DaveManuel.com · Institutional Ownership · Who Owns It
WISDOMTREE TR (EZM)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
188
Reporting holders
$588.3M
Reported value
0.0%
Calls
0.0%
Puts
+15
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 |
|---|---|---|---|---|---|
| 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 |
| Cambridge Investment Research Advisors, Inc. | $11.9M | 156,398 | 0.01% | 31q | +95.0%+$5.8M |
| 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 | HELD |
| 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 | +22.1%+$910.3K |
| Sylvest Advisors, LLC | $4.7M | 62,150 | 2.12% | 6q | +9.2%+$398.3K |
| 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 |
| Corient Private Wealth LP | $2.3M | 30,322 | 0.00% | 4q | HELD |
| 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 |
| Janney Montgomery Scott LLC | $1.4M | 18,392 | 0.00% | 8q | -13.6%-$219.8K |
| 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 |
| PRICE T ROWE ASSOCIATES INC /MD/ | $1.1M | 14,651 | 0.00% | 24q | 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 |
| Institute for Wealth Management, LLC. | $946.5K | 12,490 | 0.08% | 31q | HELD |
| 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 |
| Aurora Private Wealth, Inc. | $840.0K | 11,080 | 0.53% | 19q | +0.6%+$4.9K |
| 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 |
| LBJ Family Wealth Advisors, Ltd. | $790.0K | 10,471 | 0.40% | 31q | HELD |
| 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 |
| MERCER GLOBAL ADVISORS INC /ADV | $478.4K | 6,313 | 0.00% | 4q | -32.8%-$233.1K |
| S.A. Mason LLC | $460.7K | 6,079 | 0.14% | 27q | HELD |
| Sargent Investment Group, LLC | $460.4K | 6,075 | 0.06% | 3q | HELD |
| Merit Financial Group, LLC | $455.7K | 6,013 | 0.00% | 3q | -65.8%-$876.1K |
| 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 |
Showing the largest 100 of 188 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 | 64 | $156.8M | 2,182,349 | 2 | 9 | 14 | 0.0% |
| Q2 2026 | 188 | $588.3M | 7,767,766 | 19 | 36 | 57 | 0.0% |
| Q1 2026 | 173 | $509.8M | 7,584,311 | 11 | 34 | 44 | 0.0% |
| Q4 2025 | 170 | $486.0M | 7,269,608 | 23 | 32 | 47 | 0.0% |
| Q3 2025 | 146 | $511.9M | 7,768,073 | 12 | 31 | 48 | 0.0% |
| Q2 2025 | 145 | $441.8M | 7,148,760 | 15 | 35 | 44 | 0.0% |
| Q1 2025 | 141 | $415.6M | 6,977,270 | 11 | 30 | 43 | 0.0% |
| Q4 2024 | 147 | $492.5M | 7,879,396 | 6 | 31 | 42 | 0.0% |
| Q3 2024 | 144 | $453.1M | 7,269,676 | 13 | 29 | 32 | 0.0% |
| Q2 2024 | 146 | $418.3M | 7,232,623 | 10 | 32 | 42 | 0.0% |
| Q1 2024 | 153 | $536.1M | 8,793,274 | 15 | 29 | 47 | 0.0% |
| Q4 2023 | 147 | $504.6M | 8,794,226 | 16 | 31 | 40 | 0.0% |
| Q3 2023 | 137 | $409.1M | 8,069,595 | 9 | 24 | 34 | 0.0% |
| Q2 2023 | 137 | $404.2M | 7,630,309 | 13 | 24 | 38 | 0.0% |
| Q1 2023 | 132 | $406.4M | 8,171,541 | 17 | 23 | 37 | 0.0% |
| Q4 2022 | 131 | $421.0M | 8,697,814 | 21 | 29 | 28 | 0.0% |
| Q3 2022 | 118 | $1.4B | 31,007,932 | 6 | 27 | 31 | 0.0% |
| Q2 2022 | 133 | $1.4B | 30,434,354 | 10 | 34 | 38 | 0.0% |
| Q1 2022 | 145 | $1.9B | 33,903,970 | 13 | 31 | 40 | 0.0% |
| Q4 2021 | 145 | $1.9B | 33,941,223 | 16 | 36 | 35 | 0.0% |
| Q3 2021 | 130 | $1.3B | 25,958,388 | 7 | 50 | 24 | 0.0% |
| Q2 2021 | 128 | $1.2B | 22,424,441 | 12 | 35 | 35 | 0.0% |
| Q1 2021 | 132 | $1.3B | 25,632,414 | 19 | 23 | 38 | 0.0% |
| Q4 2020 | 123 | $1.1B | 25,082,670 | 18 | 28 | 42 | 0.0% |
| Q3 2020 | 112 | $909.7M | 26,607,034 | 6 | 21 | 50 | 0.0% |
| Q2 2020 | 120 | $895.5M | 27,487,075 | 13 | 24 | 53 | 0.0% |
| Q1 2020 | 127 | $786.5M | 29,759,414 | 12 | 33 | 54 | 0.0% |
| Q4 2019 | 158 | $1.7B | 39,651,755 | 14 | 33 | 51 | 0.0% |
| Q3 2019 | 139 | $1.6B | 39,845,004 | 15 | 41 | 44 | 0.0% |
| Q2 2019 | 133 | $1.6B | 39,941,941 | 16 | 43 | 39 | 0.0% |
| Q1 2019 | 131 | $1.6B | 39,534,908 | 12 | 46 | 35 | 0.0% |
| Q4 2018 | 124 | $771.5M | 22,491,571 | 3 | 1 | 4 | 0.0% |