Who Owns WISDOMTREE TR (EES)? -- Institutional Holders (2026-06-30)
178 institutions reported holding $445.4M of WISDOMTREE TR (EES) in SEC 13F filings for 2026-06-30. Largest institutional holders: MORGAN STANLEY ($50.4M), UBS Group AG ($47.8M), LPL Financial LLC ($40.4M), BANK OF AMERICA CORP /DE/ ($33.4M), AMERIPRISE FINANCIAL INC ($30.2M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | MORGAN STANLEY | $50.4M | 743,249 | Added |
| 2 | UBS Group AG | $47.8M | 705,777 | Trimmed |
| 3 | LPL Financial LLC | $40.4M | 595,597 | Added |
| 4 | BANK OF AMERICA CORP /DE/ | $33.4M | 492,642 | Trimmed |
| 5 | AMERIPRISE FINANCIAL INC | $30.2M | 445,820 | Trimmed |
| 6 | Cetera Investment Advisers | $23.5M | 346,942 | Trimmed |
| 7 | Savant Capital, LLC | $21.4M | 340,257 | Added |
| 8 | Key Financial Inc | $19.9M | 293,975 | Added |
| 9 | RAYMOND JAMES FINANCIAL INC | $10.0M | 147,585 | Trimmed |
| 10 | WELLS FARGO & COMPANY/MN | $9.8M | 144,722 | Trimmed |
| 11 | Arkadios Wealth Advisors | $9.4M | 138,763 | Trimmed |
| 12 | Linscomb Wealth, Inc. | $9.0M | 132,932 | Trimmed |
| 13 | Royal Bank of Canada | $9.0M | 132,675 | Added |
| 14 | Mariner, LLC | $7.3M | 107,319 | Trimmed |
| 15 | Shore Point Advisors, LLC | $6.4M | 93,890 | Trimmed |
| 16 | TopTier Wealth Management, LLC | $6.3M | 93,282 | Trimmed |
| 17 | Waverly Advisors, LLC | $5.3M | 78,844 | Trimmed |
| 18 | ENVESTNET ASSET MANAGEMENT INC | $5.2M | 76,582 | Trimmed |
| 19 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $5.0M | 74,292 | Added |
| 20 | Amplius Wealth Advisors, LLC | $4.5M | 65,656 | Trimmed |
| 21 | OSAIC HOLDINGS, INC. | $4.4M | 65,232 | Added |
| 22 | CULBERTSON A N & CO INC | $4.1M | 61,043 | Trimmed |
| 23 | NewSquare Capital LLC | $3.9M | 57,355 | Added |
| 24 | Rockefeller Capital Management L.P. | $3.4M | 50,093 | Added |
| 25 | JPMORGAN CHASE & CO | $3.3M | 49,359 | Added |
Source: SEC Form 13F filings · as of 2026-06-30