DaveManuel.com · Institutional Ownership · Who Owns It
WISDOMTREE TR (DOL)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
110
Reporting holders
$634.8M
Reported value
0.0%
Calls
0.0%
Puts
+0
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 |
|---|---|---|---|---|---|
| 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 | +5.8%+$324.3K |
| 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 | +105.3%+$1.9M |
| 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 |
| 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 |
| FLOW TRADERS U.S. LLC | $913.0K | 12,278 | 0.04% | 2q | -20.4%-$234.2K |
| 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 |
| Corient Private Wealth LP | $864.6K | 11,627 | 0.00% | 3q | HELD |
| 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 |
| Cambridge Investment Research Advisors, Inc. | $462.0K | 6,226 | 0.00% | new | NEW |
| 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 |
| HRT FINANCIAL LP | $416.0K | 5,606 | 0.00% | 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 |
| Janney Montgomery Scott LLC | $243.0K | 3,265 | 0.00% | 4q | -1.3%-$3.2K |
| Relyea Zuckerberg Hanson LLC | $230.9K | 3,105 | 0.02% | 3q | HELD |
| 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 |
| 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 |
| Cherry Tree Wealth Management, LLC | $47.9K | 644 | 0.01% | 13q | -9.8%-$5.2K |
| 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 |
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 |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 31 | $44.9M | 604,008 | 2 | 3 | 8 | 0.0% |
| Q2 2026 | 110 | $634.8M | 8,537,792 | 10 | 31 | 34 | 0.0% |
| Q1 2026 | 110 | $581.2M | 8,553,002 | 12 | 28 | 28 | 0.0% |
| Q4 2025 | 105 | $558.1M | 8,465,700 | 11 | 34 | 21 | 0.0% |
| Q3 2025 | 106 | $549.8M | 8,828,395 | 13 | 28 | 23 | 0.0% |
| Q2 2025 | 97 | $515.5M | 8,653,726 | 8 | 40 | 19 | 0.0% |
| Q1 2025 | 92 | $419.3M | 7,613,448 | 7 | 25 | 30 | 0.0% |
| Q4 2024 | 97 | $376.4M | 7,613,233 | 8 | 20 | 32 | 0.0% |
| Q3 2024 | 93 | $432.8M | 8,026,605 | 5 | 18 | 35 | 0.0% |
| Q2 2024 | 93 | $414.5M | 8,171,059 | 11 | 27 | 25 | 0.0% |
| Q1 2024 | 91 | $470.7M | 9,112,443 | 9 | 21 | 30 | 0.0% |
| Q4 2023 | 93 | $477.4M | 9,692,097 | 11 | 28 | 31 | 0.0% |
| Q3 2023 | 88 | $395.5M | 8,668,929 | 12 | 26 | 26 | 0.0% |
| Q2 2023 | 83 | $407.3M | 8,634,047 | 9 | 28 | 24 | 0.0% |
| Q1 2023 | 79 | $396.4M | 8,486,710 | 3 | 31 | 19 | 0.0% |
| Q4 2022 | 82 | $361.3M | 8,243,309 | 11 | 25 | 25 | 0.0% |
| Q3 2022 | 76 | $365.6M | 9,767,186 | 4 | 23 | 24 | 0.0% |
| Q2 2022 | 80 | $359.8M | 8,598,562 | 7 | 30 | 18 | 0.0% |
| Q1 2022 | 77 | $406.1M | 8,342,091 | 6 | 24 | 21 | 0.0% |
| Q4 2021 | 82 | $354.4M | 7,172,373 | 7 | 24 | 16 | 0.0% |
| Q3 2021 | 76 | $329.3M | 6,925,709 | 6 | 24 | 21 | 0.0% |
| Q2 2021 | 75 | $324.4M | 6,573,003 | 8 | 20 | 18 | 0.0% |
| Q1 2021 | 76 | $325.2M | 6,869,497 | 7 | 19 | 23 | 0.0% |
| Q4 2020 | 73 | $358.5M | 7,802,813 | 7 | 12 | 31 | 0.0% |
| Q3 2020 | 71 | $309.2M | 7,483,189 | 5 | 18 | 25 | 0.0% |
| Q2 2020 | 71 | $347.5M | 8,508,666 | 7 | 13 | 31 | 0.0% |
| Q1 2020 | 79 | $323.8M | 8,841,252 | 5 | 21 | 34 | 0.0% |
| Q4 2019 | 88 | $396.0M | 8,084,373 | 8 | 28 | 18 | 0.0% |
| Q3 2019 | 82 | $367.2M | 7,992,579 | 8 | 22 | 23 | 0.0% |
| Q2 2019 | 81 | $378.8M | 8,039,678 | 6 | 19 | 25 | 0.0% |
| Q1 2019 | 79 | $363.6M | 7,842,357 | 5 | 20 | 27 | 0.0% |
| Q4 2018 | 84 | $339.4M | 7,973,715 | 1 | 1 | 1 | 0.0% |