WISDOMTREE TR (DON)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
453
Reporting holders
$2.3B
Reported value
0.0%
Held as options
+10
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 |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | $255.6M | 4,522,366 | 0.02% | 31q | -2.7%-$7.0M |
| MORGAN STANLEY | $139.9M | 2,475,172 | 0.01% | 35q | +3.5%+$4.8M |
| UBS Group AG | $105.4M | 1,865,075 | 0.01% | 9q | -1.0%-$1.0M |
| JONES FINANCIAL COMPANIES LLLP | $103.7M | 1,826,895 | 0.04% | 23q | +10.1%+$9.5M |
| LPL Financial LLC | $99.7M | 1,763,190 | 0.02% | 31q | -4.6%-$4.8M |
| MERCER GLOBAL ADVISORS INC /ADV | $90.8M | 1,607,378 | 0.06% | 30q | +125.5%+$50.6M |
| Linscomb Wealth, Inc. | $86.3M | 1,527,377 | 3.74% | 31q | -3.3%-$2.9M |
| Creative Planning | $85.7M | 1,516,308 | 0.05% | 31q | HELD |
| AMERIPRISE FINANCIAL INC | $78.7M | 1,391,530 | 0.02% | 31q | -48.6%-$74.3M |
| RAYMOND JAMES FINANCIAL INC | $58.6M | 1,036,786 | 0.02% | 7q | +3.3%+$1.9M |
| WELLS FARGO & COMPANY/MN | $56.5M | 998,779 | 0.01% | 31q | -50.1%-$56.7M |
| KEYBANK NATIONAL ASSOCIATION/OH | $32.1M | 567,317 | 0.11% | 31q | +10.7%+$3.1M |
| ROYAL BANK OF CANADA | $29.8M | 527,892 | 0.00% | 31q | HELD |
| COMMONWEALTH EQUITY SERVICES, LLC | $28.5M | 503,822 | 0.04% | 31q | -3.2%-$935.9K |
| OSAIC HOLDINGS, INC. | $27.1M | 478,941 | 0.03% | 26q | +18.1%+$4.1M |
| IAG Wealth Partners, LLC | $26.6M | 470,081 | 2.63% | 27q | -6.1%-$1.7M |
| COLDSTREAM CAPITAL MANAGEMENT INC | $25.9M | 458,200 | 0.32% | 20q | -1.7%-$439.2K |
| Cetera Investment Advisers | $24.8M | 439,529 | 0.02% | 31q | -5.9%-$1.5M |
| Stonebridge Financial Group, LLC | $22.4M | 396,757 | 1.70% | 7q | +2.2%+$491.4K |
| Trajan Wealth LLC | $21.1M | 372,990 | 0.80% | 10q | +2.2%+$450.7K |
| Baird Financial Group, Inc. | $20.3M | 359,731 | 0.03% | 31q | +1.5%+$300.0K |
| AE Wealth Management LLC | $20.1M | 355,863 | 0.09% | 30q | -0.7%-$145.6K |
| Corient Private Wealth LP | $20.1M | 355,397 | 0.01% | 12q | +497.7%+$16.7M |
| HUNTINGTON NATIONAL BANK | $19.8M | 350,872 | 0.10% | 31q | -1.9%-$378.1K |
| MAI Capital Management | $18.3M | 323,917 | 0.07% | 31q | -1.5%-$284.0K |
| Marion Wealth Management | $18.0M | 317,689 | 3.65% | 19q | +5.9%+$1.0M |
| STIFEL FINANCIAL CORP | $17.0M | 300,151 | 0.01% | 31q | -1.4%-$237.7K |
| HighTower Advisors, LLC | $16.5M | 291,812 | 0.02% | 22q | -1.3%-$209.8K |
| Rockefeller Capital Management L.P. | $16.5M | 291,122 | 0.03% | 31q | +5.9%+$913.3K |
| Three Bearings Fiduciary Advisors, Inc. | $16.1M | 284,239 | 14.40% | new | FIRST |
| Kestra Advisory Services, LLC | $16.0M | 282,809 | 0.05% | 24q | -22.5%-$4.6M |
| JPMORGAN CHASE & CO | $13.9M | 245,561 | 0.00% | 31q | -6.7%-$996.2K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $13.7M | 242,608 | 0.01% | 31q | +6.9%+$885.9K |
| Destination Wealth Management | $13.6M | 239,935 | 0.32% | 31q | +1.5%+$199.0K |
| Avantax Planning Partners, Inc. | $13.3M | 235,598 | 0.33% | 31q | +1.1%+$143.2K |
| Concord Wealth Partners | $13.3M | 234,616 | 1.52% | 23q | -1.1%-$143.9K |
| Focus Partners Wealth | $13.1M | 230,956 | 0.01% | 7q | -12.3%-$1.8M |
| Avidian Wealth Enterprises, LLC | $13.0M | 229,415 | 0.36% | 2q | -0.8%-$100.7K |
| PRECEDENT WEALTH PARTNERS, LLC | $12.6M | 223,446 | 2.10% | 11q | -3.4%-$437.7K |
| Lee, Kelleher & Klein Wealth Management | $12.6M | 222,951 | 6.59% | 7q | +0.7%+$90.7K |
| Curi Capital, LLC | $12.1M | 214,530 | 0.19% | 31q | -3.1%-$386.7K |
| Farther Finance Advisors, LLC | $11.2M | 198,304 | 0.09% | 10q | +18.3%+$1.7M |
| Atlantic Union Bankshares Corp | $10.8M | 191,626 | 0.18% | 5q | -20.8%-$2.8M |
| Bank of New York Mellon Corp | $10.0M | 177,150 | 0.00% | 31q | +12.8%+$1.1M |
| Concord Asset Management, LLC/VA | $9.4M | 167,105 | 1.46% | 19q | -3.4%-$329.0K |
| FAS Wealth Partners, Inc. | $9.4M | 166,625 | 0.49% | 24q | +17.2%+$1.4M |
| Melone Private Wealth, LLC | $8.6M | 151,892 | 3.27% | 19q | +1.0%+$82.2K |
| Dynamic Advisor Solutions LLC | $8.5M | 150,378 | 0.24% | 6q | -6.6%-$601.1K |
| Capital Investment Counsel, LLC | $8.4M | 148,059 | 1.04% | 11q | +1.7%+$139.3K |
| Cornerstone Wealth Management, LLC | $8.0M | 142,402 | 0.35% | 30q | HELD |
| United Advisor Group, LLC | $8.0M | 141,999 | 0.85% | 10q | HELD |
| Goldstone Financial Group, LLC | $7.9M | 139,716 | 0.72% | 14q | -13.6%-$1.2M |
| Grey Ledge Advisors, LLC | $7.8M | 138,793 | 1.58% | 15q | +0.7%+$56.7K |
| GOLDMAN SACHS GROUP INC | $7.1M | 125,957 | 0.00% | 6q | +710.8%+$6.2M |
| Dickmeyer Boyce Financial Management, Inc. | $7.1M | 124,755 | 3.65% | 2q | +0.9%+$59.6K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $7.0M | 123,429 | 0.01% | 12q | -1.0%-$72.3K |
| MJT & Associates Financial Advisory Group, Inc. | $6.9M | 122,710 | 4.59% | 6q | +4.6%+$304.2K |
| Mariner, LLC | $6.9M | 121,630 | 0.01% | 31q | -33.6%-$3.5M |
| MML INVESTORS SERVICES, LLC | $6.6M | 117,538 | 0.01% | 31q | +36.2%+$1.8M |
| Main Street Financial Solutions, LLC | $6.6M | 117,357 | 0.43% | 16q | +3.3%+$213.6K |
| SEGALL BRYANT & HAMILL, LLC | $6.6M | 116,310 | 0.08% | 3q | HELD |
| ENVESTNET ASSET MANAGEMENT INC | $6.6M | 116,159 | 0.00% | 31q | +14.7%+$842.9K |
| D.A. DAVIDSON & CO. | $6.5M | 114,929 | 0.04% | 31q | -3.2%-$211.6K |
| Equitable Holdings, Inc. | $6.5M | 114,206 | 0.04% | 27q | -3.1%-$208.3K |
| Roan Capital Partners | $6.2M | 109,694 | 5.14% | 2q | +12.2%+$673.5K |
| Modera Wealth Management, LLC | $6.2M | 109,088 | 0.07% | 19q | -1.2%-$71.8K |
| Copper Harbor Investment Advisors, LLC | $6.1M | 107,806 | 1.29% | new | FIRST |
| IFG Advisory, LLC | $5.9M | 105,197 | 0.21% | new | NEW |
| TD Waterhouse Canada Inc. | $5.6M | 99,740 | 0.01% | 14q | +0.8%+$44.1K |
| Atria Investments, Inc | $5.6M | 99,412 | 0.06% | 11q | -19.5%-$1.4M |
| Focus Partners Advisor Solutions, LLC | $5.6M | 98,669 | 0.05% | 10q | -3.0%-$174.7K |
| JFS WEALTH ADVISORS, LLC | $5.4M | 94,973 | 0.27% | 31q | +0.6%+$31.5K |
| Frazier Financial Advisors, LLC | $5.4M | 94,923 | 2.71% | 11q | +3.4%+$177.0K |
| Private Capital Management, LLC | $5.2M | 92,847 | 0.46% | 18q | +0.7%+$37.1K |
| CAHILL FINANCIAL ADVISORS INC | $5.0M | 89,047 | 0.48% | 28q | +2.4%+$119.3K |
| Apeiron RIA LLC | $5.0M | 88,465 | 1.28% | 19q | HELD |
| JPL Wealth Management, LLC | $4.9M | 86,608 | 0.97% | 10q | -3.0%-$152.9K |
| Harbour Wealth Management Group, Inc. | $4.9M | 86,114 | 3.29% | 3q | +3.9%+$182.1K |
| Cascade Financial Partners, LLC | $4.8M | 85,460 | 0.42% | 10q | -0.6%-$28.3K |
| INSPIRION WEALTH ADVISORS, LLC | $4.7M | 82,879 | 0.54% | 31q | -2.8%-$133.7K |
| Viaable, LLC | $4.6M | 81,845 | 3.84% | new | FIRST |
| Nikulski Financial, Inc. | $4.6M | 80,685 | 0.98% | 7q | -3.0%-$140.6K |
| Larson Financial Group LLC | $4.5M | 80,053 | 0.12% | 9q | +3.9%+$169.7K |
| Sage Capital Management, LLC | $4.5M | 79,919 | 1.76% | 11q | HELD |
| Beacon Pointe Advisors, LLC | $4.4M | 77,269 | 0.02% | 26q | -2.7%-$121.6K |
| SouthState Bank Corp | $4.4M | 77,046 | 0.18% | 31q | -11.8%-$583.8K |
| Meridian Wealth Management, LLC | $4.3M | 76,429 | 0.13% | 9q | -8.1%-$382.5K |
| BEACON FINANCIAL GROUP | $4.3M | 76,334 | 0.39% | 31q | -10.2%-$489.4K |
| Private Advisor Group, LLC | $4.2M | 73,854 | 0.02% | 31q | +54.6%+$1.5M |
| STOCK YARDS BANK & TRUST CO | $4.1M | 72,774 | 0.06% | 17q | +83.2%+$1.9M |
| CAPTRUST FINANCIAL ADVISORS | $4.1M | 72,124 | 0.01% | 31q | -1.4%-$58.1K |
| Midwest Trust Co | $4.1M | 71,841 | 0.05% | 5q | HELD |
| HANCOCK WHITNEY CORP | $3.8M | 68,053 | 0.06% | 31q | HELD |
| Independence Bank of Kentucky | $3.7M | 65,149 | 0.41% | 28q | HELD |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $3.6M | 63,098 | 0.02% | 31q | -3.9%-$146.0K |
| EP Wealth Advisors, LLC | $3.4M | 60,561 | 0.01% | 26q | +113.5%+$1.8M |
| Wealthcare Advisory Partners LLC | $3.3M | 59,256 | 0.06% | 31q | +1.5%+$49.6K |
| Intrua Financial, LLC | $3.3M | 58,110 | 0.30% | 25q | +2.4%+$76.9K |
| FOUNDERS GROVE WEALTH PARTNERS, LLC | $3.2M | 57,442 | 0.65% | 7q | HELD |
| Wealth Enhancement Trust Services, Inc. | $3.2M | 59,686 | 0.19% | 3q | +92.9%+$1.6M |
Showing the largest 100 of 475 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 | 453 | $2.3B | 41,023,757 | 30 | 124 | 151 | 0.0% |
| Q1 2026 | 443 | $2.2B | 42,017,751 | 29 | 114 | 156 | 0.0% |
| Q4 2025 | 436 | $2.1B | 40,140,711 | 30 | 114 | 155 | 0.0% |
| Q3 2025 | 411 | $2.1B | 39,518,588 | 26 | 127 | 135 | 0.0% |
| Q2 2025 | 413 | $2.0B | 40,575,182 | 22 | 137 | 138 | 0.0% |
| Q1 2025 | 416 | $2.0B | 39,666,109 | 27 | 135 | 129 | 0.0% |
| Q4 2024 | 421 | $2.0B | 38,857,627 | 25 | 106 | 142 | 0.0% |
| Q3 2024 | 393 | $2.0B | 38,167,453 | 30 | 104 | 142 | 0.0% |
| Q2 2024 | 381 | $1.8B | 38,844,458 | 19 | 101 | 145 | 0.0% |
| Q1 2024 | 391 | $2.1B | 42,268,326 | 37 | 125 | 130 | 0.0% |
| Q4 2023 | 375 | $1.9B | 41,772,595 | 30 | 112 | 118 | 0.0% |
| Q3 2023 | 340 | $1.6B | 38,426,073 | 19 | 101 | 122 | 0.0% |
| Q2 2023 | 330 | $1.6B | 38,254,224 | 24 | 105 | 114 | 0.1% |
| Q1 2023 | 322 | $1.6B | 37,939,954 | 26 | 102 | 110 | 0.1% |
| Q4 2022 | 302 | $1.5B | 36,321,231 | 38 | 109 | 74 | 0.0% |
| Q3 2022 | 338 | $1.4B | 37,664,111 | 20 | 113 | 118 | 0.0% |
| Q2 2022 | 352 | $1.5B | 38,449,542 | 25 | 123 | 103 | 0.0% |
| Q1 2022 | 354 | $1.6B | 36,484,934 | 26 | 116 | 108 | 0.0% |
| Q4 2021 | 348 | $1.6B | 35,700,660 | 29 | 102 | 84 | 0.0% |
| Q3 2021 | 313 | $1.4B | 33,410,939 | 23 | 92 | 91 | 0.0% |
| Q2 2021 | 310 | $1.4B | 34,155,401 | 26 | 89 | 94 | 0.0% |
| Q1 2021 | 309 | $1.4B | 34,673,163 | 27 | 66 | 120 | 0.1% |
| Q4 2020 | 306 | $1.3B | 37,667,274 | 32 | 64 | 133 | 0.2% |
| Q3 2020 | 279 | $1.1B | 38,832,538 | 13 | 57 | 131 | 0.0% |
| Q2 2020 | 285 | $1.2B | 41,812,339 | 21 | 73 | 139 | 0.0% |
| Q1 2020 | 306 | $1.2B | 49,225,562 | 24 | 100 | 123 | 0.0% |
| Q4 2019 | 351 | $2.2B | 60,400,293 | 24 | 135 | 74 | 0.0% |
| Q3 2019 | 310 | $1.9B | 52,019,670 | 20 | 116 | 92 | 0.0% |
| Q2 2019 | 300 | $1.9B | 51,705,902 | 23 | 115 | 78 | 0.0% |
| Q1 2019 | 306 | $1.8B | 50,560,484 | 34 | 111 | 81 | 0.0% |
| Q4 2018 | 290 | $1.4B | 42,855,552 | 2 | 8 | 3 | 0.0% |