WisdomTree Trust - DOL
Detailed investor-level table based on 13F positions.
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 | 2,688,178 | 199,904 | 0.12% | 0.12% | 1 | -8,752 | -0.32% | Q2 2026 | Aug 13, 2026 |
| MORGAN STANLEY | History | Added to | 1,117,439 | 83,097 | 0.0% | 0.0% | 2 | +32,376 | 2.98% | Q2 2026 | Aug 13, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 852,792 | 63,417 | 0.31% | 0.32% | 3 | -5,233 | -0.61% | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 369,181 | 27,387 | 0.0% | 0.0% | 4 | +5,588 | 1.54% | Q2 2026 | Aug 12, 2026 |
| Cascade Financial Partners, LLC | History | Added to | 307,535 | 22,869 | 1.99% | 1.89% | 5 | +37,984 | 14.09% | Q2 2026 | Aug 04, 2026 |
| Key FInancial Inc | History | Reduced | 306,315 | 22,778 | 3.73% | 3.89% | 6 | -15,020 | -4.67% | Q2 2026 | Jul 24, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 306,129 | 22,765 | 0.0% | 0.0% | 7 | -5,283 | -1.7% | Q2 2026 | Aug 14, 2026 |
| BIP Wealth, LLC | History | Added to | 301,931 | 22,452 | 0.64% | 0.81% | 8 | +9,043 | 3.09% | Q2 2026 | Aug 03, 2026 |
| LPL Financial LLC | History | Added to | 253,339 | 18,839 | 0.0% | 0.0% | 9 | +14,628 | 6.13% | Q2 2026 | Aug 07, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 201,357 | 14,973 | 0.0% | 0.0% | 10 | -4,976 | -2.41% | Q2 2026 | Aug 14, 2026 |
| M&T BANK CORP | History | Added to | 129,343 | 9,618 | 0.03% | 0.03% | 11 | +275 | 0.21% | Q2 2026 | Aug 04, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 124,973 | 9,293 | 0.01% | 0.01% | 12 | -512 | -0.41% | Q2 2026 | Jul 29, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 112,544 | 8,369 | 0.23% | 0.24% | 13 | +1,619 | 1.46% | Q2 2026 | Jul 24, 2026 |
| Evernest Financial Advisors, LLC | History | Reduced | 91,533 | 6,806 | 1.42% | 1.38% | 14 | -867 | -0.94% | Q2 2026 | Aug 05, 2026 |
| Powers Advisory Group, LLC | History | Reduced | 81,325 | 6,047 | 1.9% | 2.01% | 15 | -2,313 | -2.77% | Q2 2026 | Jul 31, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 79,366 | 5,901 | 0.0% | 0.0% | 16 | +4,361 | 5.81% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | Added to | 79,114 | 5,883 | 0.0% | 0.0% | 17 | +2,355 | 3.07% | Q2 2026 | Aug 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 76,994 | 5,725 | 0.01% | 0.01% | 18 | +24,712 | 47.27% | Q2 2026 | Aug 07, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 73,334 | 5,453 | 0.01% | 0.01% | 19 | -7,078 | -8.8% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 67,264 | 5,002 | 0.0% | 0.0% | 20 | +8,547 | 14.56% | Q2 2026 | Aug 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 63,962 | 4,756 | 0.0% | 0.0% | 21 | -3,098 | -4.62% | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | History | Reduced | 61,185 | 4,549 | 0.0% | 0.0% | 22 | -1,066 | -1.71% | Q2 2026 | Aug 12, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 54,487 | 4,051 | 0.01% | 0.01% | 23 | -1,978 | -3.5% | Q2 2026 | Aug 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 49,115 | 3,636 | 0.0% | 0.0% | 24 | +25,197 | 105.35% | Q2 2026 | Aug 14, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 42,664 | 3,172 | 0.1% | 0.11% | 25 | -308 | -0.72% | Q2 2026 | Jul 27, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 31,600 | 2,349 | 0.03% | 0.03% | 26 | -890 | -2.74% | Q2 2026 | Jul 28, 2026 |
| Western Wealth Management, LLC | History | Added to | 31,348 | 2,331 | 0.08% | 0.08% | 27 | +2,259 | 7.77% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 29,705 | 2,208 | 0.0% | 0.0% | 28 | +1,048 | 3.66% | Q2 2026 | Aug 03, 2026 |
| Waverly Advisors, LLC | History | Reduced | 29,213 | 2,172 | 0.01% | 0.02% | 29 | -481 | -1.62% | Q2 2026 | Aug 14, 2026 |
| First Heartland Consultants, Inc. | History | Reduced | 28,917 | 2,150 | 0.14% | 0.24% | 30 | -16,627 | -36.51% | Q2 2026 | Jul 08, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 28,211 | 2,097 | 0.0% | 0.0% | 31 | -52,569 | -65.08% | Q2 2026 | Aug 14, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 27,160 | 2,019 | 0.1% | 0.1% | 32 | +1,539 | 6.01% | Q2 2026 | Jul 10, 2026 |
| BlackRock, Inc. | History | Added to | 25,701 | 1,911 | 0.0% | 0.0% | 33 | +2,067 | 8.75% | Q2 2026 | Aug 07, 2026 |
| CWM, LLC | History | No change | 28,018 | 1,904 | 0.01% | 0.01% | 34 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Mariner, LLC | History | Reduced | 25,555 | 1,900 | 0.0% | 0.0% | 35 | -4,497 | -14.96% | Q2 2026 | Aug 13, 2026 |
| HOWE & RUSLING INC | History | Added to | 19,105 | 1,420 | 0.08% | 0.08% | 36 | +830 | 4.54% | Q2 2026 | Aug 10, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 15,519 | 1,154 | 0.0% | 0.0% | 37 | -2,319 | -13.0% | Q2 2026 | Jul 28, 2026 |
| Private Advisor Group, LLC | History | Reduced | 14,946 | 1,111 | 0.01% | 0.0% | 38 | -125 | -0.83% | Q2 2026 | Jul 27, 2026 |
| Atria Investments, Inc | History | Reduced | 13,937 | 1,036 | 0.01% | 0.02% | 39 | -11,105 | -44.35% | Q2 2026 | Jul 28, 2026 |
| FLOW TRADERS U.S. LLC | History | Reduced | 12,278 | 913 | 0.04% | 0.03% | 40 | -3,149 | -20.41% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 11,945 | 888 | 0.0% | 0.0% | 41 | -2,769 | -18.82% | Q2 2026 | Aug 14, 2026 |
| Evanson Financial, LLC | History | New | 11,679 | 868 | 0.04% | — | 42 | +11,679 | New | Q2 2026 | Jul 07, 2026 |
| Corient Private Wealth LP | History | No change | 11,627 | 864 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 11,532 | 857 | 0.0% | 0.0% | 44 | -17 | -0.15% | Q2 2026 | Aug 05, 2026 |
| Institute for Wealth Management, LLC. | History | Reduced | 10,980 | 816 | 0.07% | 0.08% | 45 | -24 | -0.22% | Q2 2026 | Jul 28, 2026 |
| Evanson Asset Management, LLC | History | No change | 11,637 | 791 | 0.04% | 0.04% | 46 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Herold Advisors, Inc. | History | Added to | 10,572 | 786 | 0.16% | 0.13% | 47 | +1,556 | 17.26% | Q2 2026 | Jul 22, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 10,395 | 773 | 0.02% | 0.02% | 48 | -76 | -0.73% | Q2 2026 | Jul 06, 2026 |
| Stonebridge Financial Group, LLC | History | No change | 9,325 | 693 | 0.05% | 0.05% | 49 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 9,046 | 672 | 0.0% | 0.0% | 50 | +348 | 4.0% | Q2 2026 | Aug 12, 2026 |
| Focus Partners Wealth | History | Reduced | 8,969 | 667 | 0.0% | 0.0% | 51 | -17 | -0.19% | Q2 2026 | Aug 12, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 8,892 | 661 | 0.01% | 0.01% | 52 | +1,223 | 15.95% | Q2 2026 | Aug 06, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 8,332 | 611 | 0.0% | 0.0% | 53 | -218 | -2.55% | Q2 2026 | Aug 14, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 8,000 | 594 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 8,000 | 594 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Palatine Hill Wealth Management, LLC | History | No change | 8,001 | 594 | 0.48% | 0.47% | 56 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| TopTier Wealth Management, LLC | History | Added to | 7,729 | 574 | 0.35% | 0.32% | 57 | +34 | 0.44% | Q2 2026 | Jul 14, 2026 |
| HighTower Advisors, LLC | History | Reduced | 7,664 | 569 | 0.0% | 0.0% | 58 | -325 | -4.07% | Q2 2026 | Aug 05, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 7,405 | 550 | 0.01% | 0.01% | 59 | +299 | 4.21% | Q2 2026 | Aug 11, 2026 |
| Meridian Financial Partners LLC | History | Reduced | 7,145 | 531 | 0.18% | 0.2% | 60 | -600 | -7.75% | Q2 2026 | Jul 24, 2026 |
| VANCE WEALTH, LLC | History | No change | 6,150 | 457 | 0.1% | 0.12% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 5,884 | 437 | 0.0% | 0.0% | 63 | -180 | -2.97% | Q2 2026 | Jul 15, 2026 |
| MCF Advisors LLC | History | No change | 5,885 | 437 | 0.02% | 0.02% | 62 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HRT FINANCIAL LP | History | New | 5,606 | 416 | 0.0% | — | 64 | +5,606 | New | Q2 2026 | Aug 14, 2026 |
| IFG Advisory, LLC | History | New | 5,603 | 416 | 0.01% | — | 65 | +5,603 | New | Q2 2026 | Aug 13, 2026 |
| Altrius Capital Management Inc | History | Reduced | 5,289 | 393 | 0.07% | 0.07% | 66 | -85 | -1.58% | Q2 2026 | Aug 13, 2026 |
| Apella Capital, LLC | History | Added to | 5,249 | 390 | 0.01% | 0.01% | 67 | +46 | 0.88% | Q2 2026 | Jul 08, 2026 |
| Discipline Wealth Solutions, LLC | History | No change | 5,246 | 390 | 0.03% | 0.04% | 68 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| MAI Capital Management | History | New | 5,037 | 374 | 0.0% | — | 69 | +5,037 | New | Q2 2026 | Aug 14, 2026 |
| JNBA Financial Advisors | History | No change | 4,806 | 357 | 0.03% | 0.03% | 70 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Cerity Partners LLC | History | Added to | 4,699 | 349 | 0.0% | 0.0% | 71 | +43 | 0.92% | Q2 2026 | Aug 14, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | No change | 4,488 | 333 | 0.01% | 0.01% | 72 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Clearstead Advisors, LLC | History | No change | 4,243 | 315 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Frazier Financial Advisors, LLC | History | No change | 4,230 | 314 | 0.16% | 0.16% | 74 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Hubbell Strickland Wealth Management, LLC | History | Added to | 4,108 | 305 | 0.11% | 0.11% | 75 | +55 | 1.36% | Q2 2026 | Jul 29, 2026 |
| United Advisor Group, LLC | History | Added to | 3,770 | 280 | 0.03% | 0.03% | 76 | +538 | 16.65% | Q2 2026 | Jul 29, 2026 |
| FMR LLC | History | Added to | 3,612 | 268 | 0.0% | 0.0% | 77 | +181 | 5.28% | Q2 2026 | Aug 13, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 3,588 | 265 | 0.01% | 0.01% | 78 | -171 | -4.55% | Q2 2026 | Jul 29, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 3,413 | 253 | 0.01% | 0.01% | 79 | +22 | 0.65% | Q2 2026 | Jul 15, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 3,265 | 243 | 0.0% | 0.0% | 80 | -43 | -1.3% | Q2 2026 | Aug 05, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | New | 3,113 | 231 | 0.0% | — | 81 | +3,113 | New | Q2 2026 | Jul 27, 2026 |
| Relyea Zuckerberg Hanson LLC | History | Added to | 3,105 | 230 | 0.02% | 0.02% | 82 | +1 | 0.03% | Q2 2026 | Jul 16, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 2,939 | 218 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Sound Stewardship, LLC | History | New | 2,753 | 204 | 0.08% | — | 84 | +2,753 | New | Q2 2026 | Jul 13, 2026 |
| Lantz Financial LLC | History | New | 2,699 | 200 | 0.04% | — | 86 | +2,699 | New | Q2 2026 | Jul 09, 2026 |
| Savant Capital, LLC | History | New | 2,623 | 200 | 0.0% | — | 85 | +2,623 | New | Q2 2026 | Aug 10, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | Added to | 2,461 | 182 | 0.01% | 0.01% | 87 | +33 | 1.36% | Q2 2026 | Aug 14, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 2,172 | 161 | 0.0% | 0.0% | 88 | -1,809 | -45.44% | Q2 2026 | Jul 17, 2026 |
| LRI Investments, LLC | History | No change | 2,085 | 155 | 0.01% | 0.01% | 89 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| SOA Wealth Advisors, LLC. | History | Added to | 1,903 | 141 | 0.02% | 0.02% | 90 | +26 | 1.39% | Q2 2026 | Jul 21, 2026 |
| US BANCORP \DE\ | History | Added to | 1,806 | 134 | 0.0% | 0.0% | 91 | +1,346 | 292.61% | Q2 2026 | Aug 12, 2026 |
| ASSETMARK, INC | History | No change | 1,600 | 118 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Blue Trust, Inc. | History | No change | 1,377 | 102 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| IFP Advisors, Inc | History | Reduced | 1,235 | 91 | 0.0% | 0.0% | 94 | -350 | -22.08% | Q2 2026 | Jul 20, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 936 | 69 | 0.0% | 0.0% | 95 | -9,704 | -91.2% | Q2 2026 | Aug 13, 2026 |
| Ancora Advisors LLC | History | No change | 720 | 53 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ameritas Advisory Services, LLC | History | New | 645 | 47 | 0.0% | — | 98 | +645 | New | Q2 2026 | Aug 14, 2026 |
| Cherry Tree Wealth Management, LLC | History | Reduced | 644 | 47 | 0.01% | 0.01% | 97 | -70 | -9.8% | Q2 2026 | Sep 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 632 | 46 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Newton One Investments LLC | History | No change | 631 | 46 | 0.01% | 0.01% | 100 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Point Nemo Capital, LLC | History | New | 439 | 32 | 0.02% | — | 101 | +439 | New | Q2 2026 | Aug 07, 2026 |
| SIGNATUREFD, LLC | History | No change | 425 | 31 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 387 | 28 | 0.0% | 0.0% | 103 | -5,345 | -93.25% | Q2 2026 | Aug 12, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 310 | 23 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Global Retirement Partners, LLC | History | New | 307 | 22 | 0.0% | — | 105 | +307 | New | Q2 2026 | Aug 06, 2026 |
| Founders Financial Alliance, LLC | History | No change | 265 | 19 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 179 | 13 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TSFG, LLC | History | No change | 88 | 7 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 79 | 5 | 0.0% | 0.0% | 109 | +1 | 1.28% | Q2 2026 | Jul 23, 2026 |
| Harborfront Financial Group LLC | History | New | 42 | 3 | 0.01% | — | 111 | +42 | New | Q2 2026 | Aug 07, 2026 |
| VANGUARD ADVISERS INC | History | No change | 51 | 3 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Triumph Capital Management | History | No change | 25 | 1 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Strategic Financial Concepts, LLC | History | Closed out | 0 | 0 | — | 0.2% | — | -12,203 | -100.0% | Q2 2026 | Jul 27, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,544 | -100.0% | Q2 2026 | Sep 02, 2026 |
| Bank of New York Mellon Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -7,472 | -100.0% | Q2 2026 | Aug 06, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -950 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Allworth Financial LP | History | Closed out | 0 | 0 | — | 0.0% | — | -400 | -100.0% | Q2 2026 | Aug 11, 2026 |
| TD Waterhouse Canada Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -300 | -100.0% | Q2 2026 | Jul 27, 2026 |
| Noble Wealth Management PBC | History | Closed out | 0 | 0 | — | 0.01% | — | -225 | -100.0% | Q2 2026 | Jul 01, 2026 |
| Ascentis Independent Advisors | History | Closed out | 0 | 0 | — | 0.0% | — | -173 | -100.0% | Q2 2026 | Aug 04, 2026 |
| Destiny Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -76 | -100.0% | Q2 2026 | Aug 07, 2026 |
| Steward Partners Investment Advisory, LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q2 2026 | Aug 13, 2026 |