Institutional Ownership Wisdomtree Tr Intl Largecap Di (DOL)
This table provides information about the institutional ownership of Wisdomtree Tr Intl Largecap Di (DOL). We have compiled data on the 94 institutions that hold shares in the stock, with a total of 8.17 Million shares, which have been reported (via 13F filing form) to have a value of $414 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Creative Planning
Overland Park, KS |
May 10, 2024 Q1 2024 |
2,778,787
shares
|
$141 Million
0.16% of portfolio
|
Q1 2024
Reduced 3.8%
|
|
|
Huntington National Bank
Columbus, OH |
May 03, 2024 Q1 2024 |
875,553
shares
|
$44.4 Million
0.37% of portfolio
|
Q1 2024
Reduced 44.33%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
500,840
shares
|
$25.4 Million
0.0% of portfolio
|
Q1 2024
Added 6.78%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 10, 2024 Q1 2024 |
372,379
shares
|
$18.9 Million
0.0% of portfolio
|
Q1 2024
Reduced 15.26%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
362,262
shares
|
$18.4 Million
0.05% of portfolio
|
Q3 2023
Reduced 0.49%
|
|
|
Key F Inancial Inc
|
May 13, 2024 Q1 2024 |
273,410
shares
|
$13.9 Million
3.64% of portfolio
|
Q1 2024
Added 1.07%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
271,653
shares
|
$13.8 Million
0.0% of portfolio
|
Q1 2024
Added 4.86%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
May 08, 2024 Q1 2024 |
225,024
shares
|
$11.4 Million
0.85% of portfolio
|
Q1 2024
Added 7.4%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
May 14, 2024 Q1 2024 |
204,652
shares
|
$10.4 Million
1.48% of portfolio
|
Q1 2024
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
188,768
shares
|
$9.57 Million
0.0% of portfolio
|
Q1 2024
Added 0.36%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
157,680
shares
|
$8 Million
0.0% of portfolio
|
Q1 2024
Reduced 20.61%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 10, 2024 Q1 2024 |
141,173
shares
|
$7.16 Million
0.0% of portfolio
|
Q1 2024
Added 2.96%
|
|
|
Avidian Wealth Solutions, LLC
|
May 03, 2024 Q1 2024 |
134,338
shares
|
$6.81 Million
0.35% of portfolio
|
Q1 2024
Reduced 0.33%
|
|
|
M&T Bank Corp
|
May 07, 2024 Q1 2024 |
127,652
shares
|
$6.47 Million
0.02% of portfolio
|
Q1 2024
Added 11.23%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 15, 2024 Q1 2024 |
127,451
shares
|
$6.46 Million
0.07% of portfolio
|
Q1 2024
Added 55.31%
|
|
|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
124,499
shares
|
$6.31 Million
0.01% of portfolio
|
Q1 2024
Reduced 0.21%
|
|
|
Evernest Financial Advisors, LLC
Carmel, IN |
May 10, 2024 Q1 2024 |
86,919
shares
|
$4.41 Million
2.05% of portfolio
|
Q4 2023
Added 6.88%
|
|
|
Powers Advisory Group, LLC
|
Apr 19, 2024 Q1 2024 |
83,075
shares
|
$4.21 Million
2.46% of portfolio
|
Q1 2024
Added 0.24%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 15, 2024 Q1 2024 |
78,962
shares
|
$4 Million
0.0% of portfolio
|
Q1 2024
Added 14.98%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 24, 2024 Q1 2024 |
62,518
shares
|
$3.17 Million
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2024 Q1 2024 |
62,291
shares
|
$3.16 Million
0.01% of portfolio
|
Q1 2024
Added 14.51%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
61,324
shares
|
$3.11 Million
0.22% of portfolio
|
Q4 2023
Reduced 4.57%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2024 Q1 2024 |
60,964
shares
|
$3.09 Million
0.01% of portfolio
|
Q1 2024
Added 825.24%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Apr 18, 2024 Q1 2024 |
60,040
shares
|
$3.05 Million
0.06% of portfolio
|
Q1 2024
Reduced 3.23%
|
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
57,712
shares
|
$2.93 Million
0.0% of portfolio
|
Q1 2024
Reduced 6.64%
|
|