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 $88M 0% Dec 2025
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Wells Fargo & Company 529k $54M -1% Dec 2025
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Cetera Investment Advisers 402k $41M 4% Dec 2025
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LPL Financial 400k $41M -4% Dec 2025
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Linscomb & Williams 337k $34M 0% Dec 2025
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Invenio Wealth Partners 184k $19M -4% Dec 2025
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Mb, Levis & Associates 157k $16M -2% Dec 2025
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Colony 148k $15M -16% Dec 2025
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Kestra Advisory Services 117k $12M -1% Dec 2025
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Envestnet Asset Management 116k $12M 0% Dec 2025
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Raymond James Financial 100k $10M 7% Dec 2025
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Ameriprise Financial 100k $10M -28% Dec 2025
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Stonebridge Wealth Management 93k $9.4M -4% Dec 2025
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UBS Group 90k $9.2M -4% Dec 2025
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Mariner Wealth Advisors 90k $9.1M 9% Dec 2025
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Evanson Asset Management 80k $8.1M 0% Dec 2025
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Advisor Group Holdings 75k $7.6M -24% Dec 2025
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Private Advisor 72k $7.4M 7% Dec 2025
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1 North Wealth Services 65k $6.6M 4% Dec 2025
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Royal Bank of Canada 60k $6.0M 14% Sep 2025
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Precedent Wealth Partners 59k $6.0M -2% Dec 2025
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NFP Retirement 53k $5.4M 5% Dec 2025
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Jpmorgan Chase & Co 50k $5.0M 100% Sep 2025
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Global Retirement Partners 50k $5.1M 5% Dec 2025
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Goldman Sachs Group 43k $4.4M 0% Dec 2025
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Ffg Retirement Advisors 43k $4.3M -1% Dec 2025
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Captrust Financial Advisors 40k $4.0M -7% Dec 2025
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Cambridge Investment Research Advisors 37k $3.7M 8% Dec 2025
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Commonwealth Equity Services 36k $3.7M 5% Dec 2025
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Gts Securities 36k $3.6M 18% Dec 2025
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Jones Financial Companies, L.L 35k $3.6M 5% Dec 2025
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PBMares Wealth Management 35k $3.5M -1% Sep 2025
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Mutual Advisors 34k $3.5M 0% Dec 2025
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Catalyst Investment Management 33k $3.4M 100% Dec 2025
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Lvm Capital Management 29k $3.0M -9% Dec 2025
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JT Stratford 29k $3.0M 8% Dec 2025
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Susquehanna International 28k $2.9M 13% Dec 2025
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CLS Investments 25k $2.6M 1% Dec 2025
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HighTower Advisors 24k $2.4M -6% Dec 2025
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Commerce Bank N A 24k $2.4M -6% Dec 2025
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Honkamp Krueger Financial Services 23k $2.3M -1% Dec 2025
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William Blair $ Company 22k $2.2M 0% Sep 2025
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Janney Montgomery Scott 21k $2.1M -6% Dec 2025
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Branch Banking & Trust Company 21k $2.1M -4% Dec 2025
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Creative Planning 20k $2.1M 0% Dec 2025
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D.A. Davidson & Co. 19k $1.9M 14% Dec 2025
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Central Trust & Investment 19k $1.9M 3% Dec 2025
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Cherry Tree Wealth Management 17k $1.7M 0% Dec 2025
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Barnes Wealth Management Group 16k $1.6M -3% Dec 2025
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J.w. Cole Advisors 16k $1.6M 1% Dec 2025
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Pensionmark Financial Group 15k $1.5M -3% Dec 2025
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Envestnet Portfolio Solutions 15k $1.5M 7% Dec 2025
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Virtus Family Office 15k $1.5M -1% Dec 2025
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Keebeck Wealth Management 15k $1.5M 0% Dec 2025
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BancorpSouth Bank 15k $1.5M 0% Dec 2025
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Community Bank 14k $1.5M 0% Dec 2025
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Mml Investors Services 14k $1.5M -50% Dec 2025
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Axis Wealth Partners 13k $1.3M -4% Dec 2025
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Dynamic Advisors Solutions 13k $1.3M 6% Dec 2025
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ShoreHaven Wealth Partners 13k $1.3M 5% Dec 2025
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Uhlmann Price Securities 12k $1.3M 1% Dec 2025
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Merit Financial Group 12k $1.3M 15% Dec 2025
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Rockefeller Capital Management 12k $1.2M 2% Dec 2025
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Americana Partners 12k $1.2M 100% Dec 2025
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Empirical Financial Services, LLC d/b/a Empirical Wealth Management 12k $1.2M 0% Dec 2025
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Northern Trust 11k $1.2M 0% Dec 2025
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Melone Private Wealth 11k $1.1M -1% Dec 2025
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AssuredPartners Investment Advisors 11k $1.1M 100% Dec 2025
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Botty Investors 10k $1.1M 0% Dec 2025
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SBI Securities 9.8k $1.0M 0% Dec 2025
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Warren Averett Asset Management 9.5k $970k -7% Dec 2025
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Advisory Services Network 8.9k $911k 2% Dec 2025
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Stifel Financial 8.9k $906k -2% Dec 2025
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Goss Wealth Management 8.6k $880k -23% Dec 2025
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Farther Finance Advisors 8.5k $869k 29% Dec 2025
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Oxinas Partners Wealth Management 8.5k $862k 0% Dec 2025
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Northwestern Mutual Wealth Management Company 8.3k $840k 30% Dec 2025
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TFC Financial Management 8.2k $832k 87% Dec 2025
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Fifth Third Securities 7.6k $778k 3% Dec 2025
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Capital Advisors 7.6k $776k -7% Dec 2025
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Sanctuary Advisors 7.0k $708k 0% Dec 2025
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Wealth Enhancement Advisory Services 6.9k $713k -7% Dec 2025
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Maridea Wealth Management 6.8k $689k 0% Dec 2025
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FMR 6.6k $665k 7% Sep 2025
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Brian McDonald 6.6k $669k -13% Dec 2025
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Mercer Global Advisors 6.5k $666k 92% Dec 2025
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Bsc Private Wealth Management 6.1k $619k 0% Dec 2025
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Savant Capital Management 5.9k $599k 0% Dec 2025
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Passive Capital Management 5.8k $587k 0% Dec 2025
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U.S. Capital Wealth Advisors 5.6k $573k 0% Dec 2025
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EFG International 5.4k $551k 100% Dec 2025
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Main Street Financial Solutions 5.4k $547k -29% Dec 2025
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Coldstream Capital Management 5.3k $541k 0% Dec 2025
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Elk River Wealth Management 5.3k $540k -4% Dec 2025
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AQR Capital Management 5.3k $533k 100% Sep 2025
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Relyea Zuckerberg Hanson 5.0k $505k -4% Dec 2025
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MSH Capital Advisors 4.9k $504k 0% Dec 2025
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Flagship Harbor Advisors 4.9k $498k 0% Dec 2025
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GSG Advisors 4.9k $496k 1% Dec 2025
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Nelson Roberts Investment Advisors 4.7k $479k -5% Dec 2025
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Harfst & Associates 4.7k $478k 100% Dec 2025
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Nelson, Van Denburg & Campbell Wealth Management 4.6k $467k 0% Dec 2025
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Avestar Capital 4.5k $463k 2% Dec 2025
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National Bank Of Canada /fi/ 4.5k $458k 0% Dec 2025
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IFG Advisory 4.4k $447k 1% Dec 2025
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Maltin Wealth Management 4.4k $445k 1% Dec 2025
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Capital Investment Advisors 4.3k $443k 0% Dec 2025
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Fiduciary Trust Company 4.2k $427k 0% Dec 2025
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Tempus Wealth Planning 4.0k $407k 0% Dec 2025
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Steward Partners Investment Advisory 3.9k $401k -19% Dec 2025
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Oppenheimer & Co 3.9k $398k 100% Dec 2025
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Park Avenue Securities 3.9k $394k -6% Dec 2025
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Stratos Wealth Partners 3.9k $393k -1% Dec 2025
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Capital Advisors Wealth Management 3.8k $388k 2% Dec 2025
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Western Wealth Management 3.8k $382k 0% Dec 2025
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Summit Financial 3.8k $382k -3% Dec 2025
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Nbc Securities 3.7k $374k -12% Dec 2025
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Sequoia Financial Advisors 3.7k $373k 1% Dec 2025
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Evolution Wealth Management 3.6k $368k -1% Dec 2025
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Tilson Financial Group 3.6k $362k 1% Dec 2025
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Comprehensive Financial Consultants Institutional 3.5k $355k 16% Dec 2025
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Atria Investments 3.4k $348k -22% Dec 2025
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Apollon Wealth Management 3.4k $344k 0% Dec 2025
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M^T Bank Corporation 3.4k $342k 0% Dec 2025
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Tranquility Partners 3.4k $342k 0% Dec 2025
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Schnieders Capital Management 3.3k $340k 0% Dec 2025
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Mullooly Asset Management 3.3k $335k 1% Dec 2025
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Vaughan And Company Securities 3.2k $330k 0% Dec 2025
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Baird Financial 3.2k $330k 0% Dec 2025
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17 Capital Partners 3.2k $321k 20% Dec 2025
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Edge Financial Advisors 3.1k $312k -2% Dec 2025
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Vivaldi Capital Management 3.0k $310k 14% Dec 2025
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Clear Trail Advisors 3.0k $306k 100% Dec 2025
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HPM Partners 3.0k $306k 0% Dec 2025
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Concurrent Investment Advisors 3.0k $303k 18% Dec 2025
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Interactive Financial Advisors 2.9k $296k -38% Dec 2025
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Ronald Blue Trust 2.9k $296k -4% Dec 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 $294k 0% Dec 2025
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Pacitti Group 2.8k $290k 1% Dec 2025
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Buckingham Strategic Partners 2.8k $290k 0% Dec 2025
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Equitable Holdings 2.8k $286k -6% Dec 2025
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Caldwell Sutter Capital 2.8k $284k 15% Dec 2025
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Cooper Financial Group 2.8k $282k -1% Dec 2025
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National Asset Management 2.8k $278k -24% Sep 2025
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Friday Financial 2.8k $280k 0% Dec 2025
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Nations Financial Group 2.7k $279k 22% Dec 2025
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MOR Wealth Management 2.7k $277k 100% Dec 2025
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Wick Capital Partners 2.7k $274k 0% Dec 2025
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BlackRock 2.5k $257k 1739% Dec 2025
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Signal Advisors Wealth 2.4k $249k -5% Dec 2025
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Tower Research Capital 578.00 $59k -87% Dec 2025
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Who sold out of WisdomTree Equity Income Fund?

Fund or Company Name Date Sold Shares Held Valued At
CI Private Wealth Sep 2025 14k $1.4M
Beacon Pointe Advisors Sep 2025 8.9k $896k
Integrated Wealth Concepts Sep 2025 4.9k $497k
Optiver Holding B.V. Sep 2025 2.5k $257k