WisdomTree Trust - DOL
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 4 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Creative Planning | History | Reduced | 2,663,726 | 175,406 | 0.13% | 0.13% | 1 | -19,453 | -0.72% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Added to | 1,024,259 | 67,447 | 0.0% | 0.0% | 2 | +34,237 | 3.46% | Q4 2025 | Feb 13, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 844,849 | 55,633 | 0.33% | 0.32% | 3 | +13,163 | 1.58% | Q4 2025 | Feb 09, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 371,573 | 24,468 | 0.0% | 0.0% | 4 | +2,983 | 0.81% | Q4 2025 | Feb 11, 2026 |
| ROYAL BANK OF CANADA | History | New | 330,364 | 21,755 | 0.0% | — | 5 | +330,364 | New | Q4 2025 | Feb 17, 2026 |
| Key FInancial Inc | History | Reduced | 320,216 | 21,086 | 3.85% | 3.73% | 6 | -1,540 | -0.48% | Q4 2025 | Feb 09, 2026 |
| BIP Wealth, LLC | History | Added to | 310,989 | 20,478 | 0.72% | 0.95% | 7 | +2,458 | 0.8% | Q4 2025 | Jan 21, 2026 |
| Cascade Financial Partners, LLC | History | Added to | 242,761 | 15,985 | 1.62% | 1.6% | 8 | +19,038 | 8.51% | Q4 2025 | Feb 06, 2026 |
| LPL Financial LLC | History | Added to | 237,124 | 15,614 | 0.0% | 0.0% | 9 | +18,688 | 8.56% | Q4 2025 | Feb 11, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 199,214 | 13,118 | 0.0% | 0.0% | 10 | -4,566 | -2.24% | Q4 2025 | Feb 17, 2026 |
| M&T BANK CORP | History | Reduced | 129,015 | 8,495 | 0.03% | 0.03% | 11 | -29,962 | -18.85% | Q4 2025 | Jan 30, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 121,793 | 8,020 | 0.29% | 0.28% | 12 | +735 | 0.61% | Q4 2025 | Feb 02, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 119,884 | 7,894 | 0.01% | 0.01% | 13 | -129 | -0.11% | Q4 2025 | Feb 12, 2026 |
| Evernest Financial Advisors, LLC | History | Reduced | 92,925 | 6,721 | 1.41% | 1.63% | 14 | -343 | -0.37% | Q4 2025 | Feb 13, 2026 |
| Cetera Investment Advisers | History | Reduced | 86,678 | 5,707 | 0.01% | 0.01% | 15 | -12,799 | -12.87% | Q4 2025 | Feb 17, 2026 |
| Powers Advisory Group, LLC | History | Added to | 84,288 | 5,550 | 2.09% | 2.08% | 16 | +303 | 0.36% | Q4 2025 | Jan 22, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 82,941 | 5,461 | 0.01% | 0.01% | 17 | -4,606 | -5.26% | Q4 2025 | Feb 17, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 79,496 | 5,234 | 0.02% | 0.02% | 18 | -7,602 | -8.73% | Q4 2025 | Feb 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 75,254 | 4,955 | 0.01% | 0.01% | 19 | +5,001 | 7.12% | Q4 2025 | Feb 13, 2026 |
| First Heartland Consultants, Inc. | History | Reduced | 73,635 | 4,848 | 0.37% | 0.46% | 20 | -18,205 | -19.82% | Q4 2025 | Jan 09, 2026 |
| UBS Group AG | History | Added to | 69,600 | 4,583 | 0.0% | 0.0% | 21 | +8,770 | 14.42% | Q4 2025 | Jan 29, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 64,835 | 4,269 | 0.0% | 0.01% | 22 | -56,580 | -46.6% | Q4 2025 | Feb 10, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 57,483 | 3,785 | 0.0% | 0.0% | 23 | +2,780 | 5.08% | Q4 2025 | Feb 13, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 46,696 | 3,074 | 0.01% | 0.01% | 24 | +2,991 | 6.84% | Q4 2025 | Mar 16, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 44,050 | 2,900 | 0.11% | 0.1% | 25 | +1,602 | 3.77% | Q4 2025 | Feb 17, 2026 |
| Atria Investments, Inc | History | Reduced | 43,694 | 2,877 | 0.03% | 0.04% | 26 | -17,583 | -28.69% | Q4 2025 | Feb 05, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 42,888 | 2,824 | 0.0% | 0.0% | 27 | +14,757 | 52.46% | Q4 2025 | Feb 18, 2026 |
| CITADEL ADVISORS LLC | History | New | 37,403 | 2,462 | 0.0% | — | 28 | +37,403 | New | Q4 2025 | Feb 17, 2026 |
| Mariner, LLC | History | Reduced | 34,701 | 2,285 | 0.0% | 0.0% | 29 | -1,381 | -3.83% | Q4 2025 | Feb 13, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 31,948 | 2,103 | 0.0% | 0.0% | 30 | -18,484 | -36.65% | Q4 2025 | Feb 12, 2026 |
| Waverly Advisors, LLC | History | Reduced | 30,121 | 1,983 | 0.02% | 0.02% | 31 | -1,056 | -3.39% | Q4 2025 | Feb 17, 2026 |
| CWM, LLC | History | Added to | 30,045 | 1,978 | 0.01% | 0.01% | 32 | +277 | 0.93% | Q4 2025 | Jan 26, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 29,403 | 1,936 | 0.0% | 0.0% | 33 | +312 | 1.07% | Q4 2025 | Feb 10, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 25,411 | 1,673 | 0.09% | 0.08% | 34 | +2,764 | 12.2% | Q4 2025 | Jan 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 21,182 | 1,394 | 0.0% | 0.0% | 35 | +13,594 | 179.15% | Q4 2025 | Feb 17, 2026 |
| Western Wealth Management, LLC | History | Added to | 20,710 | 1,363 | 0.06% | 0.05% | 36 | +6,614 | 46.92% | Q4 2025 | Feb 05, 2026 |
| HOWE & RUSLING INC | History | Added to | 15,229 | 1,002 | 0.07% | 0.06% | 37 | +127 | 0.84% | Q4 2025 | Feb 17, 2026 |
| Private Advisor Group, LLC | History | Reduced | 14,451 | 951 | 0.0% | 0.0% | 38 | -1,847 | -11.33% | Q4 2025 | Feb 17, 2026 |
| Strategic Financial Concepts, LLC | History | New | 12,106 | 797 | 0.73% | — | 39 | +12,106 | New | Q4 2025 | Feb 09, 2026 |
| Corient Private Wealth LLC | History | New | 11,627 | 765 | 0.0% | — | 41 | +11,627 | New | Q4 2025 | Mar 09, 2026 |
| Evanson Asset Management, LLC | History | Added to | 11,627 | 765 | 0.04% | 0.04% | 40 | +18 | 0.16% | Q4 2025 | Jan 12, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 11,161 | 751 | 0.0% | 0.0% | 42 | +326 | 3.01% | Q4 2025 | Jan 08, 2026 |
| Institute for Wealth Management, LLC. | History | Reduced | 11,107 | 731 | 0.08% | 0.07% | 43 | -270 | -2.37% | Q4 2025 | Jan 27, 2026 |
| CoreCap Advisors, LLC | History | Added to | 10,478 | 689 | 0.02% | 0.02% | 44 | +82 | 0.79% | Q4 2025 | Jan 13, 2026 |
| Focus Partners Wealth | History | Added to | 10,156 | 668 | 0.0% | 0.0% | 45 | +1,782 | 21.28% | Q4 2025 | Feb 13, 2026 |
| Stonebridge Financial Group, LLC | History | No change | 9,325 | 614 | 0.05% | 0.05% | 46 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Herold Advisors, Inc. | History | Added to | 8,842 | 582 | 0.13% | 0.06% | 47 | +4,661 | 111.48% | Q4 2025 | Feb 17, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 8,537 | 562 | 0.0% | 0.0% | 48 | +806 | 10.43% | Q4 2025 | Feb 17, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 8,476 | 558 | 0.0% | 0.0% | 49 | -96 | -1.12% | Q4 2025 | Feb 13, 2026 |
| HighTower Advisors, LLC | History | Reduced | 8,093 | 532 | 0.0% | 0.0% | 50 | -264 | -3.16% | Q4 2025 | Feb 06, 2026 |
| Meridian Financial Partners LLC | History | Added to | 7,745 | 527 | 0.21% | 0.2% | 51 | +100 | 1.31% | Q4 2025 | Feb 05, 2026 |
| Palatine Hill Wealth Management, LLC | History | New | 8,001 | 526 | 0.42% | — | 53 | +8,001 | New | Q4 2025 | Feb 10, 2026 |
| Aptus Capital Advisors, LLC | History | New | 8,000 | 526 | 0.0% | — | 52 | +8,000 | New | Q4 2025 | Feb 13, 2026 |
| COMERICA BANK | History | Reduced | 7,839 | 516 | 0.0% | 0.0% | 54 | -582 | -6.91% | Q4 2025 | Jan 29, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 7,839 | 516 | 0.01% | 0.01% | 55 | +302 | 4.01% | Q4 2025 | Jan 28, 2026 |
| TopTier Wealth Management, LLC | History | New | 7,687 | 506 | 0.34% | — | 56 | +7,687 | New | Q4 2025 | Feb 12, 2026 |
| BlackRock, Inc. | History | New | 7,371 | 485 | 0.0% | — | 57 | +7,371 | New | Q4 2025 | Feb 12, 2026 |
| IFG Advisory, LLC | History | No change | 6,978 | 459 | 0.02% | 0.02% | 58 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 6,746 | 444 | 0.0% | 0.0% | 59 | +399 | 6.29% | Q4 2025 | Feb 05, 2026 |
| Altrius Capital Management Inc | History | Reduced | 6,279 | 413 | 0.09% | 0.09% | 60 | -18 | -0.29% | Q4 2025 | Feb 02, 2026 |
| VANCE WEALTH, LLC | History | No change | 6,150 | 404 | 0.12% | 0.12% | 61 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| MCF Advisors LLC | History | No change | 5,885 | 387 | 0.02% | 0.02% | 62 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| NewEdge Advisors, LLC | History | Added to | 5,732 | 377 | 0.0% | 0.0% | 63 | +5,315 | 1274.58% | Q4 2025 | Feb 18, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 5,664 | 373 | 0.0% | 0.0% | 64 | +297 | 5.53% | Q4 2025 | Jan 20, 2026 |
| Discipline Wealth Solutions, LLC | History | No change | 5,246 | 345 | 0.06% | 0.09% | 65 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| JNBA Financial Advisors | History | No change | 4,806 | 316 | 0.03% | 0.03% | 66 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 4,675 | 307 | 0.04% | 0.05% | 67 | +160 | 3.54% | Q4 2025 | Feb 13, 2026 |
| Cerity Partners LLC | History | Added to | 4,646 | 305 | 0.0% | 0.0% | 68 | +18 | 0.39% | Q4 2025 | Feb 11, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | No change | 4,488 | 295 | 0.01% | 0.01% | 69 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Clearstead Advisors, LLC | History | No change | 4,243 | 279 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Frazier Financial Advisors, LLC | History | No change | 4,230 | 278 | 0.16% | 0.16% | 71 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Hubbell Strickland Wealth Management, LLC | History | Added to | 4,041 | 266 | 0.11% | 0.1% | 72 | +24 | 0.6% | Q4 2025 | Jan 20, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 3,758 | 258 | 0.01% | 0.01% | 73 | +1 | 0.03% | Q4 2025 | Jan 28, 2026 |
| FIFTH THIRD BANCORP | History | No change | 3,407 | 224 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| COURIER CAPITAL LLC | History | Added to | 3,336 | 219 | 0.01% | 0.01% | 75 | +6 | 0.18% | Q4 2025 | Jan 29, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 3,306 | 218 | 0.0% | 0.0% | 76 | +3 | 0.09% | Q4 2025 | Feb 11, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | New | 3,116 | 205 | 0.01% | — | 77 | +3,116 | New | Q4 2025 | Jan 23, 2026 |
| Relyea Zuckerberg Hanson LLC | History | New | 3,103 | 204 | 0.02% | — | 78 | +3,103 | New | Q4 2025 | Jan 20, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | New | 3,039 | 199 | 0.0% | — | 79 | +3,039 | New | Q4 2025 | Feb 17, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | Added to | 2,420 | 159 | 0.01% | 0.01% | 80 | +14 | 0.58% | Q4 2025 | Feb 17, 2026 |
| IFP Advisors, Inc | History | Added to | 2,272 | 149 | 0.0% | 0.0% | 81 | +10 | 0.44% | Q4 2025 | Feb 06, 2026 |
| FMR LLC | History | Added to | 2,205 | 145 | 0.0% | 0.0% | 82 | +12 | 0.55% | Q4 2025 | Feb 17, 2026 |
| LRI Investments, LLC | History | No change | 2,085 | 137 | 0.01% | 0.01% | 83 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 2,030 | 133 | 0.0% | 0.0% | 84 | -84 | -3.97% | Q4 2025 | Jan 23, 2026 |
| SOA Wealth Advisors, LLC. | History | Added to | 1,872 | 123 | 0.02% | 0.02% | 85 | +11 | 0.59% | Q4 2025 | Jan 20, 2026 |
| Newton One Investments LLC | History | No change | 1,853 | 122 | 0.04% | 0.03% | 86 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| ASSETMARK, INC | History | No change | 1,600 | 105 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Blue Trust, Inc. | History | No change | 1,377 | 90 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 950 | 62 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | New | 767 | 50 | 0.0% | — | 90 | +767 | New | Q4 2025 | Feb 11, 2026 |
| Ancora Advisors LLC | History | No change | 720 | 47 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 714 | 47 | 0.01% | 0.01% | 92 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 632 | 41 | 0.0% | 0.0% | 93 | -58 | -8.41% | Q4 2025 | Feb 06, 2026 |
| SIGNATUREFD, LLC | History | No change | 425 | 27 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Allworth Financial LP | History | New | 400 | 26 | 0.0% | — | 95 | +400 | New | Q4 2025 | Feb 05, 2026 |
| Wealth Watch Advisors, INC | History | Reduced | 408 | 26 | 0.01% | 0.01% | 96 | -6 | -1.45% | Q4 2025 | Feb 17, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | New | 310 | 20 | 0.0% | — | 97 | +310 | New | Q4 2025 | Feb 06, 2026 |
| Global Retirement Partners, LLC | History | Added to | 305 | 20 | 0.0% | 0.0% | 98 | +1 | 0.33% | Q4 2025 | Feb 06, 2026 |
| Founders Financial Alliance, LLC | History | No change | 265 | 17 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Noble Wealth Management PBC | History | No change | 225 | 14 | 0.01% | 0.01% | 100 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 179 | 11 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 166 | 10 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| TSFG, LLC | History | No change | 88 | 6 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 78 | 5 | 0.0% | 0.0% | 104 | +1 | 1.3% | Q4 2025 | Jan 20, 2026 |
| GOLDMAN SACHS GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -19,923 | -100.0% | Q3 2025 | Nov 14, 2025 |
| BRIDGES INVESTMENT MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.01% | — | -17,112 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Integrated Wealth Concepts LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -8,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Bank of New York Mellon Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -7,839 | -100.0% | Q3 2025 | Nov 03, 2025 |
| NORTHERN TRUST CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -6,716 | -100.0% | Q3 2025 | Nov 14, 2025 |
| United Advisor Group, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -4,210 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Sanctuary Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,378 | -100.0% | Q3 2025 | Jan 13, 2026 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -631 | -100.0% | Q3 2025 | Nov 06, 2025 |
| CITIGROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -546 | -100.0% | Q3 2025 | Nov 10, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -51 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Golden State Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -21 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Steward Partners Investment Advisory, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |