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 | 446,559 | 12,445 | 0.04% | 0.04% | 1 | +368 | 0.08% | Q3 2026 | Oct 16, 2026 |
| FOSTER & MOTLEY INC | History | No change | 337,708 | 9,692 | 0.45% | 0.45% | 2 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 297,769 | 8,545 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | Added to | 243,868 | 6,796 | 0.0% | 0.0% | 4 | +106,839 | 77.97% | Q3 2026 | Nov 06, 2026 |
| JANE STREET GROUP, LLC | History | No change | 223,465 | 6,413 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 216,928 | 6,225 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Elmwood Wealth Management, Inc. | History | Added to | 150,316 | 4,189 | 1.01% | 1.05% | 7 | +4,055 | 2.77% | Q3 2026 | Oct 14, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 99,808 | 2,781 | 0.01% | 0.01% | 8 | +1,965 | 2.01% | Q3 2026 | Nov 02, 2026 |
| ROYAL BANK OF CANADA | History | No change | 95,944 | 2,754 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 84,539 | 2,426 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pekin Hardy Strauss, Inc. | History | Added to | 86,782 | 2,418 | 0.21% | 0.21% | 11 | +2,225 | 2.63% | Q3 2026 | Nov 02, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 79,796 | 2,290 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Clear Creek Financial Management, LLC | History | Reduced | 54,854 | 1,528 | 0.12% | 0.1% | 13 | -472 | -0.85% | Q3 2026 | Oct 28, 2026 |
| OLD MISSION CAPITAL LLC | History | No change | 45,052 | 1,292 | 0.02% | 0.02% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ignite Planners, LLC | History | Reduced | 34,109 | 950 | 0.12% | 0.43% | 15 | -74,251 | -68.52% | Q3 2026 | Oct 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 31,832 | 913 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sanctuary Advisors, LLC | History | No change | 27,600 | 792 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 23,098 | 662 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Trilogy Capital Inc. | History | Reduced | 23,204 | 646 | 0.02% | 0.03% | 19 | -901 | -3.74% | Q3 2026 | Oct 20, 2026 |
| Janney Montgomery Scott LLC | History | No change | 21,291 | 611 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| W.H. Cornerstone Investments Inc. | History | Added to | 21,370 | 595 | 0.33% | 0.13% | 21 | +13,577 | 174.22% | Q3 2026 | Nov 03, 2026 |
| UBS Group AG | History | Added to | 20,316 | 566 | 0.0% | 0.0% | 22 | +168 | 0.83% | Q3 2026 | Nov 10, 2026 |
| ASSETMARK, INC | History | Reduced | 18,532 | 516 | 0.0% | 0.0% | 23 | -597 | -3.12% | Q3 2026 | Oct 21, 2026 |
| Alexander Randolph Advisory, Inc. | History | Added to | 17,461 | 486 | 0.39% | 0.2% | 25 | +8,886 | 103.63% | Q3 2026 | Nov 04, 2026 |
| LANARK FINANCIAL, INC. | History | Reduced | 17,456 | 486 | 0.03% | 0.03% | 24 | -417 | -2.33% | Q3 2026 | Oct 26, 2026 |
| RFG Advisory, LLC | History | Added to | 16,883 | 470 | 0.01% | 0.0% | 26 | +6,951 | 69.99% | Q3 2026 | Nov 03, 2026 |
| Capital Analysts, LLC | History | No change | 15,025 | 431 | 0.01% | 0.01% | 27 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| ARKANSAS FINANCIAL GROUP, INC. | History | Added to | 14,474 | 403 | 0.05% | 0.04% | 28 | +3,243 | 28.88% | Q3 2026 | Oct 26, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 14,270 | 396 | 0.01% | 0.01% | 29 | +7,314 | 105.15% | Q3 2026 | Nov 10, 2026 |
| Treasure Coast Financial Planning | History | No change | 13,473 | 375 | 0.18% | 0.19% | 30 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Bank of New York Mellon Corp | History | Added to | 13,338 | 371 | 0.0% | 0.0% | 31 | +3,503 | 35.62% | Q3 2026 | Nov 05, 2026 |
| Net Worth Advisory Group | History | Added to | 12,960 | 357 | 0.09% | 0.09% | 32 | +285 | 2.25% | Q3 2026 | Oct 19, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 12,546 | 349 | 0.01% | 0.0% | 33 | +1,425 | 12.81% | Q3 2026 | Nov 09, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 10,950 | 314 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Barnes Wealth Management Group, Inc | History | Added to | 10,592 | 295 | 0.13% | 0.14% | 35 | +144 | 1.38% | Q3 2026 | Nov 09, 2026 |
| WealthPoint Financial, LLC | History | Added to | 9,961 | 277 | 0.2% | 0.18% | 36 | +1,506 | 17.81% | Q3 2026 | Nov 03, 2026 |
| Valmark Advisers, Inc. | History | No change | 9,035 | 251 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q3 2026 | Nov 06, 2026 |
| Baker Ellis Asset Management LLC | History | Added to | 8,800 | 245 | 0.03% | 0.03% | 38 | +200 | 2.33% | Q3 2026 | Oct 14, 2026 |
| Betterment LLC | History | No change | 8,337 | 239 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| McCarley & Cook Financial Planners | History | Added to | 5,564 | 155 | 0.12% | 0.12% | 40 | +84 | 1.53% | Q3 2026 | Oct 21, 2026 |
| JPMORGAN CHASE & CO | History | No change | 2,951 | 84 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 2,285 | 65 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 1,636 | 45 | 0.03% | 0.03% | 43 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| IFP Advisors, Inc | History | Added to | 944 | 26 | 0.0% | 0.0% | 44 | +5 | 0.53% | Q3 2026 | Oct 16, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 919 | 25 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| IFG Advisory, LLC | History | New | 755 | 21 | 0.0% | — | 46 | +755 | New | Q3 2026 | Nov 06, 2026 |
| AE Wealth Management LLC | History | No change | 646 | 18 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Geneos Wealth Management Inc. | History | New | 435 | 12 | 0.0% | — | 50 | +435 | New | Q3 2026 | Nov 09, 2026 |
| Avion Wealth | History | No change | 443 | 12 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| SBI Securities Co., Ltd. | History | No change | 441 | 12 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Larson Financial Group LLC | History | Reduced | 302 | 8 | 0.0% | 0.0% | 52 | -71 | -19.03% | Q3 2026 | Nov 05, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 288 | 8 | 0.0% | 0.0% | 51 | +1 | 0.35% | Q3 2026 | Nov 10, 2026 |
| Covestor Ltd | History | No change | 273 | 8 | 0.01% | 0.0% | 53 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 243 | 6 | 0.0% | 0.0% | 55 | +16 | 7.05% | Q3 2026 | Nov 04, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 234 | 6 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q3 2026 | Nov 06, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 200 | 5 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CoreCap Advisors, LLC | History | No change | 133 | 3 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Elevated Capital Advisors, LLC | History | No change | 106 | 2 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| TOUNJIAN ADVISORY PARTNERS, LLC | History | Reduced | 53 | 1 | 0.0% | 0.0% | 60 | -27 | -33.75% | Q3 2026 | Nov 04, 2026 |
| Global Retirement Partners, LLC | History | No change | 50 | 1 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q3 2026 | Nov 10, 2026 |
| COLUMBIA ADVISORY PARTNERS LLC | History | Closed out | 0 | 0 | — | 0.18% | — | -11,232 | -100.0% | Q3 2026 | Oct 15, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Closed out | 0 | 0 | — | 0.01% | — | -9,877 | -100.0% | Q3 2026 | Oct 29, 2026 |
| Concurrent Investment Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,720 | -100.0% | Q3 2026 | Oct 16, 2026 |
| HUNTINGTON NATIONAL BANK | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2026 | Nov 10, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 33 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Planning Strategies Inc. | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 02, 2026 |