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 95 institutions that hold shares in the stock, with a total of 8.12 Million shares, which have been reported (via 13F filing form) to have a value of $408 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
2,722,436
shares
|
$137 Million
0.15% of portfolio
|
Q3 2024
Reduced 2.81%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
811,079
shares
|
$40.7 Million
0.32% of portfolio
|
Q3 2024
Reduced 4.41%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
556,681
shares
|
$28 Million
0.0% of portfolio
|
Q3 2024
Added 4.82%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
362,262
shares
|
$18.2 Million
0.05% of portfolio
|
Q3 2023
Reduced 0.49%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
340,286
shares
|
$17.1 Million
0.0% of portfolio
|
Q3 2024
Reduced 5.64%
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
283,265
shares
|
$14.2 Million
3.42% of portfolio
|
Q3 2024
Added 1.01%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Nov 07, 2024 Q3 2024 |
278,248
shares
|
$14 Million
1.02% of portfolio
|
Q3 2024
Added 18.09%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
263,031
shares
|
$13.2 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.77%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Oct 24, 2024 Q3 2024 |
203,001
shares
|
$10.2 Million
1.33% of portfolio
|
Q3 2024
Reduced 0.81%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
192,533
shares
|
$9.67 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.45%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
177,294
shares
|
$8.9 Million
0.0% of portfolio
|
Q3 2024
Reduced 7.17%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
154,508
shares
|
$7.76 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.33%
|
|
|
M&T Bank Corp
|
Nov 19, 2024 Q3 2024 |
148,626
shares
|
$7.46 Million
0.03% of portfolio
|
Q3 2024
Added 5.38%
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2024 Q3 2024 |
129,923
shares
|
$6.52 Million
0.33% of portfolio
|
Q3 2024
Reduced 0.13%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
128,231
shares
|
$6.44 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.41%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
126,381
shares
|
$6.35 Million
0.06% of portfolio
|
Q3 2024
Reduced 1.14%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
98,382
shares
|
$4.94 Million
0.0% of portfolio
|
Q3 2024
Added 11.42%
|
|
|
Evernest Financial Advisors, LLC
Carmel, IN |
Oct 21, 2024 Q3 2024 |
89,987
shares
|
$4.52 Million
1.34% of portfolio
|
Q3 2024
Added 1.87%
|
|
|
Powers Advisory Group, LLC
|
Oct 18, 2024 Q3 2024 |
83,855
shares
|
$4.21 Million
2.26% of portfolio
|
Q3 2024
Added 1.44%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
83,457
shares
|
$4.19 Million
0.01% of portfolio
|
Q3 2024
Added 95.92%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
65,544
shares
|
$3.29 Million
0.01% of portfolio
|
Q3 2024
Added 2.64%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
61,324
shares
|
$3.08 Million
0.22% of portfolio
|
Q4 2023
Reduced 4.57%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
60,440
shares
|
$3.04 Million
0.05% of portfolio
|
Q3 2024
Added 0.67%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
55,624
shares
|
$2.79 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.88%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
52,452
shares
|
$2.63 Million
0.01% of portfolio
|
Q3 2024
Added 2.01%
|