WISDOMTREE TR (DOL) is held by 48 institutional investors that disclose positions via SEC 13F filings. The largest disclosed holder is Creative Planning as of Q2 2026.

Are institutions buying or selling DOL?

In Q2 2026, 18 institutions opened or increased positions in WISDOMTREE TR while 28 reduced or exited — a net selling quarter.

What is the Smart Money Verdict on DOL?

HoldingsIntel scores WISDOMTREE TR across four independent sources (institutional 13F activity, insider trades, activist filings, and congressional trades) — with 1 of the 4 carrying data for DOL. In Q2 2026, the institutional leg showed net outflows: 18 buying versus 28 selling.

How many hedge funds hold DOL?

48 institutional investors report holding WISDOMTREE TR (DOL) as of Q2 2026, based on SEC 13F filings.

Is institutional money flowing into DOL?

As of Q2 2026, tracked institutions in WISDOMTREE TR show 18 buyers versus 28 sellers — net outflows.

WISDOMTREE TR

DOL·97717W794·US·ETF

Holders

(6 Elite)

$516M

Total Value

39% (46)

Consensus

18 buying - 28 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

View all

Held by 48 funds

6 elite

Who's Trading

Source dates: Price Oct 15, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for DOL.

Checking access…

	Action
Creative Planning	Decreased	2.7M(-0.3%)	$199.9M	0.1%	+110.00%	0
MORGAN STANLEY	Increased	1.1M(+3.0%)	$83.1M	0.0%	+38.15%	31
HUNTINGTON NATIONAL BANK	Decreased	852,792(-0.6%)	$63.4M	0.3%	+98.31%	0
JPMORGAN CHASE & CO	Increased	369,181(+1.5%)	$27.4M	0.0%	+43.17%	29
ROYAL BANK OF CANADA	Decreased	306,129(-1.7%)	$22.8M	0.0%	+78.85%	0
LPL Financial LLC	Increased	253,339(+6.1%)	$18.8M	0.0%	+52.78%	30
BANK OF AMERICA CORP /DE/	Decreased	201,357(-2.4%)	$15M	0.0%	+70.75%	0
M&T BANK CORP	Increased	129,343(+0.2%)	$9.6M	0.0%	+74.00%	28
COMMONWEALTH EQUITY SERVICES, LLC	Decreased	124,973(-0.4%)	$9.3M	0.0%	+88.63%	0
WELLS FARGO & COMPANY/MN	Increased	79,366(+5.8%)	$5.9M	0.0%	+34.99%	29
UBS Group AG	Increased	79,114(+3.1%)	$5.9M	0.0%	+55.46%	28
MML INVESTORS SERVICES, LLC	Increased	76,994(+47.3%)	$5.7M	0.0%	+34.46%	37
OSAIC HOLDINGS, INC.	Decreased	73,334(-8.8%)	$5.5M	0.0%	+41.14%	0
RAYMOND JAMES FINANCIAL INC	Increased	67,264(+14.6%)	$5M	0.0%	+19.50%	31
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	Decreased	63,962(-4.6%)	$4.8M	0.0%	+62.86%	0
Cetera Investment Advisers	Decreased	61,185(-1.7%)	$4.5M	0.0%	+38.58%	0
Rockefeller Capital Management L.P.	Decreased	54,487(-3.5%)	$4.1M	0.0%	+56.23%	0
AMERIPRISE FINANCIAL INC	Increased	49,115(+105.3%)	$3.6M	0.0%	+8.83%	43
ENVESTNET ASSET MANAGEMENT INC	Increased	29,705(+3.7%)	$2.2M	0.0%	+85.08%	27
WAWaverly Advisors, LLC	Decreased	29,213(-1.6%)	$2.2M	0.0%	+54.45%	0

Showing 1-20 of 53

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer

WISDOMTREE TR

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