DaveManuel.com · Institutional Ownership · Who Owns It
WISDOMTREE TR (DEM)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
373
Reporting holders
$2.6B
Reported value
0.0%
Calls
0.0%
Puts
+19
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
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 | +0.6%+$1.1M |
| 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 |
| AMERIPRISE FINANCIAL INC | $84.5M | 1,565,592 | 0.02% | 31q | -13.1%-$12.7M |
| ENVESTNET ASSET MANAGEMENT INC | $75.7M | 1,407,570 | 0.02% | 31q | +3.1%+$2.2M |
| MERCER GLOBAL ADVISORS INC /ADV | $43.6M | 810,959 | 0.05% | 28q | +2.5%+$1.0M |
| 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 | -0.8%-$99.1K |
| 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 | +1660.3%+$8.1M |
| HUNTINGTON NATIONAL BANK | $7.4M | 136,987 | 0.04% | 31q | -2.8%-$211.2K |
| Janney Montgomery Scott LLC | $7.2M | 133,939 | 0.01% | 7q | -0.7%-$51.6K |
| 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 |
| 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 |
| Corient Private Wealth LP | $3.7M | 69,343 | 0.01% | 14q | +8.7%+$297.4K |
| 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 |
| Capital Analysts, LLC | $3.5M | 64,898 | 0.08% | 18q | HELD |
| 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 |
| Integrated Wealth Concepts LLC | $3.3M | 60,990 | 0.02% | 2q | +523.9%+$2.8M |
| Regal Investment Advisors LLC | $3.3M | 60,806 | 0.17% | 21q | -18.4%-$739.5K |
| Summit Global Investments | $3.2M | 58,580 | 0.17% | 7q | +0.7%+$22.1K |
| Cambridge Investment Research Advisors, Inc. | $3.0M | 55,072 | 0.00% | 31q | +93.6%+$1.4M |
| 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 |
| CX Institutional | $1.9M | 35,940 | 0.06% | 31q | +2.1%+$40.3K |
| 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 | -53.5%-$2.1M |
| 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 |
Showing the largest 100 of 373 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 |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 136 | $287.9M | 5,214,942 | 13 | 50 | 42 | 0.0% |
| Q2 2026 | 373 | $2.6B | 48,741,191 | 35 | 129 | 113 | 0.0% |
| Q1 2026 | 354 | $2.4B | 49,068,321 | 31 | 120 | 114 | 0.0% |
| Q4 2025 | 354 | $2.2B | 47,382,398 | 34 | 118 | 86 | 0.0% |
| Q3 2025 | 322 | $2.2B | 47,580,698 | 24 | 115 | 96 | 0.0% |
| Q2 2025 | 326 | $2.2B | 47,639,364 | 35 | 116 | 99 | 0.0% |
| Q1 2025 | 306 | $1.9B | 46,744,829 | 27 | 107 | 102 | 0.0% |
| Q4 2024 | 319 | $1.8B | 43,533,638 | 28 | 100 | 92 | 0.0% |
| Q3 2024 | 306 | $1.9B | 42,914,556 | 32 | 93 | 92 | 0.0% |
| Q2 2024 | 299 | $1.9B | 43,142,438 | 23 | 107 | 95 | 0.0% |
| Q1 2024 | 303 | $2.3B | 53,961,275 | 25 | 93 | 108 | 0.0% |
| Q4 2023 | 298 | $1.9B | 47,444,276 | 30 | 90 | 108 | 0.1% |
| Q3 2023 | 280 | $1.5B | 40,044,912 | 26 | 94 | 85 | 0.1% |
| Q2 2023 | 278 | $1.5B | 40,411,177 | 27 | 93 | 78 | 0.1% |
| Q1 2023 | 268 | $1.4B | 36,914,273 | 35 | 103 | 60 | 0.1% |
| Q4 2022 | 257 | $1.1B | 29,629,492 | 30 | 79 | 82 | 0.1% |
| Q3 2022 | 238 | $4.8B | 147,496,012 | 22 | 86 | 69 | 0.0% |
| Q2 2022 | 250 | $5.9B | 159,941,960 | 24 | 87 | 80 | 0.0% |
| Q1 2022 | 262 | $7.8B | 178,714,943 | 27 | 103 | 64 | 0.0% |
| Q4 2021 | 256 | $5.9B | 135,874,118 | 19 | 77 | 76 | 0.1% |
| Q3 2021 | 243 | $6.4B | 146,971,803 | 12 | 76 | 77 | 0.0% |
| Q2 2021 | 257 | $5.6B | 123,083,171 | 25 | 71 | 73 | 0.1% |
| Q1 2021 | 262 | $4.9B | 110,261,623 | 26 | 76 | 84 | 0.1% |
| Q4 2020 | 259 | $4.3B | 104,531,502 | 37 | 61 | 88 | 0.2% |
| Q3 2020 | 234 | $3.3B | 92,006,604 | 18 | 77 | 85 | 0.1% |
| Q2 2020 | 239 | $2.8B | 78,173,586 | 28 | 61 | 103 | 0.1% |
| Q1 2020 | 246 | $5.3B | 164,642,661 | 27 | 65 | 98 | 0.1% |
| Q4 2019 | 285 | $7.9B | 173,460,596 | 31 | 90 | 64 | 0.1% |
| Q3 2019 | 249 | $2.3B | 56,626,041 | 18 | 89 | 76 | 0.1% |
| Q2 2019 | 254 | $2.5B | 56,408,427 | 23 | 95 | 71 | 0.2% |
| Q1 2019 | 257 | $2.4B | 54,243,583 | 28 | 85 | 69 | 0.2% |
| Q4 2018 | 251 | $1.3B | 32,968,600 | 4 | 4 | 9 | 0.3% |