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 859k $87M 2% Sep 2025
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Wells Fargo & Company 535k $54M 6% Sep 2025
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LPL Financial 415k $42M -2% Sep 2025
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Cetera Investment Advisers 387k $39M 3% Sep 2025
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Linscomb & Williams 338k $34M -2% Sep 2025
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Morgan Stanley 302k $29M 100% Jun 2025
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Invenio Wealth Partners 192k $19M -7% Sep 2025
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Colony 176k $18M -19% Sep 2025
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Mb, Levis & Associates 159k $16M 0% Sep 2025
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Ameriprise Financial 139k $14M 5% Sep 2025
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Kestra Advisory Services 118k $12M -2% Sep 2025
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Envestnet Asset Management 116k $12M 12% Sep 2025
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Advisor Group Holdings 98k $9.9M -2% Sep 2025
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Stonebridge Wealth Management 96k $9.7M -2% Sep 2025
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UBS Group 94k $9.5M 15% Sep 2025
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Raymond James Financial 94k $9.4M -2% Sep 2025
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Mariner Wealth Advisors 82k $8.3M 4% Sep 2025
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Evanson Asset Management 80k $8.1M 0% Sep 2025
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Private Advisor 67k $6.8M 6% Sep 2025
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1 North Wealth Services 63k $6.3M -34% Sep 2025
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Precedent Wealth Partners 60k $6.0M 0% Sep 2025
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Royal Bank of Canada 60k $6.0M 14% Sep 2025
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Jpmorgan Chase & Co 50k $5.0M -14% Sep 2025
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Good Life Advisors 49k $4.7M 1% Jun 2025
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NFP Retirement 48k $4.6M 0% Sep 2025
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Global Retirement Partners 47k $4.8M 63% Sep 2025
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Goldman Sachs Group 43k $4.4M 882% Sep 2025
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Ffg Retirement Advisors 43k $4.3M 17% Sep 2025
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Captrust Financial Advisors 43k $4.3M 0% Sep 2025
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PBMares Wealth Management 35k $3.5M -1% Sep 2025
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Commonwealth Equity Services 34k $3.5M -8% Sep 2025
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Mutual Advisors 34k $3.4M -1% Sep 2025
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Cambridge Investment Research Advisors 34k $3.4M 8% Sep 2025
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Jones Financial Companies, L.L 33k $3.3M -2% Sep 2025
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Lvm Capital Management 32k $3.3M -4% Sep 2025
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Gts Securities 30k $3.1M 511% Sep 2025
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Mml Investors Services 29k $2.9M -4% Sep 2025
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JT Stratford 27k $2.7M 17% Sep 2025
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HighTower Advisors 26k $2.6M 6% Sep 2025
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Susquehanna International 25k $2.5M 60% Sep 2025
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Commerce Bank N A 25k $2.5M 1% Sep 2025
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CLS Investments 25k $2.5M 4% Sep 2025
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Honkamp Krueger Financial Services 23k $2.3M -3% Sep 2025
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William Blair $ Company 22k $2.2M 0% Sep 2025
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Janney Montgomery Scott 22k $2.2M 7% Sep 2025
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Branch Banking & Trust Company 21k $2.2M 13% Sep 2025
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Creative Planning 20k $2.0M 0% Sep 2025
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Central Trust & Investment 18k $1.8M 82% Sep 2025
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Cherry Tree Wealth Management 17k $1.7M -1% Sep 2025
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Barnes Wealth Management Group 17k $1.7M 5% Sep 2025
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D.A. Davidson & Co. 17k $1.7M 11% Sep 2025
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J.w. Cole Advisors 16k $1.6M 0% Sep 2025
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Pensionmark Financial Group 16k $1.6M 0% Sep 2025
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Virtus Family Office 15k $1.5M 71% Sep 2025
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BancorpSouth Bank 15k $1.5M -1% Sep 2025
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Keebeck Wealth Management 15k $1.5M 21% Sep 2025
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Community Bank 14k $1.4M 0% Sep 2025
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Envestnet Portfolio Solutions 14k $1.4M 13% Sep 2025
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CI Private Wealth 14k $1.4M -17% Sep 2025
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Axis Wealth Partners 14k $1.4M -2% Sep 2025
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Uhlmann Price Securities 12k $1.2M 163% Sep 2025
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Rockefeller Capital Management 12k $1.2M 3% Sep 2025
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ShoreHaven Wealth Partners 12k $1.2M 77% Sep 2025
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Dynamic Advisors Solutions 12k $1.2M -1% Sep 2025
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Empirical Financial Services, LLC d/b/a Empirical Wealth Management 12k $1.2M 3% Sep 2025
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Northern Trust 11k $1.1M -16% Sep 2025
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Goss Wealth Management 11k $1.1M 1% Sep 2025
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Melone Private Wealth 11k $1.1M 3% Sep 2025
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Merit Financial Group 11k $1.1M -4% Sep 2025
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Botty Investors 10k $1.0M -52% Sep 2025
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Warren Averett Asset Management 10k $1.0M 0% Sep 2025
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SBI Securities 9.8k $991k -2% Sep 2025
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Stifel Financial 9.0k $912k 20% Sep 2025
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Beacon Pointe Advisors 8.9k $896k 84% Sep 2025
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Advisory Services Network 8.8k $883k -2% Sep 2025
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Oxinas Partners Wealth Management 8.5k $853k 0% Sep 2025
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Capital Advisors 8.2k $827k -1% Sep 2025
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Brian McDonald 7.6k $761k -1% Sep 2025
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Main Street Financial Solutions 7.5k $756k -6% Sep 2025
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Fifth Third Securities 7.5k $751k 257% Sep 2025
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Wealth Enhancement Advisory Services 7.5k $751k -28% Sep 2025
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Maridea Wealth Management 6.8k $682k 100% Sep 2025
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FMR 6.6k $665k 7% Sep 2025
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Farther Finance Advisors 6.6k $664k 5% Sep 2025
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Northwestern Mutual Wealth Management Company 6.4k $640k -16% Sep 2025
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Bsc Private Wealth Management 6.1k $613k 0% Sep 2025
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Savant Capital Management 5.9k $593k 0% Sep 2025
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Passive Capital Management 5.8k $591k 0% Sep 2025
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U.S. Capital Wealth Advisors 5.6k $567k 0% Sep 2025
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Elk River Wealth Management 5.5k $554k -5% Sep 2025
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Coldstream Capital Management 5.3k $535k -10% Sep 2025
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AQR Capital Management 5.3k $533k 100% Sep 2025
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Relyea Zuckerberg Hanson 5.2k $520k -2% Sep 2025
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Nelson Roberts Investment Advisors 4.9k $498k 0% Sep 2025
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MSH Capital Advisors 4.9k $498k 13% Sep 2025
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Integrated Wealth Concepts 4.9k $497k -4% Sep 2025
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Flagship Harbor Advisors 4.9k $491k 4% Sep 2025
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Steward Partners Investment Advisory 4.9k $491k -36% Sep 2025
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GSG Advisors 4.8k $490k -5% Sep 2025
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Interactive Financial Advisors 4.7k $476k -20% Sep 2025
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Nelson, Van Denburg & Campbell Wealth Management 4.6k $463k -6% Sep 2025
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National Bank Of Canada /fi/ 4.5k $453k 0% Sep 2025
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Avestar Capital 4.4k $447k 0% Sep 2025
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Tower Research Capital 4.4k $447k -32% Sep 2025
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IFG Advisory 4.4k $440k -9% Sep 2025
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Atria Investments 4.4k $440k 3% Sep 2025
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TFC Financial Management 4.4k $440k -9% Sep 2025
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Capital Investment Advisors 4.3k $438k 3% Sep 2025
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Maltin Wealth Management 4.3k $436k 1% Sep 2025
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Fiduciary Trust Company 4.2k $423k 0% Sep 2025
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Nbc Securities 4.2k $419k -21% Sep 2025
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Park Avenue Securities 4.1k $415k 5% Sep 2025
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H D Vest Advisory Services 4.1k $395k 6% Jun 2025
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Tempus Wealth Planning 4.0k $402k 2% Sep 2025
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Stratos Wealth Partners 3.9k $391k -10% Sep 2025
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Summit Financial 3.9k $391k -3% Sep 2025
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Western Wealth Management 3.7k $377k 0% Sep 2025
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Capital Advisors Wealth Management 3.7k $375k 1% Sep 2025
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Evolution Wealth Management 3.7k $369k -5% Sep 2025
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Sequoia Financial Advisors 3.6k $367k 0% Sep 2025
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Tilson Financial Group 3.5k $355k 1% Sep 2025
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Mercer Global Advisors 3.4k $344k 7% Sep 2025
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Apollon Wealth Management 3.4k $340k 35% Sep 2025
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M^T Bank Corporation 3.4k $338k 0% Sep 2025
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Tranquility Partners 3.4k $338k -43% Sep 2025
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Schnieders Capital Management 3.3k $337k 100% Sep 2025
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Schnieders Capital Management 3.3k $321k 0% Jun 2025
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Mullooly Asset Management 3.3k $328k 1% Sep 2025
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Baird Financial 3.3k $328k 0% Sep 2025
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Vaughan And Company Securities 3.2k $327k 0% Sep 2025
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Edge Financial Advisors 3.1k $314k 1% Sep 2025
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Ronald Blue Trust 3.0k $303k 0% Sep 2025
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HPM Partners 3.0k $302k 0% Sep 2025
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Comprehensive Financial Consultants Institutional 3.0k $302k 0% Sep 2025
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Equitable Holdings 3.0k $300k -7% Sep 2025
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United Capital Financial Advisers 2.9k $292k -9% Sep 2025
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Old National Trust Company 2.9k $291k 0% Sep 2025
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Buckingham Strategic Partners 2.8k $287k -43% Sep 2025
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Pacitti Group 2.8k $285k 1% Sep 2025
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Cooper Financial Group 2.8k $282k -9% Sep 2025
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National Asset Management 2.8k $278k -24% Sep 2025
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Friday Financial 2.8k $277k 0% Sep 2025
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Wick Capital Partners 2.7k $271k -40% Sep 2025
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Vivaldi Capital Management 2.7k $268k 0% Sep 2025
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17 Capital Partners 2.6k $264k 19% Sep 2025
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Signal Advisors Wealth 2.6k $258k 100% Sep 2025
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Optiver Holding B.V. 2.5k $257k 100% Sep 2025
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Concurrent Investment Advisors 2.5k $254k 100% Sep 2025
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KWB Wealth 2.5k $241k -3% Sep 2025
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GPS Wealth Strategies Group 2.5k $253k 0% Sep 2025
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Who sold out of WisdomTree Equity Income Fund?

Fund or Company Name Date Sold Shares Held Valued At
Saxon Interests Jun 2025 11k $1.1M
Jane Street Jun 2025 4.8k $461k
Monument Group Wealth Advisors Jun 2025 4.1k $395k
Bank of New York Mellon Jun 2025 3.3k $314k
Kovitz Investment Group Partners Jun 2025 3.2k $311k
West Coast Financial Mar 2025 3.0k $298k