DOL — Wisdomtree Tr Institutional Holders · Q3 2026
Who owns Wisdomtree Tr (DOL)? 6 institutions reported holding $10.97M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Avidian Wealth Enterprises, LLC ($7.8M), First Heartland Consultants, Inc. ($1.2M), CoreCap Advisors, LLC ($764,781).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Avidian Wealth Enterprises, LLC | $7.8M | 104,889 | Trimmed |
| 2 | First Heartland Consultants, Inc. | $1.2M | 15,790 | Trimmed |
| 3 | CoreCap Advisors, LLC | $764,781 | 10,292 | Trimmed |
| 4 | Stonebridge Financial Group, LLC | $692,925 | 9,325 | Hold |
| 5 | Apella Capital, LLC | $387,998 | 5,262 | Added |
| 6 | Farther Finance Advisors, LLC | $161,026 | 2,167 | Trimmed |
Source: SEC Form 13F filings · as of 2026-09-30