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 97 institutions that hold shares in the stock, with a total of 8.27 Million shares, which have been reported (via 13F filing form) to have a value of $450 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 15, 2024 Q2 2024 |
8,392
shares
|
$456,021
0.0% of portfolio
|
Q2 2024
New holding
|
|
Meridian Financial Partners LLC
|
Jul 19, 2024 Q2 2024 |
8,068
shares
|
$438,415
0.25% of portfolio
|
Q2 2024
Reduced 1.61%
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Jul 19, 2024 Q2 2024 |
7,179
shares
|
$390,106
0.0% of portfolio
|
Q2 2024
Reduced 9.77%
|
|
Raymond James & Associates
St Petersburg, FL |
Jul 19, 2024 Q2 2024 |
7,038
shares
|
$382,444
0.0% of portfolio
|
Q2 2024
Added 8.96%
|
|
Ifg Advisory, LLC
|
Jul 30, 2024 Q2 2024 |
6,978
shares
|
$379,184
0.02% of portfolio
|
Q2 2024
New holding
|
|
Northern Trust Corp
Chicago, IL |
Aug 14, 2024 Q2 2024 |
6,716
shares
|
$364,947
0.0% of portfolio
|
Q1 2024
New holding
|
|
Pb Mares Wealth Management LLC
|
Jul 22, 2024 Q2 2024 |
6,532
shares
|
$354,948
0.08% of portfolio
|
Q2 2024
Added 2.27%
|
|
Vance Wealth, Inc.
Santa Clarita, CA |
Aug 02, 2024 Q2 2024 |
6,150
shares
|
$334,191
0.13% of portfolio
|
Q4 2021
New holding
|
|
Jfs Wealth Advisors, LLC
|
Jul 15, 2024 Q2 2024 |
6,027
shares
|
$327,507
0.02% of portfolio
|
Q2 2024
Reduced 6.5%
|
|
Mcf Advisors LLC
Covington, KY |
Aug 05, 2024 Q2 2024 |
5,885
shares
|
$319,790
0.02% of portfolio
|
Q2 2024
Reduced 8.92%
|
|
Jnba Financial Advisors
|
Jul 22, 2024 Q2 2024 |
5,500
shares
|
$298,870
0.03% of portfolio
|
Q1 2024
Reduced 1.26%
|
|
Geneos Wealth Management Inc.
|
Jul 23, 2024 Q2 2024 |
4,960
shares
|
$269,526
0.01% of portfolio
|
Q2 2024
Reduced 9.88%
|
|
Chicago Partners Investment Group LLC
|
Jul 31, 2024 Q2 2024 |
4,616
shares
|
$250,833
0.01% of portfolio
|
Q2 2024
Added 0.09%
|
|
Gyl Financial Synergies, LLC
|
Jul 23, 2024 Q2 2024 |
4,405
shares
|
$239,367
0.02% of portfolio
|
Q2 2024
Reduced 8.74%
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
4,362
shares
|
$237,031
0.01% of portfolio
|
Q4 2023
Reduced 8.15%
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 09, 2024 Q2 2024 |
4,362
shares
|
$237,031
0.0% of portfolio
|
Q2 2024
New holding
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Aug 12, 2024 Q2 2024 |
4,230
shares
|
$229,858
0.17% of portfolio
|
Q2 2024
Reduced 27.69%
|
|
Herold Advisors, Inc.
|
Jul 24, 2024 Q2 2024 |
3,981
shares
|
$216,327
0.05% of portfolio
|
Q1 2024
New holding
|
|
Brighton Jones LLC
|
Aug 12, 2024 Q2 2024 |
3,959
shares
|
$215,132
0.01% of portfolio
|
Q1 2024
New holding
|
|
Soa Wealth Advisors, Llc.
|
Jul 17, 2024 Q2 2024 |
3,533
shares
|
$191,983
0.04% of portfolio
|
Q2 2024
Reduced 0.45%
|
|
Psi Advisors, LLC
|
Jul 23, 2024 Q2 2024 |
3,151
shares
|
$171,225
0.05% of portfolio
|
Q2 2024
Reduced 42.09%
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 09, 2024 Q2 2024 |
2,503
shares
|
$136,013
0.0% of portfolio
|
Q2 2024
Added 100.88%
|
|
Newton One Investments LLC
|
Jul 17, 2024 Q2 2024 |
2,342
shares
|
$127,264
0.05% of portfolio
|
Q4 2023
Added 0.64%
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Aug 14, 2024 Q2 2024 |
2,321
shares
|
$126,123
0.01% of portfolio
|
Q2 2024
Added 1.93%
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
2,145
shares
|
$116,559
0.0% of portfolio
|
Q2 2020
Added 7.07%
|