Vault-13

WISDOMTREE TR DOL

INTL LRGCAP DV · ETP · CUSIP 97717W794

109 institutional holders -1 vs Q1 2026
7,684,3567.7m shares reported held*
$634.8mreported value*
9 new 33 added 38 reduced 10 sold out net bought ≈ $928.6k (+17.7k 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 ≈ $82.61.

Trends to Q2 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: 110Q2 26: 109109Q3 22Q3 23Q3 24Q3 25Q2 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
Q2 2026109

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q3 24: 29 bought or addedQ3 24: 45 cut or sold outQ4 24: 35 bought or addedQ4 24: 39 cut or sold outQ4 24Q1 25: 37 bought or addedQ1 25: 43 cut or sold outQ2 25: 49 bought or addedQ2 25: 25 cut or sold outQ2 25Q3 25: 50 bought or addedQ3 25: 33 cut or sold outQ4 25: 53 bought or addedQ4 25: 37 cut or sold outQ4 25Q1 26: 52 bought or addedQ1 26: 35 cut or sold outQ2 26: 42 bought or addedQ2 26: 48 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20242945
Q4 20243539
Q1 20253743
Q2 20254925
Q3 20255033
Q4 20255337
Q1 20265235
Q2 20264248

Biggest buyers

Cascade Financial Partners, LLC Added +37,984+38.0k
MORGAN STANLEY Added +32,376+32.4k
AMERIPRISE FINANCIAL INC Added +25,197+25.2k
MML INVESTORS SERVICES, LLC Added +24,712+24.7k
LPL Financial LLC Added +14,628+14.6k
BIP Wealth, LLC Added +9,043+9.0k
RAYMOND JAMES FINANCIAL INC Added +8,547+8.5k
Cambridge Investment Research Advisors, Inc. New +6,226+6.2k
HRT FINANCIAL LP New +5,606+5.6k
IFG Advisory, LLC New +5,603+5.6k

Biggest sellers

JANE STREET GROUP, LLC Reduced -52,569-52.6k
First Heartland Consultants, Inc. Reduced -16,627-16.6k
Key Financial Inc Reduced -15,020-15.0k
Strategic Financial Concepts, LLC Sold out -12,203-12.2k
Atria Investments, Inc Reduced -11,105-11.1k
O'SHAUGHNESSY ASSET MANAGEMENT, LLC Reduced -9,704-9.7k
Creative Planning Reduced -8,752-8.8k
CITADEL ADVISORS LLC Sold out -7,544-7.5k
Bank of New York Mellon Corp Sold out -7,472-7.5k
OSAIC HOLDINGS, INC. Reduced -7,078-7.1k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Creative Planning 0.12% of their portfolio OVERLAND PARK, KS 2,688,1782.7m $199.9m $199.9m 0.12% Reduced -8.8k -8,752
2 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 1,117,4391.1m $83.1m $83.1m 0.00% Added +32.4k +32,376
3 HUNTINGTON NATIONAL BANK 0.31% of their portfolio COLUMBUS, OH 852,792852.8k $63.4m $63.4m 0.31% Reduced -5.2k -5,233
4 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 369,181369.2k $27.4m $27.4m 0.00% Added +5.6k +5,588
5 Cascade Financial Partners, LLC 1.99% of their portfolio SAN DIEGO, CA 307,535307.5k $22.9m $22.9m 1.99% Added +38.0k +37,984
6 Key Financial Inc 3.73% of their portfolio WEST CHESTER, PA 306,315306.3k $22.8m $22.8m 3.73% Reduced -15.0k -15,020
7 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 306,129306.1k $22.8m $22.8m 0.00% Reduced -5.3k -5,283
8 BIP Wealth, LLC 0.64% of their portfolio ATLANTA, GA 301,931301.9k $22.5m $22.5m 0.64% Added +9.0k +9,043
9 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 253,339253.3k $18.8m $18.8m 0.00% Added +14.6k +14,628
10 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 201,357201.4k $15.0m $15.0m 0.00% Reduced -5.0k -4,976
11 M&T Bank Corp 0.03% of their portfolio BUFFALO, NY 129,343129.3k $9.6m $9.6m 0.03% Added +275 +275
12 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 124,973125.0k $9.3m $9.3m 0.01% Reduced -512 -512
13 Avidian Wealth Enterprises, LLC 0.23% of their portfolio Houston, TX 112,544112.5k $8.4m $8.4m 0.23% Added +1.6k +1,619
14 Evernest Financial Advisors, LLC 1.42% of their portfolio CARMEL, IN 91,53391.5k $6.8m $6.8m 1.42% Reduced -867 -867
15 Powers Advisory Group, LLC 1.90% of their portfolio Highland, IL 81,32581.3k $6.0m $6.0m 1.90% Reduced -2.3k -2,313
16 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 79,36679.4k $5.9m $5.9m 0.00% Added +4.4k +4,361
17 UBS Group AG 0.00% of their portfolio ZURICH, V8 79,11479.1k $5.9m $5.9m 0.00% Added +2.4k +2,355
18 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 76,99477.0k $5.7m $5.7m 0.01% Added +24.7k +24,712
19 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 73,33473.3k $5.5m $5.5m 0.01% Reduced -7.1k -7,078
20 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 67,26467.3k $5.0m $5.0m 0.00% Added +8.5k +8,547
21 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 63,96264.0k $4.8m $4.8m 0.00% Reduced -3.1k -3,098
22 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 61,18561.2k $4.5m $4.5m 0.00% Reduced -1.1k -1,066
23 Rockefeller Capital Management L.P. 0.01% of their portfolio NEW YORK, NY 54,48754.5k $4.1m $4.1m 0.01% Reduced -2.0k -1,978
24 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 49,11549.1k $3.6m $3.6m 0.00% Added +25.2k +25,197
25 Gladstone Institutional Advisory LLC 0.10% of their portfolio Bedminster, NJ 42,66442.7k $3.2m $3.2m 0.10% Reduced -308 -308
26 KESTRA PRIVATE WEALTH SERVICES, LLC 0.03% of their portfolio AUSTIN, TX 31,60031.6k $2.3m $2.3m 0.03% Reduced -890 -890
27 Western Wealth Management, LLC 0.08% of their portfolio GOLDEN, CO 31,34831.3k $2.3m $2.3m 0.08% Added +2.3k +2,259
28 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 29,70529.7k $2.2m $2.2m 0.00% Added +1.0k +1,048
29 Waverly Advisors, LLC 0.01% of their portfolio BIRMINGHAM, AL 29,21329.2k $2.2m $2.2m 0.01% Reduced -481 -481
30 First Heartland Consultants, Inc. 0.14% of their portfolio LAKE ST. LOUIS, MO 28,91728.9k $2.2m $2.2m 0.14% Reduced -16.6k -16,627
31 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 28,21128.2k $2.1m $2.1m 0.00% Reduced -52.6k -52,569
32 JFS WEALTH ADVISORS, LLC 0.10% of their portfolio HERMITAGE, PA 27,16027.2k $2.0m $2.0m 0.10% Added +1.5k +1,539
33 BlackRock, Inc. 0.00% of their portfolio New York, NY 25,70125.7k $1.9m $1.9m 0.00% Added +2.1k +2,067
34 Mariner, LLC 0.00% of their portfolio Overland Park, KS 25,55525.6k $1.9m $1.9m 0.00% Reduced -4.5k -4,497
35 HOWE & RUSLING INC 0.08% of their portfolio ROCHESTER, NY 19,10519.1k $1.4m $1.4m 0.08% Added +830 +830
36 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 15,51915.5k $1.2m $1.2m 0.00% Reduced -2.3k -2,319
37 Private Advisor Group, LLC 0.01% of their portfolio MORRISTOWN, NJ 14,94614.9k $1.1m $1.1m 0.01% Reduced -125 -125
38 Atria Investments, Inc 0.01% of their portfolio Charlotte, NC 13,93713.9k $1.0m $1.0m 0.01% Reduced -11.1k -11,105
39 FLOW TRADERS U.S. LLC 0.04% of their portfolio NEW YORK, NY 12,27812.3k $913.0k $913.0k 0.04% Reduced -3.1k -3,149
40 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 11,94511.9k $888.3k $888.3k 0.00% Reduced -2.8k -2,769
41 Evanson Financial, LLC 0.04% of their portfolio MCLEAN, VA 11,67911.7k $868.5k $868.5k 0.04% First filing
42 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 11,62711.6k $864.6k $864.6k 0.00% Unchanged
43 FIFTH THIRD BANCORP 0.00% of their portfolio CINCINNATI, OH 11,53211.5k $857.5k $857.5k 0.00% Reduced -17 -17
44 Institute for Wealth Management, LLC. 0.07% of their portfolio DENVER, CO 10,98011.0k $816.5k $816.5k 0.07% Reduced -24 -24
45 Herold Advisors, Inc. 0.16% of their portfolio New York, NY 10,57210.6k $786.0k $786.0k 0.16% Added +1.6k +1,556
46 CoreCap Advisors, LLC 0.02% of their portfolio SOUTHFIELD, MI 10,39510.4k $773.0k $773.0k 0.02% Reduced -76 -76
47 Stonebridge Financial Group, LLC 0.05% of their portfolio Wormleysburg, PA 9,3259.3k $693.4k $693.4k 0.05% Unchanged
48 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 9,0469.0k $672.8k $672.8k 0.00% Added +348 +348
49 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 8,9699.0k $667.0k $667.0k 0.00% Reduced -17 -17
50 Geneos Wealth Management Inc. 0.01% of their portfolio ENGLEWOOD, CO 8,8928.9k $661.2k $661.2k 0.01% Added +1.2k +1,223
51 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 8,3328.3k $611.1k $611.1k 0.00% Reduced -218 -218
52 Palatine Hill Wealth Management, LLC 0.48% of their portfolio BIRMINGHAM, MI 8,0018.0k $595.0k $595.0k 0.48% Unchanged
53 Aptus Capital Advisors, LLC 0.00% of their portfolio FAIRHOPE, AL 8,0008.0k $594.9k $594.9k 0.00% Unchanged
54 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 8,0008.0k $594.9k $594.9k 0.00% Unchanged
55 TopTier Wealth Management, LLC 0.35% of their portfolio MUSKEGO, WI 7,7297.7k $574.8k $574.8k 0.35% Added +34 +34
56 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 7,6647.7k $569.9k $569.9k 0.00% Reduced -325 -325
57 Stratos Wealth Partners, LTD. 0.01% of their portfolio BEACHWOOD, OH 7,4057.4k $550.7k $550.7k 0.01% Added +299 +299
58 Meridian Financial Partners LLC 0.18% of their portfolio WARRENTON, VA 7,1457.1k $531.4k $531.4k 0.18% Reduced -600 -600
59 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 6,2266.2k $462.0k $462.0k 0.00% New
60 VANCE WEALTH, LLC 0.10% of their portfolio SANTA CLARITA, CA 6,1506.2k $457.3k $457.3k 0.10% Unchanged
61 MCF Advisors LLC 0.02% of their portfolio LEXINGTON, KY 5,8855.9k $437.7k $437.7k 0.02% Unchanged
62 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 5,8845.9k $437.9k $437.9k 0.00% Reduced -180 -180
63 HRT FINANCIAL LP 0.00% of their portfolio NEW YORK, NY 5,6065.6k $416.0k $416.0k 0.00% New
64 IFG Advisory, LLC 0.01% of their portfolio ATLANTA, GA 5,6035.6k $416.7k $416.7k 0.01% New
65 Altrius Capital Management Inc 0.07% of their portfolio NEW BERN, NC 5,2895.3k $393.3k $393.3k 0.07% Reduced -85 -85
66 Apella Capital, LLC 0.01% of their portfolio WEST HARTFORD, CT 5,2495.2k $390.1k $390.1k 0.01% Added +46 +46
67 Discipline Wealth Solutions, LLC 0.03% of their portfolio GREENVILLE, SC 5,2465.2k $390.1k $390.1k 0.03% Unchanged
68 MAI Capital Management 0.00% of their portfolio INDEPENDENCE, OH 5,0375.0k $374.6k $374.6k 0.00% New
69 JNBA Financial Advisors 0.03% of their portfolio BLOOMINGTON, MN 4,8064.8k $357.4k $357.4k 0.03% Unchanged
70 Cerity Partners LLC 0.00% of their portfolio NEW YORK, NY 4,6994.7k $349.4k $349.4k 0.00% Added +43 +43
71 LEVEL FOUR ADVISORY SERVICES, LLC 0.01% of their portfolio DALLAS, TX 4,4884.5k $333.7k $333.7k 0.01% Unchanged
72 Clearstead Advisors, LLC 0.00% of their portfolio CLEVELAND, OH 4,2434.2k $315.5k $315.5k 0.00% Unchanged
73 Frazier Financial Advisors, LLC 0.16% of their portfolio COLUMBUS, OH 4,2304.2k $314.6k $314.6k 0.16% Unchanged
74 Hubbell Strickland Wealth Management, LLC 0.11% of their portfolio NEW ORLEANS, LA 4,1084.1k $305.5k $305.5k 0.11% Added +55 +55
75 United Advisor Group, LLC 0.03% of their portfolio CINCINNATI, OH 3,7703.8k $280.4k $280.4k 0.03% Added +538 +538
76 FMR LLC 0.00% of their portfolio BOSTON, MA 3,6123.6k $268.6k $268.6k 0.00% Added +181 +181
77 Chicago Partners Investment Group LLC 0.01% of their portfolio CHICAGO, IL 3,5883.6k $265.1k $265.1k 0.01% Reduced -171 -171
78 Fifth Third Securities, Inc. 0.01% of their portfolio Cincinnati, OH 3,4133.4k $253.8k $253.8k 0.01% Added +22 +22
79 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 3,2653.3k $243.0k $243.0k 0.00% Reduced -43 -43
80 Relyea Zuckerberg Hanson LLC 0.02% of their portfolio STAMFORD, CT 3,1053.1k $230.9k $230.9k 0.02% Added +1 +1
81 NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio MONTREAL, A8 2,9392.9k $218.2k $218.2k 0.00% Unchanged
82 Sound Stewardship, LLC 0.08% of their portfolio Overland Park, KS 2,7532.8k $204.8k $204.8k 0.08% New
83 Lantz Financial LLC 0.04% of their portfolio NAPERVILLE, IL 2,6992.7k $200.7k $200.7k 0.04% New
84 Savant Capital, LLC 0.00% of their portfolio ROCKFORD, IL 2,6232.6k $200.5k $200.5k 0.00% New
85 CARDIFF PARK ADVISORS, LLC 0.01% of their portfolio SAN MARCOS, CA 2,4612.5k $183.0k $183.0k 0.01% Added +33 +33
86 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 2,1722.2k $161.5k $161.5k 0.00% Reduced -1.8k -1,809
87 LRI Investments, LLC 0.01% of their portfolio PALM BEACH GARDENS, FL 2,0852.1k $155.1k $155.1k 0.01% Unchanged
88 SOA Wealth Advisors, LLC. 0.02% of their portfolio NEW YORK, NY 1,9031.9k $141.5k $141.5k 0.02% Added +26 +26
89 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 1,8061.8k $134.3k $134.3k 0.00% Added +1.3k +1,346
90 ASSETMARK, INC 0.00% of their portfolio CONCORD, CA 1,6001.6k $119.0k $119.0k 0.00% Unchanged
91 Blue Trust, Inc. 0.00% of their portfolio BRENTWOOD, TN 1,3771.4k $102.4k $102.4k 0.00% Unchanged
92 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 1,2351.2k $91.8k $91.8k 0.00% Reduced -350 -350
93 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.00% of their portfolio Stamford, CT 936936 $69.6k $69.6k 0.00% Reduced -9.7k -9,704
94 Ancora Advisors LLC 0.00% of their portfolio Cleveland, OH 720720 $53.5k $53.5k 0.00% Unchanged
95 Ameritas Advisory Services, LLC 0.00% of their portfolio Lincoln, NE 645645 $48.0k $48.0k 0.00% New
96 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 632632 $47.0k $47.0k 0.00% Unchanged
97 Newton One Investments LLC 0.01% of their portfolio NEWARK, DE 631631 $46.9k $46.9k 0.01% Unchanged
98 Point Nemo Capital, LLC 0.02% of their portfolio DRIPPING SPRINGS, TX 439439 $32.6k $32.6k 0.02% New
99 SIGNATUREFD, LLC 0.00% of their portfolio ATLANTA, GA 425425 $31.6k $31.6k 0.00% Unchanged
100 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 387387 $28.8k $28.8k 0.00% Reduced -5.3k -5,345