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 103 institutions that hold shares in the stock, with a total of 8.09 Million shares, which have been reported (via 13F filing form) to have a value of $435 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
2,722,945
shares
|
$147 Million
0.13% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
783,400
shares
|
$42.2 Million
0.28% of portfolio
|
Q4 2024
Reduced 3.41%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
627,529
shares
|
$33.8 Million
0.0% of portfolio
|
Q4 2024
Added 12.73%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
362,262
shares
|
$19.5 Million
0.05% of portfolio
|
Q3 2023
Reduced 0.49%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
356,506
shares
|
$19.2 Million
0.0% of portfolio
|
Q4 2024
Added 4.77%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
320,365
shares
|
$17.2 Million
1.06% of portfolio
|
Q4 2024
Added 15.14%
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
296,917
shares
|
$16 Million
3.39% of portfolio
|
Q4 2024
Added 4.82%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
264,038
shares
|
$14.2 Million
0.0% of portfolio
|
Q4 2024
Added 0.38%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
205,684
shares
|
$11.1 Million
0.0% of portfolio
|
Q4 2024
Added 6.83%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Feb 07, 2025 Q4 2024 |
199,986
shares
|
$10.8 Million
1.29% of portfolio
|
Q4 2024
Reduced 1.49%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
170,439
shares
|
$9.17 Million
0.0% of portfolio
|
Q4 2024
Reduced 3.87%
|
|
|
M&T Bank Corp
|
Feb 06, 2025 Q4 2024 |
148,281
shares
|
$7.98 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.23%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
125,971
shares
|
$6.78 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.76%
|
|
|
Avidian Wealth Solutions, LLC
|
Jan 29, 2025 Q4 2024 |
118,156
shares
|
$6.36 Million
0.27% of portfolio
|
Q4 2024
Reduced 9.06%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
106,920
shares
|
$5.75 Million
0.0% of portfolio
|
Q4 2024
Added 8.68%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
90,219
shares
|
$4.86 Million
0.01% of portfolio
|
Q4 2024
Added 8.1%
|
|
|
Evernest Financial Advisors, LLC
Carmel, IN |
Jan 23, 2025 Q4 2024 |
89,120
shares
|
$4.8 Million
1.21% of portfolio
|
Q4 2024
Reduced 0.96%
|
|
|
Powers Advisory Group, LLC
|
Jan 23, 2025 Q4 2024 |
82,885
shares
|
$4.46 Million
2.06% of portfolio
|
Q4 2024
Reduced 1.16%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
69,190
shares
|
$3.72 Million
0.01% of portfolio
|
Q4 2024
Added 5.56%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Feb 11, 2025 Q4 2024 |
62,429
shares
|
$3.36 Million
0.04% of portfolio
|
Q4 2024
Added 3.29%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
61,324
shares
|
$3.3 Million
0.22% of portfolio
|
Q4 2023
Reduced 4.57%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
57,481
shares
|
$3.09 Million
0.0% of portfolio
|
Q4 2024
Added 3.34%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
48,827
shares
|
$2.63 Million
0.0% of portfolio
|
Q4 2024
Reduced 68.4%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
48,803
shares
|
$2.63 Million
0.0% of portfolio
|
Q4 2024
Reduced 6.96%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
47,735
shares
|
$2.57 Million
0.01% of portfolio
|
Q4 2024
Reduced 2.15%
|