Who Owns WISDOMTREE TR (EZM)? -- Institutional Holders (2026-06-30)
82 institutions reported holding $250.6M of WISDOMTREE TR (EZM) in SEC 13F filings for 2026-06-30. Largest institutional holders: DAVENPORT & Co LLC ($67.4M), TRUIST FINANCIAL CORP ($35.0M), CPC Advisors, LLC ($20.3M), Private Advisor Group, LLC ($13.4M), Cambridge Investment Research Advisors, Inc. ($11.9M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | DAVENPORT & Co LLC | $67.4M | 889,118 | Added |
| 2 | TRUIST FINANCIAL CORP | $35.0M | 461,410 | Added |
| 3 | CPC Advisors, LLC | $20.3M | 267,688 | Added |
| 4 | Private Advisor Group, LLC | $13.4M | 176,452 | Added |
| 5 | Cambridge Investment Research Advisors, Inc. | $11.9M | 156,398 | Added |
| 6 | THEORY FINANCIAL LLC | $8.3M | 109,393 | Added |
| 7 | Provident Wealth Management, LLC | $7.7M | 101,898 | Added |
| 8 | ENVESTNET ASSET MANAGEMENT INC | $6.4M | 84,755 | Added |
| 9 | Davidson Kahn Capital Management, LLC | $6.0M | 79,471 | Trimmed |
| 10 | Breakwater Capital Group | $5.9M | 77,786 | Trimmed |
| 11 | Sylvest Advisors, LLC | $4.7M | 62,150 | Added |
| 12 | TopTier Wealth Management, LLC | $4.6M | 60,687 | Trimmed |
| 13 | NewSquare Capital LLC | $3.7M | 48,657 | Added |
| 14 | CENTRAL TRUST Co | $3.7M | 48,505 | Added |
| 15 | COMMONWEALTH EQUITY SERVICES, LLC | $3.7M | 48,355 | Added |
| 16 | Roan Capital Partners | $3.6M | 47,952 | Added |
| 17 | Great Point Wealth Advisors, LLC | $3.5M | 46,770 | Trimmed |
| 18 | CULBERTSON A N & CO INC | $3.4M | 45,015 | Trimmed |
| 19 | Lionshead Wealth Management, LLC | $3.1M | 41,401 | Trimmed |
| 20 | Kestra Advisory Services, LLC | $3.0M | 39,836 | Added |
| 21 | GHP Investment Advisors, Inc. | $2.9M | 38,393 | Trimmed |
| 22 | Lauer Wealth, LLC | $2.7M | 35,976 | Trimmed |
| 23 | FLAGSHIP HARBOR ADVISORS, LLC | $1.9M | 24,478 | Trimmed |
| 24 | CRUX WEALTH ADVISORS | $1.6M | 21,066 | Trimmed |
| 25 | Apella Capital, LLC | $1.6M | 20,925 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30