WisdomTree Trust - ELD
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Vontobel Holding Ltd. | History | Added to | 447,506 | 12,449 | 0.04% | 0.04% | 1 | +3,598 | 0.81% | Q1 2026 | May 08, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 292,690 | 8,142 | 0.0% | 0.0% | 2 | +9,581 | 3.38% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 218,828 | 6,087 | 0.0% | 0.0% | 3 | +90,290 | 70.24% | Q1 2026 | May 11, 2026 |
| Elmwood Wealth Management, Inc. | History | Added to | 142,056 | 3,951 | 1.09% | 1.11% | 4 | +21,218 | 17.56% | Q1 2026 | Apr 09, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 124,523 | 3,464 | 0.0% | 0.0% | 5 | +110,201 | 769.45% | Q1 2026 | May 12, 2026 |
| MORGAN STANLEY | History | Reduced | 114,725 | 3,191 | 0.0% | 0.0% | 6 | -10,426 | -8.33% | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | New | 112,065 | 3,117 | 0.0% | — | 7 | +112,065 | New | Q1 2026 | May 05, 2026 |
| Ignite Planners, LLC | History | Added to | 107,332 | 2,994 | 0.46% | 0.46% | 8 | +5,610 | 5.52% | Q1 2026 | Apr 17, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 94,513 | 2,629 | 0.01% | 0.0% | 9 | +93,813 | 13401.86% | Q1 2026 | Apr 30, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 91,556 | 2,547 | 0.0% | 0.0% | 10 | +62,475 | 214.83% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 87,848 | 2,443 | 0.0% | 0.0% | 11 | -19,128 | -17.88% | Q1 2026 | May 15, 2026 |
| Pekin Hardy Strauss, Inc. | History | Added to | 76,503 | 2,128 | 0.22% | 0.17% | 12 | +13,130 | 20.72% | Q1 2026 | May 06, 2026 |
| LPL Financial LLC | History | Added to | 48,106 | 1,338 | 0.0% | 0.0% | 13 | +18,827 | 64.3% | Q1 2026 | May 06, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 42,708 | 1,188 | 0.0% | 0.0% | 14 | +53 | 0.12% | Q1 2026 | Apr 22, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 30,501 | 848 | 0.0% | 0.0% | 15 | +10,974 | 56.2% | Q1 2026 | May 14, 2026 |
| Clear Creek Financial Management, LLC | History | New | 29,598 | 823 | 0.06% | — | 16 | +29,598 | New | Q1 2026 | Apr 22, 2026 |
| Sanctuary Advisors, LLC | History | New | 27,336 | 760 | 0.0% | — | 17 | +27,336 | New | Q1 2026 | May 05, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 24,885 | 692 | 0.01% | — | 18 | +24,885 | New | Q1 2026 | May 15, 2026 |
| Trilogy Capital Inc. | History | New | 23,754 | 660 | 0.03% | — | 19 | +23,754 | New | Q1 2026 | Apr 21, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 23,098 | 642 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Reduced | 20,060 | 558 | 0.0% | 0.0% | 21 | -1,382 | -6.45% | Q1 2026 | May 05, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 19,403 | 539 | 0.04% | 0.05% | 22 | -2,148 | -9.97% | Q1 2026 | Apr 14, 2026 |
| ASSETMARK, INC | History | Reduced | 18,434 | 512 | 0.0% | 0.0% | 23 | -310 | -1.65% | Q1 2026 | May 06, 2026 |
| Moors & Cabot, Inc. | History | Added to | 14,949 | 415 | 0.02% | 0.01% | 24 | +6,729 | 81.86% | Q1 2026 | May 08, 2026 |
| Capital Analysts, LLC | History | New | 14,305 | 398 | 0.01% | — | 25 | +14,305 | New | Q1 2026 | May 14, 2026 |
| Treasure Coast Financial Planning | History | No change | 13,473 | 374 | 0.19% | 0.21% | 26 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Net Worth Advisory Group | History | Added to | 12,817 | 356 | 0.07% | 0.07% | 27 | +205 | 1.63% | Q1 2026 | May 05, 2026 |
| ARKANSAS FINANCIAL GROUP, INC. | History | Added to | 11,925 | 344 | 0.05% | 0.05% | 28 | +503 | 4.4% | Q1 2026 | Apr 13, 2026 |
| Rubicon Advisors, GP | History | Added to | 11,461 | 318 | 0.28% | 0.3% | 29 | +516 | 4.71% | Q1 2026 | May 14, 2026 |
| RFG Advisory, LLC | History | Added to | 9,724 | 270 | 0.0% | 0.01% | 30 | +195 | 2.05% | Q1 2026 | Apr 17, 2026 |
| Stratos Wealth Partners, LTD. | History | New | 9,619 | 267 | 0.0% | — | 31 | +9,619 | New | Q1 2026 | Apr 28, 2026 |
| Valmark Advisers, Inc. | History | Reduced | 9,343 | 259 | 0.0% | 0.0% | 32 | -1,095 | -10.49% | Q1 2026 | May 01, 2026 |
| E Fund Management Co., Ltd. | History | New | 7,229 | 248 | 0.01% | — | 33 | +7,229 | New | Q1 2026 | Apr 13, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 8,846 | 246 | 0.01% | 0.01% | 34 | +106 | 1.21% | Q1 2026 | May 11, 2026 |
| Alexander Randolph Advisory, Inc. | History | No change | 8,575 | 238 | 0.21% | 0.21% | 35 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Baker Ellis Asset Management LLC | History | New | 8,100 | 225 | 0.03% | — | 36 | +8,100 | New | Q1 2026 | Apr 17, 2026 |
| Betterment LLC | History | Added to | 7,967 | 222 | 0.0% | 0.0% | 37 | +483 | 6.45% | Q1 2026 | May 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 7,776 | 216 | 0.0% | 0.0% | 38 | +1,300 | 20.07% | Q1 2026 | May 15, 2026 |
| Gateway Wealth Partners, LLC | History | New | 7,344 | 204 | 0.01% | — | 39 | +7,344 | New | Q1 2026 | May 15, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 6,956 | 192 | 0.01% | 0.01% | 40 | +196 | 2.9% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 3,018 | 83 | 0.0% | 0.0% | 41 | -2 | -0.07% | Q1 2026 | May 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 2,285 | 63 | 0.0% | — | 42 | +2,285 | New | Q1 2026 | May 13, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 1,776 | 49 | 0.04% | 0.04% | 43 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 980 | 27 | 0.0% | 0.0% | 44 | -25 | -2.49% | Q1 2026 | Apr 27, 2026 |
| IFP Advisors, Inc | History | Reduced | 931 | 25 | 0.0% | 0.0% | 46 | -4 | -0.43% | Q1 2026 | Apr 13, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 919 | 25 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 440 | 12 | 0.0% | 0.0% | 48 | +82 | 22.91% | Q1 2026 | Apr 27, 2026 |
| Avion Wealth | History | No change | 443 | 12 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Larson Financial Group LLC | History | Added to | 367 | 10 | 0.0% | 0.0% | 49 | +5 | 1.38% | Q1 2026 | May 15, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 286 | 7 | 0.0% | 0.0% | 50 | +2 | 0.7% | Q1 2026 | May 08, 2026 |
| CoreCap Advisors, LLC | History | No change | 268 | 7 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 234 | 6 | 0.0% | 0.0% | 52 | -389 | -62.44% | Q1 2026 | May 08, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 227 | 6 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 200 | 5 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Elevated Capital Advisors, LLC | History | Reduced | 106 | 2 | 0.0% | 0.0% | 55 | -59 | -35.76% | Q1 2026 | Apr 30, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 91 | 2 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | New | 60 | 1 | 0.0% | — | 59 | +60 | New | Q1 2026 | May 07, 2026 |
| Global Retirement Partners, LLC | History | No change | 50 | 1 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Covestor Ltd | History | No change | 36 | 1 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -14,646 | -100.0% | Q1 2026 | May 15, 2026 |
| Insight Advisors, LLC/ PA | History | Closed out | 0 | 0 | — | 0.05% | — | -11,019 | -100.0% | Q1 2026 | May 11, 2026 |
| FMR LLC | History | Added to | 3 | 0 | — | — | — | +2 | 200.0% | Q1 2026 | May 15, 2026 |
| Strategic Wealth Partners, Ltd. | History | Added to | 33 | 0 | — | — | — | +1 | 3.13% | Q1 2026 | May 12, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| AE Wealth Management LLC | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |