Vault-13

WISDOMTREE TR DOL

INTL LRGCAP DV · ETP · CUSIP 97717W794

110 institutional holders +5 vs Q4 2025
7,694,9777.7m shares reported held*
$581.2mreported value*
12 new 40 added 29 reduced 6 sold out net bought ≈ $6.5m (+82.2k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $75.52.

Trends to Q1 2026

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 78Q4 22: 83Q1 23: 80Q2 23: 84Q3 23: 89Q4 23: 94Q1 24: 90Q2 24: 93Q3 24: 93Q4 24: 97Q1 25: 93Q2 25: 98Q3 25: 106Q4 25: 105Q1 26: 110110Q3 22Q3 23Q3 24Q3 25Q1 26
Numbers
QuarterHolders
Q3 202278
Q4 202283
Q1 202380
Q2 202384
Q3 202389
Q4 202394
Q1 202490
Q2 202493
Q3 202493
Q4 202497
Q1 202593
Q2 202598
Q3 2025106
Q4 2025105
Q1 2026110

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q2 24: 42 bought or addedQ2 24: 37 cut or sold outQ3 24: 29 bought or addedQ3 24: 45 cut or sold outQ3 24Q4 24: 35 bought or addedQ4 24: 39 cut or sold outQ1 25: 37 bought or addedQ1 25: 43 cut or sold outQ1 25Q2 25: 49 bought or addedQ2 25: 25 cut or sold outQ3 25: 50 bought or addedQ3 25: 33 cut or sold outQ3 25Q4 25: 53 bought or addedQ4 25: 37 cut or sold outQ1 26: 52 bought or addedQ1 26: 35 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 20244237
Q3 20242945
Q4 20243539
Q1 20253743
Q2 20254925
Q3 20255033
Q4 20255337
Q1 20265235

Biggest buyers

MORGAN STANLEY Added +60,804+60.8k
JANE STREET GROUP, LLC Added +48,832+48.8k
Creative Planning Added +33,204+33.2k
KESTRA PRIVATE WEALTH SERVICES, LLC New +32,490+32.5k
Cascade Financial Partners, LLC Added +26,790+26.8k
WELLS FARGO & COMPANY/MN Added +17,522+17.5k
BlackRock, Inc. Added +16,263+16.3k
RAYMOND JAMES FINANCIAL INC Added +15,829+15.8k
FLOW TRADERS U.S. LLC New +15,427+15.4k
SUSQUEHANNA INTERNATIONAL GROUP, LLP New +14,714+14.7k

Biggest sellers

Kestra Advisory Services, LLC Reduced -61,658-61.7k
CITADEL ADVISORS LLC Reduced -29,859-29.9k
First Heartland Consultants, Inc. Reduced -28,091-28.1k
Cetera Investment Advisers Reduced -24,427-24.4k
MML INVESTORS SERVICES, LLC Reduced -22,972-23.0k
ROYAL BANK OF CANADA Reduced -18,952-19.0k
Atria Investments, Inc Reduced -18,652-18.7k
BIP Wealth, LLC Reduced -18,101-18.1k
Corient Private Wealth LP Reduced -11,627-11.6k
Avidian Wealth Enterprises, LLC Reduced -10,868-10.9k

Holders, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Creative Planning 0.12% of their portfolio OVERLAND PARK, KS 2,696,9302.7m $183.4m $183.4m 0.12% Added +33.2k +33,204
2 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 1,085,0631.1m $73.8m $73.8m 0.00% Added +60.8k +60,804
3 HUNTINGTON NATIONAL BANK 0.32% of their portfolio COLUMBUS, OH 858,025858.0k $58.3m $58.3m 0.32% Added +13.2k +13,176
4 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 363,593363.6k $24.0m $24.0m 0.00% Reduced -8.0k -7,980
5 Key Financial Inc 3.89% of their portfolio WEST CHESTER, PA 321,335321.3k $21.8m $21.8m 3.89% Added +1.1k +1,119
6 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 311,412311.4k $21.2m $21.2m 0.00% Reduced -19.0k -18,952
7 BIP Wealth, LLC 0.81% of their portfolio ATLANTA, GA 292,888292.9k $19.9m $19.9m 0.81% Reduced -18.1k -18,101
8 Cascade Financial Partners, LLC 1.89% of their portfolio SAN DIEGO, CA 269,551269.6k $18.3m $18.3m 1.89% Added +26.8k +26,790
9 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 238,711238.7k $16.2m $16.2m 0.00% Added +1.6k +1,587
10 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 206,333206.3k $14.0m $14.0m 0.00% Added +7.1k +7,119
11 M&T Bank Corp 0.03% of their portfolio BUFFALO, NY 129,068129.1k $8.8m $8.8m 0.03% Added +53 +53
12 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 125,485125.5k $8.5m $8.5m 0.01% Added +5.6k +5,601
13 Avidian Wealth Enterprises, LLC 0.24% of their portfolio Houston, TX 110,925110.9k $7.5m $7.5m 0.24% Reduced -10.9k -10,868
14 Evernest Financial Advisors, LLC 1.38% of their portfolio CARMEL, IN 92,40092.4k $6.6m $6.6m 1.38% Reduced -525 -525
15 Powers Advisory Group, LLC 2.01% of their portfolio Highland, IL 83,63883.6k $5.7m $5.7m 2.01% Reduced -650 -650
16 JANE STREET GROUP, LLC 0.01% of their portfolio NEW YORK, NY 80,78080.8k $5.5m $5.5m 0.01% Added +48.8k +48,832
17 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 80,41280.4k $5.5m $5.5m 0.01% Reduced -2.5k -2,529
18 UBS Group AG 0.00% of their portfolio ZURICH, V8 76,75976.8k $5.2m $5.2m 0.00% Added +7.2k +7,159
19 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 75,00575.0k $5.1m $5.1m 0.00% Added +17.5k +17,522
20 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 67,06067.1k $4.6m $4.6m 0.00% Added +2.2k +2,225
21 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 62,25162.3k $4.2m $4.2m 0.00% Reduced -24.4k -24,427
22 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 58,71758.7k $4.0m $4.0m 0.00% Added +15.8k +15,829
23 Rockefeller Capital Management L.P. 0.01% of their portfolio NEW YORK, NY 56,46556.5k $3.8m $3.8m 0.01% Added +9.8k +9,769
24 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 52,28252.3k $3.6m $3.6m 0.01% Reduced -23.0k -22,972
25 First Heartland Consultants, Inc. 0.24% of their portfolio LAKE ST. LOUIS, MO 45,54445.5k $3.1m $3.1m 0.24% Reduced -28.1k -28,091
26 Gladstone Institutional Advisory LLC 0.11% of their portfolio Bedminster, NJ 42,97243.0k $2.9m $2.9m 0.11% Reduced -1.1k -1,078
27 KESTRA PRIVATE WEALTH SERVICES, LLC 0.03% of their portfolio AUSTIN, TX 32,49032.5k $2.2m $2.2m 0.03% New
28 Mariner, LLC 0.00% of their portfolio Overland Park, KS 30,05230.1k $2.0m $2.0m 0.00% Reduced -4.6k -4,649
29 Waverly Advisors, LLC 0.02% of their portfolio BIRMINGHAM, AL 29,69429.7k $2.0m $2.0m 0.02% Reduced -427 -427
30 Western Wealth Management, LLC 0.08% of their portfolio GOLDEN, CO 29,08929.1k $2.0m $2.0m 0.08% Added +8.4k +8,379
31 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 28,65728.7k $1.9m $1.9m 0.00% Reduced -746 -746
32 CWM, LLC 0.01% of their portfolio OMAHA, NE 28,01828.0k $1.9m $1.9m 0.01% Reduced -2.0k -2,027
33 JFS WEALTH ADVISORS, LLC 0.10% of their portfolio HERMITAGE, PA 25,62125.6k $1.7m $1.7m 0.10% Added +210 +210
34 Atria Investments, Inc 0.02% of their portfolio Charlotte, NC 25,04225.0k $1.7m $1.7m 0.02% Reduced -18.7k -18,652
35 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 23,91823.9k $1.6m $1.6m 0.00% Added +2.7k +2,736
36 BlackRock, Inc. 0.00% of their portfolio New York, NY 23,63423.6k $1.6m $1.6m 0.00% Added +16.3k +16,263
37 HOWE & RUSLING INC 0.08% of their portfolio ROCHESTER, NY 18,27518.3k $1.2m $1.2m 0.08% Added +3.0k +3,046
38 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 17,83817.8k $1.2m $1.2m 0.00% Reduced -61.7k -61,658
39 FLOW TRADERS U.S. LLC 0.03% of their portfolio NEW YORK, NY 15,42715.4k $1.0m $1.0m 0.03% New
40 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 15,07115.1k $1.0m $1.0m 0.00% Added +620 +620
41 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 14,71414.7k $1.0m $1.0m 0.00% New
42 Strategic Financial Concepts, LLC 0.20% of their portfolio SAN ANTONIO, TX 12,20312.2k $829.7k $829.7k 0.20% Added +97 +97
43 Evanson Asset Management, LLC 0.04% of their portfolio CARMEL, CA 11,63711.6k $791.1k $791.1k 0.04% Added +10 +10
44 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 11,62711.6k $790.5k $790.5k 0.00% Reduced -11.6k -11,627
45 FIFTH THIRD BANCORP 0.00% of their portfolio CINCINNATI, OH 11,54911.5k $785.2k $785.2k 0.00% Added +8.1k +8,142
46 Institute for Wealth Management, LLC. 0.08% of their portfolio DENVER, CO 11,00411.0k $748.1k $748.1k 0.08% Reduced -103 -103
47 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.00% of their portfolio Stamford, CT 10,64010.6k $723.4k $723.4k 0.00% Added +9.9k +9,873
48 CoreCap Advisors, LLC 0.02% of their portfolio SOUTHFIELD, MI 10,47110.5k $711.9k $711.9k 0.02% Reduced -7 -7
49 Stonebridge Financial Group, LLC 0.05% of their portfolio Wormleysburg, PA 9,3259.3k $634.0k $634.0k 0.05% Unchanged
50 Herold Advisors, Inc. 0.13% of their portfolio New York, NY 9,0169.0k $613.0k $613.0k 0.13% Added +174 +174
51 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 8,9869.0k $611.0k $611.0k 0.00% Reduced -1.2k -1,170
52 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 8,6988.7k $591.4k $591.4k 0.00% Added +222 +222
53 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 8,5508.6k $562.3k $562.3k 0.00% Added +13 +13
54 Palatine Hill Wealth Management, LLC 0.47% of their portfolio BIRMINGHAM, MI 8,0018.0k $544.0k $544.0k 0.47% Unchanged
55 Aptus Capital Advisors, LLC 0.00% of their portfolio FAIRHOPE, AL 8,0008.0k $543.9k $543.9k 0.00% Unchanged
56 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 8,0008.0k $543.9k $543.9k 0.00% New
57 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 7,9898.0k $543.1k $543.1k 0.00% Reduced -104 -104
58 Meridian Financial Partners LLC 0.20% of their portfolio WARRENTON, VA 7,7457.7k $536.3k $536.3k 0.20% Unchanged
59 TopTier Wealth Management, LLC 0.32% of their portfolio MUSKEGO, WI 7,6957.7k $523.2k $523.2k 0.32% Added +8 +8
60 Geneos Wealth Management Inc. 0.01% of their portfolio ENGLEWOOD, CO 7,6697.7k $521.4k $521.4k 0.01% Reduced -170 -170
61 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 7,5447.5k $512.9k $512.9k 0.00% Reduced -29.9k -29,859
62 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 7,4727.5k $508.0k $508.0k 0.00% New
63 Stratos Wealth Partners, LTD. 0.01% of their portfolio BEACHWOOD, OH 7,1067.1k $483.2k $483.2k 0.01% Added +1.4k +1,442
64 VANCE WEALTH, LLC 0.12% of their portfolio SANTA CLARITA, CA 6,1506.2k $418.1k $418.1k 0.12% Unchanged
65 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 6,0646.1k $416.4k $416.4k 0.00% Reduced -5.1k -5,097
66 MCF Advisors LLC 0.02% of their portfolio LEXINGTON, KY 5,8855.9k $400.1k $400.1k 0.02% Unchanged
67 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 5,7325.7k $389.7k $389.7k 0.00% Unchanged
68 Altrius Capital Management Inc 0.07% of their portfolio NEW BERN, NC 5,3745.4k $365.4k $365.4k 0.07% Reduced -905 -905
69 Discipline Wealth Solutions, LLC 0.04% of their portfolio GREENVILLE, SC 5,2465.2k $356.7k $356.7k 0.04% Unchanged
70 Apella Capital, LLC 0.01% of their portfolio WEST HARTFORD, CT 5,2035.2k $378.5k $378.5k 0.01% New
71 JNBA Financial Advisors 0.03% of their portfolio BLOOMINGTON, MN 4,8064.8k $326.7k $326.7k 0.03% Unchanged
72 Cerity Partners LLC 0.00% of their portfolio NEW YORK, NY 4,6564.7k $316.5k $316.5k 0.00% Added +10 +10
73 LEVEL FOUR ADVISORY SERVICES, LLC 0.01% of their portfolio DALLAS, TX 4,4884.5k $305.1k $305.1k 0.01% Unchanged
74 Clearstead Advisors, LLC 0.00% of their portfolio CLEVELAND, OH 4,2434.2k $288.5k $288.5k 0.00% Unchanged
75 Frazier Financial Advisors, LLC 0.16% of their portfolio COLUMBUS, OH 4,2304.2k $287.6k $287.6k 0.16% Unchanged
76 Hubbell Strickland Wealth Management, LLC 0.11% of their portfolio NEW ORLEANS, LA 4,0534.1k $275.6k $275.6k 0.11% Added +12 +12
77 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 3,9814.0k $275.0k $275.0k 0.00% Added +2.0k +1,951
78 Chicago Partners Investment Group LLC 0.01% of their portfolio CHICAGO, IL 3,7593.8k $269.8k $269.8k 0.01% Added +1 +1
79 FMR LLC 0.00% of their portfolio BOSTON, MA 3,4313.4k $233.3k $233.3k 0.00% Added +1.2k +1,226
80 Fifth Third Securities, Inc. 0.01% of their portfolio Cincinnati, OH 3,3913.4k $230.5k $230.5k 0.01% Added +275 +275
81 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 3,3083.3k $225.0k $225.0k 0.00% Added +2 +2
82 United Advisor Group, LLC 0.03% of their portfolio CINCINNATI, OH 3,2323.2k $219.7k $219.7k 0.03% New
83 Relyea Zuckerberg Hanson LLC 0.02% of their portfolio STAMFORD, CT 3,1043.1k $211.0k $211.0k 0.02% Added +1 +1
84 NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio MONTREAL, A8 2,9392.9k $199.5k $199.5k 0.00% Reduced -100 -100
85 CARDIFF PARK ADVISORS, LLC 0.01% of their portfolio SAN MARCOS, CA 2,4282.4k $165.0k $165.0k 0.01% Added +8 +8
86 LRI Investments, LLC 0.01% of their portfolio PALM BEACH GARDENS, FL 2,0852.1k $141.8k $141.8k 0.01% Unchanged
87 SOA Wealth Advisors, LLC. 0.02% of their portfolio NEW YORK, NY 1,8771.9k $127.6k $127.6k 0.02% Added +5 +5
88 ASSETMARK, INC 0.00% of their portfolio CONCORD, CA 1,6001.6k $108.8k $108.8k 0.00% Unchanged
89 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 1,5851.6k $107.8k $107.8k 0.00% Reduced -687 -687
90 Blue Trust, Inc. 0.00% of their portfolio BRENTWOOD, TN 1,3771.4k $93.6k $93.6k 0.00% Unchanged
91 QUADRANT CAPITAL GROUP LLC 0.00% of their portfolio CINCINNATI, OH 950950 $64.6k $64.6k 0.00% Unchanged
92 Ancora Advisors LLC 0.00% of their portfolio Cleveland, OH 720720 $49.0k $49.0k 0.00% Unchanged
93 Cherry Tree Wealth Management, LLC 0.01% of their portfolio MINNETONKA, MN 714714 $48.5k $48.5k 0.01% Unchanged
94 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 632632 $43.0k $43.0k 0.00% Unchanged
95 Newton One Investments LLC 0.01% of their portfolio NEWARK, DE 631631 $42.9k $42.9k 0.01% Reduced -1.2k -1,222
96 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 460460 $31.3k $31.3k 0.00% New
97 SIGNATUREFD, LLC 0.00% of their portfolio ATLANTA, GA 425425 $28.9k $28.9k 0.00% Unchanged
98 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 400400 $27.2k $27.2k 0.00% Unchanged
99 CREATIVE FINANCIAL DESIGNS INC /ADV 0.00% of their portfolio KOKOMO, IN 310310 $21.1k $21.1k 0.00% Unchanged
100 TD Waterhouse Canada Inc. 0.00% of their portfolio TORONTO, A6 300300 $20.6k $20.6k 0.00% New