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WisdomTree International LargeCap Dividend Fund (DOL) Institutional Ownership

WisdomTree International LargeCap Dividend Fund logo
$60.88 +0.40 (+0.66%)
As of 08/8/2025 04:10 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
44
Total
Institutional Inflows
(last 12 months)
$29.67M
Number of
Institutional Sellers
(last 12 months)
41
Total
Institutional Outflows
(last 12 months)
$29.57M
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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
8/8/2025 Rockefeller Capital Management L.P.44,256$2.64M0.0%-1.9%0.421%
8/8/2025 Cetera Investment Advisers107,281$6.39M0.0%+96.1%1.022%
8/8/2025 Creative Planning2,674,042$159.29M0.1%-0.7%25.467%
8/8/2025 Advyzon Investment Management LLC4,559$272K0.1%-6.6%0.043%
8/7/2025 Cascade Financial Partners LLC217,743$12.97M1.6%+0.7%2.074%
8/5/2025 Key Financial Inc321,079$19.13M3.8%+5.6%3.058%
8/4/2025 Atria Investments Inc59,985$3.57M0.0%+63.4%0.571%
8/4/2025 Assetmark Inc.1,600$95K0.0%+1,409.4%0.015%
8/1/2025 Envestnet Asset Management Inc.31,004$1.85M0.0%+19.9%0.295%
7/31/2025 BIP Wealth LLC308,561$18.38M1.1%-4.8%2.939%
7/30/2025 Avidian Wealth Enterprises LLC121,448$7.23M0.3%+2.7%1.157%
7/29/2025 Chicago Partners Investment Group LLC3,756$230K0.0%-16.8%0.036%
7/29/2025 Stratos Wealth Partners LTD.5,042$300K0.0%N/A0.048%
7/28/2025 Evernest Financial Advisors LLC93,271$5.56M1.8%+7.7%0.888%
7/25/2025 NorthRock Partners LLC600$36K0.0%-36.2%0.006%
7/25/2025 CWM LLC33,323$1.99M0.0%+0.8%0.317%
7/24/2025 JFS Wealth Advisors LLC5,421$323K0.0%+7.3%0.052%
7/24/2025 Stonebridge Financial Group LLC9,325$555K0.1%-2.8%0.089%
7/24/2025 IFP Advisors Inc2,486$148K0.0%+228.0%0.024%
7/18/2025 SOA Wealth Advisors LLC.2,048$122K0.0%-38.7%0.020%
7/18/2025 Powers Advisory Group LLC84,181$5.01M2.2%+2.9%0.802%
7/16/2025 Newton One Investments LLC1,947$116K0.0%-16.9%0.019%
7/15/2025 Fifth Third Bancorp2,257$134K0.0%N/A0.021%
7/10/2025 Wealth Enhancement Advisory Services LLC6,084$364K0.0%N/A0.058%
6/17/2025Howe & Rusling Inc.12,777$704K0.1%+3.2%0.127%
5/21/2025Geneos Wealth Management Inc.4,001$220K0.0%+7.9%0.040%
5/20/2025Focus Partners Wealth8,115$447K0.0%+3.3%0.081%
5/19/2025Jane Street Group LLC20,816$1.15M0.0%+31.0%0.208%
5/16/2025Jones Financial Companies Lllp1,840$101K0.0%-11.4%0.018%
5/15/2025 Focus Partners Advisor Solutions LLC5,246$289K0.0%+27.6%0.052%
5/15/2025Royal Bank of Canada270,829$14.92M0.0%+2.6%2.708%
5/14/2025Northwestern Mutual Wealth Management Co.115,248$6.35M0.0%+7.8%1.152%
5/14/2025Kestra Advisory Services LLC31,840$1.75M0.0%+48.6%0.318%
5/14/2025CW Advisors LLC54,380$3.00M0.0%-12.9%0.544%
5/13/2025 Cascade Financial Partners LLC216,164$11.90M1.5%+8.1%2.162%
5/13/2025HighTower Advisors LLC9,031$497K0.0%-20.7%0.090%
5/12/2025 Evernest Financial Advisors LLC86,570$4.77M1.7%-2.9%0.879%
5/9/2025 PNC Financial Services Group Inc.690$38K0.0%-25.1%0.007%
5/8/2025 NorthRock Partners LLC940$52K0.0%N/A0.010%
5/7/2025LPL Financial LLC184,726$10.17M0.0%-10.2%1.875%
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5/6/2025 Cetera Investment Advisers54,700$3.01M0.0%-39.4%0.555%
5/2/2025 BIP Wealth LLC324,086$17.85M1.2%+1.2%3.290%
5/1/2025 Key Financial Inc304,163$16.75M3.6%+2.4%3.088%
5/1/2025 CWM LLC33,065$1.82M0.0%+5,532.9%0.336%
4/30/2025M&T Bank Corp150,828$8.31M0.0%+1.7%1.531%
4/29/2025 Envestnet Asset Management Inc.25,862$1.42M0.0%-15.7%0.263%
4/22/2025 Altrius Capital Management Inc17,487$963K0.2%+1.8%0.178%
4/22/2025 Hubbell Strickland Wealth Management LLC3,934$217K0.1%N/A0.040%
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%
2/18/2025 Focus 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%
2/17/2025 Cetera 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%
2/17/2025 BIP 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%
2/13/2025 Rockefeller 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%
2/13/2025 Envestnet 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%
2/10/2025 Commonwealth Equity Services LLC125,971$6.23M0.0%-1.8%1.260%
2/7/2025HighTower Advisors LLC11,389$563K0.0%-11.2%0.114%
2/7/2025 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%
2/6/2025Raymond James Financial Inc.13,177$651K0.0%N/A0.132%
2/6/2025M&T Bank Corp148,281$7.33M0.0%-0.2%1.483%
2/6/2025 Atria Investments Inc32,355$1.60M0.0%+161.7%0.324%
2/6/2025Steward Partners Investment Advisory LLC1,243$61K0.0%-99.0%0.012%
2/3/2025 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%
1/29/2025Gladstone 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%
HIDDEN IN THE BOOK OF GENESIS… (Ad)

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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%
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%
(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, 91 institutional investors and hedge funds held shares of WisdomTree International LargeCap Dividend Fund. The most heavily invested institutionals were Creative Planning ($159.29M), Key Financial Inc ($19.13M), BIP Wealth LLC ($18.38M), JPMorgan Chase & Co. ($17.63M), J.P. Morgan Private Wealth Advisors LLC ($16.53M), Royal Bank of Canada ($14.92M), and Cascade Financial Partners LLC ($12.97M).Learn more on WisdomTree International LargeCap Dividend Fund's institutional investors.

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

Of the 64 institutional investors that purchased WisdomTree International LargeCap Dividend Fund's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: CX Institutional ($131.07K), Cetera Investment Advisers ($115.10K), BIP Wealth LLC ($97.98K), HighTower Advisors LLC ($71.64K), Key Financial Inc ($61.19K), M&T Bank Corp ($60.56K), and Atria Investments Inc ($43.27K).

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

Institutional investors have bought a total of 553,460 shares in the last 24 months. This purchase volume represents approximately $29.67M in transactions.

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

Of the 41 institutional investors that sold WisdomTree International LargeCap Dividend Fund's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Steward Partners Investment Advisory LLC ($125.14K), Wells Fargo & Company MN ($105.68K), Creative Planning ($98.70K), Cetera Investment Advisers ($55.44K), Jane Street Group LLC ($53.80K), LPL Financial LLC ($20.96K), and JPMorgan Chase & Co. ($20.35K).

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

Institutional investors have sold a total of 566,728 shares in the last 24 months. This volume of shares sold represents approximately $29.57M in transactions.



This page (NYSEARCA:DOL) was last updated on 8/10/2025 by MarketBeat.com Staff
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