WisdomTree Trust - DOL

Sector: Funds · Industry: ETF / Fund

Website: No information yet · Social: No information yet

Company profile

Quarter snapshot

Latest / Compare

Q3 2026 · Q2 2026

Value (USD)

Total reported value ($000)

$625.8M

QoQ value delta ($000)

-$8.746M (-1.38%)

Implied price effect (QoQ)

-0.04%

Total shares

8,420,107

QoQ shares delta

-114,572 (-1.34%)

Total shares held by funds (by quarter)

Shares (left)

Fund holders include prior positions carried forward until a new 13F confirms a change. Reported holders have reported a position in this security for that quarter; this is not the total number of 13F filers.

Market chart (DOL)

Interactive chart by TradingView.

Top holders (Q3 2026)

Top 25 only Full list

Partial Q3 2026 data: 44 holders have filed so far. Prior holders are carried forward until their next 13F confirms a change.

Manager	Value ($000)	Shares	% of 13F
Creative Planning	199,949	2,690,813	0.11%
MORGAN STANLEY	83,097	1,117,439	0.0%
HUNTINGTON NATIONAL BANK	63,417	852,792	0.31%
JPMORGAN CHASE & CO	27,387	369,181	0.0%
Cascade Financial Partners, LLC	22,869	307,535	1.99%
ROYAL BANK OF CANADA	22,765	306,129	0.0%
Key FInancial Inc	22,115	297,619	3.6%
BIP Wealth, LLC	21,818	293,616	0.59%
LPL Financial LLC	18,839	253,339	0.0%
BANK OF AMERICA CORP /DE/	14,973	201,357	0.0%
M&T BANK CORP	9,618	129,343	0.03%
Avidian Wealth Enterprises, LLC	7,794	104,889	0.22%
Evernest Financial Advisors, LLC	6,806	91,533	1.42%
Powers Advisory Group, LLC	6,078	81,807	1.84%
WELLS FARGO & COMPANY/MN	5,901	79,366	0.0%
UBS Group AG	5,883	79,114	0.0%
MML INVESTORS SERVICES, LLC	5,725	76,994	0.01%
OSAIC HOLDINGS, INC.	5,453	73,334	0.01%
RAYMOND JAMES FINANCIAL INC	5,002	67,264	0.0%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	4,756	63,962	0.0%
Cetera Investment Advisers	4,549	61,185	0.0%
Rockefeller Capital Management L.P.	4,051	54,487	0.01%
AMERIPRISE FINANCIAL INC	3,636	49,115	0.0%
Gladstone Institutional Advisory LLC	3,172	42,664	0.1%
KESTRA PRIVATE WEALTH SERVICES, LLC	2,377	32,001	0.03%