Who Owns WISDOMTREE TR (ELD)? -- Institutional Holders (2026-06-30)
72 institutions reported holding $81.8M of WISDOMTREE TR (ELD) in SEC 13F filings for 2026-06-30. Largest institutional holders: Vontobel Holding Ltd. ($12.8M), FOSTER & MOTLEY INC ($9.7M), BANK OF AMERICA CORP /DE/ ($8.5M), JANE STREET GROUP, LLC ($6.4M), WELLS FARGO & COMPANY/MN ($6.2M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Vontobel Holding Ltd. | $12.8M | 446,191 | Trimmed |
| 2 | FOSTER & MOTLEY INC | $9.7M | 337,708 | New |
| 3 | BANK OF AMERICA CORP /DE/ | $8.5M | 297,769 | Added |
| 4 | JANE STREET GROUP, LLC | $6.4M | 223,465 | Added |
| 5 | WELLS FARGO & COMPANY/MN | $6.2M | 216,928 | Trimmed |
| 6 | Elmwood Wealth Management, Inc. | $4.2M | 146,261 | Added |
| 7 | LPL Financial LLC | $3.9M | 137,029 | Added |
| 8 | Ignite Planners, LLC | $3.1M | 108,360 | Added |
| 9 | Kestra Advisory Services, LLC | $2.8M | 97,843 | Added |
| 10 | Royal Bank of Canada | $2.8M | 95,944 | Added |
| 11 | Pekin Hardy Strauss, Inc. | $2.4M | 84,557 | Added |
| 12 | MORGAN STANLEY | $2.4M | 84,539 | Trimmed |
| 13 | OSAIC HOLDINGS, INC. | $2.3M | 79,796 | Trimmed |
| 14 | Clear Creek Financial Management, LLC | $1.6M | 55,326 | Added |
| 15 | OLD MISSION CAPITAL LLC | $1.3M | 45,052 | Added |
| 16 | RAYMOND JAMES FINANCIAL INC | $913,575 | 31,832 | Added |
| 17 | Sanctuary Advisors, LLC | $792,120 | 27,600 | Added |
| 18 | Trilogy Capital Inc. | $691,826 | 24,105 | Added |
| 19 | GOLDMAN SACHS GROUP INC | $662,913 | 23,098 | Hold |
| 20 | Janney Montgomery Scott LLC | $611,000 | 21,291 | Trimmed |
| 21 | UBS Group AG | $578,248 | 20,148 | Added |
| 22 | ASSETMARK, INC | $549,002 | 19,129 | Added |
| 23 | NBC SECURITIES, INC. | $512,978 | 17,873 | Trimmed |
| 24 | Capital Analysts, LLC | $431,000 | 15,025 | Added |
| 25 | Treasure Coast Financial Planning | $386,675 | 13,473 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30