WISDOMTREE TR (DOL)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
105
Reporting holders
$633.9M
Reported value
0.0%
Held as options
-1
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Creative Planning | $199.9M | 2,688,178 | 0.12% | 31q | HELD |
| MORGAN STANLEY | $83.1M | 1,117,439 | 0.00% | 35q | +3.0%+$2.4M |
| HUNTINGTON NATIONAL BANK | $63.4M | 852,792 | 0.31% | 31q | -0.6%-$389.1K |
| JPMORGAN CHASE & CO | $27.4M | 369,181 | 0.00% | 18q | +1.5%+$414.5K |
| Cascade Financial Partners, LLC | $22.9M | 307,535 | 1.99% | 10q | +14.1%+$2.8M |
| Key Financial Inc | $22.8M | 306,315 | 3.73% | 27q | -4.7%-$1.1M |
| ROYAL BANK OF CANADA | $22.8M | 306,129 | 0.00% | 31q | -1.7%-$392.9K |
| BIP Wealth, LLC | $22.5M | 301,931 | 0.64% | 14q | +3.1%+$672.5K |
| LPL Financial LLC | $18.8M | 253,339 | 0.00% | 31q | +6.1%+$1.1M |
| BANK OF AMERICA CORP /DE/ | $15.0M | 201,357 | 0.00% | 31q | -2.4%-$370.0K |
| M&T Bank Corp | $9.6M | 129,343 | 0.03% | 26q | HELD |
| COMMONWEALTH EQUITY SERVICES, LLC | $9.3M | 124,973 | 0.01% | 31q | HELD |
| Avidian Wealth Enterprises, LLC | $8.4M | 112,544 | 0.23% | 28q | +1.5%+$120.4K |
| Evernest Financial Advisors, LLC | $6.8M | 91,533 | 1.42% | 12q | -0.9%-$64.5K |
| Powers Advisory Group, LLC | $6.0M | 81,325 | 1.90% | 19q | -2.8%-$172.0K |
| WELLS FARGO & COMPANY/MN | $5.9M | 79,366 | 0.00% | 31q | -47.1%-$5.3M |
| UBS Group AG | $5.9M | 79,114 | 0.00% | 31q | +3.1%+$175.1K |
| MML INVESTORS SERVICES, LLC | $5.7M | 76,994 | 0.01% | 31q | +47.3%+$1.8M |
| OSAIC HOLDINGS, INC. | $5.5M | 73,334 | 0.01% | 26q | -8.8%-$526.3K |
| RAYMOND JAMES FINANCIAL INC | $5.0M | 67,264 | 0.00% | 7q | +14.6%+$635.6K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $4.8M | 63,962 | 0.00% | 31q | -4.6%-$230.4K |
| Cetera Investment Advisers | $4.5M | 61,185 | 0.00% | 15q | -1.7%-$79.3K |
| Rockefeller Capital Management L.P. | $4.1M | 54,487 | 0.01% | 12q | -3.5%-$147.1K |
| AMERIPRISE FINANCIAL INC | $3.6M | 49,115 | 0.00% | 7q | +2.7%+$94.7K |
| Gladstone Institutional Advisory LLC | $3.2M | 42,664 | 0.10% | 17q | -0.7%-$22.9K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $2.3M | 31,600 | 0.03% | 2q | -2.7%-$66.2K |
| Western Wealth Management, LLC | $2.3M | 31,348 | 0.08% | 4q | +7.8%+$168.0K |
| ENVESTNET ASSET MANAGEMENT INC | $2.2M | 29,705 | 0.00% | 31q | +3.7%+$77.9K |
| Waverly Advisors, LLC | $2.2M | 29,213 | 0.01% | 10q | -1.6%-$35.8K |
| First Heartland Consultants, Inc. | $2.2M | 28,917 | 0.14% | 5q | -36.5%-$1.2M |
| JANE STREET GROUP, LLC | $2.1M | 28,211 | 0.00% | 18q | -65.1%-$3.9M |
| JFS WEALTH ADVISORS, LLC | $2.0M | 27,160 | 0.10% | 31q | +6.0%+$114.4K |
| BlackRock, Inc. | $1.9M | 25,701 | 0.00% | 3q | +8.7%+$153.7K |
| Mariner, LLC | $1.9M | 25,555 | 0.00% | 11q | -15.0%-$334.4K |
| Corient Private Wealth LP | $1.7M | 23,254 | 0.00% | 3q | +100.0%+$864.6K |
| HOWE & RUSLING INC | $1.4M | 19,105 | 0.08% | 31q | +4.5%+$61.7K |
| Kestra Advisory Services, LLC | $1.2M | 15,519 | 0.00% | 9q | -13.0%-$172.4K |
| Private Advisor Group, LLC | $1.1M | 14,946 | 0.01% | 5q | -0.8%-$9.3K |
| Atria Investments, Inc | $1.0M | 13,937 | 0.01% | 9q | -44.3%-$825.8K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $888.3K | 11,945 | 0.00% | 2q | -18.8%-$205.9K |
| Evanson Financial, LLC | $868.5K | 11,679 | 0.04% | new | FIRST |
| FIFTH THIRD BANCORP | $857.5K | 11,532 | 0.00% | 5q | HELD |
| Institute for Wealth Management, LLC. | $816.5K | 10,980 | 0.07% | 31q | HELD |
| Herold Advisors, Inc. | $786.0K | 10,572 | 0.16% | 10q | +17.3%+$115.7K |
| CoreCap Advisors, LLC | $773.0K | 10,395 | 0.02% | 18q | -0.7%-$5.7K |
| Stonebridge Financial Group, LLC | $693.4K | 9,325 | 0.05% | 7q | HELD |
| STIFEL FINANCIAL CORP | $672.8K | 9,046 | 0.00% | 16q | +4.0%+$25.9K |
| Focus Partners Wealth | $667.0K | 8,969 | 0.00% | 7q | HELD |
| Geneos Wealth Management Inc. | $661.2K | 8,892 | 0.01% | 42q | +15.9%+$90.9K |
| JONES FINANCIAL COMPANIES LLLP | $611.1K | 8,332 | 0.00% | 9q | -2.5%-$16.0K |
| Palatine Hill Wealth Management, LLC | $595.0K | 8,001 | 0.48% | 3q | HELD |
| Aptus Capital Advisors, LLC | $594.9K | 8,000 | 0.00% | 3q | HELD |
| Integrated Wealth Concepts LLC | $594.9K | 8,000 | 0.00% | 2q | HELD |
| TopTier Wealth Management, LLC | $574.8K | 7,729 | 0.35% | 3q | HELD |
| HighTower Advisors, LLC | $569.9K | 7,664 | 0.00% | 22q | -4.1%-$24.2K |
| Stratos Wealth Partners, LTD. | $550.7K | 7,405 | 0.01% | 5q | +4.2%+$22.2K |
| Meridian Financial Partners LLC | $531.4K | 7,145 | 0.18% | 21q | -7.7%-$44.6K |
| Relyea Zuckerberg Hanson LLC | $461.8K | 6,210 | 0.02% | 3q | +100.1%+$231.0K |
| VANCE WEALTH, LLC | $457.3K | 6,150 | 0.10% | 19q | HELD |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $437.9K | 5,884 | 0.00% | 5q | -3.0%-$13.4K |
| MCF Advisors LLC | $437.7K | 5,885 | 0.02% | 10q | HELD |
| IFG Advisory, LLC | $416.7K | 5,603 | 0.01% | new | NEW |
| Altrius Capital Management Inc | $393.3K | 5,289 | 0.07% | 17q | -1.6%-$6.3K |
| Apella Capital, LLC | $390.1K | 5,249 | 0.01% | 2q | +0.9%+$3.4K |
| Discipline Wealth Solutions, LLC | $390.1K | 5,246 | 0.03% | 4q | HELD |
| MAI Capital Management | $374.6K | 5,037 | 0.00% | new | NEW |
| JNBA Financial Advisors | $357.4K | 4,806 | 0.03% | 30q | HELD |
| Cerity Partners LLC | $349.4K | 4,699 | 0.00% | 7q | +0.9%+$3.2K |
| LEVEL FOUR ADVISORY SERVICES, LLC | $333.7K | 4,488 | 0.01% | 8q | HELD |
| Clearstead Advisors, LLC | $315.5K | 4,243 | 0.00% | 9q | HELD |
| Frazier Financial Advisors, LLC | $314.6K | 4,230 | 0.16% | 11q | HELD |
| Hubbell Strickland Wealth Management, LLC | $305.5K | 4,108 | 0.11% | 6q | +1.4%+$4.1K |
| United Advisor Group, LLC | $280.4K | 3,770 | 0.03% | 2q | +16.6%+$40.0K |
| FMR LLC | $268.6K | 3,612 | 0.00% | 21q | +5.3%+$13.5K |
| Chicago Partners Investment Group LLC | $265.1K | 3,588 | 0.01% | 31q | -4.5%-$12.6K |
| Fifth Third Securities, Inc. | $253.8K | 3,413 | 0.01% | 3q | +0.6%+$1.6K |
| NATIONAL BANK OF CANADA /FI/ | $218.2K | 2,939 | 0.00% | 3q | HELD |
| Sound Stewardship, LLC | $204.8K | 2,753 | 0.08% | new | NEW |
| Lantz Financial LLC | $200.7K | 2,699 | 0.04% | new | NEW |
| Savant Capital, LLC | $200.5K | 2,623 | 0.00% | new | NEW |
| CARDIFF PARK ADVISORS, LLC | $183.0K | 2,461 | 0.01% | 14q | +1.4%+$2.5K |
| Farther Finance Advisors, LLC | $161.5K | 2,172 | 0.00% | 6q | -45.4%-$134.5K |
| LRI Investments, LLC | $155.1K | 2,085 | 0.01% | 10q | HELD |
| SOA Wealth Advisors, LLC. | $141.5K | 1,903 | 0.02% | 23q | +1.4%+$1.9K |
| US BANCORP \DE\ | $134.3K | 1,806 | 0.00% | 2q | +292.6%+$100.1K |
| MERCER GLOBAL ADVISORS INC /ADV | $120.6K | 1,622 | 0.00% | new | NEW |
| ASSETMARK, INC | $119.0K | 1,600 | 0.00% | 6q | HELD |
| Blue Trust, Inc. | $102.4K | 1,377 | 0.00% | 15q | HELD |
| IFP Advisors, Inc | $91.8K | 1,235 | 0.00% | 28q | -22.1%-$26.0K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $69.6K | 936 | 0.00% | 3q | -91.2%-$721.6K |
| Ancora Advisors LLC | $53.5K | 720 | 0.00% | 27q | HELD |
| Ameritas Advisory Services, LLC | $48.0K | 645 | 0.00% | new | NEW |
| PNC Financial Services Group, Inc. | $47.0K | 632 | 0.00% | 31q | HELD |
| Newton One Investments LLC | $46.9K | 631 | 0.01% | 7q | HELD |
| Point Nemo Capital, LLC | $32.6K | 439 | 0.02% | new | NEW |
| SIGNATUREFD, LLC | $31.6K | 425 | 0.00% | 9q | HELD |
| NewEdge Advisors, LLC | $28.8K | 387 | 0.00% | 15q | -92.7%-$366.4K |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $23.1K | 310 | 0.00% | 3q | HELD |
| Global Retirement Partners, LLC | $22.8K | 307 | 0.00% | 13q | +0.7% |
| Founders Financial Alliance, LLC | $19.7K | 265 | 0.00% | 24q | HELD |
Showing the largest 100 of 110 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 105 | $633.9M | 8,526,039 | 9 | 32 | 32 | 0.0% |
| Q1 2026 | 106 | $586.2M | 8,627,370 | 11 | 28 | 28 | 0.0% |
| Q4 2025 | 101 | $555.5M | 8,425,515 | 11 | 32 | 21 | 0.0% |
| Q3 2025 | 101 | $539.8M | 8,668,876 | 12 | 28 | 20 | 0.0% |
| Q2 2025 | 90 | $493.9M | 8,290,744 | 8 | 36 | 18 | 0.0% |
| Q1 2025 | 85 | $405.8M | 7,367,832 | 5 | 24 | 27 | 0.0% |
| Q4 2024 | 92 | $366.3M | 7,409,492 | 8 | 19 | 30 | 0.0% |
| Q3 2024 | 86 | $420.3M | 7,794,895 | 4 | 17 | 33 | 0.0% |
| Q2 2024 | 87 | $403.6M | 7,956,713 | 10 | 25 | 24 | 0.0% |
| Q1 2024 | 81 | $456.1M | 8,829,562 | 8 | 18 | 27 | 0.0% |
| Q4 2023 | 83 | $466.9M | 9,479,416 | 10 | 25 | 29 | 0.0% |
| Q3 2023 | 77 | $386.7M | 8,477,264 | 11 | 24 | 24 | 0.0% |
| Q2 2023 | 73 | $398.3M | 8,444,405 | 7 | 24 | 23 | 0.0% |
| Q1 2023 | 70 | $388.4M | 8,316,995 | 2 | 29 | 16 | 0.0% |
| Q4 2022 | 66 | $347.4M | 7,929,905 | 9 | 22 | 19 | 0.0% |
| Q3 2022 | 76 | $285.4M | 7,624,331 | 4 | 23 | 24 | 0.0% |
| Q2 2022 | 80 | $227.0M | 5,424,739 | 7 | 30 | 18 | 0.0% |
| Q1 2022 | 77 | $251.2M | 5,168,268 | 6 | 23 | 21 | 0.0% |
| Q4 2021 | 82 | $248.5M | 5,029,518 | 7 | 24 | 16 | 0.0% |
| Q3 2021 | 76 | $225.5M | 4,742,894 | 6 | 24 | 21 | 0.0% |
| Q2 2021 | 75 | $216.7M | 4,390,188 | 8 | 20 | 18 | 0.0% |
| Q1 2021 | 77 | $221.9M | 4,687,282 | 8 | 19 | 23 | 0.0% |
| Q4 2020 | 73 | $216.8M | 4,717,901 | 7 | 12 | 31 | 0.0% |
| Q3 2020 | 71 | $214.9M | 5,200,474 | 5 | 18 | 25 | 0.0% |
| Q2 2020 | 71 | $214.8M | 5,256,921 | 7 | 13 | 31 | 0.0% |
| Q1 2020 | 79 | $211.6M | 5,804,292 | 5 | 21 | 34 | 0.0% |
| Q4 2019 | 88 | $242.4M | 4,947,513 | 8 | 28 | 18 | 0.0% |
| Q3 2019 | 82 | $223.1M | 4,855,719 | 8 | 22 | 23 | 0.0% |
| Q2 2019 | 81 | $231.0M | 4,902,818 | 6 | 19 | 25 | 0.0% |
| Q1 2019 | 79 | $218.2M | 4,705,497 | 5 | 20 | 27 | 0.0% |
| Q4 2018 | 84 | $206.0M | 4,836,855 | 1 | 1 | 1 | 0.0% |