WISDOMTREE TR (EPS)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
168
Reporting holders
$991.0M
Reported value
0.0%
Held as options
+6
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 |
|---|---|---|---|---|---|
| Fiduciary Trust Co | $138.4M | 1,778,576 | 1.50% | 10q | -4.3%-$6.3M |
| LPL Financial LLC | $127.5M | 1,638,719 | 0.03% | 31q | +8.4%+$9.8M |
| MORGAN STANLEY | $72.3M | 928,869 | 0.00% | 35q | +4.4%+$3.0M |
| Garrett Wealth Advisory Group, LLC | $58.6M | 752,712 | 9.00% | 16q | HELD |
| Cetera Investment Advisers | $53.5M | 687,129 | 0.05% | 23q | +4.1%+$2.1M |
| Private Advisor Group, LLC | $51.7M | 664,596 | 0.24% | 27q | -4.2%-$2.3M |
| INTEGRITY ALLIANCE, LLC. | $43.8M | 562,910 | 1.37% | 7q | +114.5%+$23.4M |
| WealthPlan Investment Management, LLC | $40.2M | 516,386 | 1.99% | 5q | +12.5%+$4.5M |
| Team Financial Group, LLC | $35.6M | 457,411 | 15.11% | 12q | +1.5%+$516.4K |
| Kestra Advisory Services, LLC | $29.7M | 382,217 | 0.10% | 24q | +35.9%+$7.9M |
| Financial Gravity Companies, Inc. | $23.7M | 304,306 | 3.84% | 4q | +9.7%+$2.1M |
| IEQ CAPITAL, LLC | $20.6M | 265,154 | 0.10% | 14q | HELD |
| FLAGSHIP WEALTH ADVISORS, LLC | $18.2M | 233,980 | 4.07% | 5q | +18.8%+$2.9M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $15.5M | 198,886 | 0.01% | 27q | +1.1%+$160.9K |
| Stenger Family Office, LLC | $14.3M | 184,220 | 2.28% | 2q | -4.0%-$602.7K |
| BANK OF AMERICA CORP /DE/ | $13.6M | 175,418 | 0.00% | 31q | -8.3%-$1.2M |
| JPMORGAN CHASE & CO | $13.4M | 172,483 | 0.00% | 18q | +2.8%+$368.3K |
| Focus Partners Wealth | $11.0M | 141,071 | 0.01% | 3q | HELD |
| Maia Wealth LLC | $9.3M | 119,691 | 1.37% | 7q | +24.3%+$1.8M |
| EASTERN BANK | $9.1M | 117,104 | 0.14% | 3q | +6.3%+$542.2K |
| Ameritas Advisory Services, LLC | $8.4M | 107,375 | 0.17% | 3q | +535.7%+$7.0M |
| Marietta Wealth Management, LLC | $7.7M | 99,476 | 0.80% | 31q | HELD |
| UBS Group AG | $7.0M | 90,272 | 0.00% | 31q | +3.3%+$226.5K |
| Creative Planning | $6.9M | 88,954 | 0.00% | 31q | -0.9%-$63.4K |
| VISTA INVESTMENT MANAGEMENT | $6.6M | 85,033 | 1.99% | 18q | HELD |
| NewSquare Capital LLC | $6.3M | 81,624 | 0.47% | 25q | +2.9%+$176.4K |
| TopTier Wealth Management, LLC | $6.2M | 80,257 | 3.77% | 3q | HELD |
| HARBOUR INVESTMENTS, INC. | $6.1M | 78,304 | 0.08% | 21q | +3.5%+$204.1K |
| WELLS FARGO & COMPANY/MN | $5.9M | 75,686 | 0.00% | 31q | -51.2%-$6.2M |
| WealthPLAN Partners, LLC | $5.9M | 75,492 | 1.12% | 3q | +80.0%+$2.6M |
| CITIGROUP INC | $5.8M | 74,209 | 0.00% | 15q | +3.3%+$183.7K |
| TOWLE & CO | $4.8M | 61,916 | 1.63% | 2q | +59.6%+$1.8M |
| JONES FINANCIAL COMPANIES LLLP | $4.6M | 60,129 | 0.00% | 10q | +19.4%+$745.8K |
| GOLDMAN SACHS GROUP INC | $4.0M | 52,053 | 0.00% | 7q | +29.2%+$914.0K |
| Prime Capital Investment Advisors, LLC | $3.9M | 50,479 | 0.04% | 13q | -0.8%-$32.6K |
| Integrity Advisory Solutions, LLC | $3.7M | 47,995 | 0.38% | 4q | +234.6%+$2.6M |
| LOWE BROCKENBROUGH & CO INC | $3.6M | 46,252 | 0.16% | 31q | HELD |
| RAYMOND JAMES FINANCIAL INC | $3.4M | 44,167 | 0.00% | 7q | HELD |
| AssuredPartners Investment Advisors, LLC | $3.3M | 43,057 | 0.32% | 7q | HELD |
| WealthPoint Financial, LLC | $3.0M | 38,025 | 2.16% | 3q | +9.6%+$259.4K |
| BEACON FINANCIAL GROUP | $2.9M | 37,449 | 0.26% | 25q | -1.3%-$39.6K |
| Systelligence, LLC | $2.8M | 36,233 | 0.47% | 5q | -74.7%-$8.3M |
| Pine Valley Investments Ltd Liability Co | $2.8M | 36,128 | 0.11% | 13q | +29.2%+$634.8K |
| ROCKLAND TRUST CO | $2.8M | 35,556 | 0.11% | 15q | HELD |
| LongView Wealth Management | $2.7M | 35,350 | 0.71% | 3q | +7.7%+$197.0K |
| Modera Wealth Management, LLC | $2.7M | 34,935 | 0.03% | 23q | HELD |
| ROYAL BANK OF CANADA | $2.4M | 31,121 | 0.00% | 31q | +19.1%+$388.3K |
| AMERIPRISE FINANCIAL INC | $2.2M | 27,701 | 0.00% | 31q | -78.6%-$7.9M |
| Chicago Partners Investment Group LLC | $2.0M | 26,434 | 0.04% | 31q | +4.9%+$94.7K |
| DAYMARK WEALTH PARTNERS, LLC | $1.9M | 24,025 | 0.05% | 2q | +2.7%+$48.7K |
| Global Retirement Partners, LLC | $1.8M | 23,401 | 0.03% | 16q | +12.1%+$196.2K |
| Advisory Alpha, LLC | $1.8M | 22,500 | 0.04% | 14q | -4.7%-$86.0K |
| TWO SIGMA INVESTMENTS, LP | $1.7M | 21,500 | 0.00% | new | NEW |
| ENVESTNET ASSET MANAGEMENT INC | $1.7M | 21,418 | 0.00% | 30q | -1.2%-$19.6K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $1.6M | 21,044 | 0.00% | 2q | HELD |
| OSAIC HOLDINGS, INC. | $1.6M | 20,839 | 0.00% | 26q | -40.3%-$1.1M |
| FMR LLC | $1.6M | 19,928 | 0.00% | 27q | +4.9%+$73.0K |
| Wealthspire Advisors, LLC | $1.4M | 17,778 | 0.01% | new | NEW |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.3M | 16,560 | 0.00% | 12q | +55.3%+$465.9K |
| UPTICK PARTNERS, LLC | $1.3M | 16,644 | 0.20% | 3q | +10.1%+$118.2K |
| BlackRock, Inc. | $1.1M | 13,961 | 0.00% | 7q | -1.1%-$12.6K |
| Beacon Financial Advisory LLC | $1.1M | 13,946 | 0.21% | 9q | -3.1%-$34.4K |
| Mariner, LLC | $1.1M | 13,608 | 0.00% | 3q | +24.3%+$206.9K |
| Herold Advisors, Inc. | $1.0M | 13,470 | 0.21% | 20q | -6.9%-$77.7K |
| Savvy Advisors, Inc. | $1.0M | 13,064 | 0.02% | new | NEW |
| MERCER GLOBAL ADVISORS INC /ADV | $980.0K | 12,598 | 0.00% | 3q | +276.2%+$719.5K |
| Arkadios Wealth Advisors | $952.6K | 12,245 | 0.01% | 6q | +1.7%+$16.2K |
| Atria Investments, Inc | $948.6K | 12,194 | 0.01% | 9q | +4.7%+$42.9K |
| Steward Partners Investment Advisory, LLC | $937.5K | 12,052 | 0.00% | 28q | -0.6%-$6.0K |
| Summit Financial, LLC | $935.3K | 12,024 | 0.01% | 4q | -10.0%-$103.5K |
| Triad Wealth Partners, LLC | $890.3K | 11,159 | 0.05% | 4q | -1.0%-$8.7K |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | $867.3K | 11,149 | 0.06% | 2q | +219.9%+$596.2K |
| COMMONWEALTH EQUITY SERVICES, LLC | $795.9K | 10,231 | 0.00% | 20q | +34.1%+$202.3K |
| Essential Planning, LLC. | $778.9K | 10,012 | 0.22% | 15q | -4.0%-$32.1K |
| Family Capital Management, Inc. | $777.9K | 10,000 | 0.30% | 15q | HELD |
| Quartz Partners, LLC | $743.5K | 9,558 | 0.24% | 8q | +3.4%+$24.3K |
| VERUS CAPITAL PARTNERS, LLC | $732.6K | 9,418 | 0.04% | 13q | +6.9%+$47.1K |
| Seek First Inc. | $684.6K | 8,801 | 0.43% | 6q | HELD |
| Melone Private Wealth, LLC | $672.0K | 8,639 | 0.26% | 19q | -1.4%-$9.3K |
| Cornerstone Wealth Management, LLC | $672.0K | 8,638 | 0.03% | 11q | -0.7%-$5.1K |
| AQR CAPITAL MANAGEMENT LLC | $671.9K | 8,637 | 0.00% | 2q | HELD |
| PARSONS CAPITAL MANAGEMENT INC/RI | $670.1K | 8,614 | 0.03% | 31q | -3.8%-$26.8K |
| Institute for Wealth Management, LLC. | $667.0K | 8,575 | 0.06% | 31q | HELD |
| Concurrent Investment Advisors, LLC | $659.0K | 8,472 | 0.01% | 7q | -23.2%-$199.4K |
| Corient Private Wealth LP | $648.8K | 8,340 | 0.00% | 10q | +100.0%+$324.4K |
| STIFEL FINANCIAL CORP | $641.7K | 8,249 | 0.00% | 23q | -1.7%-$10.9K |
| Berger Financial Group, Inc | $632.9K | 8,136 | 0.03% | 23q | HELD |
| Bouchey Financial Group, Ltd. | $607.9K | 7,815 | 0.04% | 12q | HELD |
| Brand Asset Management Group, Inc. | $606.9K | 7,802 | 0.13% | 4q | -1.3%-$7.9K |
| E&G Advisors, LLC | $593.5K | 7,630 | 0.11% | 24q | +3.0%+$17.5K |
| Lido Advisors, LLC | $574.8K | 7,388 | 0.00% | 7q | -99.1%-$61.6M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $562.6K | 7,232 | 0.00% | 6q | -7.8%-$47.5K |
| Integrated Wealth Concepts LLC | $545.8K | 7,014 | 0.00% | 2q | +55.0%+$193.6K |
| Investment Partners Asset Management, Inc. | $522.5K | 6,717 | 0.29% | 2q | +5.4%+$26.8K |
| Redwood Financial Network Corp | $520.3K | 6,689 | 0.29% | 18q | HELD |
| United Advisor Group, LLC | $518.0K | 6,659 | 0.05% | 3q | +19.3%+$83.9K |
| Kelman-Lazarov, Inc. | $505.2K | 6,495 | 0.07% | 4q | HELD |
| Capital Group Private Client Services, Inc. | $500.4K | 6,433 | 0.01% | 19q | HELD |
| Tower Research Capital LLC (TRC) | $494.3K | 6,354 | 0.01% | new | NEW |
| SWMG, LLC | $490.7K | 6,235 | 0.12% | 5q | -9.2%-$49.9K |
Showing the largest 100 of 174 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 | 168 | $991.0M | 12,740,152 | 14 | 54 | 36 | 0.0% |
| Q1 2026 | 162 | $905.4M | 13,292,834 | 25 | 35 | 53 | 0.0% |
| Q4 2025 | 155 | $899.4M | 12,713,564 | 14 | 40 | 50 | 0.0% |
| Q3 2025 | 148 | $856.4M | 12,422,158 | 18 | 39 | 42 | 0.0% |
| Q2 2025 | 139 | $779.8M | 12,181,228 | 12 | 36 | 38 | 0.0% |
| Q1 2025 | 140 | $729.0M | 12,298,271 | 16 | 41 | 34 | 0.0% |
| Q4 2024 | 137 | $777.8M | 12,705,776 | 22 | 24 | 34 | 0.0% |
| Q3 2024 | 110 | $590.4M | 9,833,783 | 15 | 29 | 28 | 0.0% |
| Q2 2024 | 104 | $588.2M | 10,340,585 | 8 | 29 | 33 | 0.0% |
| Q1 2024 | 102 | $638.1M | 11,557,702 | 11 | 18 | 34 | 0.0% |
| Q4 2023 | 102 | $631.0M | 13,075,015 | 7 | 30 | 31 | 0.0% |
| Q3 2023 | 98 | $521.7M | 11,655,305 | 7 | 24 | 28 | 0.0% |
| Q2 2023 | 89 | $386.1M | 8,243,958 | 2 | 23 | 38 | 0.0% |
| Q1 2023 | 94 | $368.7M | 8,405,421 | 10 | 24 | 29 | 0.0% |
| Q4 2022 | 84 | $293.1M | 7,794,380 | 10 | 20 | 33 | 0.0% |
| Q3 2022 | 100 | $319.7M | 8,228,997 | 9 | 31 | 31 | 0.0% |
| Q2 2022 | 96 | $361.8M | 8,750,253 | 11 | 35 | 27 | 0.0% |
| Q1 2022 | 93 | $394.7M | 8,037,176 | 5 | 28 | 31 | 0.0% |
| Q4 2021 | 95 | $403.2M | 8,007,816 | 11 | 31 | 21 | 0.0% |
| Q3 2021 | 83 | $324.2M | 7,033,782 | 4 | 33 | 24 | 0.0% |
| Q2 2021 | 80 | $317.4M | 6,854,862 | 8 | 26 | 23 | 0.0% |
| Q1 2021 | 71 | $279.4M | 6,487,707 | 8 | 25 | 17 | 0.0% |
| Q4 2020 | 70 | $248.4M | 6,163,596 | 10 | 21 | 21 | 0.0% |
| Q3 2020 | 58 | $217.3M | 6,134,952 | 3 | 20 | 16 | 0.0% |
| Q2 2020 | 60 | $184.6M | 5,553,110 | 9 | 15 | 24 | 0.0% |
| Q1 2020 | 63 | $159.5M | 5,631,206 | 9 | 21 | 19 | 0.0% |
| Q4 2019 | 72 | $222.8M | 6,071,353 | 18 | 16 | 14 | 0.0% |
| Q3 2019 | 48 | $113.7M | 3,388,690 | 9 | 16 | 11 | 0.0% |
| Q2 2019 | 43 | $95.0M | 2,889,901 | 6 | 12 | 10 | 0.0% |
| Q1 2019 | 44 | $89.4M | 2,812,290 | 5 | 12 | 11 | 0.0% |
| Q4 2018 | 41 | $102.4M | 3,629,254 | 1 | 1 | 1 | 0.0% |