DaveManuel.com · Institutional Ownership · Who Owns It
WISDOMTREE TR (DLN)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
484
Reporting holders
$4.2B
Reported value
0.0%
Calls
0.0%
Puts
+14
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| LPL Financial LLC | $395.5M | 4,105,997 | 0.09% | 31q | +5.6%+$21.1M |
| PNC Financial Services Group, Inc. | $335.7M | 3,485,235 | 0.17% | 31q | -5.0%-$17.6M |
| MORGAN STANLEY | $283.0M | 2,938,251 | 0.01% | 35q | +2.4%+$6.6M |
| Focus Partners Wealth | $251.7M | 2,612,755 | 0.26% | 11q | +0.9%+$2.4M |
| AMERIPRISE FINANCIAL INC | $235.0M | 2,439,830 | 0.05% | 31q | +27.1%+$50.1M |
| GREAT VALLEY ADVISOR GROUP, INC. | $142.2M | 1,476,721 | 2.25% | 25q | +9.7%+$12.6M |
| Creative Planning | $129.0M | 1,339,092 | 0.08% | 31q | -2.1%-$2.8M |
| UBS Group AG | $126.7M | 1,315,387 | 0.02% | 31q | HELD |
| Trilogy Capital Inc. | $115.3M | 1,196,646 | 4.47% | 6q | +2.7%+$3.0M |
| Cetera Investment Advisers | $105.4M | 1,094,640 | 0.10% | 23q | +8.7%+$8.4M |
| Evercore Wealth Management, LLC | $99.7M | 1,035,464 | 1.41% | 31q | -1.0%-$1.1M |
| BANK OF AMERICA CORP /DE/ | $99.7M | 1,034,935 | 0.01% | 31q | -14.6%-$17.0M |
| Clearstead Advisors, LLC | $90.8M | 942,613 | 0.86% | 22q | -3.4%-$3.2M |
| WELLS FARGO & COMPANY/MN | $77.6M | 805,255 | 0.01% | 31q | HELD |
| ENVESTNET ASSET MANAGEMENT INC | $75.5M | 784,125 | 0.02% | 31q | +6.7%+$4.8M |
| Cambridge Investment Research Advisors, Inc. | $70.9M | 735,996 | 0.08% | 31q | -2.3%-$1.7M |
| RAYMOND JAMES FINANCIAL INC | $61.7M | 640,994 | 0.02% | 7q | +7.7%+$4.4M |
| COMMONWEALTH EQUITY SERVICES, LLC | $57.0M | 591,837 | 0.07% | 31q | -0.6%-$336.3K |
| Waterway Wealth Management, LLC | $56.8M | 655,697 | 11.59% | 11q | -2.9%-$1.7M |
| OSAIC HOLDINGS, INC. | $49.8M | 517,478 | 0.06% | 26q | +1.1%+$539.3K |
| CLG LLC | $44.4M | 460,674 | 9.74% | 7q | +6.9%+$2.9M |
| ROYAL BANK OF CANADA | $44.3M | 460,179 | 0.01% | 31q | -1.4%-$611.0K |
| IAG Wealth Partners, LLC | $38.8M | 402,998 | 3.84% | 27q | +1.0%+$367.4K |
| Lee, Kelleher & Klein Wealth Management | $36.7M | 381,301 | 19.21% | 7q | -0.8%-$278.6K |
| Rockefeller Capital Management L.P. | $34.0M | 352,850 | 0.05% | 27q | -2.1%-$718.5K |
| GOLDMAN SACHS GROUP INC | $32.8M | 340,936 | 0.00% | 31q | -5.5%-$1.9M |
| Private Advisor Group, LLC | $32.0M | 332,651 | 0.15% | 31q | +16.3%+$4.5M |
| LRI Investments, LLC | $31.8M | 330,573 | 2.56% | 10q | -0.7%-$218.0K |
| Fox Financial, Inc | $30.0M | 311,911 | 20.92% | 11q | HELD |
| Stratos Wealth Partners, LTD. | $29.7M | 308,583 | 0.30% | 31q | -6.4%-$2.0M |
| Baird Financial Group, Inc. | $27.5M | 285,646 | 0.04% | 31q | +3.4%+$904.4K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $26.3M | 273,554 | 0.01% | 31q | +12.2%+$2.9M |
| NerdWallet Wealth Partners, LLC | $25.4M | 263,948 | 8.76% | 4q | +12.3%+$2.8M |
| Fairway Wealth LLC | $25.3M | 262,387 | 5.78% | 11q | HELD |
| FIDELIS iM, LLC | $25.3M | 262,348 | 8.62% | 20q | -1.3%-$331.5K |
| Odyssey Group, LLC | $23.9M | 247,638 | 6.46% | new | FIRST |
| Corient Private Wealth LP | $22.0M | 228,915 | 0.03% | 15q | -4.2%-$964.2K |
| MAI Capital Management | $21.9M | 227,252 | 0.08% | 22q | -12.0%-$3.0M |
| Sanctuary Advisors, LLC | $20.7M | 214,976 | 0.10% | 9q | +2.5%+$502.0K |
| Kestra Advisory Services, LLC | $20.7M | 214,927 | 0.07% | 24q | -11.5%-$2.7M |
| D.A. DAVIDSON & CO. | $20.2M | 209,571 | 0.11% | 31q | -1.8%-$362.1K |
| HighTower Advisors, LLC | $19.4M | 201,344 | 0.02% | 22q | +3.5%+$661.5K |
| Revolve Wealth Partners, LLC | $19.1M | 198,080 | 1.98% | 19q | HELD |
| Steward Partners Investment Advisory, LLC | $18.6M | 193,388 | 0.10% | 31q | +1.1%+$210.0K |
| Main Street Financial Solutions, LLC | $18.6M | 192,864 | 1.19% | 17q | +1.4%+$259.9K |
| JPMORGAN CHASE & CO | $17.1M | 177,046 | 0.00% | 31q | -5.5%-$1.0M |
| truNorth Financial Services, Inc. | $14.5M | 150,248 | 12.96% | 3q | +4.1%+$566.0K |
| BLAIR WILLIAM & CO/IL | $13.1M | 135,878 | 0.03% | 31q | +3.5%+$444.1K |
| ASPIRIANT, LLC | $12.2M | 126,165 | 0.30% | 17q | +34.6%+$3.1M |
| United Advisor Group, LLC | $12.0M | 124,840 | 1.27% | 10q | +2.3%+$270.8K |
| Strategic Family Wealth Counselors, L.L.C. | $11.8M | 123,010 | 2.76% | 31q | +2.7%+$315.4K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $11.7M | 118,930 | 0.02% | 22q | +1.9%+$215.7K |
| Concurrent Investment Advisors, LLC | $11.3M | 117,671 | 0.10% | 7q | +6.1%+$647.4K |
| Arkadios Wealth Advisors | $11.0M | 114,201 | 0.17% | 9q | -9.4%-$1.1M |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | $10.6M | 110,430 | 0.71% | 4q | +65.3%+$4.2M |
| TopTier Wealth Management, LLC | $10.6M | 109,947 | 6.40% | 3q | +4.0%+$405.5K |
| Equitable Holdings, Inc. | $10.4M | 108,318 | 0.06% | 27q | +2.1%+$216.7K |
| Stratos Wealth Advisors, LLC | $10.3M | 107,012 | 0.57% | 27q | -1.1%-$118.5K |
| CX Institutional | $10.2M | 105,870 | 0.29% | 31q | +2.6%+$262.8K |
| Key Financial Inc | $9.2M | 96,015 | 1.51% | 27q | +0.5%+$46.0K |
| MOLLER WEALTH PARTNERS | $8.8M | 91,793 | 1.60% | 31q | HELD |
| STIFEL FINANCIAL CORP | $8.6M | 89,149 | 0.01% | 31q | -2.1%-$185.2K |
| One Wealth Map LLC | $7.5M | 76,725 | 3.41% | 14q | +3.8%+$273.5K |
| TRUIST FINANCIAL CORP | $6.8M | 71,029 | 0.01% | 31q | +4.4%+$285.6K |
| FIRST AMERICAN TRUST, FSB | $6.7M | 69,532 | 0.40% | 7q | -3.7%-$255.3K |
| Centennial Wealth Advisory LLC | $6.6M | 68,419 | 1.42% | 7q | +9.9%+$591.9K |
| Janney Montgomery Scott LLC | $6.5M | 67,931 | 0.01% | 31q | +5.8%+$357.8K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $6.3M | 65,325 | 0.07% | 14q | -1.3%-$84.5K |
| BROWN BROTHERS HARRIMAN & CO | $6.2M | 64,578 | 0.03% | 8q | HELD |
| Graves Light Lenhart Wealth, Inc. | $6.0M | 62,709 | 0.56% | 31q | +1.9%+$115.2K |
| 1900 WEALTH MANAGEMENT LLC | $6.0M | 62,541 | 0.34% | 23q | HELD |
| St. Louis Trust Co | $6.0M | 2,360? | 0.68% | 4q | |
| TOBIAS FINANCIAL ADVISORS, INC. | $5.9M | 61,735 | 0.76% | 18q | +0.5%+$30.9K |
| Koshinski Asset Management, Inc. | $5.7M | 59,017 | 0.30% | 27q | -1.3%-$74.1K |
| Advisors Preferred, LLC | $5.7M | 58,381 | 0.88% | 4q | -52.3%-$6.2M |
| Qube Research & Technologies Ltd | $5.6M | 58,306 | 0.01% | 6q | +110.1%+$2.9M |
| Gladstone Institutional Advisory LLC | $5.6M | 58,298 | 0.18% | 22q | -0.8%-$47.5K |
| Geneos Wealth Management Inc. | $5.6M | 57,760 | 0.11% | 42q | -1.6%-$92.5K |
| CAPTRUST FINANCIAL ADVISORS | $5.5M | 56,893 | 0.01% | 31q | -0.8%-$44.1K |
| EP Wealth Advisors, LLC | $5.4M | 56,326 | 0.02% | 30q | +4.8%+$246.2K |
| Sigma Planning Corp | $5.2M | 54,264 | 0.13% | 28q | HELD |
| FIFTH THIRD BANCORP | $5.1M | 52,714 | 0.01% | 2q | -0.8%-$39.7K |
| Etesian Wealth Advisors, Inc. | $5.0M | 52,179 | 1.49% | 8q | -7.5%-$408.1K |
| FLAGSHIP WEALTH ADVISORS, LLC | $5.0M | 51,822 | 1.12% | 6q | +256.6%+$3.6M |
| Clearwater Capital Advisors, LLC | $5.0M | 51,655 | 0.36% | 31q | -1.6%-$78.9K |
| KINGSWOOD WEALTH ADVISORS, LLC | $5.0M | 51,463 | 0.20% | 13q | +1.8%+$87.9K |
| Stenger Family Office, LLC | $4.8M | 50,010 | 0.77% | 2q | -1.1%-$53.8K |
| Circle Wealth Management, LLC | $4.8M | 49,376 | 0.06% | 31q | HELD |
| MidAtlantic Capital Management, Inc. | $4.6M | 47,969 | 2.87% | 11q | +2.9%+$129.4K |
| Cerity Partners LLC | $4.5M | 46,204 | 0.01% | 11q | -0.7%-$29.3K |
| Cresset Asset Management, LLC | $4.4M | 45,507 | 0.02% | 25q | -1.3%-$59.9K |
| IFG Advisory, LLC | $4.2M | 43,412 | 0.15% | new | NEW |
| Nadler Financial Group, Inc. | $4.2M | 43,281 | 0.35% | 31q | HELD |
| MML INVESTORS SERVICES, LLC | $4.1M | 43,003 | 0.01% | 31q | +13.1%+$480.1K |
| Linscomb Wealth, Inc. | $4.1M | 42,205 | 0.18% | 31q | HELD |
| FMR LLC | $4.0M | 41,899 | 0.00% | 31q | +11.1%+$403.2K |
| ASSETMARK, INC | $4.0M | 41,466 | 0.01% | 26q | -3.6%-$150.5K |
| &PARTNERS | $4.0M | 41,294 | 0.02% | 9q | +8.0%+$293.0K |
| Wealthspire Advisors, LLC | $4.0M | 41,137 | 0.02% | 8q | HELD |
| Avant Capital LLC | $3.7M | 38,502 | 2.32% | 15q | +1.9%+$70.9K |
Showing the largest 100 of 485 reported holders. The count of 484 above leaves out 1 position whose reported value failed our price check; it is listed here as filed.
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 |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 198 | $609.7M | 6,343,583 | 13 | 34 | 43 | 0.0% |
| Q2 2026 | 484 | $4.2B | 43,777,941 | 29 | 113 | 124 | 0.0% |
| Q1 2026 | 470 | $3.8B | 42,603,331 | 36 | 107 | 121 | 0.0% |
| Q4 2025 | 459 | $3.7B | 42,514,536 | 35 | 121 | 93 | 0.0% |
| Q3 2025 | 438 | $3.6B | 41,701,774 | 32 | 117 | 101 | 0.0% |
| Q2 2025 | 434 | $3.4B | 41,300,066 | 28 | 109 | 111 | 0.0% |
| Q1 2025 | 422 | $3.2B | 39,760,198 | 34 | 94 | 120 | 0.0% |
| Q4 2024 | 411 | $3.2B | 40,701,630 | 29 | 97 | 89 | 0.0% |
| Q3 2024 | 379 | $2.6B | 32,798,301 | 32 | 82 | 90 | 0.0% |
| Q2 2024 | 367 | $2.6B | 35,581,562 | 17 | 90 | 99 | 0.0% |
| Q1 2024 | 373 | $3.0B | 41,890,424 | 29 | 77 | 112 | 0.0% |
| Q4 2023 | 367 | $2.6B | 39,158,063 | 28 | 74 | 116 | 0.0% |
| Q3 2023 | 342 | $2.1B | 34,866,575 | 15 | 80 | 110 | 0.0% |
| Q2 2023 | 344 | $2.2B | 35,216,023 | 19 | 85 | 97 | 0.0% |
| Q1 2023 | 339 | $2.2B | 34,845,844 | 27 | 73 | 96 | 0.0% |
| Q4 2022 | 335 | $2.3B | 36,662,908 | 33 | 96 | 78 | 0.0% |
| Q3 2022 | 307 | $6.6B | 119,764,708 | 14 | 105 | 67 | 0.0% |
| Q2 2022 | 322 | $7.4B | 125,762,715 | 36 | 84 | 69 | 0.0% |
| Q1 2022 | 301 | $14.3B | 218,107,457 | 25 | 81 | 68 | 0.0% |
| Q4 2021 | 288 | $15.7B | 237,564,166 | 20 | 67 | 81 | 0.0% |
| Q3 2021 | 263 | $14.9B | 124,579,676 | 22 | 73 | 58 | 0.0% |
| Q2 2021 | 253 | $4.8B | 40,008,582 | 20 | 65 | 69 | 0.0% |
| Q1 2021 | 241 | $5.6B | 48,531,431 | 23 | 65 | 67 | 0.2% |
| Q4 2020 | 239 | $4.0B | 37,132,054 | 24 | 57 | 55 | 0.6% |
| Q3 2020 | 218 | $3.8B | 39,601,182 | 16 | 64 | 63 | 0.0% |
| Q2 2020 | 219 | $3.6B | 39,114,093 | 22 | 54 | 69 | 0.0% |
| Q1 2020 | 224 | $3.1B | 38,839,499 | 23 | 66 | 65 | 0.0% |
| Q4 2019 | 238 | $3.2B | 30,662,867 | 24 | 66 | 44 | 0.0% |
| Q3 2019 | 210 | $3.0B | 30,140,545 | 18 | 48 | 56 | 0.0% |
| Q2 2019 | 198 | $15.8B | 163,293,938 | 6 | 49 | 59 | 0.0% |
| Q1 2019 | 208 | $13.6B | 144,155,716 | 18 | 36 | 64 | 0.0% |
| Q4 2018 | 203 | $2.3B | 27,263,647 | 2 | 4 | 1 | 0.0% |