WISDOMTREE TR DVLP INTNL-USD DOL
$74.29
+1.2% 52w: $56.39 – $75.26
Latest 13F among current holders filed 17 days ago (Jun 18, 2026)
Price — last 12 months
research preview data56.3965.8375.26
Jun 20, 2025 Jul 2, 2026
Institutional holders
109
+5 QoQ
13F value
$522.8M
+4.0% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns DOL?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Creative Planning | Wealth advisor | 2.7M | $183.4M | 0.1% | +1.2% |
| MORGAN STANLEY | Bank broker | 1.1M | $73.8M | 0.0% | +5.9% |
| JPMORGAN CHASE & CO | Bank broker | 363.6K | $24.0M | 0.0% | -2.1% |
| Key Financial Inc | Wealth advisor | 321.3K | $21.8M | 3.9% | +0.3% |
| ROYAL BANK OF CANADA | Bank broker | 311.4K | $21.2M | 0.0% | -5.7% |
| BIP Wealth, LLC | Wealth advisor | 292.9K | $19.9M | 0.8% | -5.8% |
| Cascade Financial Partners, LLC | Wealth advisor | 269.6K | $18.3M | 1.9% | +11.0% |
| LPL Financial LLC | Bank broker | 238.7K | $16.2M | 0.0% | +0.7% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 206.3K | $14.0M | 0.0% | +3.6% |
| M&T Bank Corp | Diversified mechanical | 129.1K | $8.8M | 0.0% | 0.0% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 125.5K | $8.5M | 0.0% | +4.7% |
| Avidian Wealth Enterprises, LLC | Wealth advisor | 110.9K | $7.5M | 0.2% | -8.9% |
| Evernest Financial Advisors, LLC | Wealth advisor | 92.4K | $6.6M | 1.4% | -0.6% |
| Powers Advisory Group, LLC | Wealth advisor | 83.6K | $5.7M | 2.0% | -0.8% |
| JANE STREET GROUP, LLC | Market maker | 80.8K | $5.5M | 0.0% | +152.8% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 80.4K | $5.5M | 0.0% | -3.0% |
| UBS Group AG | Bank broker | 76.8K | $5.2M | 0.0% | +10.3% |
| WELLS FARGO & COMPANY/MN | Bank broker | 75.0K | $5.1M | 0.0% | +30.5% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 67.1K | $4.6M | 0.0% | +3.4% |
| Cetera Investment Advisers | Wealth advisor | 62.3K | $4.2M | 0.0% | -28.2% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 58.7K | $4.0M | 0.0% | +36.9% |
| Rockefeller Capital Management L.P. | Diversified mechanical | 56.5K | $3.8M | 0.0% | +20.9% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 52.3K | $3.6M | 0.0% | -30.5% |
| First Heartland Consultants, Inc. | Wealth advisor | 45.5K | $3.1M | 0.2% | -38.1% |
| Gladstone Institutional Advisory LLC | Wealth advisor | 43.0K | $2.9M | 0.1% | -2.4% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | Diversified mechanical | 32.5K | $2.2M | 0.0% | New |
| Mariner, LLC | Diversified mechanical | 30.1K | $2.0M | 0.0% | -13.4% |
| Waverly Advisors, LLC | Wealth advisor | 29.7K | $2.0M | 0.0% | -1.4% |
| Western Wealth Management, LLC | Wealth advisor | 29.1K | $2.0M | 0.1% | +40.5% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 28.7K | $1.9M | 0.0% | -2.5% |
| CWM, LLC | Wealth advisor | 28.0K | $1.9M | 0.0% | -6.7% |
| JFS WEALTH ADVISORS, LLC | Wealth advisor | 25.6K | $1.7M | 0.1% | +0.8% |
| Atria Investments, Inc | Wealth advisor | 25.0K | $1.7M | 0.0% | -42.7% |
| AMERIPRISE FINANCIAL INC | Bank broker | 23.9K | $1.6M | 0.0% | +12.9% |
| BlackRock, Inc. | Index provider | 23.6K | $1.6M | 0.0% | +220.6% |
| HOWE & RUSLING INC | Other | 18.3K | $1.2M | 0.1% | +20.0% |
| Kestra Advisory Services, LLC | Wealth advisor | 17.8K | $1.2M | 0.0% | -77.6% |
| FLOW TRADERS U.S. LLC | Market maker | 15.4K | $1.0M | 0.0% | New |
| Private Advisor Group, LLC | Wealth advisor | 15.1K | $1.0M | 0.0% | +4.3% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 14.7K | $1.0M | 0.0% | New |
| Strategic Financial Concepts, LLC | Wealth advisor | 12.2K | $830K | 0.2% | +0.8% |
| Evanson Asset Management, LLC | Wealth advisor | 11.6K | $791K | 0.0% | +0.1% |
| Corient Private Wealth LLC | Diversified mechanical | 11.6K | $790K | 0.0% | -50.0% |
| FIFTH THIRD BANCORP | Diversified mechanical | 11.5K | $785K | 0.0% | +239.0% |
| Institute for Wealth Management, LLC. | Other | 11.0K | $748K | 0.1% | -0.9% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | Diversified mechanical | 10.6K | $723K | 0.0% | +1287.2% |
| CoreCap Advisors, LLC | Wealth advisor | 10.5K | $712K | 0.0% | -0.1% |
| Stonebridge Financial Group, LLC | Wealth advisor | 9.3K | $634K | 0.1% | Held |
| Herold Advisors, Inc. | Other | 9.0K | $613K | 0.1% | +2.0% |
| Focus Partners Wealth | Wealth advisor | 9.0K | $611K | 0.0% | -11.5% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.