WISDOMTREE TR

Ticker: EES CUSIP: 97717W562 Class: ETF

Note: Option positions (PUT/CALL) are excluded.

InstitutionSharesValue ($000)
MORGAN STANLEY733,144$41,738
UBS Group AG720,592$41,023
LPL Financial LLC580,190$33,030
BANK OF AMERICA CORP /DE/546,338$31,103
AMERIPRISE FINANCIAL INC463,887$26,409
Cetera Investment Advisers376,996$21,462
Key Financial Inc284,006$16,168
Shore Point Advisors, LLC263,725$15,014
Savant Capital, LLC182,618$10,396
RAYMOND JAMES FINANCIAL INC174,318$9,924
Linscomb & Williams, Inc.158,502$9,024
Arkadios Wealth Advisors158,396$9,017
WELLS FARGO & COMPANY/MN141,392$8,049
Amplius Wealth Advisors, LLC119,390$6,797
ROYAL BANK OF CANADA101,675$5,789
TopTier Wealth Management, LLC95,044$5,411
Waverly Advisors, LLC79,105$4,503
ENVESTNET ASSET MANAGEMENT INC77,682$4,422
Private Advisor Group, LLC73,194$4,167
Merit Financial Group, LLC64,594$3,677
CULBERTSON A N & CO INC61,811$3,519
Insight Advisors, LLC/ PA54,192$3,085
NewSquare Capital LLC53,713$3,058
Mariner, LLC51,193$2,914
STIFEL FINANCIAL CORP49,133$2,797
Rockefeller Capital Management L.P.46,139$2,627
Atria Investments, Inc45,103$2,568
JPMORGAN CHASE & CO44,796$2,550
OSAIC HOLDINGS, INC.42,569$2,424
&PARTNERS34,577$1,968
Creative Planning25,869$1,473
Smartleaf Asset Management LLC25,109$1,440
Claris Financial LLC24,437$1,391
OPTIMA CAPITAL LLC24,240$1,380
JANE STREET GROUP, LLC23,842$1,357
Cambridge Investment Research Advisors, Inc.23,022$1
Global Retirement Partners, LLC22,397$1,275
Kestra Advisory Services, LLC21,983$1,251
New Perspectives, Inc21,928$1,248
HOWARD WEALTH MANAGEMENT, LLC19,170$1,091
Concurrent Investment Advisors, LLC18,469$1,051
MOLLER FINANCIAL SERVICES18,397$1,047
Steward Partners Investment Advisory, LLC18,129$1,032
NBC SECURITIES, INC.17,762$1,011
Forefront Analytics, LLC17,760$1,011
CWM, LLC15,506$1
Larson Financial Group LLC15,121$861
GOLDMAN SACHS GROUP INC15,029$856
FLAGSHIP HARBOR ADVISORS, LLC14,493$825
TITLEIST ASSET MANAGEMENT, LLC13,501$769
Oxler Private Wealth LLC11,862$675
MEANS INVESTMENT CO., INC.10,902$621
CIBC Private Wealth Group, LLC10,740$611
KMG FIDUCIARY PARTNERS, LLC10,599$603
TWO SIGMA INVESTMENTS, LP10,100$575
S.A. Mason LLC9,450$538
Columbia River Financial Group, LLC9,175$1
Roble, Belko & Company, Inc9,000$1
Nemes Rush Group LLC8,956$510
Betterment LLC8,757$0
US BANCORP \DE\8,577$488
RFG Advisory, LLC8,363$476
SMITHBRIDGE ASSET MANAGEMENT INC/DE8,058$459
MML INVESTORS SERVICES, LLC7,842$446
Cresset Asset Management, LLC7,728$440
Essential Planning, LLC.7,538$429
Modera Wealth Management, LLC7,321$417
Claro Advisors Inc.7,049$401
Freedom Investment Management, Inc.7,030$400
HARBOUR INVESTMENTS, INC.6,854$390
DAVENPORT & Co LLC6,741$384
Empowered Funds, LLC6,722$383
Pine Valley Investments Ltd Liability Co6,666$380
Sanctuary Advisors, LLC6,523$371
BLAIR WILLIAM & CO/IL6,419$365
PRECEDENT WEALTH PARTNERS, LLC6,418$365
FMR LLC6,278$357
Chicago Partners Investment Group LLC6,262$374
Savvy Advisors, Inc.6,212$354
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC6,195$363
PSI Advisors, LLC5,893$335
WORLD EQUITY GROUP, INC.5,826$332
HOWARD BAILEY SECURITIES, LLC5,702$325
MERCER GLOBAL ADVISORS INC /ADV5,668$323
CAPITAL MANAGEMENT CORP /VA5,417$308
Wilson & Boucher Capital Management, LLC5,400$307
UHLMANN PRICE SECURITIES, LLC5,239$298
Kingsview Wealth Management, LLC5,210$297
Advisory Services Network, LLC5,195$296
SUSQUEHANNA INTERNATIONAL GROUP, LLP5,128$292
IHT Wealth Management, LLC5,064$288
Berger Financial Group, Inc4,963$283
CRUX WEALTH ADVISORS4,744$270
Equitable Holdings, Inc.4,498$256
Janney Montgomery Scott LLC4,349$0
Institute for Wealth Management, LLC.4,290$244
Focus Partners Wealth4,222$240
Essex Savings Bank4,200$239
Laurel Wealth Advisors LLC4,180$238
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO4,046$230
60 other institutions76,448$4,038
Total (160 institutions)6,690,197$376,628