WISDOMTREE TR (EZM)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
179
Reporting holders
$575.1M
Reported value
0.0%
Held as options
+15
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 |
|---|---|---|---|---|---|
| DAVENPORT & Co LLC | $67.4M | 889,118 | 0.33% | 31q | +23.0%+$12.6M |
| UBS Group AG | $39.9M | 526,139 | 0.01% | 31q | -9.3%-$4.1M |
| MORGAN STANLEY | $35.6M | 469,226 | 0.00% | 35q | +2.0%+$706.3K |
| BANK OF AMERICA CORP /DE/ | $35.2M | 464,685 | 0.00% | 31q | -6.1%-$2.3M |
| TRUIST FINANCIAL CORP | $35.0M | 461,410 | 0.04% | 27q | +5.1%+$1.7M |
| LPL Financial LLC | $33.8M | 446,533 | 0.01% | 31q | +4.1%+$1.3M |
| Freedom Investment Management, Inc. | $21.5M | 284,274 | 6.00% | 11q | -3.3%-$740.7K |
| CPC Advisors, LLC | $20.3M | 267,688 | 2.74% | 27q | +2.1%+$407.6K |
| Baird Financial Group, Inc. | $16.9M | 222,376 | 0.02% | 15q | -31.1%-$7.6M |
| IEQ CAPITAL, LLC | $15.4M | 203,578 | 0.07% | 21q | HELD |
| Clearwater Capital Advisors, LLC | $14.6M | 192,023 | 1.07% | 31q | HELD |
| Private Advisor Group, LLC | $13.4M | 176,452 | 0.06% | 31q | +0.8%+$108.4K |
| Steward Partners Investment Advisory, LLC | $10.8M | 141,949 | 0.05% | 29q | +35.8%+$2.8M |
| ROYAL BANK OF CANADA | $10.7M | 141,724 | 0.00% | 31q | -6.9%-$795.8K |
| JPMORGAN CHASE & CO | $9.2M | 121,786 | 0.00% | 31q | +1.5%+$135.1K |
| WELLS FARGO & COMPANY/MN | $8.7M | 114,836 | 0.00% | 31q | -50.1%-$8.7M |
| HighTower Advisors, LLC | $8.7M | 114,614 | 0.01% | 22q | -18.5%-$2.0M |
| THEORY FINANCIAL LLC | $8.3M | 109,393 | 2.61% | 18q | +22.1%+$1.5M |
| RAYMOND JAMES FINANCIAL INC | $8.0M | 104,998 | 0.00% | 7q | -2.1%-$170.6K |
| Provident Wealth Management, LLC | $7.7M | 101,898 | 1.99% | 6q | +2.3%+$174.8K |
| ENVESTNET ASSET MANAGEMENT INC | $6.4M | 84,755 | 0.00% | 31q | HELD |
| Pinnacle Financial Partners, Inc. | $6.4M | 84,335 | 0.04% | 3q | -2.9%-$192.6K |
| Davidson Kahn Capital Management, LLC | $6.0M | 79,471 | 2.59% | 7q | -1.4%-$86.0K |
| Breakwater Capital Group | $5.9M | 77,786 | 0.71% | 15q | -2.5%-$153.4K |
| AMERIPRISE FINANCIAL INC | $5.0M | 66,417 | 0.00% | 31q | -39.0%-$3.2M |
| Sylvest Advisors, LLC | $4.7M | 62,150 | 2.12% | 6q | +9.2%+$398.3K |
| Corient Private Wealth LP | $4.6M | 60,884 | 0.00% | 4q | +100.0%+$2.3M |
| TopTier Wealth Management, LLC | $4.6M | 60,687 | 2.78% | 3q | HELD |
| Cetera Investment Advisers | $4.5M | 59,953 | 0.00% | 13q | -2.8%-$131.0K |
| NewSquare Capital LLC | $3.7M | 48,657 | 0.27% | 25q | +2.9%+$104.8K |
| CENTRAL TRUST Co | $3.7M | 48,505 | 0.07% | 21q | +11.6%+$381.9K |
| COMMONWEALTH EQUITY SERVICES, LLC | $3.7M | 48,355 | 0.00% | 31q | +3.2%+$115.3K |
| Roan Capital Partners | $3.6M | 47,952 | 3.01% | 2q | +8.9%+$297.4K |
| Great Point Wealth Advisors, LLC | $3.5M | 46,770 | 0.57% | 25q | -4.3%-$158.2K |
| CULBERTSON A N & CO INC | $3.4M | 45,015 | 0.40% | 31q | -1.3%-$46.2K |
| Lionshead Wealth Management, LLC | $3.1M | 41,401 | 2.04% | 7q | -2.6%-$84.2K |
| OneDigital Investment Advisors LLC | $3.1M | 41,046 | 0.03% | 2q | +2.3%+$70.5K |
| Kestra Advisory Services, LLC | $3.0M | 39,836 | 0.01% | 24q | +62.5%+$1.2M |
| GHP Investment Advisors, Inc. | $2.9M | 38,393 | 0.11% | 31q | HELD |
| Equitable Holdings, Inc. | $2.8M | 37,457 | 0.02% | 27q | -5.2%-$155.7K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.8M | 36,465 | 0.00% | 5q | +762.5%+$2.4M |
| Lauer Wealth, LLC | $2.7M | 35,976 | 1.62% | 14q | -2.4%-$67.5K |
| Rockefeller Capital Management L.P. | $2.6M | 34,118 | 0.00% | 9q | +97.3%+$1.3M |
| OSAIC HOLDINGS, INC. | $2.3M | 30,660 | 0.00% | 26q | -11.1%-$290.2K |
| L & S Advisors Inc | $2.3M | 30,276 | 0.24% | 13q | +1.2%+$27.3K |
| Savant Capital, LLC | $2.1M | 29,160 | 0.01% | 14q | +109.5%+$1.1M |
| Orion Porfolio Solutions, LLC | $2.1M | 27,447 | 0.02% | 3q | +43.7%+$632.4K |
| FLAGSHIP HARBOR ADVISORS, LLC | $1.9M | 24,478 | 0.07% | 31q | -1.1%-$20.2K |
| CITADEL ADVISORS LLC | $1.8M | 23,555 | 0.00% | 2q | -22.7%-$525.6K |
| Ridge Creek Global, Inc | $1.7M | 22,676 | 1.34% | 3q | -0.7%-$11.4K |
| CRUX WEALTH ADVISORS | $1.6M | 21,066 | 0.55% | 7q | -3.7%-$62.1K |
| Apella Capital, LLC | $1.6M | 20,925 | 0.02% | 11q | HELD |
| MATHER GROUP, LLC. | $1.5M | 20,169 | 0.01% | 18q | -18.5%-$347.5K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $1.5M | 19,317 | 0.00% | 3q | HELD |
| Mason Investment Advisory Services, Inc. | $1.3M | 17,434 | 0.05% | 30q | HELD |
| Summit Financial, LLC | $1.2M | 16,290 | 0.01% | 5q | -7.4%-$98.6K |
| RVW Wealth, LLC | $1.2M | 16,165 | 0.08% | 30q | HELD |
| Centric Wealth Management | $1.1M | 14,140 | 0.16% | 26q | +100.3%+$528.6K |
| Amplius Wealth Advisors, LLC | $1.0M | 13,382 | 0.07% | 5q | -14.3%-$169.6K |
| MERCER GLOBAL ADVISORS INC /ADV | $956.9K | 12,626 | 0.00% | 4q | +34.5%+$245.3K |
| Institute for Wealth Management, LLC. | $946.5K | 12,490 | 0.08% | 31q | HELD |
| Merit Financial Group, LLC | $911.3K | 12,026 | 0.00% | 3q | -31.6%-$420.4K |
| Asset Dedication, LLC | $906.6K | 11,963 | 0.06% | 26q | HELD |
| Sensible Money, LLC | $899.2K | 11,866 | 0.24% | 15q | HELD |
| World Investment Advisors | $843.9K | 12,555 | 0.01% | 8q | HELD |
| Pacific Sun Financial Corp | $829.5K | 10,945 | 0.34% | 25q | HELD |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $808.4K | 10,667 | 0.00% | 31q | +1.9%+$15.3K |
| Western Wealth Management, LLC | $790.2K | 10,428 | 0.03% | 11q | -28.5%-$315.7K |
| Waverly Advisors, LLC | $758.2K | 10,005 | 0.00% | 10q | -10.5%-$89.0K |
| Creative Planning | $685.8K | 9,050 | 0.00% | 25q | +10.7%+$66.1K |
| Per Stirling Capital Management, LLC. | $683.6K | 9,021 | 0.06% | 15q | -6.1%-$44.6K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $643.1K | 8,570 | 0.00% | 12q | -3.4%-$22.9K |
| Envision Financial LLC | $634.1K | 8,368 | 0.29% | 7q | HELD |
| Oxler Private Wealth LLC | $634.0K | 8,366 | 0.18% | 23q | -5.7%-$38.4K |
| CATHY PARETO & ASSOCIATES, INC | $596.4K | 7,870 | 0.35% | 7q | -3.7%-$23.0K |
| PSI Advisors, LLC | $555.6K | 7,331 | 0.13% | 27q | -3.0%-$17.1K |
| Cresset Asset Management, LLC | $528.6K | 6,975 | 0.00% | 14q | HELD |
| Beacon Pointe Advisors, LLC | $525.0K | 6,927 | 0.00% | 18q | HELD |
| CVA Family Office, LLC | $523.8K | 6,912 | 0.05% | 26q | -5.5%-$30.2K |
| BLAIR WILLIAM & CO/IL | $506.4K | 6,682 | 0.00% | 31q | -1.6%-$8.3K |
| Team Financial Group, LLC | $498.4K | 6,576 | 0.21% | 12q | HELD |
| Wealthspire Advisors, LLC | $486.8K | 6,423 | 0.00% | 20q | HELD |
| S.A. Mason LLC | $460.7K | 6,079 | 0.14% | 27q | HELD |
| Sargent Investment Group, LLC | $460.4K | 6,075 | 0.06% | 3q | HELD |
| Bragg Financial Advisors, Inc | $438.3K | 5,784 | 0.01% | 5q | HELD |
| Bridgelight Financial Advisors, Inc. | $428.8K | 5,659 | 0.29% | 3q | HELD |
| STIFEL FINANCIAL CORP | $422.7K | 5,577 | 0.00% | 22q | -2.8%-$12.1K |
| LAUREL OAK WEALTH MANAGEMENT, LLC | $419.7K | 5,538 | 0.06% | 3q | -2.3%-$9.9K |
| Dana Investment Advisors, Inc. | $415.6K | 5,484 | 0.01% | 8q | HELD |
| HighPoint Advisor Group LLC | $411.1K | 5,424 | 0.01% | 3q | +0.9%+$3.6K |
| &PARTNERS | $408.8K | 5,394 | 0.00% | new | NEW |
| Cornerstone Wealth Management, LLC | $405.1K | 5,346 | 0.02% | 22q | -1.6%-$6.7K |
| Composition Wealth, LLC | $394.6K | 5,207 | 0.00% | 5q | -18.6%-$89.9K |
| Kingsview Wealth Management, LLC | $390.2K | 5,149 | 0.00% | 16q | HELD |
| MML INVESTORS SERVICES, LLC | $372.2K | 4,912 | 0.00% | 31q | -1.2%-$4.4K |
| Wealthcare Advisory Partners LLC | $371.6K | 4,904 | 0.01% | 5q | HELD |
| VICUS CAPITAL | $369.6K | 4,877 | 0.02% | 31q | HELD |
| Fulton Bank, N.A. | $356.0K | 4,698 | 0.01% | 3q | HELD |
| Midwest Trust Co | $339.7K | 4,483 | 0.00% | 5q | -0.7%-$2.3K |
| HOWARD WEALTH MANAGEMENT, LLC | $327.2K | 4,317 | 0.12% | 14q | -3.1%-$10.5K |
Showing the largest 100 of 186 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 | 179 | $575.1M | 7,593,536 | 19 | 35 | 57 | 0.0% |
| Q1 2026 | 164 | $511.4M | 7,607,599 | 11 | 33 | 42 | 0.0% |
| Q4 2025 | 160 | $475.3M | 7,110,373 | 21 | 30 | 44 | 0.0% |
| Q3 2025 | 138 | $498.2M | 7,560,564 | 12 | 30 | 46 | 0.0% |
| Q2 2025 | 133 | $425.1M | 6,878,772 | 13 | 32 | 43 | 0.0% |
| Q1 2025 | 131 | $399.4M | 6,704,308 | 10 | 28 | 40 | 0.0% |
| Q4 2024 | 137 | $475.4M | 7,605,567 | 6 | 28 | 39 | 0.0% |
| Q3 2024 | 134 | $436.9M | 7,010,069 | 12 | 26 | 31 | 0.0% |
| Q2 2024 | 134 | $408.0M | 7,055,900 | 9 | 30 | 37 | 0.0% |
| Q1 2024 | 137 | $508.7M | 8,344,134 | 15 | 26 | 42 | 0.0% |
| Q4 2023 | 133 | $486.4M | 8,477,570 | 16 | 27 | 35 | 0.0% |
| Q3 2023 | 123 | $394.0M | 7,772,826 | 8 | 21 | 32 | 0.0% |
| Q2 2023 | 122 | $390.4M | 7,369,007 | 12 | 20 | 36 | 0.0% |
| Q1 2023 | 116 | $392.0M | 7,882,057 | 15 | 23 | 33 | 0.0% |
| Q4 2022 | 110 | $386.5M | 7,984,244 | 18 | 26 | 22 | 0.0% |
| Q3 2022 | 119 | $370.8M | 8,433,626 | 6 | 27 | 31 | 0.0% |
| Q2 2022 | 134 | $367.5M | 7,993,127 | 10 | 35 | 38 | 0.0% |
| Q1 2022 | 146 | $461.9M | 8,456,855 | 13 | 31 | 41 | 0.0% |
| Q4 2021 | 145 | $481.0M | 8,549,640 | 16 | 36 | 35 | 0.0% |
| Q3 2021 | 130 | $395.8M | 7,616,748 | 7 | 50 | 24 | 0.0% |
| Q2 2021 | 128 | $377.9M | 7,204,676 | 12 | 35 | 35 | 0.0% |
| Q1 2021 | 133 | $363.3M | 7,125,829 | 19 | 24 | 38 | 0.0% |
| Q4 2020 | 123 | $287.1M | 6,616,155 | 18 | 28 | 42 | 0.0% |
| Q3 2020 | 112 | $262.2M | 7,669,990 | 6 | 21 | 50 | 0.0% |
| Q2 2020 | 120 | $301.2M | 9,244,336 | 13 | 24 | 53 | 0.0% |
| Q1 2020 | 128 | $325.8M | 12,323,508 | 12 | 33 | 55 | 0.0% |
| Q4 2019 | 158 | $654.4M | 15,460,970 | 14 | 33 | 51 | 0.0% |
| Q3 2019 | 139 | $617.0M | 15,641,232 | 15 | 41 | 44 | 0.0% |
| Q2 2019 | 133 | $632.9M | 15,824,083 | 16 | 43 | 39 | 0.0% |
| Q1 2019 | 131 | $608.3M | 15,452,015 | 12 | 46 | 35 | 0.0% |
| Q4 2018 | 124 | $498.0M | 14,515,555 | 3 | 1 | 4 | 0.0% |