Who Owns WISDOMTREE TR (ELD)? -- Institutional Holders (2026-03-31)
63 institutions reported holding $66.9M of WISDOMTREE TR (ELD) in SEC 13F filings for 2026-03-31. Largest institutional holders: Vontobel Holding Ltd. ($12.4M), BANK OF AMERICA CORP /DE/ ($8.1M), WELLS FARGO & COMPANY/MN ($6.1M), Elmwood Wealth Management, Inc. ($4.0M), JANE STREET GROUP, LLC ($3.5M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Vontobel Holding Ltd. | $12.4M | 447,506 | Added |
| 2 | BANK OF AMERICA CORP /DE/ | $8.1M | 292,690 | Added |
| 3 | WELLS FARGO & COMPANY/MN | $6.1M | 218,828 | Added |
| 4 | Elmwood Wealth Management, Inc. | $4.0M | 142,056 | Added |
| 5 | JANE STREET GROUP, LLC | $3.5M | 124,523 | Added |
| 6 | MORGAN STANLEY | $3.2M | 114,725 | Trimmed |
| 7 | Bank of New York Mellon Corp | $3.1M | 112,065 | New |
| 8 | Ignite Planners, LLC | $3.0M | 107,332 | Added |
| 9 | Kestra Advisory Services, LLC | $2.6M | 94,513 | Added |
| 10 | Royal Bank of Canada | $2.5M | 91,556 | Added |
| 11 | OSAIC HOLDINGS, INC. | $2.4M | 87,848 | Trimmed |
| 12 | Pekin Hardy Strauss, Inc. | $2.1M | 76,503 | Added |
| 13 | LPL Financial LLC | $1.3M | 48,106 | Added |
| 14 | Janney Montgomery Scott LLC | $1.2M | 42,708 | Added |
| 15 | RAYMOND JAMES FINANCIAL INC | $848,530 | 30,501 | Added |
| 16 | Clear Creek Financial Management, LLC | $823,416 | 29,598 | New |
| 17 | Sanctuary Advisors, LLC | $760,488 | 27,336 | New |
| 18 | OLD MISSION CAPITAL LLC | $692,300 | 24,885 | New |
| 19 | Trilogy Capital Inc. | $660,847 | 23,754 | New |
| 20 | GOLDMAN SACHS GROUP INC | $642,586 | 23,098 | Hold |
| 21 | UBS Group AG | $558,069 | 20,060 | Trimmed |
| 22 | NBC SECURITIES, INC. | $539,804 | 19,403 | Trimmed |
| 23 | ASSETMARK, INC | $512,834 | 18,434 | Trimmed |
| 24 | Moors & Cabot, Inc. | $415,881 | 14,949 | Added |
| 25 | Capital Analysts, LLC | $398,000 | 14,305 | New |
Source: SEC Form 13F filings · as of 2026-03-31