DaveManuel.com · Institutional Ownership · Who Owns It
WISDOMTREE TR (DON)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
476
Reporting holders
$2.3B
Reported value
0.0%
Calls
0.0%
Puts
+8
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 |
|---|---|---|---|---|---|
| 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 |
| 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 | +2.8%+$2.2M |
| 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 | HELD |
| MERCER GLOBAL ADVISORS INC /ADV | $48.7M | 862,327 | 0.06% | 30q | +21.0%+$8.4M |
| 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 |
| Cambridge Investment Research Advisors, Inc. | $23.8M | 421,971 | 0.03% | 31q | +85.6%+$11.0M |
| 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 |
| 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% | 3q | HELD |
| 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 |
| CX Institutional | $10.1M | 179,117 | 0.29% | 31q | HELD |
| Corient Private Wealth LP | $10.0M | 177,698 | 0.01% | 12q | +198.8%+$6.7M |
| White Pine Investment CO | $10.0M | 177,549 | 2.14% | 30q | +1.2%+$121.2K |
| 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% | 25q | +12.7%+$1.1M |
| 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 |
| VESTOR CAPITAL, LLC | $7.8M | 93,887 | 0.49% | 30q | +30.5%+$1.8M |
| 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 |
| NATIXIS ADVISORS, LLC | $4.9M | 87,443 | 0.01% | 15q | +16.7%+$708.3K |
| 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 |
| Thrivent Financial for Lutherans | $4.1M | 73,289 | 0.01% | 5q | +2.7%+$110.3K |
| 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 |
| Janney Montgomery Scott LLC | $3.8M | 67,355 | 0.01% | 31q | +3.7%+$134.1K |
| Independence Bank of Kentucky | $3.7M | 65,149 | 0.41% | 28q | HELD |
Showing the largest 100 of 477 reported holders. The count of 476 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 | 179 | $321.2M | 5,926,335 | 10 | 42 | 62 | 0.0% |
| Q2 2026 | 476 | $2.3B | 41,378,477 | 33 | 127 | 158 | 0.0% |
| Q1 2026 | 468 | $2.2B | 41,249,391 | 31 | 125 | 160 | 0.0% |
| Q4 2025 | 458 | $2.1B | 41,509,931 | 31 | 122 | 161 | 0.0% |
| Q3 2025 | 434 | $2.2B | 41,212,229 | 29 | 134 | 141 | 0.0% |
| Q2 2025 | 435 | $2.1B | 42,486,482 | 23 | 147 | 145 | 0.0% |
| Q1 2025 | 438 | $2.1B | 41,669,744 | 27 | 148 | 134 | 0.0% |
| Q4 2024 | 444 | $2.1B | 40,734,637 | 25 | 117 | 151 | 0.0% |
| Q3 2024 | 419 | $2.0B | 39,918,573 | 31 | 112 | 152 | 0.0% |
| Q2 2024 | 415 | $1.9B | 41,201,457 | 20 | 114 | 154 | 0.0% |
| Q1 2024 | 428 | $2.2B | 45,142,448 | 42 | 140 | 140 | 0.0% |
| Q4 2023 | 412 | $2.0B | 44,180,518 | 31 | 121 | 134 | 0.0% |
| Q3 2023 | 380 | $1.7B | 41,114,097 | 23 | 113 | 133 | 0.0% |
| Q2 2023 | 374 | $1.7B | 41,122,365 | 30 | 113 | 130 | 0.1% |
| Q1 2023 | 369 | $1.7B | 41,522,263 | 30 | 118 | 125 | 0.1% |
| Q4 2022 | 369 | $1.7B | 41,335,982 | 43 | 129 | 97 | 0.0% |
| Q3 2022 | 335 | $16.1B | 428,029,710 | 18 | 112 | 118 | 0.0% |
| Q2 2022 | 352 | $17.4B | 447,235,743 | 24 | 123 | 104 | 0.0% |
| Q1 2022 | 354 | $19.6B | 441,978,964 | 25 | 117 | 109 | 0.0% |
| Q4 2021 | 349 | $20.8B | 468,248,633 | 29 | 102 | 86 | 0.0% |
| Q3 2021 | 314 | $11.0B | 264,246,946 | 22 | 93 | 92 | 0.0% |
| Q2 2021 | 311 | $30.8B | 735,006,239 | 26 | 90 | 94 | 0.0% |
| Q1 2021 | 310 | $30.5B | 753,295,456 | 28 | 67 | 120 | 0.0% |
| Q4 2020 | 307 | $18.6B | 534,790,854 | 33 | 64 | 134 | 0.0% |
| Q3 2020 | 279 | $3.3B | 113,841,454 | 13 | 57 | 131 | 0.0% |
| Q2 2020 | 286 | $3.6B | 126,610,765 | 21 | 73 | 141 | 0.0% |
| Q1 2020 | 306 | $3.4B | 140,136,907 | 24 | 100 | 122 | 0.0% |
| Q4 2019 | 351 | $6.1B | 163,123,467 | 24 | 136 | 74 | 0.0% |
| Q3 2019 | 307 | $5.3B | 147,027,681 | 18 | 116 | 93 | 0.0% |
| Q2 2019 | 299 | $5.2B | 143,177,864 | 23 | 115 | 78 | 0.0% |
| Q1 2019 | 305 | $11.1B | 310,297,013 | 34 | 110 | 81 | 0.0% |
| Q4 2018 | 289 | $3.7B | 117,881,732 | 2 | 8 | 3 | 0.0% |