WisdomTree Trust - DOL

Sector: Funds · Industry: ETF / Fund

Website: No information yet · Social: No information yet

Company profile

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Q4 2025 · Q3 2025

Value (USD)

Total reported value ($000)

$557.3M

QoQ value delta ($000)

+$51.61M (+10.21%)

Implied price effect (QoQ)

+5.87%

Total shares

8,454,073

QoQ shares delta

+332,896 (+4.1%)

Total shares held by funds (by quarter)

Interactive chart by TradingView.

Top 25 only Full list

Early Q1 2026 data: only 1 institutional holders reported so far. More will appear as funds file with the SEC.

Manager	Value ($000)	Shares	% of 13F
Creative Planning	175,406	2,663,726	0.13%
MORGAN STANLEY	67,447	1,024,259	0.0%
HUNTINGTON NATIONAL BANK	55,633	844,849	0.33%
JPMORGAN CHASE & CO	24,468	371,573	0.0%
ROYAL BANK OF CANADA	21,755	330,364	0.0%
Key FInancial Inc	21,086	320,216	3.85%
BIP Wealth, LLC	20,478	310,989	0.72%
Cascade Financial Partners, LLC	15,985	242,761	1.62%
LPL Financial LLC	15,614	237,124	0.0%
BANK OF AMERICA CORP /DE/	13,118	199,214	0.0%
M&T BANK CORP	8,495	129,015	0.03%
Avidian Wealth Enterprises, LLC	8,020	121,793	0.29%
COMMONWEALTH EQUITY SERVICES, LLC	7,894	119,884	0.01%
Evernest Financial Advisors, LLC	6,721	92,925	1.41%
Cetera Investment Advisers	5,707	86,678	0.01%
Powers Advisory Group, LLC	5,550	84,288	2.09%
OSAIC HOLDINGS, INC.	5,461	82,941	0.01%
Kestra Advisory Services, LLC	5,234	79,496	0.02%
MML INVESTORS SERVICES, LLC	4,955	75,254	0.01%
First Heartland Consultants, Inc.	4,848	73,635	0.37%
UBS Group AG	4,583	69,600	0.0%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	4,269	64,835	0.0%
WELLS FARGO & COMPANY/MN	3,785	57,483	0.0%
Rockefeller Capital Management L.P.	3,074	46,696	0.01%
Gladstone Institutional Advisory LLC	2,900	44,050	0.11%