Who Owns WISDOMTREE TR (EPS)? -- Institutional Holders (2026-03-31)
183 institutions reported holding $900.6M of WISDOMTREE TR (EPS) in SEC 13F filings for 2026-03-31. Largest institutional holders: Fiduciary Trust Co ($126.6M), LPL Financial LLC ($103.0M), MORGAN STANLEY ($60.6M), Lido Advisors, LLC ($54.4M), Garrett Wealth Advisory Group, LLC ($51.1M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Fiduciary Trust Co | $126.6M | 1.9M | Trimmed |
| 2 | LPL Financial LLC | $103.0M | 1.5M | Added |
| 3 | MORGAN STANLEY | $60.6M | 889,676 | Trimmed |
| 4 | Lido Advisors, LLC | $54.4M | 798,789 | Trimmed |
| 5 | Garrett Wealth Advisory Group, LLC | $51.1M | 750,033 | Trimmed |
| 6 | Private Advisor Group, LLC | $47.2M | 693,592 | Added |
| 7 | Cetera Investment Advisers | $45.0M | 660,022 | Added |
| 8 | CWM, LLC | $31.7M | 465,565 | Added |
| 9 | WealthPlan Investment Management, LLC | $31.3M | 459,137 | Added |
| 10 | Team Financial Group, LLC | $30.7M | 450,773 | Added |
| 11 | Financial Gravity Asset Management, Inc. | $19.5M | 286,548 | Added |
| 12 | Kestra Advisory Services, LLC | $19.2M | 281,211 | Added |
| 13 | IEQ CAPITAL, LLC | $18.1M | 265,154 | Hold |
| 14 | INTEGRITY ALLIANCE, LLC. | $17.9M | 262,448 | Added |
| 15 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $13.4M | 196,817 | Added |
| 16 | Stenger Family Office, LLC | $13.1M | 191,968 | New |
| 17 | BANK OF AMERICA CORP /DE/ | $13.0M | 191,360 | Trimmed |
| 18 | JPMORGAN CHASE & CO | $11.1M | 167,727 | Added |
| 19 | Systelligence, LLC | $9.8M | 143,482 | Trimmed |
| 20 | Focus Partners Wealth | $9.6M | 141,423 | Added |
| 21 | WIN ADVISORS, INC | $8.8M | 128,568 | Trimmed |
| 22 | EASTERN BANK | $7.5M | 110,134 | Hold |
| 23 | Marietta Wealth Management, LLC | $6.8M | 99,590 | Added |
| 24 | Maia Wealth LLC | $6.6M | 96,254 | Added |
| 25 | Creative Planning | $6.1M | 89,769 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31