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WisdomTree International LargeCap Dividend Fund (DOL) Institutional Ownership

WisdomTree International LargeCap Dividend Fund logo
$50.39 -0.08 (-0.16%)
(As of 11:20 AM ET)
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Institutional Ownership Changes (13F Filings) for WisdomTree International LargeCap Dividend Fund (NYSEARCA:DOL)

Number of
Institutional Buyers
(last 12 months)
24
Total
Institutional Inflows
(last 12 months)
$18.73M
Number of
Institutional Sellers
(last 12 months)
35
Total
Institutional Outflows
(last 12 months)
$12.73M
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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
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%
10/19/2024Powers Advisory Group LLC83,855$4.53M2.3%+1.4%0.839%
10/18/2024Blue Trust Inc.1,377$70K0.0%-19.1%0.014%
10/11/2024 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%
7/31/2024Commonwealth 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%
7/24/2024Powers Advisory Group LLC82,661$4.19M2.3%-0.5%0.827%
7/23/2024 GYL 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%
4/29/2024Commonwealth Equity Services LLC124,499$6.44M0.0%-0.2%1.245%
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4/23/2024 Global Retirement Partners LLC838$43K0.0%-19.5%0.008%
4/19/2024Powers Advisory Group LLC83,075$4.30M2.5%+0.2%0.831%
4/18/2024 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%
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%
2/6/2024Wilbanks Smith & Thomas Asset Management LLC4,362$215K0.0%-8.1%0.041%
2/6/2024 Howe & Rusling Inc.13,068$644K0.1%-9.1%0.122%
2/5/2024 Altrius Capital Management Inc16,810$828K0.2%-2.5%0.156%
2/2/2024 Golden State Equity Partners21,059$1.04M0.3%N/A0.196%
2/2/2024 Truist Financial Corp4,294$212K0.0%N/A0.040%
2/2/2024 BIP Wealth LLC209,526$10.32M0.8%+4.8%1.949%
1/31/2024 Key Financial Inc270,510$13.33M3.6%+3.1%2.516%
1/29/2024Baystate Wealth Management LLC61,324$3.02M0.2%-4.6%0.570%
1/26/2024 Geneos 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%
1/19/2024Meridian 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%
1/16/2024 CoreCap Advisors LLC11,046$544K0.0%-12.1%0.103%
1/12/2024 Lantz Financial LLC6,667$328K0.1%+41.4%0.062%
11/30/2023 Modera Wealth Management LLC35,294$1.62M0.0%N/A0.328%
11/16/2023 Creative Planning2,933,866$133.84M0.2%-4.3%27.292%
11/13/2023 True Wealth Design LLC11,633$531K0.2%-2.6%0.108%
11/13/2023 LPL Financial LLC151,784$6.92M0.0%+13.5%1.412%
11/13/2023 Envestnet Asset Management Inc.381,221$17.39M0.0%-7.9%3.546%
11/9/2023 BIP Wealth LLC200,003$9.12M0.8%-2.6%1.860%
11/9/2023 UBS Group AG59,255$2.70M0.0%+3.4%0.551%
11/9/2023 Howe & Rusling Inc.14,375$656K0.1%+2.1%0.134%
11/8/2023 HighTower 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%
11/2/2023 JFS Wealth Advisors LLC6,690$305K0.0%+31.9%0.062%
11/2/2023 M&T Bank Corp89,111$4.07M0.0%+23.9%0.829%
11/1/2023 Key Financial Inc262,488$11.98M4.0%+2.1%2.442%
10/30/2023 Congress Wealth Management LLC DE 53,461$2.44M0.1%+17.6%0.497%
10/30/2023 Altrius Capital Management Inc17,245$787K0.2%-11.5%0.160%
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10/27/2023 Nordwand Advisors LLC1,057$48K0.0%N/A0.010%
10/27/2023 SYM FINANCIAL Corp1,983$90K0.0%N/A0.018%
10/26/2023 PBMares Wealth Management LLC6,398$292K0.1%-6.6%0.060%
10/26/2023 Chicago 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%
10/24/2023 Bank 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%
10/20/2023 Evanson Asset Management LLC11,406$520K0.0%-3.2%0.106%
(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, 72 institutional investors and hedge funds held shares of WisdomTree International LargeCap Dividend Fund. The most heavily invested institutionals were Creative Planning ($146.92M), 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), BIP Wealth LLC ($15.02M), and M&T Bank Corp ($8.02M).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 1,465,580 shares in the last 24 months. This purchase volume represents approximately $69.39M in transactions.

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

Of the 48 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 841,619 shares in the last 24 months. This volume of shares sold represents approximately $40.07M in transactions.


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This page (NYSEARCA:DOL) was last updated on 12/18/2024 by MarketBeat.com Staff
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