WISDOMTREE INTL L/C DVD FUND (DOL) Institutional Shareholders
WISDOMTREE INTL L/C DVD FUND (DOL) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $429.55M in DOL holdings during the latest filing period.
Morgan Stanley is currently the largest disclosed institutional shareholder of DOL tracked by InsiderSet, reporting ownership valued at approximately $83.10M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $84.61M, representing an estimated gain of +1.82% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 72% of the total disclosed DOL value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Huntington National Bank, Jpmorgan Chase & Co, and several other long-term asset managers with concentrated positions in WISDOMTREE INTL L/C DVD FUND (DOL).
This page ranks the largest institutional DOL shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
105
Total Reported Value
$429.55M
Largest Holder
Morgan Stanley
Largest Position
$83.10M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
124
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.00% | 1,117,439 | $83,097,748 | $84,612,481 | +$1,514,733 | +1.82% | |
| Huntington National Bank | 0.31% | 852,792 | $63,417,384 | $64,573,410 | +$1,156,026 | +1.82% | |
| Jpmorgan Chase & Co | 0.00% | 369,181 | $27,387,693 | $27,954,385 | +$566,692 | +2.07% | |
| Cascade Financial Partners, Llc | 1.99% | 307,535 | $22,869,667 | $23,286,550 | +$416,883 | +1.82% | |
| Key Financial Inc | 3.73% | 306,315 | $22,778,931 | $23,194,172 | +$415,241 | +1.82% | |
| Royal Bank Of Canada | 0.00% | 306,129 | $22,765,000 | $23,180,088 | +$415,088 | +1.82% | |
| Bip Wealth, Llc | 0.64% | 301,931 | $22,452,890 | $22,862,215 | +$409,325 | +1.82% | |
| Lpl Financial Llc | 0.00% | 253,339 | $18,839,418 | $19,182,829 | +$343,411 | +1.82% | |
| Bank Of America Corp | 0.00% | 201,357 | $14,973,725 | $15,246,752 | +$273,027 | +1.82% | |
| Commonwealth Equity Services, Llc | 0.01% | 124,973 | $9,293,510 | $9,462,956 | +$169,446 | +1.82% | |
| M&T Bank Corp | 0.03% | 129,068 | $8,774,868 | $9,773,029 | +$998,161 | +11.38% | |
| Avidian Wealth Enterprises, Llc | 0.23% | 112,544 | $8,369,282 | $8,521,832 | +$152,550 | +1.82% | |
| Evernest Financial Advisors, Llc | 1.42% | 91,533 | $6,806,818 | $6,930,879 | +$124,061 | +1.82% | |
| Powers Advisory Group, Llc | 1.90% | 81,325 | $6,047,662 | $6,157,929 | +$110,267 | +1.82% | |
| Wells Fargo & Company/Mn | 0.00% | 79,366 | $5,901,984 | $6,009,594 | +$107,610 | +1.82% | |
| Ubs Group Ag | 0.00% | 79,114 | $5,883,233 | $5,990,512 | +$107,279 | +1.82% | |
| Mml Investors Services, Llc | 0.01% | 76,994 | $5,725,620 | $5,829,986 | +$104,366 | +1.82% | |
| Osaic Holdings, Inc. | 0.01% | 73,334 | $5,453,342 | $5,552,850 | +$99,508 | +1.82% | |
| Raymond James Financial Inc | 0.00% | 67,264 | $5,002,047 | $5,093,230 | +$91,183 | +1.82% | |
| Cetera Investment Advisers | 0.00% | 61,185 | $4,549,984 | $4,632,928 | +$82,944 | +1.82% | |
| Rockefeller Capital Management L.P. | 0.01% | 54,487 | $4,051,905 | $4,125,756 | +$73,851 | +1.82% | |
| Ameriprise Financial Inc | 0.00% | 49,115 | $3,636,881 | $3,718,988 | +$82,107 | +2.26% | |
| Gladstone Institutional Advisory Llc | 0.10% | 42,664 | $3,172,677 | $3,230,518 | +$57,841 | +1.82% | |
| Kestra Private Wealth Services, Llc | 0.03% | 31,600 | $2,349,929 | $2,392,752 | +$42,823 | +1.82% | |
| Western Wealth Management, Llc | 0.08% | 31,348 | $2,331,173 | $2,373,671 | +$42,498 | +1.82% | |
| Envestnet Asset Management Inc | 0.00% | 29,705 | $2,208,989 | $2,249,263 | +$40,274 | +1.82% | |
| Waverly Advisors, Llc | 0.01% | 29,213 | $2,172,440 | $2,212,008 | +$39,568 | +1.82% | |
| First Heartland Consultants, Inc. | 0.14% | 28,917 | $2,150,391 | $2,189,595 | +$39,204 | +1.82% | |
| Jane Street Group, Llc | 0.00% | 28,211 | $2,097,894 | $2,136,137 | +$38,243 | +1.82% | |
| Jfs Wealth Advisors, Llc | 0.10% | 27,160 | $2,019,730 | $2,056,555 | +$36,825 | +1.82% | |
| Blackrock, Inc. | 0.00% | 25,701 | $1,911,239 | $1,946,080 | +$34,841 | +1.82% | |
| Cwm, Llc | 0.01% | 28,018 | $1,904,835 | $2,121,523 | +$216,688 | +11.38% | |
| Mariner, Llc | 0.00% | 25,555 | $1,900,390 | $1,935,025 | +$34,635 | +1.82% | |
| Howe & Rusling Inc | 0.08% | 19,105 | $1,420,760 | $1,446,631 | +$25,871 | +1.82% | |
| Kestra Advisory Services, Llc | 0.00% | 15,519 | $1,154,038 | $1,175,099 | +$21,061 | +1.82% | |
| Private Advisor Group, Llc | 0.01% | 14,946 | $1,111,448 | $1,131,711 | +$20,263 | +1.82% | |
| Atria Investments, Inc | 0.01% | 13,937 | $1,036,417 | $1,055,310 | +$18,893 | +1.82% | |
| Flow Traders U.S. Llc | 0.04% | 12,278 | $913,000 | $929,690 | +$16,690 | +1.83% | |
| Susquehanna International Group, Llp | 0.00% | 11,945 | $888,283 | $904,475 | +$16,192 | +1.82% | |
| Corient Private Wealth Llc | 0.00% | 11,627 | $864,635 | $880,396 | +$15,761 | +1.82% | |
| Fifth Third Bancorp | 0.00% | 11,532 | $857,541 | $873,203 | +$15,662 | +1.83% | |
| Institute For Wealth Management, Llc. | 0.07% | 10,980 | $816,502 | $831,406 | +$14,904 | +1.83% | |
| Evanson Asset Management, Llc | 0.04% | 11,637 | $791,134 | $881,154 | +$90,020 | +11.38% | |
| Herold Advisors, Inc. | 0.16% | 10,572 | $786,000 | $800,512 | +$14,512 | +1.85% | |
| Corecap Advisors, Llc | 0.02% | 10,395 | $773,018 | $787,109 | +$14,091 | +1.82% | |
| Stonebridge Financial Group, Llc | 0.05% | 9,325 | $693,448 | $706,089 | +$12,641 | +1.82% | |
| Stifel Financial Corp | 0.00% | 9,046 | $672,756 | $684,963 | +$12,207 | +1.81% | |
| Focus Partners Wealth | 0.00% | 8,969 | $667,000 | $679,133 | +$12,133 | +1.82% | |
| Geneos Wealth Management Inc. | 0.01% | 8,892 | $661,215 | $673,302 | +$12,087 | +1.83% | |
| Jones Financial Companies Lllp | 0.00% | 8,332 | $611,067 | $630,899 | +$19,832 | +3.25% |
Frequently asked questions about DOL
Who owns the most DOL stock?
The largest holders of DOL are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for WISDOMTREE INTL L/C DVD FUND (DOL).
Is DOL widely held by superinvestors?
Many widely followed stocks like DOL appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly DOL is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.