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 862k $94M 0% Mar 2026
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Morgan Stanley 492k $54M 54% Mar 2026
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Bank of America Corporation 474k $54M 4% Jun 2026
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Wells Fargo & Company 463k $53M -10% Jun 2026
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Cetera Investment Advisers 425k $48M 3% Jun 2026
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LPL Financial 396k $45M -2% Jun 2026
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Linscomb & Williams 289k $33M -3% Jun 2026
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Kestra Advisory Services 235k $27M 5% Jun 2026
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Mb, Levis & Associates 159k $18M 0% Jun 2026
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Colony 145k $16M -2% Jun 2026
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Envestnet Asset Management 123k $14M 5% Jun 2026
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Goldman Sachs Group 115k $13M 165% Jun 2026
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Ameriprise Financial 109k $12M 5% Jun 2026
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Raymond James Financial 108k $12M -2% Jun 2026
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Advisor Group Holdings 97k $11M 16% Jun 2026
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UBS Group 91k $10M 1% Jun 2026
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Stonebridge Wealth Management 86k $9.7M 0% Jun 2026
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Goss Wealth Management 80k $9.1M 2% Jun 2026
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Evanson Asset Management 77k $8.4M -4% Mar 2026
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Evanson Financial 76k $8.7M 100% Jun 2026
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Mariner Wealth Advisors 73k $8.3M -14% Jun 2026
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Royal Bank of Canada 70k $6.3M 4% Jun 2026
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Stratos Wealth Partners 67k $7.6M 4% Jun 2026
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1 North Wealth Services 65k $7.4M 4% Jun 2026
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Jpmorgan Chase & Co 65k $7.4M 100% Jun 2026
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Global Retirement Partners 64k $7.3M 29% Jun 2026
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Private Advisor 63k $7.1M 30% Jun 2026
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NFP Retirement 56k $6.4M -2% Jun 2026
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Precedent Wealth Partners 55k $6.3M 0% Jun 2026
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Ffg Retirement Advisors 45k $5.1M 1% Jun 2026
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Branch Banking & Trust Company 41k $4.7M 113% Jun 2026
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Cambridge Investment Research Advisors 40k $4.6M 6% Jun 2026
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Commonwealth Equity Services 40k $4.5M 5% Jun 2026
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Captrust Financial Advisors 39k $4.4M -1% Jun 2026
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Jones Financial Companies, L.L 39k $4.5M 5% Jun 2026
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Catalyst Investment Management 36k $4.0M 35% Jun 2026
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Mutual Advisors 34k $3.9M 0% Jun 2026
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Creative Planning 33k $3.8M 65% Jun 2026
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D.A. Davidson & Co. 33k $3.8M 42% Jun 2026
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JT Stratford 33k $3.8M 4% Jun 2026
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Streettalk Advisors 30k $3.5M -3% Jun 2026
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Lvm Capital Management 29k $3.3M -1% Jun 2026
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Apella Capital 26k $3.0M 0% Jun 2026
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Invenio Wealth Partners 26k $2.9M 0% Jun 2026
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HighTower Advisors 25k $2.8M 4% Jun 2026
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William Blair $ Company 22k $2.5M 0% Jun 2026
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Central Trust & Investment 21k $2.4M 3% Jun 2026
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Commerce Bank N A 21k $2.4M -2% Jun 2026
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Janney Montgomery Scott 21k $2.4M 3% Jun 2026
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CLS Investments 21k $2.3M -5% Jun 2026
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Honkamp Krueger Financial Services 20k $2.3M -2% Jun 2026
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Envestnet Portfolio Solutions 17k $2.0M 9% Jun 2026
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Dynamic Advisors Solutions 17k $2.0M 17% Jun 2026
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Susquehanna International 16k $1.9M 298% Jun 2026
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Virtus Family Office 16k $1.9M 7% Jun 2026
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Cherry Tree Wealth Management 16k $1.8M -2% Jun 2026
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J.w. Cole Advisors 16k $1.8M 0% Jun 2026
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Barnes Wealth Management Group 16k $1.8M -1% Jun 2026
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Pensionmark Financial Group 15k $1.7M 0% Jun 2026
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FMR 15k $1.7M 103% Jun 2026
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Community Bank 15k $1.7M 5% Jun 2026
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Dickmeyer Boyce Financial Management 15k $1.7M 18% Jun 2026
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Keebeck Wealth Management 15k $1.7M 0% Jun 2026
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Pension & Wealth Management Advisors 14k $1.6M -1% Jun 2026
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Huntington National Bank 14k $1.6M 0% Jun 2026
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Mml Investors Services 13k $1.5M 10% Jun 2026
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Axis Wealth Partners 13k $1.5M -2% Jun 2026
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Savant Capital Management 13k $1.4M 117% Jun 2026
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Rockefeller Capital Management 13k $1.4M 0% Jun 2026
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Uhlmann Price Securities 13k $1.4M 2% Jun 2026
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Americana Partners 12k $1.4M 0% Jun 2026
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Empirical Financial Services, LLC d/b/a Empirical Wealth Management 12k $1.3M 0% Jun 2026
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Merit Financial Group 12k $1.3M -3% Jun 2026
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Northern Trust 11k $1.3M 0% Jun 2026
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Melone Private Wealth 11k $1.2M -2% Jun 2026
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Stifel Financial 10k $1.2M -5% Jun 2026
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AssuredPartners Investment Advisors 10k $1.2M 0% Jun 2026
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Warren Averett Asset Management 9.2k $1.1M 0% Jun 2026
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Mercer Global Advisors 9.2k $1.0M 48% Jun 2026
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SBI Securities 9.2k $1.0M -4% Jun 2026
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Fortune Financial Group 8.9k $1.0M 100% Jun 2026
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Advisory Services Network 8.9k $1.0M -1% Jun 2026
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SFG Wealth Management 8.2k $935k 100% Jun 2026
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Northwestern Mutual Wealth Management Company 8.2k $933k -4% Jun 2026
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Farther Finance Advisors 8.2k $931k 0% Jun 2026
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TFC Financial Management 8.0k $908k 0% Jun 2026
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Beacon Pointe Advisors 7.9k $894k 244% Jun 2026
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ShoreHaven Wealth Partners 7.8k $887k -2% Jun 2026
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CI Private Wealth 7.6k $866k -2% Jun 2026
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Capital Advisors 7.5k $853k -2% Jun 2026
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Oxinas Partners Wealth Management 7.3k $834k -9% Jun 2026
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Fifth Third Bancorp 7.3k $826k -8% Jun 2026
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HPM Partners 7.0k $795k 0% Jun 2026
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Sanctuary Advisors 7.0k $791k 0% Jun 2026
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SRS Capital Advisors 6.8k $776k 580% Jun 2026
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Wiley Bros.-aintree Capital 6.8k $774k 100% Jun 2026
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Maridea Wealth Management 6.8k $769k 0% Jun 2026
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AQR Capital Management 6.2k $705k 1% Jun 2026
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Bsc Private Wealth Management 5.9k $673k -6% Jun 2026
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Passive Capital Management 5.8k $587k 0% Jun 2026
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U.S. Capital Wealth Advisors 5.6k $614k 0% Mar 2026
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MSH Capital Advisors 5.3k $603k 5% Jun 2026
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Coldstream Capital Management 5.3k $602k 0% Jun 2026
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Main Street Financial Solutions 5.3k $597k 0% Jun 2026
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Sontag Advisory 5.2k $594k 161% Jun 2026
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Flagship Harbor Advisors 5.2k $592k 5% Jun 2026
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Avestar Capital 5.0k $564k 0% Jun 2026
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Relyea Zuckerberg Hanson 4.9k $556k 0% Jun 2026
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Caldwell Sutter Capital 4.8k $540k 28% Jun 2026
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AlphaCore Capital 4.7k $539k 100% Jun 2026
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Elk River Wealth Management 4.7k $539k 0% Jun 2026
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Nelson Roberts Investment Advisors 4.7k $534k 0% Jun 2026
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Harfst & Associates 4.7k $532k -7% Jun 2026
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National Bank Of Canada /fi/ 4.5k $511k 0% Jun 2026
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Nelson, Van Denburg & Campbell Wealth Management 4.5k $511k -2% Jun 2026
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EFG International 4.4k $506k 0% Jun 2026
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Capital Investment Advisors 4.3k $494k 0% Jun 2026
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IFG Advisory 4.3k $489k 100% Jun 2026
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Fiduciary Trust Company 4.2k $477k 0% Jun 2026
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Integrated Wealth Concepts 4.1k $463k -2% Jun 2026
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Maltin Wealth Management 4.0k $455k 1% Jun 2026
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Tempus Wealth Planning 3.9k $444k 0% Jun 2026
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Evolution Wealth Management 3.9k $444k 2% Jun 2026
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Capital Advisors Wealth Management 3.9k $443k 2% Jun 2026
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GSG Advisors 3.9k $440k -13% Jun 2026
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Concurrent Investment Advisors 3.8k $437k 14% Jun 2026
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Western Wealth Management 3.8k $436k -1% Jun 2026
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17 Capital Partners 3.8k $431k 11% Jun 2026
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BlackRock 3.7k $415k 4% Jun 2026
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Tilson Financial Group 3.6k $409k 1% Jun 2026
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Steward Partners Investment Advisory 3.5k $396k -12% Jun 2026
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Comprehensive Financial Consultants Institutional 3.5k $394k -1% Jun 2026
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Sequoia Financial Advisors 3.5k $393k 1% Jun 2026
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Wealth Enhancement Advisory Services 3.4k $387k 100% Jun 2026
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Tranquility Partners 3.4k $382k 0% Jun 2026
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Mullooly Asset Management 3.3k $380k 1% Jun 2026
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Schnieders Capital Management 3.3k $380k 0% Jun 2026
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Park Avenue Securities 3.3k $370k -14% Jun 2026
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United Capital Financial Advisers 3.1k $357k 0% Jun 2026
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Atria Investments 3.0k $344k 1% Jun 2026
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Compass Capital Management 3.0k $341k 0% Jun 2026
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Clear Trail Advisors 3.0k $341k 0% Jun 2026
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Equitable Holdings 3.0k $340k 1% Jun 2026
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Nations Financial Group 3.0k $340k 3% Jun 2026
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Pacitti Group 2.9k $327k 1% Jun 2026
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Interactive Financial Advisors 2.9k $314k 4% Jun 2026
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Summit Financial 2.9k $325k -24% Jun 2026
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Buckingham Strategic Partners 2.8k $323k 0% Jun 2026
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D. E. Shaw & Co 2.8k $317k 100% Jun 2026
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Vaughan And Company Securities 2.8k $314k -15% Jun 2026
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Ronald Blue Trust 2.6k $301k -9% Jun 2026
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Old National Trust Company 2.3k $262k -20% Jun 2026
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Oppenheimer & Co 2.2k $248k -35% Jun 2026
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Gateway Wealth Partners 2.0k $229k -47% Jun 2026
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Horizon Investments 1.8k $206k -50% Jun 2026
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Nbc Securities 1.2k $141k -62% Jun 2026
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Who sold out of WisdomTree Equity Income Fund?

Fund or Company Name Date Sold Shares Held Valued At
Win Advisors Mar 2026 76k $8.3M
Botty Investors Mar 2026 10k $1.1M
Hershey Financial Advisers Mar 2026 10k $1.1M
Fifth Third Securities Mar 2026 7.5k $821k
Vivaldi Capital Management Mar 2026 5.4k $588k
Independent Advisor Alliance Mar 2026 4.9k $540k
M^T Bank Corporation Mar 2026 3.4k $367k