Who Owns WISDOMTREE TR (DES)? -- Institutional Holders (2026-03-31)
365 institutions reported holding $1.01B of WISDOMTREE TR (DES) in SEC 13F filings for 2026-03-31. Largest institutional holders: MORGAN STANLEY ($99.3M), BANK OF AMERICA CORP /DE/ ($88.3M), LPL Financial LLC ($51.2M), UBS Group AG ($49.9M), Creative Planning ($48.4M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | MORGAN STANLEY | $99.3M | 2.8M | Added |
| 2 | BANK OF AMERICA CORP /DE/ | $88.3M | 2.5M | Added |
| 3 | LPL Financial LLC | $51.2M | 1.4M | Trimmed |
| 4 | UBS Group AG | $49.9M | 1.4M | Trimmed |
| 5 | Creative Planning | $48.4M | 1.3M | Trimmed |
| 6 | M&T Bank Corp | $37.1M | 1.0M | Trimmed |
| 7 | MERCER GLOBAL ADVISORS INC /ADV | $30.6M | 850,320 | Trimmed |
| 8 | WELLS FARGO & COMPANY/MN | $29.2M | 811,485 | Added |
| 9 | JONES FINANCIAL COMPANIES LLLP | $27.0M | 762,074 | Added |
| 10 | RAYMOND JAMES FINANCIAL INC | $26.9M | 747,670 | Trimmed |
| 11 | KEYBANK NATIONAL ASSOCIATION/OH | $25.8M | 717,664 | Added |
| 12 | HUNTINGTON NATIONAL BANK | $25.1M | 699,258 | Added |
| 13 | Royal Bank of Canada | $24.5M | 681,578 | Trimmed |
| 14 | AMERIPRISE FINANCIAL INC | $15.0M | 417,602 | Added |
| 15 | Valmark Advisers, Inc. | $12.5M | 348,798 | Added |
| 16 | Destination Wealth Management | $11.8M | 329,246 | Trimmed |
| 17 | Cetera Investment Advisers | $11.5M | 320,538 | Added |
| 18 | Allen Investment Management, LLC | $10.5M | 293,475 | Hold |
| 19 | Kestra Advisory Services, LLC | $9.8M | 274,010 | Added |
| 20 | Bank of New York Mellon Corp | $9.0M | 251,341 | Added |
| 21 | COMMONWEALTH EQUITY SERVICES, LLC | $8.6M | 240,297 | Trimmed |
| 22 | ENVESTNET ASSET MANAGEMENT INC | $8.6M | 239,203 | Added |
| 23 | Curi Capital, LLC | $8.0M | 222,167 | Added |
| 24 | ASSETMARK, INC | $7.8M | 217,761 | Trimmed |
| 25 | BIP Wealth, LLC | $7.7M | 213,769 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31