Who owns WisdomTree Equity Income Fund?

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Analyze quarterly positions in WisdomTree Equity Income Fund with up to 7 years of data, all consolidated into one spreadsheet

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Top investors of WisdomTree Equity Income Fund stock

Who bought or sold WisdomTree Equity Income Fund this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
CWM 1.0M $85M -7% Dec 2023
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LPL Financial 759k $59M 10% Sep 2023
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Morgan Stanley 422k $33M -26% Sep 2023
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Wells Fargo & Company 399k $33M -10% Dec 2023
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Linscomb & Williams 370k $30M -5% Dec 2023
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Bank of America Corporation 340k $28M -25% Dec 2023
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Financial Network Investment Corporation 266k $21M -2% Sep 2023
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Invenio Wealth Partners 154k $13M 17% Dec 2023
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Colony 139k $11M 100% Dec 2023
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Raymond James Financial Services Advisors 129k $11M -24% Dec 2023
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Advisor Group Holdings 99k $8.1M -30% Dec 2023
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Ameriprise Financial 97k $7.6M -27% Sep 2023
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UBS Group 96k $7.9M -8% Dec 2023
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Northwestern Mutual Wealth Management Company 94k $7.3M 1476% Sep 2023
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Evanson Asset Management 88k $7.2M -8% Dec 2023
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Multi-Financial Securities 87k $6.8M 12% Sep 2023
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Mariner Wealth Advisors 83k $6.8M -1% Dec 2023
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Precedent Wealth Partners 71k $5.8M 100% Dec 2023
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Envestnet Asset Management 65k $5.1M -21% Sep 2023
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CI Private Wealth 62k $5.1M -8% Dec 2023
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Ledge Wealth Management 61k $5.0M 0% Dec 2023
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Raymond James & Associates 57k $4.7M -3% Dec 2023
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Royal Bank of Canada 52k $4.3M -25% Dec 2023
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Lvm Capital Management 47k $3.9M -5% Dec 2023
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Colony Group 46k $3.6M 35% Sep 2023
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Goldman Sachs Group 45k $3.7M 9% Dec 2023
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Jpmorgan Chase & Co 44k $3.6M 15% Dec 2023
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Captrust Financial Advisors 41k $3.4M -10% Dec 2023
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Good Life Advisors 41k $3.3M 2% Dec 2023
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Mutual Advisors 37k $3.1M 2% Dec 2023
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Commonwealth Equity Services 37k $3.0M -9% Dec 2023
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Citadel Advisors 36k $2.9M 1% Dec 2023
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PBMares Wealth Management 35k $2.9M -5% Dec 2023
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Flow Traders US 34k $2.8M 100% Dec 2023
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Ffg Retirement Advisors 34k $2.8M 1% Dec 2023
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Integrated Wealth Concepts 33k $2.5M 4% Sep 2023
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Honkamp Krueger Financial Services 32k $2.6M -11% Dec 2023
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Susquehanna International 32k $2.5M -24% Sep 2023
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Cambridge Investment Research Advisors 31k $2.6M -4% Dec 2023
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Private Advisor 31k $2.6M -21% Dec 2023
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Orion Portfolio Solutions 27k $2.3M 9% Dec 2023
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Bank of New York Mellon 23k $1.9M 236% Dec 2023
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Janney Montgomery Scott 23k $1.9M -7% Dec 2023
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BancorpSouth Bank 22k $1.8M 0% Sep 2023
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Cherry Tree Wealth Management 21k $1.7M -6% Dec 2023
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HighTower Advisors 21k $1.7M -8% Dec 2023
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Foundations Investment Advisors 21k $1.7M 0% Dec 2023
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Stifel Financial 20k $1.7M 4% Dec 2023
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Creative Planning 20k $1.7M 38% Dec 2023
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Branch Banking & Trust Company 20k $1.6M -18% Dec 2023
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Brian McDonald 19k $1.5M 100% Sep 2023
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ShoreHaven Wealth Partners 19k $1.6M 4% Dec 2023
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Interactive Financial Advisors 19k $414k 234% Dec 2023
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Mml Investors Services 18k $1.4M -3% Sep 2023
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Community Bank 17k $1.4M -27% Dec 2023
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Fort Point Capital Partners 16k $1.3M 100% Dec 2023
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Commerce Bank N A 15k $1.2M -15% Dec 2023
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Tower Research Capital 15k $1.1M -24% Sep 2023
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Advisory Services Network 13k $1.0M 20% Dec 2023
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National Bank Of Canada /fi/ 12k $1.0M 0% Dec 2023
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Global Retirement Partners 12k $995k -23% Dec 2023
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Northern Trust 12k $950k 0% Sep 2023
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William Blair $ Company 12k $955k -8% Dec 2023
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Kestra Advisory Services 12k $955k -89% Dec 2023
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Rockefeller Capital Management 12k $954k -3% Dec 2023
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Strategic Financial 11k $939k -2% Dec 2023
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Main Street Financial Solutions 11k $919k 9% Dec 2023
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Melone Private Wealth 11k $916k -2% Dec 2023
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Dynamic Advisors Solutions 11k $899k -32% Dec 2023
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Jane Street 11k $882k -36% Dec 2023
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D.A. Davidson & Co. 11k $870k 1% Dec 2023
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Oxinas Partners Wealth Management 10k $857k -10% Dec 2023
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New Legacy Group 10k $781k 0% Sep 2023
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JT Stratford 9.7k $796k -17% Dec 2023
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Baird Financial 8.8k $721k -19% Dec 2023
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Capital Advisors 8.3k $682k 0% Dec 2023
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Equitable Holdings 8.2k $637k -31% Sep 2023
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RFG Advisory 8.0k $660k 1% Dec 2023
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Envestnet Portfolio Solutions 7.8k $643k 100% Dec 2023
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J.w. Cole Advisors 7.7k $634k 0% Dec 2023
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Cooper Financial Group 7.7k $633k 0% Dec 2023
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Bsc Private Wealth Management 7.4k $612k -11% Dec 2023
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Cetera Investment Advisers 7.4k $581k -10% Sep 2023
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Empirical Financial Services, LLC d/b/a Empirical Wealth Management 7.2k $591k -48% Dec 2023
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D. E. Shaw & Co 6.8k $558k 100% Dec 2023
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Elk River Wealth Management 6.8k $556k -1% Dec 2023
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Mercer Global Advisors 6.5k $536k 0% Dec 2023
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IFG Advisory 6.5k $534k -3% Dec 2023
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Great Valley Advisor Group 6.1k $502k 100% Dec 2023
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Executive Wealth Group 6.1k $502k 1% Dec 2023
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Coldstream Capital Management 5.9k $486k 0% Dec 2023
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Tranquility Partners 5.9k $483k 0% Dec 2023
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National Asset Management 5.7k $470k -15% Dec 2023
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U.S. Capital Wealth Advisors 5.6k $462k 0% Dec 2023
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Claro Advisors 5.5k $456k 3% Dec 2023
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First Republic Investment Management 5.4k $418k -28% Sep 2023
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United Capital Financial Advisers 5.3k $435k -41% Dec 2023
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Relyea Zuckerberg Hanson 5.3k $432k 0% Dec 2023
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Steward Partners Investment Advisory 5.2k $428k 0% Dec 2023
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Maltin Wealth Management 5.2k $428k 1% Dec 2023
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GSG Advisors 4.9k $403k 1% Dec 2023
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KWB Wealth 4.9k $399k -13% Dec 2023
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Beacon Pointe Advisors 4.5k $373k 1% Dec 2023
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First Hawaiian Bank 4.4k $364k 0% Dec 2023
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Savant Capital Management 4.2k $349k 0% Dec 2023
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FinTrust Capital Advisors 4.2k $328k 47% Sep 2023
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Monument Group Wealth Advisors 4.1k $339k 100% Dec 2023
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Truadvice 4.0k $304k 100% Sep 2023
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Ferguson Wellman Capital Management 4.0k $326k 0% Dec 2023
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GSA Capital Partners 4.0k $326k -3% Dec 2023
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Focus Financial Network 3.8k $315k 100% Dec 2023
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Sequoia Financial Advisors 3.6k $292k -1% Dec 2023
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Fiduciary Trust Company 3.5k $287k 0% Dec 2023
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Tilson Financial Group 3.5k $285k -20% Dec 2023
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Flagship Harbor Advisors 3.4k $277k 0% Dec 2023
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Nbc Securities 3.4k $275k 110% Dec 2023
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Capital Advisors Wealth Management 3.3k $275k 11% Dec 2023
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Schnieders Capital Management 3.3k $275k 0% Dec 2023
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Carnick & Kubik 3.3k $268k -18% Dec 2023
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Vaughan And Company Securities 3.2k $267k -7% Dec 2023
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Pacitti Group 3.2k $250k 5% Sep 2023
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Efficient Advisors 3.2k $260k 2% Dec 2023
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Davenport & Co 3.1k $255k -13% Dec 2023
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Burns Wealth Management 3.1k $242k -8% Sep 2023
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West Coast Financial 3.0k $247k 0% Dec 2023
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Avant Capital 3.0k $233k 0% Sep 2023
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Virtus Family Office 3.0k $232k 5% Sep 2023
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Old National Trust Company 2.9k $237k 0% Dec 2023
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Apollon Wealth Management 2.9k $235k 0% Dec 2023
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FMR 2.8k $215k -49% Sep 2023
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Webster Bank, N. A. 2.7k $224k 0% Dec 2023
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Western Wealth Management 2.7k $222k 0% Dec 2023
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Wealth Enhancement Advisory Services 2.6k $216k 100% Dec 2023
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GPS Wealth Strategies Group 2.5k $207k -50% Dec 2023
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Rsm Us Wealth Management 2.5k $206k 100% Dec 2023
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GW & Wade 2.5k $204k 100% Dec 2023
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Atria Wealth Solutions 2.5k $203k -6% Dec 2023
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AdvisorNet Financial 2.4k $200k -79% Dec 2023
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Us Bancorp 2.3k $191k 0% Dec 2023
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Cardiff Park Advisors 2.3k $186k 1% Dec 2023
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Lindbrook Capital 2.2k $181k 0% Dec 2023
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Qube Research & Technologies 2.0k $155k 100% Sep 2023
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Nelson, Van Denburg & Campbell Wealth Management 1.8k $151k -58% Dec 2023
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Central Trust & Investment 1.8k $151k 21% Dec 2023
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Geneos Wealth Management 1.8k $151k 0% Dec 2023
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Fifth Third Bancorp 1.8k $148k 0% Dec 2023
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Cullen Frost Bankers 1.4k $116k 100% Dec 2023
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Proequities 1.2k $102M 0% Dec 2023
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IFP Advisors 1.2k $96k -47% Dec 2023
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Western Pacific Wealth Management 1.2k $95k 0% Dec 2023
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Who sold out of WisdomTree Equity Income Fund?

Fund or Company Name Date Sold Shares Held Valued At
Win Advisors Sep 2023 56k $4.3M
Pacific Wealth Management Sep 2023 49k $3.8M
International Assets Investment Management Sep 2023 48k $2.5M
DHK Financial Advisors Sep 2023 40k $3.1M
Maripau Wealth Management Sep 2023 5.5k $427k
Arete Wealth Advisors Sep 2023 3.4k $268k
Iams Wealth Management Sep 2023 3.3k $259k
Stock Yards Trust Company Sep 2023 3.0k $234k
Headinvest Sep 2023 3.0k $226k
Sym Financial Corporation Sep 2023 1.7k $136k
First Manhattan Jun 2023 1.3k $103k
Quadrant Capital Sep 2023 1.3k $101k