# WISDOMTREE TR (DOL)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/DOL/

- Reporting holders: 6
- Reported value: $11.0M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Avidian Wealth Enterprises, LLC](https://holderbook.com/funds/1471474-avidian-wealth-enterprises-llc/) | $7.8M | 104,889 | 0.2% | 29 |
| [First Heartland Consultants, Inc.](https://holderbook.com/funds/1428793-first-heartland-consultants-inc/) | $1.2M | 15,790 | 0.1% | 6 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $764.8K | 10,292 | 0.0% | 19 |
| [Stonebridge Financial Group, LLC](https://holderbook.com/funds/2009367-stonebridge-financial-group-llc/) | $692.9K | 9,325 | 0.1% | 8 |
| [Apella Capital, LLC](https://holderbook.com/funds/1801507-apella-capital-llc/) | $388.0K | 5,262 | 0.0% | 3 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $161.0K | 2,167 | 0.0% | 7 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 6 | $11.0M |
| Q2 2026 | 111 | $638.8M |
| Q1 2026 | 109 | $596.3M |
| Q4 2025 | 105 | $558.1M |
| Q3 2025 | 106 | $549.8M |
| Q2 2025 | 97 | $515.5M |
| Q1 2025 | 92 | $419.3M |
| Q4 2024 | 97 | $376.4M |
| Q3 2024 | 93 | $432.8M |
| Q2 2024 | 93 | $414.5M |
| Q1 2024 | 89 | $467.5M |
| Q4 2023 | 93 | $477.4M |