DaveManuel.com · Institutional Ownership · Who Owns It
WISDOMTREE TR (EPS)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
176
Reporting holders
$1.0B
Reported value
0.0%
Calls
0.0%
Puts
+3
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 |
|---|---|---|---|---|---|
| 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% | 6q | +204.4%+$12.2M |
| 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 |
| BFC Planning, Inc. | $6.2M | 79,535 | 0.25% | 3q | +2.7%+$163.2K |
| 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 | -2.4%-$147.6K |
| 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 |
| Betterment LLC | $3.4M | 44,201 | 0.01% | 19q | -4.9%-$175.8K |
| 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 | +1.7%+$48.2K |
| 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% | 14q | +26.2%+$583.4K |
| 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 | -57.2%-$2.9M |
| 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 |
| 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 |
| CENTAURUS FINANCIAL, INC. | $924.0K | 11,878 | 0.04% | 5q | -1.4%-$13.5K |
| 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 |
| Parkside Financial Bank & Trust | $685.8K | 8,816 | 0.05% | 7q | HELD |
| 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 |
| 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 |
| Cambridge Investment Research Advisors, Inc. | $578.0K | 7,422 | 0.00% | 7q | +83.7%+$263.3K |
| 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 |
| 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 |
Showing the largest 100 of 176 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 | 59 | $249.3M | 3,113,934 | 2 | 9 | 20 | 0.0% |
| Q2 2026 | 176 | $1.0B | 12,889,709 | 14 | 58 | 38 | 0.0% |
| Q1 2026 | 173 | $913.2M | 13,412,999 | 27 | 40 | 58 | 0.0% |
| Q4 2025 | 162 | $940.3M | 13,291,769 | 15 | 44 | 51 | 0.0% |
| Q3 2025 | 155 | $863.4M | 12,522,695 | 19 | 42 | 44 | 0.0% |
| Q2 2025 | 148 | $785.6M | 12,271,565 | 14 | 39 | 40 | 0.0% |
| Q1 2025 | 147 | $736.2M | 12,420,634 | 16 | 47 | 35 | 0.0% |
| Q4 2024 | 144 | $782.3M | 12,778,258 | 23 | 28 | 36 | 0.0% |
| Q3 2024 | 117 | $594.8M | 9,906,561 | 17 | 31 | 31 | 0.0% |
| Q2 2024 | 109 | $590.2M | 10,375,615 | 8 | 31 | 34 | 0.0% |
| Q1 2024 | 112 | $666.5M | 12,070,656 | 12 | 20 | 39 | 0.0% |
| Q4 2023 | 111 | $634.7M | 13,148,460 | 8 | 32 | 35 | 0.0% |
| Q3 2023 | 109 | $529.0M | 11,811,366 | 9 | 28 | 31 | 0.0% |
| Q2 2023 | 98 | $416.8M | 8,901,188 | 4 | 24 | 41 | 0.0% |
| Q1 2023 | 103 | $402.5M | 9,179,574 | 11 | 26 | 31 | 0.0% |
| Q4 2022 | 100 | $333.8M | 8,730,893 | 13 | 21 | 40 | 0.0% |
| Q3 2022 | 99 | $319.4M | 8,222,263 | 9 | 30 | 31 | 0.0% |
| Q2 2022 | 96 | $361.8M | 8,750,253 | 11 | 34 | 28 | 0.0% |
| Q1 2022 | 92 | $520.9M | 10,646,831 | 5 | 27 | 31 | 0.0% |
| Q4 2021 | 94 | $545.9M | 10,840,995 | 10 | 31 | 21 | 0.0% |
| Q3 2021 | 83 | $460.0M | 9,986,826 | 4 | 33 | 24 | 0.0% |
| Q2 2021 | 80 | $317.4M | 6,854,862 | 8 | 26 | 24 | 0.0% |
| Q1 2021 | 69 | $278.1M | 6,456,093 | 7 | 24 | 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 | $187.8M | 5,650,013 | 9 | 15 | 24 | 0.0% |
| Q1 2020 | 62 | $159.5M | 5,630,535 | 9 | 21 | 18 | 0.0% |
| Q4 2019 | 72 | $227.6M | 6,202,222 | 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% |