WisdomTree Trust - DOL

Sector: Funds · Industry: ETF / Fund
Website: No information yet · Social: No information yet

Company profile

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Quarter snapshot

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Q1 2026 · Q4 2025
Value (USD)
Total reported value ($000)
$581.6M
QoQ value delta ($000)
+$24.34M (+4.37%)
Implied price effect (QoQ)
+3.06%
Shares
Total shares
8,561,146
QoQ shares delta
+107,073 (+1.27%)
Total shares held by funds (by quarter)

Market chart (DOL)

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Top holders (Q1 2026)

Top 25 only Full list
Partial Q1 2026 data: 110 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 183,354 2,696,930 0.12%
MORGAN STANLEY 73,769 1,085,063 0.0%
HUNTINGTON NATIONAL BANK 58,334 858,025 0.32%
JPMORGAN CHASE & CO 24,006 363,593 0.0%
Key FInancial Inc 21,846 321,335 3.89%
ROYAL BANK OF CANADA 21,172 311,412 0.0%
BIP Wealth, LLC 19,912 292,888 0.81%
Cascade Financial Partners, LLC 18,325 269,551 1.89%
LPL Financial LLC 16,229 238,711 0.0%
BANK OF AMERICA CORP /DE/ 14,027 206,333 0.0%
M&T BANK CORP 8,774 129,068 0.03%
COMMONWEALTH EQUITY SERVICES, LLC 8,531 125,485 0.01%
Avidian Wealth Enterprises, LLC 7,541 110,925 0.24%
Evernest Financial Advisors, LLC 6,622 92,400 1.38%
Powers Advisory Group, LLC 5,686 83,638 2.01%
JANE STREET GROUP, LLC 5,491 80,780 0.0%
OSAIC HOLDINGS, INC. 5,467 80,412 0.01%
UBS Group AG 5,218 76,759 0.0%
WELLS FARGO & COMPANY/MN 5,099 75,005 0.0%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 4,559 67,060 0.0%
Cetera Investment Advisers 4,232 62,251 0.0%
RAYMOND JAMES FINANCIAL INC 3,991 58,717 0.0%
Rockefeller Capital Management L.P. 3,838 56,465 0.01%
MML INVESTORS SERVICES, LLC 3,554 52,282 0.01%
First Heartland Consultants, Inc. 3,096 45,544 0.24%