WisdomTree Trust - DOL

Sector: Funds · Industry: ETF / Fund

Website: No information yet · Social: No information yet

Company profile

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Q2 2026 · Q1 2026

Value (USD)

Total reported value ($000)

$637.2M

QoQ value delta ($000)

+$56.12M (+9.66%)

Implied price effect (QoQ)

+9.39%

Total shares

8,574,334

QoQ shares delta

+21,332 (+0.25%)

Total shares held by funds (by quarter)

Interactive chart by TradingView.

Top 25 only Full list

Partial Q2 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	199,904	2,688,178	0.12%
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%
Key FInancial Inc	22,778	306,315	3.73%
ROYAL BANK OF CANADA	22,765	306,129	0.0%
BIP Wealth, LLC	22,452	301,931	0.64%
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%
COMMONWEALTH EQUITY SERVICES, LLC	9,293	124,973	0.01%
Avidian Wealth Enterprises, LLC	8,369	112,544	0.23%
Evernest Financial Advisors, LLC	6,806	91,533	1.42%
Powers Advisory Group, LLC	6,047	81,325	1.9%
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%