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WisdomTree International LargeCap Dividend Fund (DOL) Institutional Ownership

WisdomTree International LargeCap Dividend Fund logo
$53.46 -0.21 (-0.39%)
As of 02/21/2025 04:10 PM Eastern

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)
$24.21M
Number of
Institutional Sellers
(last 12 months)
37
Total
Institutional Outflows
(last 12 months)
$23.44M
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DOL Institutional Buying and Selling by Quarter

WisdomTree International LargeCap Dividend Fund Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/18/2025 Focus Partners Advisor Solutions LLC4,110$203K0.0%-24.8%0.041%
2/18/2025 First Heartland Consultants Inc.34,306$1.70M0.2%+169.1%0.343%
2/17/2025 Waverly Advisors LLC34,374$1.70M0.0%-1.7%0.344%
2/17/2025 Focus Partners Wealth7,852$388K0.0%N/A0.079%
2/17/2025 Cetera Investment Advisers90,219$4.46M0.0%+8.1%0.902%
2/17/2025 Bank of America Corp DE170,439$8.43M0.0%-3.9%1.704%
2/17/2025 BIP Wealth LLC320,365$15.84M1.1%+15.1%3.204%
2/17/2025 Ameriprise Financial Inc.4,984$246K0.0%N/A0.050%
2/14/2025 Jane Street Group LLC15,893$786K0.0%-27.0%0.159%
2/14/2025 Stifel Financial Corp8,114$401K0.0%-11.4%0.081%
2/14/2025 MML Investors Services LLC69,190$3.42M0.0%+5.6%0.692%
2/13/2025 Mariner LLC48,803$2.41M0.0%-7.0%0.488%
2/13/2025 Rockefeller Capital Management L.P.47,735$2.36M0.0%-2.2%0.477%
2/13/2025 Raymond James Financial Inc.13,177$651K0.0%N/A0.132%
2/13/2025 Cerity Partners LLC4,929$244K0.0%N/A0.049%
2/13/2025 Envestnet Asset Management Inc.30,667$1.52M0.0%-1.1%0.307%
2/13/2025 Wells Fargo & Company MN48,827$2.41M0.0%-68.4%0.488%
2/12/2025 Level Four Advisory Services LLC4,488$222K0.0%+16.1%0.045%
2/12/2025 JPMorgan Chase & Co.356,506$17.63M0.0%+4.8%3.565%
2/11/2025 Congress Wealth Management LLC DE 62,429$3.09M0.0%+3.3%0.624%
2/11/2025 LPL Financial LLC205,684$10.17M0.0%+6.8%2.057%
2/10/2025 Commonwealth Equity Services LLC125,971$6.23M0.0%-1.8%1.260%
2/7/2025 HighTower Advisors LLC11,389$563K0.0%-11.2%0.114%
2/7/2025 Cascade Financial Partners LLC199,986$9.89M1.3%-1.5%2.000%
2/7/2025 PNC Financial Services Group Inc.921$46K0.0%-26.4%0.009%
2/6/2025 Raymond James Financial Inc.13,177$651K0.0%N/A0.132%
2/6/2025 M&T Bank Corp148,281$7.33M0.0%-0.2%1.483%
2/6/2025 Atria Investments Inc32,355$1.60M0.0%+161.7%0.324%
2/6/2025 Steward Partners Investment Advisory LLC1,243$61K0.0%-99.0%0.012%
2/3/2025 Advyzon Investment Management LLC4,823$238K0.1%N/A0.048%
1/31/2025 Key Financial Inc296,917$14.68M3.3%+4.8%2.969%
1/31/2025 JFS Wealth Advisors LLC5,046$249K0.0%-16.3%0.050%
1/30/2025 JNBA Financial Advisors4,806$238K0.0%-9.1%0.048%
1/29/2025 Avidian Wealth Enterprises LLC118,156$5.84M0.3%-9.1%1.182%
1/29/2025 Gladstone Institutional Advisory LLC41,424$2.05M0.1%+6.7%0.414%
1/29/2025 Stonebridge Financial Group LLC9,736$481K0.1%N/A0.097%
1/27/2025 Newton One Investments LLC2,342$116K0.0%N/A0.023%
1/24/2025 Golden 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%
1/23/2025 Evernest Financial Advisors LLC89,120$4.41M1.1%-1.0%0.891%
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1/21/2025 Geneos Wealth Management Inc.3,708$183K0.0%-22.2%0.037%
12/26/2024 JPMorgan Chase & Co.340,286$18.36M0.0%-5.6%3.403%
11/19/2024 M&T Bank Corp148,626$8.02M0.0%+5.4%1.486%
11/15/2024 M&T Bank Corp148,626$8.02M0.0%+5.4%1.486%
11/15/2024 MML Investors Services LLC65,544$3.54M0.0%+2.6%0.655%
11/15/2024 Jane Street Group LLC21,759$1.17M0.0%-68.8%0.218%
11/15/2024 HighTower Advisors LLC12,827$689K0.0%-6.8%0.128%
11/14/2024 Flow Traders U.S. LLC16,445$887K0.0%N/A0.164%
11/14/2024 Rockefeller Capital Management L.P.48,784$2.63M0.0%-3.9%0.488%
11/8/2024 Howe & Rusling Inc.12,417$670K0.1%-3.2%0.124%
11/8/2024 BIP Wealth LLC278,248$15.02M1.0%+18.1%2.782%
11/6/2024 OneDigital Investment Advisors LLC14,069$759K0.0%-6.2%0.141%
11/1/2024 Atria Investments Inc12,363$667K0.0%-8.0%0.124%
10/31/2024 JNBA Financial Advisors5,286$285K0.0%-3.9%0.053%
10/29/2024 Key Financial Inc283,265$15.29M3.4%+1.0%2.833%
10/28/2024 Gladstone Institutional Advisory LLC38,806$2.09M0.1%+14.6%0.388%
10/25/2024 Golden State Equity Partners28,355$1.53M0.3%-3.6%0.284%
10/25/2024 PBMares Wealth Management LLC6,169$333K0.1%-5.6%0.062%
10/21/2024 Evernest 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%
10/18/2024 Blue Trust Inc.1,377$70K0.0%-19.1%0.014%
10/11/2024 Creative Planning2,722,436$146.92M0.1%-2.8%27.224%
8/22/2024 Cetera Investment Advisers42,598$2.16M0.0%-31.9%0.426%
8/16/2024 Northwestern Mutual Wealth Management Co.88,301$4.48M0.0%+11.8%0.883%
8/16/2024 Creative Planning2,801,013$142.07M0.2%+0.8%28.010%
8/12/2024 Altrius Capital Management Inc17,090$867K0.2%+5.2%0.171%
8/8/2024 CoreCap Advisors LLC10,666$541K0.1%N/A0.107%
8/8/2024 Evernest Financial Advisors LLC88,332$4.48M2.0%+1.6%0.883%
8/5/2024 MCF Advisors LLC5,885$299K0.0%-8.9%0.059%
7/31/2024 Commonwealth Equity Services LLC128,757$6.53M0.0%+3.4%1.288%
7/30/2024 Key Financial Inc280,443$14.22M3.4%+2.6%2.804%
7/25/2024 First 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%
5/24/2024 Cetera Investment Advisers62,518$3.23M0.0%+824.3%0.625%
5/21/2024 LRI Investments LLC2,085$108K0.0%N/A0.021%
5/16/2024 Waverly Advisors LLC41,162$2.13M0.1%N/A0.412%
5/15/2024 LRI Investments LLC2,085$109K0.0%N/A0.021%
5/4/2024 Geneos Wealth Management Inc.5,504$285K0.0%-12.1%0.055%
5/3/2024 Avidian Wealth Solutions LLC134,338$6.95M0.3%-0.3%1.343%
4/29/2024 Commonwealth Equity Services LLC124,499$6.44M0.0%-0.2%1.245%
4/23/2024 Global Retirement Partners LLC838$43K0.0%-19.5%0.008%
4/19/2024 Powers Advisory Group LLC83,075$4.30M2.5%+0.2%0.831%
4/18/2024 Congress Wealth Management LLC DE 60,040$3.11M0.1%-3.2%0.600%
4/16/2024 MCF Advisors LLC6,461$334K0.0%N/A0.065%
4/10/2024 Lantz Financial LLC5,088$263K0.1%-23.7%0.047%
2/23/2024 Chicago Partners Investment Group LLC4,976$242K0.0%-29.3%0.046%
2/14/2024 Creative Planning2,888,529$142.28M0.2%-1.5%26.870%
2/13/2024Cetera Advisor Networks LLC80,771$3.98M0.0%-9.2%0.751%
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2/12/2024 Steward Partners Investment Advisory LLC82,064$4.04M0.1%-0.4%0.763%
2/9/2024 Congress Wealth Management LLC DE 62,042$3.06M0.1%+16.1%0.577%
2/9/2024 Frazier Financial Advisors LLC5,850$288K0.2%N/A0.054%
2/9/2024 Wells Fargo & Company MN137,113$6.75M0.0%-3.8%1.275%
2/9/2024 Gladstone Institutional Advisory LLC28,795$1.42M0.1%+24.5%0.268%
2/8/2024 JNBA Financial Advisors5,570$274K0.0%-4.7%0.052%
2/7/2024 Avantax Advisory Services Inc.11,482$566K0.0%-3.5%0.107%
2/6/2024 Cherry Tree Wealth Management LLC1,065$52K0.0%-16.9%0.010%
2/6/2024 Avidian Wealth Solutions LLC134,782$6.64M0.4%-7.2%1.254%
2/6/2024 M&T Bank Corp114,762$5.65M0.0%+28.8%1.068%
(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, 84 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 1,462,860 shares in the last 24 months. This purchase volume represents approximately $70.38M in transactions.

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

Of the 57 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 986,030 shares in the last 24 months. This volume of shares sold represents approximately $48.13M in transactions.



This page (NYSEARCA:DOL) was last updated on 2/22/2025 by MarketBeat.com Staff
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