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 100 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 $481 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
2,694,168
shares
|
$160 Million
0.14% of portfolio
|
Q1 2025
Reduced 1.06%
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
790,273
shares
|
$46.9 Million
0.32% of portfolio
|
Q1 2025
Added 0.88%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
692,896
shares
|
$41.2 Million
0.0% of portfolio
|
Q1 2025
Added 10.42%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
362,262
shares
|
$21.5 Million
0.05% of portfolio
|
Q3 2023
Reduced 0.49%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
360,082
shares
|
$21.4 Million
0.0% of portfolio
|
Q1 2025
Added 1.0%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
May 02, 2025 Q1 2025 |
324,086
shares
|
$19.2 Million
1.16% of portfolio
|
Q1 2025
Added 1.16%
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
304,163
shares
|
$18.1 Million
3.7% of portfolio
|
Q1 2025
Added 2.44%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
270,829
shares
|
$16.1 Million
0.0% of portfolio
|
Q1 2025
Added 2.57%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
May 13, 2025 Q1 2025 |
216,164
shares
|
$12.8 Million
1.5% of portfolio
|
Q1 2025
Added 8.09%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
186,521
shares
|
$11.1 Million
0.0% of portfolio
|
Q1 2025
Added 9.44%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
184,726
shares
|
$11 Million
0.0% of portfolio
|
Q1 2025
Reduced 10.19%
|
|
|
M&T Bank Corp
|
Apr 30, 2025 Q1 2025 |
150,828
shares
|
$8.96 Million
0.03% of portfolio
|
Q1 2025
Added 1.72%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
121,840
shares
|
$7.24 Million
0.01% of portfolio
|
Q1 2025
Reduced 3.28%
|
|
|
Avidian Wealth Solutions, LLC
|
Apr 25, 2025 Q1 2025 |
118,207
shares
|
$7.02 Million
0.3% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
115,248
shares
|
$6.84 Million
0.01% of portfolio
|
Q1 2025
Added 7.79%
|
|
|
Evernest Financial Advisors, LLC
Carmel, IN |
May 09, 2025 Q1 2025 |
86,570
shares
|
$5.14 Million
1.87% of portfolio
|
Q1 2025
Reduced 2.86%
|
|
|
Powers Advisory Group, LLC
|
Apr 16, 2025 Q1 2025 |
81,787
shares
|
$4.86 Million
2.18% of portfolio
|
Q1 2025
Reduced 1.32%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
63,329
shares
|
$3.76 Million
0.01% of portfolio
|
Q1 2025
Reduced 8.47%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
62,535
shares
|
$3.71 Million
0.0% of portfolio
|
Q1 2025
Added 8.79%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
61,324
shares
|
$3.64 Million
0.22% of portfolio
|
Q4 2023
Reduced 4.57%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
54,700
shares
|
$3.25 Million
0.01% of portfolio
|
Q1 2025
Reduced 39.37%
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
54,380
shares
|
$3.23 Million
0.04% of portfolio
|
Q1 2025
Reduced 12.89%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
46,681
shares
|
$2.77 Million
0.0% of portfolio
|
Q1 2025
Reduced 4.4%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
45,118
shares
|
$2.68 Million
0.01% of portfolio
|
Q1 2025
Reduced 5.48%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
44,340
shares
|
$2.63 Million
0.12% of portfolio
|
Q1 2025
Added 7.04%
|