DEM institutional holders

WISDOMTREE TR · 13F, 2026Q2

Managers holding369
Shares held48,664,100
Reported value$2.6bn
Quarter flows39 new, 141 added, 123 trimmed, 23 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
MORGAN STANLEY10,363,063$557.4m0.0%
BANK OF AMERICA CORP /DE/7,298,812$392.6m0.0%
WELLS FARGO & COMPANY/MN3,246,246$174.6m0.0%
LPL Financial LLC2,153,138$115.8m0.0%
Creative Planning2,144,092$115.3m0.1%
UBS Group AG1,958,981$105.4m0.0%
Kestra Investment Management, LLC1,677,279$90.2m1.7%
AMERIPRISE FINANCIAL INC1,565,592$84.5m0.0%
ENVESTNET ASSET MANAGEMENT INC1,407,570$75.7m0.0%
MERCER GLOBAL ADVISORS INC /ADV810,959$43.6m0.1%
ROYAL BANK OF CANADA733,891$39.5m0.0%
JPMORGAN CHASE & CO671,876$36.0m0.0%
RAYMOND JAMES FINANCIAL INC665,509$35.8m0.0%
Cetera Investment Advisers595,293$32.0m0.0%
COMMONWEALTH EQUITY SERVICES, LLC475,803$25.6m0.0%
Kestra Advisory Services, LLC435,794$23.4m0.1%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC434,774$23.4m0.0%
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC402,722$21.7m0.4%
Private Advisor Group, LLC399,296$21.5m0.1%
ASPIRIANT, LLC360,842$19.4m0.5%
STATE OF WISCONSIN INVESTMENT BOARD311,419$16.8m0.0%
ASSETMARK, INC295,951$15.9m0.0%
Rockefeller Capital Management L.P.294,717$15.9m0.0%
Baird Financial Group, Inc.287,923$15.5m0.0%
CANANDAIGUA NATIONAL BANK & TRUST CO270,844$14.6m1.2%

Every holder, line by line, and the full history since 2013: yf.Client().holders("DEM"). DEM price history · All 13F data

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