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 | Added to | 2,696,930 | 183,354 | 0.12% | 0.13% | 1 | +33,204 | 1.25% | Q1 2026 | May 12, 2026 |
| MORGAN STANLEY | History | Added to | 1,085,063 | 73,769 | 0.0% | 0.0% | 2 | +60,804 | 5.94% | Q1 2026 | May 15, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 858,025 | 58,334 | 0.32% | 0.33% | 3 | +13,176 | 1.56% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 363,593 | 24,006 | 0.0% | 0.0% | 4 | -7,980 | -2.15% | Q1 2026 | May 13, 2026 |
| Key FInancial Inc | History | Added to | 321,335 | 21,846 | 3.89% | 3.85% | 5 | +1,119 | 0.35% | Q1 2026 | Apr 24, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 311,412 | 21,172 | 0.0% | 0.0% | 6 | -18,952 | -5.74% | Q1 2026 | May 15, 2026 |
| BIP Wealth, LLC | History | Reduced | 292,888 | 19,912 | 0.81% | 0.72% | 7 | -18,101 | -5.82% | Q1 2026 | Apr 27, 2026 |
| Cascade Financial Partners, LLC | History | Added to | 269,551 | 18,325 | 1.89% | 1.62% | 8 | +26,790 | 11.04% | Q1 2026 | May 12, 2026 |
| LPL Financial LLC | History | Added to | 238,711 | 16,229 | 0.0% | 0.0% | 9 | +1,587 | 0.67% | Q1 2026 | May 06, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 206,333 | 14,027 | 0.0% | 0.0% | 10 | +7,119 | 3.57% | Q1 2026 | May 15, 2026 |
| M&T BANK CORP | History | Added to | 129,068 | 8,774 | 0.03% | 0.03% | 11 | +53 | 0.04% | Q1 2026 | May 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 125,485 | 8,531 | 0.01% | 0.01% | 12 | +5,601 | 4.67% | Q1 2026 | Apr 27, 2026 |
| Avidian Wealth Enterprises, LLC | History | Reduced | 110,925 | 7,541 | 0.24% | 0.29% | 13 | -10,868 | -8.92% | Q1 2026 | May 07, 2026 |
| Evernest Financial Advisors, LLC | History | Reduced | 92,400 | 6,622 | 1.38% | 1.41% | 14 | -525 | -0.56% | Q1 2026 | May 04, 2026 |
| Powers Advisory Group, LLC | History | Reduced | 83,638 | 5,686 | 2.01% | 2.09% | 15 | -650 | -0.77% | Q1 2026 | Apr 21, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 80,780 | 5,491 | 0.0% | 0.0% | 16 | +48,832 | 152.85% | Q1 2026 | May 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 80,412 | 5,467 | 0.01% | 0.01% | 17 | -2,529 | -3.05% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 76,759 | 5,218 | 0.0% | 0.0% | 18 | +7,159 | 10.29% | Q1 2026 | May 05, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 75,005 | 5,099 | 0.0% | 0.0% | 19 | +17,522 | 30.48% | Q1 2026 | Jul 08, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 67,060 | 4,559 | 0.0% | 0.0% | 20 | +2,225 | 3.43% | Q1 2026 | May 07, 2026 |
| Cetera Investment Advisers | History | Reduced | 62,251 | 4,232 | 0.0% | 0.01% | 21 | -24,427 | -28.18% | Q1 2026 | May 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 58,717 | 3,991 | 0.0% | 0.0% | 22 | +15,829 | 36.91% | Q1 2026 | May 14, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 56,465 | 3,838 | 0.01% | 0.01% | 23 | +9,769 | 20.92% | Q1 2026 | May 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 52,282 | 3,554 | 0.01% | 0.01% | 24 | -22,972 | -30.53% | Q1 2026 | May 04, 2026 |
| First Heartland Consultants, Inc. | History | Reduced | 45,544 | 3,096 | 0.24% | 0.37% | 25 | -28,091 | -38.15% | Q1 2026 | Apr 08, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 42,972 | 2,921 | 0.11% | 0.11% | 26 | -1,078 | -2.45% | Q1 2026 | May 14, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | New | 32,490 | 2,208 | 0.03% | — | 27 | +32,490 | New | Q1 2026 | Apr 20, 2026 |
| Mariner, LLC | History | Reduced | 30,052 | 2,043 | 0.0% | 0.0% | 28 | -4,649 | -13.4% | Q1 2026 | May 13, 2026 |
| Waverly Advisors, LLC | History | Reduced | 29,694 | 2,018 | 0.02% | 0.02% | 29 | -427 | -1.42% | Q1 2026 | May 15, 2026 |
| Western Wealth Management, LLC | History | Added to | 29,089 | 1,977 | 0.08% | 0.06% | 30 | +8,379 | 40.46% | Q1 2026 | Jun 18, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 28,657 | 1,948 | 0.0% | 0.0% | 31 | -746 | -2.54% | Q1 2026 | May 04, 2026 |
| CWM, LLC | History | Reduced | 28,018 | 1,904 | 0.01% | 0.01% | 32 | -2,027 | -6.75% | Q1 2026 | May 14, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 25,621 | 1,741 | 0.1% | 0.09% | 33 | +210 | 0.83% | Q1 2026 | Apr 20, 2026 |
| Atria Investments, Inc | History | Reduced | 25,042 | 1,702 | 0.02% | 0.03% | 34 | -18,652 | -42.69% | Q1 2026 | May 05, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 23,918 | 1,626 | 0.0% | 0.0% | 35 | +2,736 | 12.92% | Q1 2026 | Jul 17, 2026 |
| BlackRock, Inc. | History | Added to | 23,634 | 1,606 | 0.0% | 0.0% | 36 | +16,263 | 220.63% | Q1 2026 | May 13, 2026 |
| HOWE & RUSLING INC | History | Added to | 18,275 | 1,242 | 0.08% | 0.07% | 37 | +3,046 | 20.0% | Q1 2026 | Apr 28, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 17,838 | 1,212 | 0.0% | 0.02% | 38 | -61,658 | -77.56% | Q1 2026 | Apr 30, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 15,427 | 1,049 | 0.03% | — | 39 | +15,427 | New | Q1 2026 | May 15, 2026 |
| Private Advisor Group, LLC | History | Added to | 15,071 | 1,024 | 0.0% | 0.0% | 40 | +620 | 4.29% | Q1 2026 | Apr 24, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 14,714 | 1,000 | 0.0% | — | 41 | +14,714 | New | Q1 2026 | May 15, 2026 |
| Strategic Financial Concepts, LLC | History | Added to | 12,203 | 829 | 0.2% | 0.73% | 42 | +97 | 0.8% | Q1 2026 | May 12, 2026 |
| Evanson Asset Management, LLC | History | Added to | 11,637 | 791 | 0.04% | 0.04% | 43 | +10 | 0.09% | Q1 2026 | Apr 08, 2026 |
| Corient Private Wealth LLC | History | No change | 11,627 | 790 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 11,549 | 785 | 0.0% | 0.0% | 45 | +8,142 | 238.98% | Q1 2026 | May 01, 2026 |
| Institute for Wealth Management, LLC. | History | Reduced | 11,004 | 748 | 0.08% | 0.08% | 46 | -103 | -0.93% | Q1 2026 | May 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 10,640 | 723 | 0.0% | 0.0% | 47 | +9,873 | 1287.22% | Q1 2026 | May 13, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 10,471 | 711 | 0.02% | 0.02% | 48 | -7 | -0.07% | Q1 2026 | Apr 07, 2026 |
| Stonebridge Financial Group, LLC | History | No change | 9,325 | 633 | 0.05% | 0.05% | 49 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Herold Advisors, Inc. | History | Added to | 9,016 | 612 | 0.13% | 0.13% | 50 | +174 | 1.97% | Q1 2026 | May 14, 2026 |
| Focus Partners Wealth | History | Reduced | 8,986 | 610 | 0.0% | 0.0% | 51 | -1,170 | -11.52% | Q1 2026 | May 14, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 8,698 | 591 | 0.0% | 0.0% | 52 | +222 | 2.62% | Q1 2026 | May 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 8,550 | 562 | 0.0% | 0.0% | 53 | +13 | 0.15% | Q1 2026 | May 15, 2026 |
| Integrated Wealth Concepts LLC | History | New | 8,000 | 543 | 0.0% | — | 57 | +8,000 | New | Q1 2026 | May 15, 2026 |
| HighTower Advisors, LLC | History | Reduced | 7,989 | 543 | 0.0% | 0.0% | 54 | -104 | -1.29% | Q1 2026 | May 05, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 8,000 | 543 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Palatine Hill Wealth Management, LLC | History | No change | 8,001 | 543 | 0.47% | 0.42% | 56 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Meridian Financial Partners LLC | History | No change | 7,745 | 536 | 0.2% | 0.21% | 58 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| TopTier Wealth Management, LLC | History | Added to | 7,695 | 523 | 0.32% | 0.34% | 59 | +8 | 0.1% | Q1 2026 | May 05, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 7,669 | 521 | 0.01% | 0.01% | 60 | -170 | -2.17% | Q1 2026 | May 04, 2026 |
| COMERICA BANK | History | No change | 7,839 | 516 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 7,544 | 512 | 0.0% | 0.0% | 62 | -29,859 | -79.83% | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | New | 7,472 | 508 | 0.0% | — | 63 | +7,472 | New | Q1 2026 | May 05, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 7,106 | 483 | 0.01% | 0.0% | 64 | +1,442 | 25.46% | Q1 2026 | Apr 28, 2026 |
| VANCE WEALTH, LLC | History | No change | 6,150 | 418 | 0.12% | 0.12% | 65 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 6,064 | 416 | 0.0% | 0.0% | 66 | -5,097 | -45.67% | Q1 2026 | Apr 08, 2026 |
| MCF Advisors LLC | History | No change | 5,885 | 400 | 0.02% | 0.02% | 67 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| NewEdge Advisors, LLC | History | No change | 5,732 | 389 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q1 2026 | Jun 02, 2026 |
| Apella Capital, LLC | History | New | 5,203 | 378 | 0.01% | — | 69 | +5,203 | New | Q1 2026 | Apr 20, 2026 |
| Altrius Capital Management Inc | History | Reduced | 5,374 | 365 | 0.07% | 0.09% | 70 | -905 | -14.41% | Q1 2026 | May 05, 2026 |
| Discipline Wealth Solutions, LLC | History | No change | 5,246 | 356 | 0.04% | 0.06% | 71 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| JNBA Financial Advisors | History | No change | 4,806 | 326 | 0.03% | 0.03% | 72 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Cerity Partners LLC | History | Added to | 4,656 | 316 | 0.0% | 0.0% | 73 | +10 | 0.22% | Q1 2026 | May 15, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | No change | 4,488 | 305 | 0.01% | 0.01% | 74 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Clearstead Advisors, LLC | History | No change | 4,243 | 288 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Frazier Financial Advisors, LLC | History | No change | 4,230 | 287 | 0.16% | 0.16% | 76 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Hubbell Strickland Wealth Management, LLC | History | Added to | 4,053 | 275 | 0.11% | 0.11% | 77 | +12 | 0.3% | Q1 2026 | Apr 29, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 3,981 | 274 | 0.0% | 0.0% | 78 | +1,951 | 96.11% | Q1 2026 | Apr 07, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 3,759 | 269 | 0.01% | 0.01% | 79 | +1 | 0.03% | Q1 2026 | May 04, 2026 |
| FMR LLC | History | Added to | 3,431 | 233 | 0.0% | 0.0% | 80 | +1,226 | 55.6% | Q1 2026 | May 15, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 3,391 | 230 | 0.01% | 0.01% | 81 | +275 | 8.83% | Q1 2026 | Apr 15, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 3,308 | 225 | 0.0% | 0.0% | 82 | +2 | 0.06% | Q1 2026 | Apr 22, 2026 |
| United Advisor Group, LLC | History | New | 3,232 | 219 | 0.03% | — | 83 | +3,232 | New | Q1 2026 | Apr 17, 2026 |
| Relyea Zuckerberg Hanson LLC | History | Added to | 3,104 | 211 | 0.02% | 0.02% | 84 | +1 | 0.03% | Q1 2026 | Apr 30, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 2,939 | 199 | 0.0% | 0.0% | 85 | -100 | -3.29% | Q1 2026 | May 14, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | Added to | 2,428 | 165 | 0.01% | 0.01% | 86 | +8 | 0.33% | Q1 2026 | May 15, 2026 |
| LRI Investments, LLC | History | No change | 2,085 | 141 | 0.01% | 0.01% | 87 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| SOA Wealth Advisors, LLC. | History | Added to | 1,877 | 127 | 0.02% | 0.02% | 88 | +5 | 0.27% | Q1 2026 | May 20, 2026 |
| ASSETMARK, INC | History | No change | 1,600 | 108 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| IFP Advisors, Inc | History | Reduced | 1,585 | 107 | 0.0% | 0.0% | 90 | -687 | -30.24% | Q1 2026 | Apr 13, 2026 |
| Blue Trust, Inc. | History | No change | 1,377 | 93 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 950 | 64 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Ancora Advisors LLC | History | No change | 720 | 48 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 714 | 48 | 0.01% | 0.01% | 94 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Newton One Investments LLC | History | Reduced | 631 | 42 | 0.01% | 0.04% | 96 | -1,222 | -65.95% | Q1 2026 | Apr 24, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 632 | 42 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| US BANCORP \DE\ | History | New | 460 | 31 | 0.0% | — | 97 | +460 | New | Q1 2026 | May 14, 2026 |
| SIGNATUREFD, LLC | History | No change | 425 | 28 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Allworth Financial LP | History | No change | 400 | 27 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 310 | 21 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| TD Waterhouse Canada Inc. | History | New | 300 | 20 | 0.0% | — | 102 | +300 | New | Q1 2026 | May 12, 2026 |
| Global Retirement Partners, LLC | History | No change | 305 | 20 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Founders Financial Alliance, LLC | History | No change | 265 | 18 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Noble Wealth Management PBC | History | No change | 225 | 15 | 0.01% | 0.01% | 104 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 179 | 12 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Ascentis Independent Advisors | History | New | 173 | 11 | 0.0% | — | 106 | +173 | New | Q1 2026 | Apr 28, 2026 |
| TSFG, LLC | History | No change | 88 | 6 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Destiny Wealth Partners, LLC | History | New | 76 | 5 | 0.0% | — | 109 | +76 | New | Q1 2026 | May 11, 2026 |
| AdvisorNet Financial, Inc | History | No change | 78 | 5 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| VANGUARD ADVISERS INC | History | New | 51 | 3 | 0.0% | — | 110 | +51 | New | Q1 2026 | May 08, 2026 |
| Triumph Capital Management | History | New | 25 | 1 | 0.0% | — | 111 | +25 | New | Q1 2026 | May 13, 2026 |
| IFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -6,978 | -100.0% | Q1 2026 | May 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -6,746 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Advyzon Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -4,675 | -100.0% | Q1 2026 | May 12, 2026 |
| COURIER CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,336 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Wealth Watch Advisors, INC | History | Closed out | 0 | 0 | — | 0.01% | — | -408 | -100.0% | Q1 2026 | May 15, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -166 | -100.0% | Q1 2026 | May 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 08, 2026 |