172 institutions reported holding $382.5M of WISDOMTREE TR (EES) in SEC 13F filings for 2026-03-31. Largest institutional holders: MORGAN STANLEY ($42.7M), UBS Group AG ($41.5M), LPL Financial LLC ($34.5M), BANK OF AMERICA CORP /DE/ ($30.6M), AMERIPRISE FINANCIAL INC ($26.3M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | MORGAN STANLEY | $42.7M | 735,205 | Added |
| 2 | UBS Group AG | $41.5M | 715,763 | Trimmed |
| 3 | LPL Financial LLC | $34.5M | 594,789 | Added |
| 4 | BANK OF AMERICA CORP /DE/ | $30.6M | 526,995 | Trimmed |
| 5 | AMERIPRISE FINANCIAL INC | $26.3M | 452,810 | Trimmed |
| 6 | Cetera Investment Advisers | $21.0M | 361,609 | Trimmed |
| 7 | Key Financial Inc | $16.7M | 288,039 | Added |
| 8 | RAYMOND JAMES FINANCIAL INC | $11.9M | 204,225 | Added |
| 9 | Savant Capital, LLC | $10.1M | 173,284 | Trimmed |
| 10 | Arkadios Wealth Advisors | $9.1M | 156,634 | Trimmed |
| 11 | WELLS FARGO & COMPANY/MN | $8.4M | 145,477 | Added |
| 12 | Linscomb Wealth, Inc. | $8.0M | 138,348 | Trimmed |
| 13 | Royal Bank of Canada | $7.5M | 129,174 | Added |
| 14 | Mariner, LLC | $7.2M | 124,150 | Added |
| 15 | Amplius Wealth Advisors, LLC | $6.7M | 114,870 | Trimmed |
| 16 | TopTier Wealth Management, LLC | $5.5M | 94,730 | Trimmed |
| 17 | Shore Point Advisors, LLC | $5.5M | 94,288 | Trimmed |
| 18 | Private Advisor Group, LLC | $4.6M | 79,828 | Added |
| 19 | Waverly Advisors, LLC | $4.6M | 78,904 | Trimmed |
| 20 | ENVESTNET ASSET MANAGEMENT INC | $4.6M | 78,495 | Added |
| 21 | Merit Financial Group, LLC | $4.4M | 75,635 | Added |
| 22 | CULBERTSON A N & CO INC | $3.6M | 61,709 | Trimmed |
| 23 | NewSquare Capital LLC | $3.3M | 56,017 | Added |
| 24 | JPMORGAN CHASE & CO | $2.8M | 48,798 | Added |
| 25 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.7M | 47,148 | Added |
Source: SEC Form 13F filings · as of 2026-03-31