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 854k $85M -3% Mar 2025
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Wells Fargo & Company 509k $51M 4% Mar 2025
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LPL Financial 438k $43M 13% Mar 2025
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Linscomb & Williams 352k $35M -2% Mar 2025
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Cetera Investment Advisers 351k $33M 0% Dec 2024
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Bank of America Corporation 346k $32M 1% Dec 2024
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Morgan Stanley 267k $25M 100% Dec 2024
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Invenio Wealth Partners 202k $20M -7% Mar 2025
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Mb, Levis & Associates 159k $16M 0% Mar 2025
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Colony 130k $13M -22% Mar 2025
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Win Advisors 102k $10M 100% Mar 2025
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Raymond James Financial 94k $9.3M -17% Mar 2025
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Ameriprise Financial 84k $8.3M 7% Mar 2025
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Advisor Group Holdings 83k $8.2M -7% Mar 2025
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Envestnet Asset Management 82k $8.2M -33% Mar 2025
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Evanson Asset Management 81k $8.0M 0% Mar 2025
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Mariner Wealth Advisors 74k $7.3M 12% Mar 2025
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UBS Group 67k $6.7M -12% Mar 2025
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Precedent Wealth Partners 62k $6.2M 5% Mar 2025
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Jpmorgan Chase & Co 58k $5.7M 12% Mar 2025
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Royal Bank of Canada 50k $4.9M 2% Mar 2025
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Good Life Advisors 49k $4.9M -1% Mar 2025
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Cambridge Investment Research Advisors 48k $4.7M 65% Mar 2025
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NFP Retirement 47k $4.7M 1% Mar 2025
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Lvm Capital Management 40k $3.9M -10% Mar 2025
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Mml Investors Services 39k $3.7M 47% Dec 2024
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Private Advisor 39k $3.9M -4% Mar 2025
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Ffg Retirement Advisors 36k $3.6M -3% Mar 2025
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Captrust Financial Advisors 36k $3.6M -2% Mar 2025
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Mutual Advisors 35k $3.2M -1% Mar 2025
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PBMares Wealth Management 34k $3.4M 0% Mar 2025
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Orion Portfolio Solutions 33k $3.1M 6% Dec 2024
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Commonwealth Equity Services 31k $2.9M 13% Dec 2024
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Janney Montgomery Scott 29k $2.9M 32% Mar 2025
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Commerce Bank N A 25k $2.5M -4% Mar 2025
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Honkamp Krueger Financial Services 24k $2.4M -1% Mar 2025
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Botty Investors 23k $2.3M 90% Mar 2025
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Goss Wealth Management 22k $2.1M 210% Dec 2024
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HighTower Advisors 22k $2.0M 1% Dec 2024
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Branch Banking & Trust Company 21k $2.1M 6% Mar 2025
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Susquehanna International 20k $1.9M 576% Dec 2024
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William Blair $ Company 20k $2.0M 2% Mar 2025
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Creative Planning 20k $2.0M -11% Mar 2025
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CI Private Wealth 18k $1.8M -15% Mar 2025
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BancorpSouth Bank 18k $1.6M -6% Dec 2024
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Global Retirement Partners 18k $1.6M 23% Dec 2024
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ShoreHaven Wealth Partners 17k $1.7M 2% Mar 2025
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Cherry Tree Wealth Management 17k $1.7M -2% Mar 2025
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Brian McDonald 17k $1.7M 3% Mar 2025
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Pensionmark Financial Group 16k $1.6M -2% Mar 2025
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Advisory Services Network 15k $1.4M -2% Dec 2024
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Virtus Family Office 15k $1.5M -1% Mar 2025
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Barnes Wealth Management Group 15k $1.5M 5% Mar 2025
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Axis Wealth Partners 15k $1.3M -5% Mar 2025
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Community Bank 15k $1.4M -5% Mar 2025
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Kestra Advisory Services 14k $1.3M 60% Dec 2024
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Northern Trust 14k $1.3M -9% Mar 2025
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Rockefeller Capital Management 13k $1.2M 31% Dec 2024
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Wealth Enhancement Advisory Services 13k $1.2M 111% Mar 2025
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Dynamic Advisors Solutions 12k $1.2M 100% Mar 2025
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Keebeck Wealth Management 12k $1.1M 0% Dec 2024
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D.A. Davidson & Co. 12k $1.2M 5% Mar 2025
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AssuredPartners Investment Advisors 12k $1.1M 100% Mar 2025
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Envestnet Portfolio Solutions 12k $1.1M -40% Mar 2025
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JT Stratford 12k $1.1M -2% Dec 2024
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Merit Financial Group 11k $1.1M 0% Mar 2025
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Bank of New York Mellon 11k $1.1M 205% Mar 2025
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Saxon Interests 11k $1.1M 100% Mar 2025
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Empirical Financial Services, LLC d/b/a Empirical Wealth Management 11k $1.1M 104% Mar 2025
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Melone Private Wealth 11k $1.0M 0% Mar 2025
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Warren Averett Asset Management 11k $976k -1% Dec 2024
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J.w. Cole Advisors 9.8k $976k 23% Mar 2025
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SBI Securities 9.7k $962k 1% Mar 2025
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Oxinas Partners Wealth Management 8.6k $849k -2% Mar 2025
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Capital Advisors 8.3k $822k 0% Mar 2025
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Atria Investments 8.1k $754k 136% Dec 2024
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Tower Research Capital 8.0k $749k -32% Dec 2024
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Main Street Financial Solutions 8.0k $789k 1% Mar 2025
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Central Trust & Investment 7.3k $719k 1% Mar 2025
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Stifel Financial 7.0k $657k -6% Dec 2024
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Northwestern Mutual Wealth Management Company 7.0k $657k 1% Dec 2024
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Waterloo Capital 6.5k $640k 100% Mar 2025
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Bsc Private Wealth Management 6.4k $634k -1% Mar 2025
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Sanctuary Advisors 6.4k $614k -10% Dec 2024
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Fort Point Capital Partners 6.1k $569k 100% Dec 2024
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Jones Financial Companies, L.L 6.0k $587k 50% Mar 2025
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Interactive Financial Advisors 5.9k $590k -2% Mar 2025
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Savant Capital Management 5.9k $584k 0% Mar 2025
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Tranquility Partners 5.9k $582k 0% Mar 2025
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Coldstream Capital Management 5.9k $582k 0% Mar 2025
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Nbc Securities 5.9k $581k 97617% Mar 2025
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Elk River Wealth Management 5.8k $577k 0% Mar 2025
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Passive Capital Management 5.8k $571k -5% Mar 2025
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U.S. Capital Wealth Advisors 5.6k $558k 0% Mar 2025
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Citadel Advisors 5.4k $540k -51% Mar 2025
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Great Valley Advisor Group 5.4k $533k -90% Mar 2025
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Relyea Zuckerberg Hanson 5.3k $522k 0% Mar 2025
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IFG Advisory 5.2k $515k 0% Mar 2025
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GSG Advisors 5.1k $465k 0% Mar 2025
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FMR 5.0k $498k 0% Mar 2025
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Steward Partners Investment Advisory 5.0k $465k 0% Dec 2024
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Gts Securities 5.0k $492k -48% Mar 2025
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Nelson, Van Denburg & Campbell Wealth Management 4.9k $491k -3% Mar 2025
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Nelson Roberts Investment Advisors 4.9k $490k -6% Mar 2025
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Farther Finance Advisors 4.9k $484k 100% Mar 2025
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Stratos Wealth Partners 4.9k $485k 0% Mar 2025
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TFC Financial Management 4.6k $459k 100% Mar 2025
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National Bank Of Canada /fi/ 4.5k $446k -2% Mar 2025
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Integrated Wealth Concepts 4.5k $419k -4% Dec 2024
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Beacon Pointe Advisors 4.5k $416k 0% Dec 2024
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Avestar Capital 4.4k $415k 100% Dec 2024
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Goldman Sachs Group 4.4k $439k -59% Mar 2025
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Flagship Harbor Advisors 4.3k $427k 7% Mar 2025
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Maltin Wealth Management 4.3k $421k -3% Mar 2025
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Capital Investment Advisors 4.2k $418k 100% Mar 2025
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Fiduciary Trust Company 4.2k $416k 0% Mar 2025
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Baird Financial 4.1k $387k 0% Dec 2024
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Monument Group Wealth Advisors 4.1k $408k 0% Mar 2025
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National Asset Management 4.0k $377k -3% Dec 2024
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Western Wealth Management 4.0k $396k 7% Mar 2025
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Park Avenue Securities 4.0k $394k -16% Mar 2025
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Tempus Wealth Planning 3.9k $387k 100% Mar 2025
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H D Vest Advisory Services 3.8k $352k 0% Dec 2024
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Cooper Financial Group 3.7k $369k -49% Mar 2025
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Sequoia Financial Advisors 3.6k $357k 0% Mar 2025
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Capital Advisors Wealth Management 3.6k $353k 1% Mar 2025
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Tilson Financial Group 3.5k $343k 0% Mar 2025
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M^T Bank Corporation 3.4k $333k 0% Mar 2025
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Schnieders Capital Management 3.3k $312k 0% Dec 2024
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MSH Capital Advisors 3.3k $330k 0% Mar 2025
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Vaughan And Company Securities 3.2k $322k 0% Mar 2025
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United Capital Financial Advisers 3.2k $317k -11% Mar 2025
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Mullooly Asset Management 3.2k $317k 100% Mar 2025
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Mercer Global Advisors 3.2k $314k -6% Mar 2025
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Buckingham Strategic Partners 3.2k $314k 9% Mar 2025
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Edge Financial Advisors 3.1k $303k 1% Mar 2025
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West Coast Financial 3.0k $298k 0% Mar 2025
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Carnick & Kubik 3.0k $293k 0% Mar 2025
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Old National Trust Company 2.9k $286k 0% Mar 2025
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Equitable Holdings 2.9k $269k 29% Dec 2024
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Gemmer Asset Management 2.9k $285k 0% Mar 2025
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Pacitti Group 2.8k $261k 1% Dec 2024
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Friday Financial 2.8k $271k 10% Mar 2025
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Apollon Wealth Management 2.7k $267k -5% Mar 2025
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Vivaldi Capital Management 2.6k $257k 100% Dec 2024
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KWB Wealth 2.6k $243k 3% Mar 2025
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Avant Capital 2.5k $251k 0% Mar 2025
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GPS Wealth Strategies Group 2.5k $249k 0% Mar 2025
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Webster Bank, N. A. 2.5k $249k 0% Mar 2025
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Davenport & Co 2.5k $248k 0% Mar 2025
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Rsm Us Wealth Management 2.5k $248k 0% Mar 2025
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Armis Advisers 2.1k $210k -71% Mar 2025
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Skopos Labs 1.00 $100.000000 -100% Mar 2025
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Who sold out of WisdomTree Equity Income Fund?

Fund or Company Name Date Sold Shares Held Valued At
Foundations Investment Advisors Dec 2024 21k $1.9M
Coppell Advisory Solutions Dec 2024 18k $1.7M
Optivise Advisory Services Dec 2024 18k $1.7M
Jane Street Dec 2024 8.0k $743k
Bordeaux Wealth Advisors Dec 2024 6.3k $589k
Goldstone Financial Group Dec 2024 4.5k $420k
First Hawaiian Bank Dec 2024 4.4k $413k
Oakmont Partners Dec 2024 4.1k $383k
Independent Advisor Alliance Dec 2024 3.6k $340k
Cresset Asset Management Sep 2024 3.6k $338k
Iams Wealth Management Dec 2024 2.9k $274k
Efficient Advisors Sep 2024 2.9k $269k
Wedmont Private Capital Dec 2024 2.7k $246k