WISDOMTREE TR

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EPS·97717W588·US·ETF·Unknown - Unknown

EPS (WISDOMTREE TR) is held by 55 institutional investors as of Q1 2026. Largest holders: LPL Financial LLC ($103M), MORGAN STANLEY ($60.6M), Lido Advisors, LLC ($54.4M). Net institutional sentiment: Mixed.

13F: Mar 31, 2026Insider & Congress: Updated regularly

Positions (55)History

AllNewIncreasedHeldDecreasedExited

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
LPL Financial LLC	Increased	1.5M(+5.6%)	$103M	0.0%	+53.10%	32
MORGAN STANLEY	Decreased	889,676(-1.1%)	$60.6M	0.0%	+41.50%	0
Lido Advisors, LLC	Decreased	798,789(-3.8%)	$54.4M	0.2%	+30.43%	0
Private Advisor Group, LLC	Increased	693,592(+5.3%)	$47.2M	0.2%	+70.94%	37
Cetera Investment Advisers	Increased	660,022(+7.9%)	$45M	0.0%	+36.44%	32
Kestra Advisory Services, LLC	Increased	281,211(+13.6%)	$19.2M	0.1%	+55.57%	32
IEQ CAPITAL, LLC	Unchanged	265,154	$18.1M	0.1%	+90.91%	0
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	Increased	196,817(+3.7%)	$13.4M	0.0%	+23.63%	29
BANK OF AMERICA CORP /DE/	Decreased	191,360(-8.4%)	$13M	0.0%	+31.54%	0
JPMORGAN CHASE & CO	Increased	167,727(+21.4%)	$11.1M	0.0%	+26.46%	33
FWFocus Partners Wealth	Increased	141,423(+0.1%)	$9.6M	0.0%	+10.64%	28
Creative Planning	Decreased	89,769(-0.7%)	$6.1M	0.0%	+130.25%	0
UBS Group AG	Increased	87,360(+3.0%)	$6M	0.0%	+69.96%	28
WELLS FARGO & COMPANY/MN	Decreased	77,584(-4.3%)	$5.3M	0.0%	+72.17%	0
CITIGROUP INC	Increased	71,847(+14.3%)	$4.9M	0.0%	+17.68%	31
AMERIPRISE FINANCIAL INC	Increased	64,730(+8.1%)	$4.4M	0.0%	+22.98%	29
JONES FINANCIAL COMPANIES LLLP	Increased	50,379(+7.1%)	$3.3M	0.0%	+19.39%	28
RAYMOND JAMES FINANCIAL INC	Decreased	44,005(-3.5%)	$3M	0.0%	+24.83%	0
GOLDMAN SACHS GROUP INC	Decreased	40,304(-36.2%)	$2.7M	0.0%	+25.53%	0
OSAIC HOLDINGS, INC.	Decreased	34,905(-35.1%)	$2.4M	0.0%	+26.72%	0

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Data sourced from four SEC data sources: 13F, Form 4, 13D/13G, and STOCK Act. Not financial advice. Full disclaimer