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 | 443,908 | 12,962 | 0.04% | 0.04% | 1 | +14,045 | 3.27% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 283,109 | 8,266 | 0.0% | 0.0% | 2 | +35,353 | 14.27% | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 128,538 | 3,753 | 0.0% | 0.0% | 3 | +7,314 | 6.03% | Q4 2025 | Feb 13, 2026 |
| MORGAN STANLEY | History | Reduced | 125,151 | 3,654 | 0.0% | 0.0% | 4 | -4,639 | -3.57% | Q4 2025 | Feb 13, 2026 |
| Elmwood Wealth Management, Inc. | History | Added to | 120,838 | 3,528 | 1.11% | 1.15% | 5 | +7,885 | 6.98% | Q4 2025 | Jan 08, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 106,976 | 3,123 | 0.0% | 0.0% | 6 | +11,589 | 12.15% | Q4 2025 | Feb 17, 2026 |
| Ignite Planners, LLC | History | Reduced | 101,722 | 3,018 | 0.46% | 0.49% | 7 | -2,299 | -2.21% | Q4 2025 | Feb 06, 2026 |
| Pekin Hardy Strauss, Inc. | History | Added to | 63,373 | 1,850 | 0.17% | 0.1% | 8 | +29,655 | 87.95% | Q4 2025 | Jan 30, 2026 |
| Janney Montgomery Scott LLC | History | New | 42,655 | 1,246 | 0.0% | — | 9 | +42,655 | New | Q4 2025 | Feb 11, 2026 |
| LPL Financial LLC | History | Added to | 29,279 | 854 | 0.0% | 0.0% | 10 | +4,844 | 19.82% | Q4 2025 | Feb 11, 2026 |
| ROYAL BANK OF CANADA | History | New | 29,081 | 849 | 0.0% | — | 11 | +29,081 | New | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 23,098 | 674 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q4 2025 | Mar 25, 2026 |
| NBC SECURITIES, INC. | History | Added to | 21,551 | 629 | 0.05% | 0.04% | 13 | +1,655 | 8.32% | Q4 2025 | Jan 29, 2026 |
| UBS Group AG | History | Added to | 21,442 | 626 | 0.0% | 0.0% | 14 | +2,546 | 13.47% | Q4 2025 | Jan 29, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 19,527 | 570 | 0.0% | 0.0% | 15 | -284 | -1.43% | Q4 2025 | Feb 18, 2026 |
| ASSETMARK, INC | History | New | 18,744 | 547 | 0.0% | — | 16 | +18,744 | New | Q4 2025 | Jan 23, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 14,646 | 427 | 0.0% | 0.0% | 17 | -10,010 | -40.6% | Q4 2025 | Feb 17, 2026 |
| JANE STREET GROUP, LLC | History | New | 14,322 | 418 | 0.0% | — | 18 | +14,322 | New | Q4 2025 | Feb 12, 2026 |
| Treasure Coast Financial Planning | History | No change | 13,473 | 393 | 0.21% | 0.22% | 19 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Net Worth Advisory Group | History | Added to | 12,612 | 368 | 0.07% | 0.1% | 20 | +667 | 5.58% | Q4 2025 | Jan 14, 2026 |
| ARKANSAS FINANCIAL GROUP, INC. | History | New | 11,422 | 333 | 0.05% | — | 21 | +11,422 | New | Q4 2025 | Jan 28, 2026 |
| Insight Advisors, LLC/ PA | History | Added to | 11,019 | 321 | 0.05% | 0.05% | 22 | +10 | 0.09% | Q4 2025 | Feb 11, 2026 |
| Rubicon Advisors, GP | History | New | 10,945 | 319 | 0.3% | — | 23 | +10,945 | New | Q4 2025 | Mar 09, 2026 |
| Valmark Advisers, Inc. | History | Added to | 10,438 | 304 | 0.0% | 0.0% | 24 | +1,850 | 21.54% | Q4 2025 | Jan 26, 2026 |
| RFG Advisory, LLC | History | Added to | 9,529 | 278 | 0.01% | 0.01% | 25 | +222 | 2.39% | Q4 2025 | Feb 03, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 8,740 | 255 | 0.01% | 0.01% | 26 | +69 | 0.8% | Q4 2025 | Feb 09, 2026 |
| Alexander Randolph Advisory, Inc. | History | New | 8,575 | 250 | 0.21% | — | 27 | +8,575 | New | Q4 2025 | Feb 05, 2026 |
| Moors & Cabot, Inc. | History | Added to | 8,220 | 240 | 0.01% | 0.01% | 28 | +537 | 6.99% | Q4 2025 | Feb 10, 2026 |
| Betterment LLC | History | Reduced | 7,484 | 219 | 0.0% | 0.0% | 29 | -44 | -0.58% | Q4 2025 | Feb 12, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 6,760 | 197 | 0.01% | 0.01% | 30 | +58 | 0.87% | Q4 2025 | Feb 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 6,476 | 189 | 0.0% | 0.0% | 31 | +664 | 11.42% | Q4 2025 | Feb 09, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 3,020 | 88 | 0.0% | 0.0% | 32 | -840 | -21.76% | Q4 2025 | Feb 11, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Reduced | 1,776 | 51 | 0.04% | 0.08% | 33 | -1,042 | -36.98% | Q4 2025 | Feb 10, 2026 |
| Sound Income Strategies, LLC | History | New | 1,005 | 29 | 0.0% | — | 34 | +1,005 | New | Q4 2025 | Jan 21, 2026 |
| IFP Advisors, Inc | History | Added to | 935 | 27 | 0.0% | 0.0% | 35 | +13 | 1.41% | Q4 2025 | Feb 06, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 919 | 26 | 0.0% | 0.0% | 36 | -146 | -13.71% | Q4 2025 | Jan 14, 2026 |
| Kestra Advisory Services, LLC | History | New | 700 | 20 | 0.0% | — | 37 | +700 | New | Q4 2025 | Feb 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | New | 623 | 18 | 0.0% | — | 38 | +623 | New | Q4 2025 | Feb 06, 2026 |
| Avion Wealth | History | No change | 443 | 12 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Larson Financial Group LLC | History | Added to | 362 | 10 | 0.0% | 0.0% | 40 | +6 | 1.69% | Q4 2025 | Feb 06, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 358 | 10 | 0.0% | 0.0% | 41 | +4 | 1.13% | Q4 2025 | Feb 03, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 284 | 8 | 0.0% | 0.0% | 42 | +1 | 0.35% | Q4 2025 | Feb 17, 2026 |
| CoreCap Advisors, LLC | History | No change | 268 | 7 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 227 | 6 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 200 | 5 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Elevated Capital Advisors, LLC | History | New | 165 | 4 | 0.0% | — | 46 | +165 | New | Q4 2025 | Jan 27, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 91 | 2 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Covestor Ltd | History | Added to | 36 | 1 | 0.0% | 0.0% | 49 | +7 | 24.14% | Q4 2025 | Feb 06, 2026 |
| Global Retirement Partners, LLC | History | No change | 50 | 1 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Bank of New York Mellon Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -131,488 | -100.0% | Q3 2025 | Nov 03, 2025 |
| OneDigital Investment Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,279 | -100.0% | Q3 2025 | Nov 10, 2025 |
| North Capital, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -60 | -100.0% | Q3 2025 | Oct 09, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -44 | -100.0% | Q3 2025 | Nov 18, 2025 |
| HUNTINGTON NATIONAL BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| FMR LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| AE Wealth Management LLC | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |