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WisdomTree International LargeCap Dividend Fund (DOL) Institutional Ownership

WisdomTree International LargeCap Dividend Fund logo
$55.14 +0.55 (+1.01%)
As of 04/17/2025 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for WisdomTree International LargeCap Dividend Fund (NYSEARCA:DOL)

Number of
Institutional Buyers
(last 12 months)
31
Total
Institutional Inflows
(last 12 months)
$23.99M
Number of
Institutional Sellers
(last 12 months)
37
Total
Institutional Outflows
(last 12 months)
$23.34M
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DOL Institutional Buying and Selling by Quarter

WisdomTree International LargeCap Dividend Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/16/2025 Powers Advisory Group LLC81,787$4.50M2.1%-1.3%0.839%
4/14/2025 Farther Finance Advisors LLC2,203$122K0.0%N/A0.023%
4/14/2025 Meridian Financial Partners LLC7,686$423K0.2%-2.8%0.079%
4/14/2025 SOA Wealth Advisors LLC.3,340$184K0.0%-6.5%0.034%
2/18/2025Focus Partners Advisor Solutions LLC4,110$203K0.0%-24.8%0.041%
2/18/2025First Heartland Consultants Inc.34,306$1.70M0.2%+169.1%0.343%
2/17/2025Waverly Advisors LLC34,374$1.70M0.0%-1.7%0.344%
2/17/2025Focus Partners Wealth7,852$388K0.0%N/A0.079%
2/17/2025Cetera Investment Advisers90,219$4.46M0.0%+8.1%0.902%
2/17/2025Bank of America Corp DE170,439$8.43M0.0%-3.9%1.704%
2/17/2025BIP Wealth LLC320,365$15.84M1.1%+15.1%3.204%
2/17/2025Ameriprise Financial Inc.4,984$246K0.0%N/A0.050%
2/14/2025Jane Street Group LLC15,893$786K0.0%-27.0%0.159%
2/14/2025Stifel Financial Corp8,114$401K0.0%-11.4%0.081%
2/14/2025MML Investors Services LLC69,190$3.42M0.0%+5.6%0.692%
2/13/2025Mariner LLC48,803$2.41M0.0%-7.0%0.488%
2/13/2025Rockefeller Capital Management L.P.47,735$2.36M0.0%-2.2%0.477%
2/13/2025Raymond James Financial Inc.13,177$651K0.0%N/A0.132%
2/13/2025Cerity Partners LLC4,929$244K0.0%N/A0.049%
2/13/2025Envestnet Asset Management Inc.30,667$1.52M0.0%-1.1%0.307%
2/13/2025Wells Fargo & Company MN48,827$2.41M0.0%-68.4%0.488%
2/12/2025Level Four Advisory Services LLC4,488$222K0.0%+16.1%0.045%
2/12/2025JPMorgan Chase & Co.356,506$17.63M0.0%+4.8%3.565%
2/11/2025Congress Wealth Management LLC DE 62,429$3.09M0.0%+3.3%0.624%
2/11/2025LPL Financial LLC205,684$10.17M0.0%+6.8%2.057%
2/10/2025Commonwealth Equity Services LLC125,971$6.23M0.0%-1.8%1.260%
2/7/2025HighTower Advisors LLC11,389$563K0.0%-11.2%0.114%
2/7/2025Cascade Financial Partners LLC199,986$9.89M1.3%-1.5%2.000%
2/7/2025PNC Financial Services Group Inc.921$46K0.0%-26.4%0.009%
2/6/2025Raymond James Financial Inc.13,177$651K0.0%N/A0.132%
2/6/2025M&T Bank Corp148,281$7.33M0.0%-0.2%1.483%
2/6/2025Atria Investments Inc32,355$1.60M0.0%+161.7%0.324%
2/6/2025Steward Partners Investment Advisory LLC1,243$61K0.0%-99.0%0.012%
2/3/2025Advyzon Investment Management LLC4,823$238K0.1%N/A0.048%
1/31/2025Key Financial Inc296,917$14.68M3.3%+4.8%2.969%
1/31/2025JFS Wealth Advisors LLC5,046$249K0.0%-16.3%0.050%
1/30/2025JNBA Financial Advisors4,806$238K0.0%-9.1%0.048%
1/29/2025Avidian Wealth Enterprises LLC118,156$5.84M0.3%-9.1%1.182%
1/29/2025Gladstone Institutional Advisory LLC41,424$2.05M0.1%+6.7%0.414%
1/29/2025Stonebridge Financial Group LLC9,736$481K0.1%N/A0.097%
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1/27/2025Newton One Investments LLC2,342$116K0.0%N/A0.023%
1/24/2025Golden State Equity Partners26,876$1.33M0.3%-5.2%0.269%
1/23/2025 Powers Advisory Group LLC82,885$4.10M2.1%-1.2%0.829%
1/23/2025Evernest Financial Advisors LLC89,120$4.41M1.1%-1.0%0.891%
1/21/2025Geneos Wealth Management Inc.3,708$183K0.0%-22.2%0.037%
12/26/2024JPMorgan Chase & Co.340,286$18.36M0.0%-5.6%3.403%
11/19/2024M&T Bank Corp148,626$8.02M0.0%+5.4%1.486%
11/15/2024M&T Bank Corp148,626$8.02M0.0%+5.4%1.486%
11/15/2024MML Investors Services LLC65,544$3.54M0.0%+2.6%0.655%
11/15/2024Jane Street Group LLC21,759$1.17M0.0%-68.8%0.218%
11/15/2024HighTower Advisors LLC12,827$689K0.0%-6.8%0.128%
11/14/2024Flow Traders U.S. LLC16,445$887K0.0%N/A0.164%
11/14/2024Rockefeller Capital Management L.P.48,784$2.63M0.0%-3.9%0.488%
11/8/2024Howe & Rusling Inc.12,417$670K0.1%-3.2%0.124%
11/8/2024BIP Wealth LLC278,248$15.02M1.0%+18.1%2.782%
11/6/2024OneDigital Investment Advisors LLC14,069$759K0.0%-6.2%0.141%
11/1/2024Atria Investments Inc12,363$667K0.0%-8.0%0.124%
10/31/2024JNBA Financial Advisors5,286$285K0.0%-3.9%0.053%
10/29/2024Key Financial Inc283,265$15.29M3.4%+1.0%2.833%
10/28/2024Gladstone Institutional Advisory LLC38,806$2.09M0.1%+14.6%0.388%
10/25/2024Golden State Equity Partners28,355$1.53M0.3%-3.6%0.284%
10/25/2024PBMares Wealth Management LLC6,169$333K0.1%-5.6%0.062%
10/21/2024Evernest Financial Advisors LLC89,987$4.86M1.3%+1.9%0.900%
10/19/2024 Powers Advisory Group LLC83,855$4.53M2.3%+1.4%0.839%
10/18/2024Blue Trust Inc.1,377$70K0.0%-19.1%0.014%
10/11/2024Creative Planning2,722,436$146.92M0.1%-2.8%27.224%
8/22/2024Cetera Investment Advisers42,598$2.16M0.0%-31.9%0.426%
8/16/2024Northwestern Mutual Wealth Management Co.88,301$4.48M0.0%+11.8%0.883%
8/16/2024Creative Planning2,801,013$142.07M0.2%+0.8%28.010%
8/12/2024Altrius Capital Management Inc17,090$867K0.2%+5.2%0.171%
8/8/2024CoreCap Advisors LLC10,666$541K0.1%N/A0.107%
8/8/2024Evernest Financial Advisors LLC88,332$4.48M2.0%+1.6%0.883%
8/5/2024MCF Advisors LLC5,885$299K0.0%-8.9%0.059%
7/31/2024Commonwealth Equity Services LLC128,757$6.53M0.0%+3.4%1.288%
7/30/2024Key Financial Inc280,443$14.22M3.4%+2.6%2.804%
7/25/2024First Heartland Consultants Inc.12,910$655K0.0%N/A0.129%
7/24/2024 Powers Advisory Group LLC82,661$4.19M2.3%-0.5%0.827%
7/23/2024GYL Financial Synergies LLC4,405$223K0.0%-8.7%0.044%
5/24/2024Cetera Advisors LLC8,359$432K0.0%N/A0.084%
5/24/2024Cetera Investment Advisers62,518$3.23M0.0%+824.3%0.625%
5/21/2024LRI Investments LLC2,085$108K0.0%N/A0.021%
5/16/2024Waverly Advisors LLC41,162$2.13M0.1%N/A0.412%
5/15/2024LRI Investments LLC2,085$109K0.0%N/A0.021%
5/4/2024Geneos Wealth Management Inc.5,504$285K0.0%-12.1%0.055%
5/3/2024Avidian Wealth Solutions LLC134,338$6.95M0.3%-0.3%1.343%
4/29/2024Commonwealth Equity Services LLC124,499$6.44M0.0%-0.2%1.245%
4/23/2024Global Retirement Partners LLC838$43K0.0%-19.5%0.008%
4/19/2024 Powers Advisory Group LLC83,075$4.30M2.5%+0.2%0.831%
4/18/2024Congress Wealth Management LLC DE 60,040$3.11M0.1%-3.2%0.600%
4/16/2024MCF Advisors LLC6,461$334K0.0%N/A0.065%
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4/10/2024 Lantz Financial LLC5,088$263K0.1%-23.7%0.047%
2/23/2024Chicago Partners Investment Group LLC4,976$242K0.0%-29.3%0.046%
2/14/2024Creative Planning2,888,529$142.28M0.2%-1.5%26.870%
2/13/2024Cetera Advisor Networks LLC80,771$3.98M0.0%-9.2%0.751%
2/12/2024Steward Partners Investment Advisory LLC82,064$4.04M0.1%-0.4%0.763%
2/9/2024Congress Wealth Management LLC DE 62,042$3.06M0.1%+16.1%0.577%
2/9/2024Frazier Financial Advisors LLC5,850$288K0.2%N/A0.054%
2/9/2024Wells Fargo & Company MN137,113$6.75M0.0%-3.8%1.275%
2/9/2024Gladstone Institutional Advisory LLC28,795$1.42M0.1%+24.5%0.268%
2/8/2024JNBA Financial Advisors5,570$274K0.0%-4.7%0.052%
(Data available from 1/1/2016 forward)

DOL Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of DOL shares?

During the previous two years, 83 institutional investors and hedge funds held shares of WisdomTree International LargeCap Dividend Fund. The most heavily invested institutionals were Creative Planning ($146.92M), JPMorgan Chase & Co. ($17.63M), First Republic Investment Management Inc. ($17.17M), J.P. Morgan Private Wealth Advisors LLC ($16.53M), BIP Wealth LLC ($15.84M), Key Financial Inc ($14.68M), and LPL Financial LLC ($10.17M).Learn more on DOL's institutional investors.

Which institutional investors have been buying WisdomTree International LargeCap Dividend Fund stock?

Of the 54 institutional investors that purchased WisdomTree International LargeCap Dividend Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: BIP Wealth LLC ($299.71K), Creative Planning ($197.26K), CX Institutional ($131.07K), LPL Financial LLC ($73.92K), HighTower Advisors LLC ($71.64K), Cetera Investment Advisers ($62.52K), and M&T Bank Corp ($58.02K).

How much institutional buying is happening at WisdomTree International LargeCap Dividend Fund?

Institutional investors have bought a total of 1,451,507 shares in the last 24 months. This purchase volume represents approximately $69.86M in transactions.

Which WisdomTree International LargeCap Dividend Fund major shareholders have been selling company stock?

Of the 56 institutional investors that sold WisdomTree International LargeCap Dividend Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Creative Planning ($254.72K), Envestnet Asset Management Inc. ($175.43K), Steward Partners Investment Advisory LLC ($125.48K), Wells Fargo & Company MN ($111.11K), Avidian Wealth Solutions LLC ($84.28K), Jane Street Group LLC ($53.80K), and Cetera Investment Advisers ($20.57K).

How much institutional selling is happening at WisdomTree International LargeCap Dividend Fund?

Institutional investors have sold a total of 980,819 shares in the last 24 months. This volume of shares sold represents approximately $47.90M in transactions.


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This page (NYSEARCA:DOL) was last updated on 4/18/2025 by MarketBeat.com Staff
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