Who owns DOL?
WisdomTree True Developed International Fund · WisdomTree
108 institutions reported holding DOL, worth $571.4M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of DOL
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Creative Planning | Overland Park, KS | $199.9M | 2,688,178 | −8,752 shares |
| Morgan Stanley | New York, NY | $83.1M | 1,117,439 | +32,376 shares |
| JPMorgan Chase & Co | New York, NY | $27.4M | 369,181 | +5,588 shares |
| Cascade Financial Partners, LLC | San Diego, CA | $22.9M | 307,535 | +37,984 shares |
| Key Financial Inc | West Chester, PA | $22.8M | 306,315 | −15,020 shares |
| Royal Bank of Canada | Toronto, Ontario, Canada | $22.8M | 306,129 | −5,283 shares |
| BIP Wealth, LLC | Atlanta, GA | $22.5M | 301,931 | +9,043 shares |
| LPL Financial LLC | Fort Mill, SC | $18.8M | 253,339 | +14,628 shares |
| Bank of America Corp. | Charlotte, NC | $15.0M | 201,357 | −4,976 shares |
| M&T Bank Corp | Buffalo, NY | $9.6M | 129,343 | +275 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns DOL?
108 institutional managers reported holding DOL in Form 13F filings for June 30, 2026, worth $571.4M in total. The largest reported position was held by Creative Planning, at $199.9M.
Did institutions buy or sell DOL last quarter?
Reported 13F value rose 9.9% from March 31, 2026, which includes price moves as well as buying and selling. 12 firms reported a new position and 10 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is DOL ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.