Who Owns WISDOMTREE TR (DES)? -- Institutional Holders (2026-06-30)
386 institutions reported holding $1.17B of WISDOMTREE TR (DES) in SEC 13F filings for 2026-06-30. Largest institutional holders: MORGAN STANLEY ($115.0M), BANK OF AMERICA CORP /DE/ ($99.4M), LPL Financial LLC ($56.9M), UBS Group AG ($54.7M), Creative Planning ($54.5M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | MORGAN STANLEY | $115.0M | 2.8M | Added |
| 2 | BANK OF AMERICA CORP /DE/ | $99.4M | 2.4M | Trimmed |
| 3 | LPL Financial LLC | $56.9M | 1.4M | Trimmed |
| 4 | UBS Group AG | $54.7M | 1.3M | Trimmed |
| 5 | Creative Planning | $54.5M | 1.3M | Trimmed |
| 6 | M&T Bank Corp | $42.5M | 1.0M | Added |
| 7 | MERCER GLOBAL ADVISORS INC /ADV | $35.4M | 870,701 | Added |
| 8 | JONES FINANCIAL COMPANIES LLLP | $34.9M | 854,626 | Added |
| 9 | WELLS FARGO & COMPANY/MN | $33.5M | 822,698 | Added |
| 10 | RAYMOND JAMES FINANCIAL INC | $30.4M | 748,428 | Added |
| 11 | KEYBANK NATIONAL ASSOCIATION/OH | $30.2M | 741,283 | Added |
| 12 | HUNTINGTON NATIONAL BANK | $29.0M | 0 | Added |
| 13 | Royal Bank of Canada | $27.9M | 686,604 | Added |
| 14 | AMERIPRISE FINANCIAL INC | $17.1M | 419,458 | Added |
| 15 | Valmark Advisers, Inc. | $13.6M | 334,790 | Trimmed |
| 16 | Cetera Investment Advisers | $13.3M | 327,587 | Added |
| 17 | Destination Wealth Management | $13.2M | 324,017 | Trimmed |
| 18 | Allen Investment Management, LLC | $11.9M | 293,475 | Hold |
| 19 | ASSETMARK, INC | $11.7M | 286,502 | Added |
| 20 | Bank of New York Mellon Corp | $11.4M | 281,370 | Added |
| 21 | Kestra Advisory Services, LLC | $10.9M | 268,651 | Trimmed |
| 22 | ENVESTNET ASSET MANAGEMENT INC | $10.2M | 249,762 | Added |
| 23 | COMMONWEALTH EQUITY SERVICES, LLC | $9.6M | 234,957 | Trimmed |
| 24 | Curi Capital, LLC | $9.1M | 224,123 | Added |
| 25 | BIP Wealth, LLC | $8.6M | 212,265 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30