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 | 2,690,813 | 199,949 | 0.11% | 0.12% | 1 | +2,635 | 0.1% | Q3 2026 | Nov 02, 2026 |
| MORGAN STANLEY | History | No change | 1,117,439 | 83,097 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 852,792 | 63,417 | 0.31% | 0.31% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | No change | 369,181 | 27,387 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cascade Financial Partners, LLC | History | No change | 307,535 | 22,869 | 1.99% | 1.99% | 5 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| ROYAL BANK OF CANADA | History | No change | 306,129 | 22,765 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Key FInancial Inc | History | Reduced | 297,619 | 22,115 | 3.6% | 3.73% | 7 | -8,696 | -2.84% | Q3 2026 | Nov 02, 2026 |
| BIP Wealth, LLC | History | Reduced | 293,616 | 21,818 | 0.59% | 0.64% | 8 | -8,315 | -2.75% | Q3 2026 | Oct 22, 2026 |
| LPL Financial LLC | History | No change | 253,339 | 18,839 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 201,357 | 14,973 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| M&T BANK CORP | History | No change | 129,343 | 9,618 | 0.03% | 0.03% | 11 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Avidian Wealth Enterprises, LLC | History | Reduced | 104,889 | 7,794 | 0.22% | 0.23% | 12 | -7,655 | -6.8% | Q3 2026 | Oct 08, 2026 |
| Evernest Financial Advisors, LLC | History | No change | 91,533 | 6,806 | 1.42% | 1.42% | 13 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Powers Advisory Group, LLC | History | Added to | 81,807 | 6,078 | 1.84% | 1.9% | 14 | +482 | 0.59% | Q3 2026 | Oct 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 79,366 | 5,901 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 79,114 | 5,883 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 76,994 | 5,725 | 0.01% | 0.01% | 17 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 73,334 | 5,453 | 0.01% | 0.01% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 67,264 | 5,002 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 63,962 | 4,756 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | History | No change | 61,185 | 4,549 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 54,487 | 4,051 | 0.01% | 0.01% | 22 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 49,115 | 3,636 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 42,664 | 3,172 | 0.1% | 0.1% | 24 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 32,001 | 2,377 | 0.03% | 0.03% | 25 | +401 | 1.27% | Q3 2026 | Oct 30, 2026 |
| Western Wealth Management, LLC | History | No change | 31,348 | 2,331 | 0.08% | 0.08% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Phillip James Consulting Co. | History | New | 31,003 | 2,303 | 1.55% | — | 27 | +31,003 | New | Q3 2026 | Nov 03, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 29,705 | 2,208 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Waverly Advisors, LLC | History | No change | 29,213 | 2,172 | 0.01% | 0.01% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | No change | 28,211 | 2,097 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 27,708 | 2,058 | 0.1% | 0.1% | 31 | +548 | 2.02% | Q3 2026 | Nov 03, 2026 |
| BlackRock, Inc. | History | No change | 25,701 | 1,911 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Mariner, LLC | History | No change | 25,555 | 1,900 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 22,268 | 1,654 | 0.0% | 0.0% | 34 | +6,749 | 43.49% | Q3 2026 | Nov 02, 2026 |
| HOWE & RUSLING INC | History | No change | 19,105 | 1,420 | 0.08% | 0.08% | 35 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 19,041 | 1,414 | 0.0% | 0.01% | 36 | -105,932 | -84.76% | Q3 2026 | Nov 02, 2026 |
| First Heartland Consultants, Inc. | History | Reduced | 15,790 | 1,173 | 0.08% | 0.14% | 37 | -13,127 | -45.4% | Q3 2026 | Oct 08, 2026 |
| Private Advisor Group, LLC | History | No change | 14,946 | 1,111 | 0.01% | 0.01% | 38 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| FLOW TRADERS U.S. LLC | History | No change | 12,278 | 913 | 0.04% | 0.04% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 11,945 | 888 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Corient Private Wealth LP | History | No change | 11,627 | 864 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| FIFTH THIRD BANCORP | History | No change | 11,532 | 857 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 10,980 | 816 | 0.07% | 0.07% | 43 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Herold Advisors, Inc. | History | Reduced | 10,498 | 780 | 0.15% | 0.16% | 44 | -74 | -0.7% | Q3 2026 | Oct 19, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 10,292 | 764 | 0.02% | 0.02% | 45 | -103 | -0.99% | Q3 2026 | Oct 08, 2026 |
| Stonebridge Financial Group, LLC | History | No change | 9,325 | 692 | 0.05% | 0.05% | 46 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 9,046 | 672 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Focus Partners Wealth | History | No change | 8,969 | 667 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Geneos Wealth Management Inc. | History | No change | 8,892 | 661 | 0.01% | 0.01% | 49 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Concurrent Investment Advisors, LLC | History | New | 8,346 | 620 | 0.0% | — | 50 | +8,346 | New | Q3 2026 | Oct 16, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 8,332 | 611 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 8,000 | 594 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 8,000 | 594 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Palatine Hill Wealth Management, LLC | History | No change | 8,001 | 594 | 0.43% | 0.48% | 54 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| TopTier Wealth Management, LLC | History | Added to | 7,739 | 575 | 0.34% | 0.35% | 55 | +10 | 0.13% | Q3 2026 | Oct 16, 2026 |
| HighTower Advisors, LLC | History | No change | 7,664 | 569 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 7,405 | 550 | 0.01% | 0.01% | 57 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Meridian Financial Partners LLC | History | Added to | 7,200 | 530 | 0.17% | 0.18% | 58 | +55 | 0.77% | Q3 2026 | Oct 23, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 6,304 | 462 | 0.0% | 0.0% | 59 | +420 | 7.14% | Q3 2026 | Oct 13, 2026 |
| VANCE WEALTH, LLC | History | No change | 6,150 | 457 | 0.1% | 0.1% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MCF Advisors LLC | History | No change | 5,885 | 437 | 0.02% | 0.02% | 61 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| HRT FINANCIAL LP | History | No change | 5,606 | 416 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IFG Advisory, LLC | History | No change | 5,603 | 416 | 0.01% | 0.01% | 63 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Altrius Capital Management Inc | History | No change | 5,289 | 393 | 0.07% | 0.07% | 64 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Discipline Wealth Solutions, LLC | History | No change | 5,246 | 389 | 0.03% | 0.03% | 65 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Apella Capital, LLC | History | Added to | 5,262 | 387 | 0.0% | 0.01% | 66 | +13 | 0.25% | Q3 2026 | Oct 08, 2026 |
| MAI Capital Management | History | No change | 5,037 | 374 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JNBA Financial Advisors | History | No change | 4,806 | 357 | 0.03% | 0.03% | 68 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Cerity Partners LLC | History | No change | 4,699 | 349 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | No change | 4,488 | 333 | 0.01% | 0.01% | 70 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Clearstead Advisors, LLC | History | No change | 4,243 | 315 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Frazier Financial Advisors, LLC | History | No change | 4,230 | 314 | 0.16% | 0.16% | 72 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Hubbell Strickland Wealth Management, LLC | History | Added to | 4,123 | 306 | 0.11% | 0.11% | 73 | +15 | 0.37% | Q3 2026 | Oct 29, 2026 |
| Evanson Financial, LLC | History | Reduced | 4,001 | 297 | 0.01% | 0.04% | 74 | -7,678 | -65.74% | Q3 2026 | Oct 23, 2026 |
| United Advisor Group, LLC | History | Added to | 3,987 | 296 | 0.03% | 0.03% | 75 | +217 | 5.76% | Q3 2026 | Nov 02, 2026 |
| FMR LLC | History | No change | 3,612 | 268 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 3,576 | 261 | 0.0% | 0.01% | 77 | -12 | -0.33% | Q3 2026 | Oct 26, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 3,416 | 253 | 0.01% | 0.01% | 78 | +3 | 0.09% | Q3 2026 | Oct 21, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 3,313 | 246 | 0.0% | 0.0% | 79 | +200 | 6.42% | Q3 2026 | Nov 02, 2026 |
| Janney Montgomery Scott LLC | History | No change | 3,265 | 243 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Relyea Zuckerberg Hanson LLC | History | Added to | 3,106 | 230 | 0.02% | 0.02% | 81 | +1 | 0.03% | Q3 2026 | Oct 20, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 2,939 | 218 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Sound Stewardship, LLC | History | No change | 2,753 | 204 | 0.08% | 0.08% | 83 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Savant Capital, LLC | History | No change | 2,623 | 200 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Lantz Financial LLC | History | No change | 2,699 | 200 | 0.04% | 0.04% | 85 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | No change | 2,461 | 182 | 0.01% | 0.01% | 86 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 2,167 | 161 | 0.0% | 0.0% | 87 | -5 | -0.23% | Q3 2026 | Oct 08, 2026 |
| LRI Investments, LLC | History | No change | 2,085 | 155 | 0.01% | 0.01% | 88 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 1,903 | 141 | 0.02% | 0.02% | 89 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| US BANCORP \DE\ | History | No change | 1,806 | 134 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ASSETMARK, INC | History | No change | 1,600 | 118 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Blue Trust, Inc. | History | No change | 1,377 | 102 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 936 | 69 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IFP Advisors, Inc | History | Reduced | 737 | 54 | 0.0% | 0.0% | 94 | -498 | -40.32% | Q3 2026 | Oct 16, 2026 |
| Ancora Advisors LLC | History | No change | 720 | 53 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 645 | 47 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 644 | 47 | 0.01% | 0.01% | 97 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 632 | 46 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Newton One Investments LLC | History | No change | 631 | 46 | 0.01% | 0.01% | 99 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Downshift Financial, LLC | History | New | 458 | 34 | 0.01% | — | 100 | +458 | New | Q3 2026 | Oct 13, 2026 |
| Point Nemo Capital, LLC | History | No change | 439 | 32 | 0.01% | 0.02% | 101 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| SIGNATUREFD, LLC | History | No change | 425 | 31 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| NewEdge Advisors, LLC | History | No change | 387 | 28 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 310 | 23 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Global Retirement Partners, LLC | History | No change | 307 | 22 | 0.0% | 0.0% | 105 | 0 | 0.0% | 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 | Reduced | 71 | 5 | 0.0% | 0.0% | 108 | -17 | -19.32% | Q3 2026 | Oct 23, 2026 |
| VANGUARD ADVISERS INC | History | No change | 51 | 3 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Harborfront Financial Group LLC | History | No change | 42 | 3 | 0.01% | 0.01% | 110 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Triumph Capital Management | History | No change | 25 | 1 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Atria Investments, Inc | History | Closed out | 0 | 0 | — | 0.01% | — | -13,937 | -100.0% | Q3 2026 | Oct 15, 2026 |
| AdvisorNet Financial, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -79 | -100.0% | Q3 2026 | Oct 15, 2026 |