K | 106 | 0.00% | 3q | HELD |
| TOUNJIAN ADVISORY PARTNERS, LLC | $2.3K | 80 | 0.00% | new | NEW |
| Global Retirement Partners, LLC | $1.4K | 50 | 0.00% | 9q | HELD |
| Strategic Wealth Partners, Ltd. | $954 | 33 | 0.00% | 5q | HELD |
| Janney Montgomery Scott LLC | $611 | 21,291 | 0.00% | 3q | -50.1% |
| Capital Analysts, LLC | $431 | 15,025 | 0.01% | 2q | +5.0% |
| Planning Strategies Inc. | $316 | 11 | 0.00% | new | FIRST |
| Betterment LLC | $239 | 8,337 | 0.00% | 6q | +4.6% |
| HUNTINGTON NATIONAL BANK | $29 | 1 | 0.00% | 15q | HELD |
| Avion Wealth | $12 | 443 | 0.00% | 26q | HELD |
| Covestor Ltd | $8 | 273 | 0.00% | 5q | +658.3% |
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 | 59 | $70.9M | 2,469,947 | 8 | 22 | 11 | 0.0% |
| Q1 2026 | 57 | $75.1M | 2,695,374 | 12 | 24 | 9 | 0.0% |
| Q4 2025 | 49 | $49.5M | 1,694,546 | 8 | 20 | 8 | 0.0% |
| Q3 2025 | 44 | $47.3M | 1,646,295 | 2 | 23 | 8 | 0.0% |
| Q2 2025 | 46 | $40.5M | 1,448,555 | 6 | 14 | 12 | 0.0% |
| Q1 2025 | 40 | $38.8M | 1,450,960 | 3 | 14 | 10 | 0.0% |
| Q4 2024 | 45 | $34.0M | 1,338,448 | 3 | 14 | 12 | 0.0% |
| Q3 2024 | 48 | $39.6M | 1,417,141 | 9 | 12 | 12 | 0.0% |
| Q2 2024 | 41 | $38.9M | 1,475,213 | 3 | 15 | 10 | 0.0% |
| Q1 2024 | 44 | $43.2M | 1,569,973 | 5 | 15 | 10 | 0.5% |
| Q4 2023 | 46 | $52.3M | 1,863,518 | 8 | 7 | 14 | 0.0% |
| Q3 2023 | 42 | $54.9M | 2,092,848 | 8 | 4 | 15 | 0.0% |
| Q2 2023 | 42 | $63.8M | 2,312,258 | 5 | 8 | 11 | 0.0% |
| Q1 2023 | 40 | $61.3M | 2,264,155 | 9 | 8 | 6 | 0.0% |
| Q4 2022 | 38 | $47.9M | 1,853,815 | 11 | 6 | 8 | 0.0% |
| Q3 2022 | 35 | $36.7M | 1,512,457 | 3 | 12 | 6 | 0.0% |
| Q2 2022 | 42 | $33.5M | 1,304,438 | 6 | 12 | 11 | 0.0% |
| Q1 2022 | 46 | $52.6M | 1,881,036 | 8 | 14 | 11 | 0.0% |
| Q4 2021 | 48 | $51.6M | 1,720,962 | 8 | 9 | 17 | 0.0% |
| Q3 2021 | 44 | $53.2M | 1,702,281 | 3 | 20 | 7 | 0.0% |
| Q2 2021 | 47 | $57.2M | 1,754,727 | 6 | 11 | 14 | 0.0% |
| Q1 2021 | 53 | $56.4M | 1,761,539 | 13 | 9 | 15 | 0.0% |
| Q4 2020 | 49 | $41.4M | 1,190,810 | 6 | 14 | 7 | 0.0% |
| Q3 2020 | 44 | $39.1M | 1,232,545 | 4 | 8 | 14 | 0.0% |
| Q2 2020 | 48 | $51.7M | 1,619,743 | 4 | 11 | 15 | 0.0% |
| Q1 2020 | 53 | $71.0M | 2,412,097 | 3 | 10 | 21 | 0.0% |
| Q4 2019 | 63 | $110.2M | 3,060,455 | 7 | 12 | 20 | 0.0% |
| Q3 2019 | 60 | $109.0M | 3,167,329 | 3 | 14 | 20 | 0.0% |
| Q2 2019 | 62 | $109.3M | 3,091,510 | 9 | 15 | 20 | 0.0% |
| Q1 2019 | 64 | $107.7M | 3,152,351 | 6 | 16 | 24 | 0.0% |
| Q4 2018 | 64 | $92.9M | 2,771,129 | 1 | 1 | 3 | 0.0% |