Who Owns WISDOMTREE TR (EUSC)? -- Institutional Holders (2026-06-30)
26 institutions reported holding $53.5M of WISDOMTREE TR (EUSC) in SEC 13F filings for 2026-06-30. Largest institutional holders: STEPHENS INC /AR/ ($13.8M), Sonoma Allocations LLC ($13.6M), CATHY PARETO & ASSOCIATES, INC ($9.1M), GC Wealth Management RIA, LLC ($2.5M), Spinnaker Investment Group, LLC ($2.5M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | STEPHENS INC /AR/ | $13.8M | 247,029 | Added |
| 2 | Sonoma Allocations LLC | $13.6M | 243,924 | Added |
| 3 | CATHY PARETO & ASSOCIATES, INC | $9.1M | 162,891 | Added |
| 4 | GC Wealth Management RIA, LLC | $2.5M | 44,973 | Trimmed |
| 5 | Spinnaker Investment Group, LLC | $2.5M | 44,722 | Added |
| 6 | Sowell Financial Services LLC | $2.4M | 43,868 | Added |
| 7 | D.A. DAVIDSON & CO. | $2.4M | 43,426 | Added |
| 8 | JOHNSON INVESTMENT COUNSEL INC | $1.5M | 27,100 | Hold |
| 9 | E&G Advisors, LP | $883,863 | 15,837 | Added |
| 10 | CARY STREET PARTNERS FINANCIAL LLC | $718,386 | 12,872 | Trimmed |
| 11 | Cambridge Investment Research Advisors, Inc. | $522,000 | 9,366 | New |
| 12 | Kestra Advisory Services, LLC | $469,647 | 8,415 | Added |
| 13 | ENVESTNET ASSET MANAGEMENT INC | $450,403 | 8,070 | Added |
| 14 | Berkeley, Inc | $445,236 | 7,978 | Added |
| 15 | SFG Wealth Management, LLC. | $431,468 | 7,731 | New |
| 16 | FLAGSTAR ADVISORS INC | $399,786 | 7,163 | Added |
| 17 | WHITTIER TRUST CO | $394,153 | 6,885 | Hold |
| 18 | Atria Investments, Inc | $322,100 | 5,771 | Added |
| 19 | BridgePort Financial Solutions, LLC | $235,587 | 4,221 | Added |
| 20 | PRIVATE TRUST CO NA | $167,542 | 3,002 | Added |
| 21 | Farther Finance Advisors, LLC | $81,204 | 1,455 | Added |
| 22 | Main Street Group, LTD | $64,960 | 1,164 | Added |
| 23 | AE Wealth Management LLC | $64,619 | 1,158 | Added |
| 24 | NBT BANK N A /NY | $9,934 | 178 | Hold |
| 25 | Peck Wealth Management, LLC | $6,938 | 124 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30