DOL WISDOMTREE TR: institutional ownership and insider trading
116 funds reported holding $638M of WISDOMTREE TR in their latest 13F filings; in Q2 2026 funds net bought $1.08M, with 9 new positions and 10 funds selling out.
Largest institutional holders of DOL
- Creative Planning — $200M
- MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) — $83.1M
- HUNTINGTON NATIONAL BANK — $63.4M
- JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) — $27.4M
- Cascade Financial Partners, LLC — $22.9M
- Key FInancial Inc — $22.8M
- ROYAL BANK OF CANADA (RY, RBMCF, RYLBF, RYPBF) — $22.8M
- BIP Wealth, LLC — $21.8M
- LPL Financial LLC — $18.8M
- BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BML-PG, BML-PH, BML-PJ, BML-PL) — $15.0M