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WisdomTree Trust

Institutional holders · 13F as of Jun 30, 2026

466 holders

HolderValue ↓Shares% of shares
LPL Financial LLC$395.49M4,105,997—
The PNC Financial Services Group, Inc.$335.70M3,485,235—
Morgan Stanley$252.02M2,861,252—
Focus Partners Wealth$227.17M2,579,158—
AMERIPRISE FINANCIAL INC$156.46M1,776,404—
Creative Planning$122.07M1,385,944—
UBS Group AG$119.74M1,359,443—
GREAT VALLEY ADVISOR GROUP, INC.$113.60M1,289,748—
BANK OF AMERICA CORP /DE$100.61M1,142,263—
Trilogy Capital Inc.$98.45M1,117,743—
Clearstead Advisors, LLC$92.70M1,052,408—
Evercore Wealth Management, LLC$91.06M1,033,859—
Cetera Investment Advisers$83.78M951,130—
ENVESTNET ASSET MANAGEMENT INC$66.02M749,533—
WELLS FARGO & COMPANY/MN$61.55M698,821—
Waterway Wealth Management, LLC$54.47M700,381—
RAYMOND JAMES FINANCIAL INC$52.71M598,386—
COMMONWEALTH EQUITY SERVICES, LLC$52.27M593,418—
OSAIC HOLDINGS, INC.$44.44M504,439—
Royal Bank of Canada$41.67M466,523—
CLG LLC$38.19M433,585—
IAG Wealth Partners, LLC$34.40M390,561—
Lee-Kelleher Wealth Management$32.76M371,903—
Rockefeller Capital Management L.P.$32.58M369,865—
Stratos Wealth Partners, LTD.$32.38M367,569—
Baird Financial Group, Inc.$30.81M349,806—
LRI Investments, LLC$29.42M334,036—
THE GOLDMAN SACHS GROUP, INC.$28.59M324,576—
Fox Financial, Inc$27.43M311,384—
Fairway Wealth LLC$24.57M278,951—
FIDELIS iM, LLC$23.58M267,722—
MAI Capital Management$23.07M258,248—
Private Advisor Group, LLC$23.02M261,312—
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$21.78M243,855—
Corient Private Wealth LLC$21.20M240,702—
NerdWallet Wealth Partners, LLC$19.55M222,243—
D.A. DAVIDSON & CO.$19.06M213,330—
Revolve Wealth Partners, LLC$18.70M212,263—
Main Street Financial Solutions, LLC$18.58M192,864—
Sanctuary Advisors, LLC$17.87M202,912—
Kestra Advisory Services, LLC$17.59M199,664—
Steward Partners Investment Advisory, LLC$16.78M190,522—
JPMORGAN CHASE & CO$16.40M186,200—
HighTower Advisors, LLC$16.33M185,448—
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$14.06M157,066—
truNorth Financial Services, Inc.$12.23M138,796—
FIRST AMERICAN TRUST, FSB$10.75M122,084—
United Advisor Group, LLC$10.67M121,175—
Strategic Family Wealth Counselors, L.L.C.$10.61M119,283—
RFG Advisory, LLC$10.57M120,056—
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