DaveManuel.com · Institutional Ownership · Who Owns It
WISDOMTREE TR (EES)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
171
Reporting holders
$447.1M
Reported value
0.0%
Calls
0.0%
Puts
+5
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 | $50.4M | 743,249 | 0.00% | 35q | +1.1%+$545.3K |
| UBS Group AG | $47.8M | 705,777 | 0.01% | 31q | -1.4%-$677.0K |
| LPL Financial LLC | $40.4M | 595,597 | 0.01% | 31q | HELD |
| BANK OF AMERICA CORP /DE/ | $33.4M | 492,642 | 0.00% | 31q | -6.5%-$2.3M |
| AMERIPRISE FINANCIAL INC | $30.2M | 445,820 | 0.01% | 31q | -1.5%-$473.9K |
| Cetera Investment Advisers | $23.5M | 346,942 | 0.02% | 10q | -4.1%-$994.3K |
| Savant Capital, LLC | $21.4M | 340,257 | 0.06% | 26q | +96.4%+$10.5M |
| Key Financial Inc | $19.9M | 293,975 | 3.26% | 23q | +2.1%+$402.4K |
| RAYMOND JAMES FINANCIAL INC | $10.0M | 147,585 | 0.00% | 7q | -27.7%-$3.8M |
| WELLS FARGO & COMPANY/MN | $9.8M | 144,722 | 0.00% | 31q | -0.5%-$51.2K |
| Arkadios Wealth Advisors | $9.4M | 138,763 | 0.14% | 4q | -11.4%-$1.2M |
| Linscomb Wealth, Inc. | $9.0M | 132,932 | 0.39% | 31q | -3.9%-$367.2K |
| ROYAL BANK OF CANADA | $9.0M | 132,675 | 0.00% | 31q | +2.7%+$237.3K |
| Mariner, LLC | $7.3M | 107,319 | 0.01% | 11q | -13.6%-$1.1M |
| Shore Point Advisors, LLC | $6.4M | 93,890 | 2.18% | 19q | HELD |
| TopTier Wealth Management, LLC | $6.3M | 93,282 | 3.82% | 3q | -1.5%-$98.2K |
| Waverly Advisors, LLC | $5.3M | 78,844 | 0.03% | 7q | HELD |
| ENVESTNET ASSET MANAGEMENT INC | $5.2M | 76,582 | 0.00% | 31q | -2.4%-$129.7K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $5.0M | 74,292 | 0.00% | 11q | +57.6%+$1.8M |
| Amplius Wealth Advisors, LLC | $4.5M | 65,656 | 0.33% | 5q | -42.8%-$3.3M |
| OSAIC HOLDINGS, INC. | $4.4M | 65,232 | 0.01% | 26q | +57.5%+$1.6M |
| CULBERTSON A N & CO INC | $4.1M | 61,043 | 0.48% | 31q | -1.1%-$45.1K |
| NewSquare Capital LLC | $3.9M | 57,355 | 0.29% | 25q | +2.4%+$90.7K |
| Rockefeller Capital Management L.P. | $3.4M | 50,093 | 0.01% | 30q | +6.9%+$217.9K |
| JPMORGAN CHASE & CO | $3.3M | 49,359 | 0.00% | 31q | +1.1%+$37.9K |
| Private Advisor Group, LLC | $3.3M | 47,989 | 0.01% | 31q | -39.9%-$2.2M |
| STIFEL FINANCIAL CORP | $3.2M | 47,249 | 0.00% | 22q | +2.7%+$84.7K |
| Cambridge Investment Research Advisors, Inc. | $3.2M | 46,756 | 0.00% | 31q | +92.7%+$1.5M |
| Merit Financial Group, LLC | $3.0M | 44,589 | 0.02% | 3q | -41.0%-$2.1M |
| &PARTNERS | $2.7M | 39,324 | 0.01% | 16q | +13.7%+$321.7K |
| CITADEL ADVISORS LLC | $2.2M | 32,589 | 0.00% | 2q | +212.0%+$1.5M |
| Smartleaf Asset Management LLC | $1.9M | 28,163 | 0.06% | 11q | HELD |
| Atria Investments, Inc | $1.8M | 27,111 | 0.02% | 11q | -38.7%-$1.2M |
| Creative Planning | $1.8M | 25,857 | 0.00% | 26q | -0.9%-$15.1K |
| OPTIMA CAPITAL LLC | $1.6M | 24,255 | 0.65% | 7q | HELD |
| LANARK FINANCIAL, INC. | $1.5M | 21,887 | 0.10% | 12q | +4.7%+$67.1K |
| Kestra Advisory Services, LLC | $1.4M | 20,831 | 0.00% | 23q | -6.7%-$101.5K |
| New Perspectives, Inc | $1.4M | 20,533 | 0.43% | 11q | -1.8%-$25.8K |
| Global Retirement Partners, LLC | $1.4M | 20,207 | 0.02% | 16q | -9.8%-$148.5K |
| HOWARD WEALTH MANAGEMENT, LLC | $1.3M | 19,178 | 0.48% | 27q | HELD |
| MOLLER WEALTH PARTNERS | $1.2M | 18,397 | 0.23% | 31q | HELD |
| Steward Partners Investment Advisory, LLC | $1.2M | 17,892 | 0.01% | 29q | -0.8%-$10.1K |
| Avidian Wealth Enterprises, LLC | $1.1M | 16,897 | 0.03% | 2q | HELD |
| Three Bearings Fiduciary Advisors, Inc. | $1.1M | 16,774 | 1.02% | 3q | -2.2%-$25.2K |
| Western Wealth Management, LLC | $1.1M | 16,761 | 0.04% | 2q | +213.9%+$774.3K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $1.0M | 15,186 | 0.00% | 3q | HELD |
| GOLDMAN SACHS GROUP INC | $1.0M | 15,029 | 0.00% | 22q | HELD |
| Larson Financial Group LLC | $985.4K | 14,536 | 0.03% | 9q | -1.8%-$17.6K |
| TITLEIST ASSET MANAGEMENT, LLC | $939.9K | 13,864 | 0.06% | 3q | -0.8%-$7.5K |
| FLAGSHIP HARBOR ADVISORS, LLC | $852.5K | 12,575 | 0.03% | 31q | -6.0%-$54.2K |
| JANE STREET GROUP, LLC | $846.6K | 12,489 | 0.00% | 3q | -14.3%-$141.6K |
| HighPoint Advisor Group LLC | $777.1K | 11,463 | 0.03% | 3q | +12.3%+$84.9K |
| Oxler Private Wealth LLC | $733.8K | 10,825 | 0.21% | 23q | -4.9%-$38.2K |
| HARBOUR INVESTMENTS, INC. | $733.4K | 10,819 | 0.01% | 21q | HELD |
| CIBC Bancorp USA Inc. | $728.1K | 10,740 | 0.00% | 2q | HELD |
| MEANS INVESTMENT CO., INC. | $716.7K | 10,572 | 0.05% | 31q | -3.1%-$23.3K |
| TWO SIGMA INVESTMENTS, LP | $711.8K | 10,500 | 0.00% | 12q | -43.2%-$542.3K |
| S.A. Mason LLC | $640.6K | 9,450 | 0.20% | 27q | HELD |
| Columbia River Financial Group, LLC | $640.0K | 9,448 | 0.34% | 7q | -1.3%-$8.3K |
| AQR CAPITAL MANAGEMENT LLC | $638.6K | 9,421 | 0.00% | 3q | +40.2%+$183.1K |
| RFG Advisory, LLC | $579.6K | 8,550 | 0.01% | 16q | +0.6%+$3.5K |
| US BANCORP \DE\ | $573.6K | 8,461 | 0.00% | 17q | HELD |
| Pine Valley Investments Ltd Liability Co | $550.4K | 8,119 | 0.02% | 13q | +4.6%+$24.3K |
| MML INVESTORS SERVICES, LLC | $542.1K | 7,997 | 0.00% | 23q | +71.8%+$226.6K |
| Cresset Asset Management, LLC | $539.8K | 7,963 | 0.00% | 14q | +3.0%+$15.9K |
| Nemes Rush Group LLC | $521.1K | 7,687 | 0.04% | 13q | -0.7%-$3.8K |
| Betterment LLC | $518.0K | 7,646 | 0.00% | 18q | -5.8%-$31.8K |
| Essential Planning, LLC. | $511.1K | 7,540 | 0.14% | 16q | HELD |
| Chicago Partners Investment Group LLC | $501.7K | 7,487 | 0.01% | 13q | +19.4%+$81.5K |
| Claro Advisors Inc. | $479.0K | 7,066 | 0.05% | 17q | HELD |
| Forefront Analytics, LLC | $475.9K | 7,020 | 0.52% | 31q | -14.7%-$82.2K |
| Freedom Investment Management, Inc. | $475.2K | 7,009 | 0.13% | 11q | +5.4%+$24.2K |
| PRECEDENT WEALTH PARTNERS, LLC | $456.1K | 6,728 | 0.08% | 11q | HELD |
| Sanctuary Advisors, LLC | $438.9K | 6,475 | 0.00% | 3q | -0.8%-$3.6K |
| FMR LLC | $437.0K | 6,447 | 0.00% | 18q | -1.3%-$5.6K |
| BLAIR WILLIAM & CO/IL | $435.1K | 6,419 | 0.00% | 31q | HELD |
| Dala Group, LLC | $424.1K | 6,255 | 0.35% | 3q | -21.9%-$118.8K |
| Savvy Advisors, Inc. | $421.3K | 6,215 | 0.01% | 10q | HELD |
| DAVENPORT & Co LLC | $414.9K | 6,121 | 0.00% | 31q | HELD |
| WORLD EQUITY GROUP, INC. | $393.9K | 5,811 | 0.09% | 8q | HELD |
| PSI Advisors, LLC | $389.3K | 5,743 | 0.09% | 27q | -2.5%-$10.2K |
| NewEdge Wealth, LLC | $385.1K | 5,681 | 0.00% | 2q | +29.7%+$88.2K |
| UHLMANN PRICE SECURITIES, LLC | $357.3K | 5,273 | 0.01% | 6q | HELD |
| Kingsview Wealth Management, LLC | $352.5K | 5,200 | 0.00% | 22q | HELD |
| IHT Wealth Management, LLC | $343.6K | 5,069 | 0.01% | 4q | HELD |
| Advisory Services Network, LLC | $335.3K | 4,946 | 0.00% | 6q | -5.0%-$17.6K |
| Laurel Wealth Advisors LLC | $326.7K | 4,820 | 0.03% | 3q | -1.0%-$3.4K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $324.4K | 4,807 | 0.00% | 12q | +0.5%+$1.8K |
| FIDUCIARY FINANCIAL ADVISORS | $323.3K | 4,768 | 0.03% | new | NEW |
| HOWARD BAILEY SECURITIES, LLC | $316.7K | 4,671 | 0.12% | 8q | -17.2%-$65.8K |
| CRUX WEALTH ADVISORS | $312.1K | 4,604 | 0.11% | 7q | -3.1%-$10.1K |
| CAPITAL MANAGEMENT CORP /VA | $308.9K | 4,556 | 0.05% | 16q | -0.8%-$2.4K |
| Equitable Holdings, Inc. | $292.8K | 4,319 | 0.00% | 5q | +3.9%+$10.9K |
| Institute for Wealth Management, LLC. | $290.8K | 4,290 | 0.03% | 11q | HELD |
| Essex Bank | $284.7K | 4,200 | 0.06% | 8q | HELD |
| Janney Montgomery Scott LLC | $275.0K | 4,064 | 0.00% | 18q | HELD |
| CAPTRUST FINANCIAL ADVISORS | $267.4K | 3,945 | 0.00% | 14q | HELD |
| LVM CAPITAL MANAGEMENT LTD/MI | $266.0K | 3,931 | 0.02% | 15q | HELD |
| Graves Light Lenhart Wealth, Inc. | $264.4K | 3,900 | 0.02% | 4q | HELD |
| COMMONWEALTH EQUITY SERVICES, LLC | $261.6K | 3,859 | 0.00% | 31q | HELD |
Showing the largest 100 of 171 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 | 51 | $38.6M | 597,949 | 2 | 5 | 14 | 0.0% |
| Q2 2026 | 171 | $447.1M | 6,620,541 | 16 | 34 | 52 | 0.0% |
| Q1 2026 | 166 | $384.7M | 6,626,680 | 11 | 37 | 46 | 0.0% |
| Q4 2025 | 167 | $384.3M | 6,748,678 | 20 | 30 | 46 | 0.0% |
| Q3 2025 | 149 | $382.0M | 6,837,092 | 15 | 30 | 46 | 0.0% |
| Q2 2025 | 144 | $352.6M | 6,917,470 | 9 | 37 | 48 | 0.0% |
| Q1 2025 | 148 | $346.5M | 7,094,806 | 6 | 41 | 53 | 0.0% |
| Q4 2024 | 161 | $411.3M | 7,617,126 | 8 | 29 | 52 | 0.0% |
| Q3 2024 | 149 | $378.7M | 7,172,600 | 14 | 30 | 55 | 0.1% |
| Q2 2024 | 144 | $347.3M | 7,366,785 | 9 | 34 | 44 | 0.0% |
| Q1 2024 | 145 | $497.5M | 9,927,843 | 13 | 39 | 49 | 0.0% |
| Q4 2023 | 135 | $435.8M | 8,754,826 | 13 | 32 | 41 | 0.0% |
| Q3 2023 | 125 | $434.2M | 10,037,882 | 12 | 28 | 37 | 0.0% |
| Q2 2023 | 116 | $332.8M | 7,423,015 | 5 | 21 | 50 | 0.0% |
| Q1 2023 | 118 | $334.8M | 7,747,360 | 11 | 35 | 32 | 0.0% |
| Q4 2022 | 125 | $385.8M | 9,087,999 | 18 | 35 | 31 | 0.0% |
| Q3 2022 | 114 | $434.0M | 11,073,976 | 10 | 29 | 32 | 0.0% |
| Q2 2022 | 114 | $460.6M | 11,184,753 | 12 | 25 | 40 | 0.0% |
| Q1 2022 | 119 | $1.2B | 25,008,835 | 11 | 31 | 34 | 0.0% |
| Q4 2021 | 125 | $697.2M | 13,554,437 | 12 | 35 | 30 | 0.1% |
| Q3 2021 | 110 | $595.7M | 12,301,139 | 6 | 29 | 31 | 0.0% |
| Q2 2021 | 112 | $504.6M | 10,204,651 | 16 | 27 | 35 | 0.0% |
| Q1 2021 | 109 | $518.4M | 10,974,653 | 16 | 32 | 35 | 0.0% |
| Q4 2020 | 111 | $384.5M | 9,874,676 | 17 | 21 | 39 | 0.0% |
| Q3 2020 | 96 | $312.9M | 10,450,152 | 2 | 14 | 56 | 0.0% |
| Q2 2020 | 105 | $272.3M | 9,624,546 | 14 | 28 | 40 | 0.0% |
| Q1 2020 | 109 | $266.5M | 11,919,966 | 10 | 25 | 46 | 0.0% |
| Q4 2019 | 139 | $5.2B | 135,443,529 | 16 | 41 | 32 | 0.0% |
| Q3 2019 | 120 | $4.4B | 123,972,993 | 10 | 44 | 34 | 0.0% |
| Q2 2019 | 119 | $428.8M | 11,952,885 | 14 | 47 | 27 | 0.0% |
| Q1 2019 | 112 | $401.3M | 11,112,711 | 16 | 38 | 20 | 0.0% |
| Q4 2018 | 103 | $325.0M | 10,132,477 | 3 | 1 | 2 | 0.0% |