WISDOMTREE TR (DOL) is held by 50 institutional investors that disclose positions via SEC 13F filings. The largest disclosed holder is Creative Planning as of Q1 2026.

Are institutions buying or selling DOL?

In Q1 2026, 27 institutions opened or increased positions in WISDOMTREE TR while 15 reduced or exited — a net buying quarter.

What is the Smart Money Verdict on DOL?

The Smart Money Verdict combines four independent sources (institutional 13F activity, insider trades, activist filings, and congressional trades) into a single assessment for WISDOMTREE TR.

How many hedge funds hold DOL?

50 institutional investors report holding WISDOMTREE TR (DOL) as of Q1 2026, based on SEC 13F filings.

Is institutional money flowing into DOL?

As of Q1 2026, tracked institutions in WISDOMTREE TR show 27 buyers versus 15 sellers — net inflows.

WISDOMTREE TR

DOL·97717W794·US·ETF·Unknown - Unknown

Holders

Avg rating(18 Elite)

$470.9M

Total Value

64% (50)

Fund Consensus

27 buying - 15 selling

No verdict yet — fewer than 2 funds hold DOL.

13F: Mar 31, 2026Insider & Congress: Updated regularly

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
Creative Planning	Increased	2.7M(+1.3%)	$183.4M	0.1%	+107.47%	37
MORGAN STANLEY	Increased	1.1M(+5.9%)	$73.8M	0.0%	+38.26%	31
HUNTINGTON NATIONAL BANK	Increased	858,025(+1.6%)	$58.3M	0.3%	+95.65%	36
JPMORGAN CHASE & CO	Decreased	363,593(-2.1%)	$24M	0.0%	+53.66%	0
ROYAL BANK OF CANADA	Decreased	311,412(-5.7%)	$21.2M	0.0%	+48.66%	0
LPL Financial LLC	Increased	238,711(+0.7%)	$16.2M	0.0%	+56.56%	28
BANK OF AMERICA CORP /DE/	Increased	206,333(+3.6%)	$14M	0.0%	+48.05%	29
M&T BANK CORP	Decreased	129,068(-7.3%)	$8.8M	0.0%	+72.60%	0
COMMONWEALTH EQUITY SERVICES, LLC	Increased	125,485(+4.7%)	$8.5M	0.0%	+86.30%	29
JANE STREET GROUP, LLC	Increased	80,780(+152.8%)	$5.5M	0.0%	+15.07%	44
OSAIC HOLDINGS, INC.	Decreased	80,412(-3.0%)	$5.5M	0.0%	+40.32%	0
UBS Group AG	Increased	76,759(+10.3%)	$5.2M	0.0%	+56.09%	30
WELLS FARGO & COMPANY/MN	Increased	75,005(+30.5%)	$5.1M	0.0%	+33.86%	34
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	Increased	67,060(+3.4%)	$4.6M	0.0%	+61.06%	28
Cetera Investment Advisers	Decreased	62,251(-28.2%)	$4.2M	0.0%	+37.27%	0
RAYMOND JAMES FINANCIAL INC	Increased	58,717(+36.9%)	$4M	0.0%	+20.97%	35
Rockefeller Capital Management L.P.	Increased	56,465(+20.9%)	$3.8M	0.0%	+53.70%	32
MML INVESTORS SERVICES, LLC	Decreased	52,282(-30.5%)	$3.6M	0.0%	+60.06%	0
Mariner, LLC	Decreased	30,052(-13.4%)	$2M	0.0%	+53.61%	0
WAWaverly Advisors, LLC	Decreased	29,694(-1.4%)	$2M	0.0%	+52.97%	0