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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Value Investment Professionals 267k $13M 100% Mar 2026
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Mb, Levis & Associates 158k $17M 1% Mar 2026
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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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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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Stonebridge Wealth Management 86k $9.3M -8% Mar 2026
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Evanson Asset Management 77k $8.4M -4% Mar 2026
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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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Precedent Wealth Partners 55k $6.0M -7% Mar 2026
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NFP Retirement 53k $5.4M 5% Dec 2025
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Global Retirement Partners 50k $5.1M 5% Dec 2025
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Ffg Retirement Advisors 44k $4.8M 4% Mar 2026
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Goldman Sachs Group 43k $4.4M 0% 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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Mutual Advisors 34k $3.5M 0% Dec 2025
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JT Stratford 29k $3.0M 8% Dec 2025
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Lvm Capital Management 29k $3.2M -1% Mar 2026
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Susquehanna International 28k $2.9M 13% Dec 2025
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Catalyst Investment Management 26k $2.9M -21% Mar 2026
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Apella Capital 26k $2.9M 1093% Mar 2026
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Invenio Wealth Partners 26k $2.8M -86% Mar 2026
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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 -1% Dec 2025
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Central Trust & Investment 21k $2.3M 11% Mar 2026
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Branch Banking & Trust Company 21k $2.1M -4% Dec 2025
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Janney Montgomery Scott 20k $2.2M -2% Mar 2026
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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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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 $1.8M 0% Mar 2026
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Pensionmark Financial Group 15k $1.6M -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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Dynamic Advisors Solutions 15k $1.6M 17% Mar 2026
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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 $1.4M 3% Mar 2026
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ShoreHaven Wealth Partners 13k $1.3M 5% Dec 2025
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Uhlmann Price Securities 12k $1.3M 0% Mar 2026
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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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Merit Financial Group 12k $1.3M -5% Mar 2026
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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 $1.2M -1% Mar 2026
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Botty Investors 10k $1.1M 0% Dec 2025
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AssuredPartners Investment Advisors 10k $1.1M -5% Mar 2026
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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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Northwestern Mutual Wealth Management Company 8.3k $840k 30% Dec 2025
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Farther Finance Advisors 8.2k $889k -4% Mar 2026
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Oxinas Partners Wealth Management 8.0k $878k -5% Mar 2026
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TFC Financial Management 7.9k $868k -3% Mar 2026
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Capital Advisors 7.6k $833k 0% Mar 2026
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Fifth Third Securities 7.5k $821k -2% Mar 2026
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FMR 7.4k $755k 12% Dec 2025
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Sanctuary Advisors 7.0k $708k 0% Dec 2025
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Maridea Wealth Management 6.8k $739k 0% Mar 2026
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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 $614k 0% Mar 2026
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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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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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Elk River Wealth Management 4.7k $518k -11% Mar 2026
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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 $501k 0% Mar 2026
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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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Capital Investment Advisors 4.3k $475k 0% Mar 2026
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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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Maltin Wealth Management 4.0k $433k -9% Mar 2026
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Steward Partners Investment Advisory 3.9k $401k -19% 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 $419k 1% Mar 2026
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Park Avenue Securities 3.8k $411k -3% Mar 2026
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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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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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Oppenheimer & Co 3.4k $369k -14% Mar 2026
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Concurrent Investment Advisors 3.4k $369k 14% Mar 2026
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M^T Bank Corporation 3.4k $342k 0% Dec 2025
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Tranquility Partners 3.4k $367k 0% Mar 2026
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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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Nbc Securities 3.3k $357k -11% Mar 2026
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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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AQR Capital Management 3.0k $306k -43% Dec 2025
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Clear Trail Advisors 3.0k $328k 0% Mar 2026
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HPM Partners 3.0k $306k 0% Dec 2025
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Interactive Financial Advisors 2.9k $296k -38% Dec 2025
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Ronald Blue Trust 2.9k $317k 0% Mar 2026
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United Capital Financial Advisers 2.9k $295k 0% Dec 2025
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Nations Financial Group 2.9k $315k 5% Mar 2026
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Old National Trust Company 2.9k $315k 0% Mar 2026
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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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Friday Financial 2.8k $301k 0% Mar 2026
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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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National Asset Management 2.7k $271k -3% Dec 2025
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Cooper Financial Group 2.6k $284k -6% Mar 2026
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BlackRock 2.5k $257k 1739% Dec 2025
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GPS Wealth Strategies Group 2.5k $256k 0% Dec 2025
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Webster Bank, N. A. 2.5k $274k 0% Mar 2026
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Davenport & Co 2.5k $274k 0% Mar 2026
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Rsm Us Wealth Management 2.5k $256k 0% Dec 2025
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Apollon Wealth Management 2.3k $248k -33% Mar 2026
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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
Wealth Enhancement Advisory Services Dec 2025 6.9k $713k
Integrated Wealth Concepts Sep 2025 4.9k $497k
Optiver Holding B.V. Sep 2025 2.5k $257k