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WisdomTree International LargeCap Dividend Fund (DOL) Institutional Ownership

WisdomTree International LargeCap Dividend Fund logo
$50.13 +0.15 (+0.30%)
As of 01/17/2025 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for WisdomTree International LargeCap Dividend Fund (NYSEARCA:DOL)

Number of
Institutional Buyers
(last 12 months)
23
Total
Institutional Inflows
(last 12 months)
$18.52M
Number of
Institutional Sellers
(last 12 months)
33
Total
Institutional Outflows
(last 12 months)
$13.72M
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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
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%
10/19/2024Powers 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%
7/24/2024Powers 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%
4/19/2024Powers 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%
4/10/2024Lantz 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%
2/7/2024Avantax Advisory Services Inc.11,482$566K0.0%-3.5%0.107%
2/6/2024Cherry Tree Wealth Management LLC1,065$52K0.0%-16.9%0.010%
2/6/2024Avidian Wealth Solutions LLC134,782$6.64M0.4%-7.2%1.254%
2/6/2024M&T Bank Corp114,762$5.65M0.0%+28.8%1.068%
2/6/2024Wilbanks Smith & Thomas Asset Management LLC4,362$215K0.0%-8.1%0.041%
2/6/2024Howe & Rusling Inc.13,068$644K0.1%-9.1%0.122%
2/5/2024Altrius Capital Management Inc16,810$828K0.2%-2.5%0.156%
2/2/2024Golden State Equity Partners21,059$1.04M0.3%N/A0.196%
2/2/2024Truist Financial Corp4,294$212K0.0%N/A0.040%
2/2/2024BIP Wealth LLC209,526$10.32M0.8%+4.8%1.949%
1/31/2024Key Financial Inc270,510$13.33M3.6%+3.1%2.516%
1/29/2024Baystate Wealth Management LLC61,324$3.02M0.2%-4.6%0.570%
1/26/2024Geneos Wealth Management Inc.6,262$308K0.0%-17.1%0.058%
1/23/2024StrategIQ Financial Group LLC44,037$2.17M0.2%-3.1%0.410%
1/19/2024 Meridian Financial Partners LLC8,041$388K0.4%-3.0%0.075%
1/18/2024Blue Trust Inc.1,702$78K0.0%-49.3%0.016%
1/17/2024Powers Advisory Group LLC82,873$4.08M2.5%+3.0%0.771%
1/16/2024Raymond James Financial Services Advisors Inc.5,257$259K0.0%-7.0%0.049%
1/16/2024Raymond James & Associates10,633$524K0.0%-2.9%0.099%
1/16/2024CoreCap Advisors LLC11,046$544K0.0%-12.1%0.103%
1/12/2024Lantz Financial LLC6,667$328K0.1%+41.4%0.062%
11/30/2023Modera Wealth Management LLC35,294$1.62M0.0%N/A0.328%
11/16/2023Creative Planning2,933,866$133.84M0.2%-4.3%27.292%
11/13/2023True Wealth Design LLC11,633$531K0.2%-2.6%0.108%
11/13/2023LPL Financial LLC151,784$6.92M0.0%+13.5%1.412%
11/13/2023Envestnet Asset Management Inc.381,221$17.39M0.0%-7.9%3.546%
11/9/2023BIP Wealth LLC200,003$9.12M0.8%-2.6%1.860%
11/9/2023UBS Group AG59,255$2.70M0.0%+3.4%0.551%
11/9/2023Howe & Rusling Inc.14,375$656K0.1%+2.1%0.134%
11/8/2023HighTower Advisors LLC94,907$4.33M0.0%+308.0%0.883%
11/8/2023J.P. Morgan Private Wealth Advisors LLC362,262$16.53M0.0%-0.5%3.370%
11/2/2023JFS Wealth Advisors LLC6,690$305K0.0%+31.9%0.062%
11/2/2023M&T Bank Corp89,111$4.07M0.0%+23.9%0.829%
11/1/2023Key Financial Inc262,488$11.98M4.0%+2.1%2.442%
10/30/2023Congress Wealth Management LLC DE 53,461$2.44M0.1%+17.6%0.497%
10/30/2023Altrius Capital Management Inc17,245$787K0.2%-11.5%0.160%
10/27/2023Nordwand Advisors LLC1,057$48K0.0%N/A0.010%
10/27/2023SYM FINANCIAL Corp1,983$90K0.0%N/A0.018%
10/26/2023PBMares Wealth Management LLC6,398$292K0.1%-6.6%0.060%
10/26/2023Chicago Partners Investment Group LLC7,034$313K0.0%-10.6%0.065%
10/26/2023Baystate Wealth Management LLC64,262$2.93M0.2%-6.0%0.598%
10/24/2023Bank of New York Mellon Corp7,584$346K0.0%N/A0.071%
10/24/2023Raymond James Financial Services Advisors Inc.5,651$258K0.0%N/A0.053%
10/24/2023Raymond James & Associates10,953$500K0.0%-14.3%0.102%
10/23/2023Commonwealth Equity Services LLC124,689$5.69M0.0%+3.5%1.160%
(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, 73 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. ($18.36M), Envestnet Asset Management Inc. ($17.39M), First Republic Investment Management Inc. ($17.17M), J.P. Morgan Private Wealth Advisors LLC ($16.53M), Key Financial Inc ($15.29M), and BIP Wealth LLC ($15.02M).Learn more on DOL's institutional investors.

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

Of the 48 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: Creative Planning ($289.17K), BIP Wealth LLC ($257.59K), CX Institutional ($131.07K), First Republic Investment Management Inc. ($96.38K), LPL Financial LLC ($79.51K), HighTower Advisors LLC ($71.64K), 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 1,462,524 shares in the last 24 months. This purchase volume represents approximately $69.26M in transactions.

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

Of the 49 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. ($189.52K), M&T Bank Corp ($92.61K), Avidian Wealth Solutions LLC ($89.50K), Jane Street Group LLC ($47.94K), UBS Group AG ($28.61K), 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 849,131 shares in the last 24 months. This volume of shares sold represents approximately $40.60M in transactions.


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This page (NYSEARCA:DOL) was last updated on 1/18/2025 by MarketBeat.com Staff
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