BATS:DWLD

Davis Select Worldwide ETF - DWLD Institutional Ownership

$26.08

+0.32 (+1.24%)

(As of 03/29/2023 12:00 AM ET)

Add

Compare

Today's Range: $25.95
▼
$26.09
50-Day Range: $25.07
▼
$28.90
52-Week Range: N/A

Volume: 9,576 shs
Average Volume: N/A
Market Capitalization: $239.93 million

Assets Under Management: $240.61 million
Dividend Yield: 0.68%
Net Expense Ratio: 0.62%

Profile

Chart

Institutional Ownership

Holdings

Number of Institutional Buyers (last 12 months): 8
Total Institutional Inflows (last 12 months): $2.66 M
Number of Institutional Sellers (last 12 months): 21
Total Institutional Outflows (last 12 months): $22.55 M

DWLD Institutional Buying and Selling by Quarter

Get DWLD Insider Trade Alerts

Want to know when executives and insiders are buying or selling Davis Select Worldwide ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Davis Select Worldwide ETF Major Shareholders & Ownership History

Export to Excel

Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
3/6/2023	Rockefeller Capital Management L.P.	14,837	$0.37M	0.0%	-55.4%	0.161%
3/6/2023	OLD Mission Capital LLC	53,030	$1.32M	0.0%	-60.3%	0.576%
2/21/2023	Northwestern Mutual Wealth Management Co.	67,444	$1.68M	0.0%	+1,433.5%	0.000%
2/17/2023	Truist Financial Corp	21,983	$0.55M	0.0%	-21.9%	0.000%
2/15/2023	Jane Street Group LLC	261,969	$6.51M	0.0%	-68.4%	0.000%
2/15/2023	Toroso Investments LLC	10,113	$0.25M	0.0%	-36.3%	0.000%

2/15/2023	Morgan Stanley	1,515,535	$37.68M	0.0%	-3.5%	0.000%
2/14/2023	Cetera Advisor Networks LLC	9,474	$0.24M	0.0%	-30.3%	0.000%
2/13/2023	First Republic Investment Management Inc.	42,845	$1.07M	0.0%	+6.7%	0.000%
2/10/2023	Davis Selected Advisers	1,932,578	$48.04M	0.3%	+0.4%	0.000%
2/10/2023	Bank of America Corp DE	108,205	$2.69M	0.0%	+5.6%	0.000%
2/10/2023	Creative Planning	12,667	$0.32M	0.0%	-60.7%	0.000%
2/10/2023	Advisor Group Holdings Inc.	23,043	$0.57M	0.0%	+84.6%	0.000%
2/9/2023	Southeast Asset Advisors Inc.	107,585	$2.68M	0.4%	-7.4%	0.000%
2/8/2023	Raymond James Financial Services Advisors Inc.	64,989	$1.62M	0.0%	-5.7%	0.000%
2/8/2023	Raymond James & Associates	43,569	$1.08M	0.0%	-9.0%	0.000%
2/8/2023	UBS Group AG	178,012	$4.43M	0.0%	+3.7%	0.000%
2/8/2023	Orion Portfolio Solutions LLC	15,484	$0.39M	0.0%	-13.8%	0.000%
2/8/2023	Cambridge Investment Research Advisors Inc.	8,611	$0.21M	0.0%	N/A	0.000%
2/7/2023	Commonwealth Equity Services LLC	88,894	$2.21M	0.0%	-8.8%	0.000%
2/7/2023	Benjamin F. Edwards & Company Inc.	28,962	$0.72M	0.0%	-3.1%	0.000%
2/7/2023	LPL Financial LLC	140,989	$3.51M	0.0%	-25.8%	0.000%
2/7/2023	Envestnet Asset Management Inc.	81,487	$2.03M	0.0%	-38.4%	0.000%
2/6/2023	Brinker Capital Investments LLC	26,262	$0.65M	0.0%	-13.8%	0.000%
2/3/2023	D.A. Davidson & CO.	46,144	$1.15M	0.0%	-19.8%	0.000%
2/1/2023	Creative Financial Designs Inc. ADV	16,649	$0.41M	0.1%	-4.9%	0.000%
1/20/2023	DAVENPORT & Co LLC	19,795	$0.49M	0.0%	-13.1%	0.000%
1/20/2023	Diligent Investors LLC	11,401	$0.28M	0.1%	-5.0%	0.000%
1/18/2023	Private Advisor Group LLC	14,900	$0.37M	0.0%	+23.5%	0.000%
1/1/2023	Toroso Investments LLC	15,867	$0.35M	0.0%	-11.6%	0.000%

(Data available from 1/1/2016 forward)

DWLD Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of DWLD shares?: During the previous two years, 29 institutional investors and hedge funds held shares of Davis Select Worldwide ETF. The most heavily invested institutionals were Davis Selected Advisers ($48.04M), Morgan Stanley ($37.68M), Jane Street Group LLC ($6.51M), UBS Group AG ($4.43M), LPL Financial LLC ($3.51M), Bank of America Corp DE ($2.69M), and Southeast Asset Advisors Inc. ($2.68M).Learn more on DWLD's institutional investors.
Which institutional investors have been buying Davis Select Worldwide ETF stock?: The following institutional investors have purchased Davis Select Worldwide ETF stock in the last 24 months: Northwestern Mutual Wealth Management Co. ($63.05K), Advisor Group Holdings Inc. ($10.56K), Cambridge Investment Research Advisors Inc. ($8.61K), Davis Selected Advisers ($7.18K), UBS Group AG ($6.31K), Bank of America Corp DE ($5.74K), and Private Advisor Group LLC ($2.83K).
How much institutional buying is happening at Davis Select Worldwide ETF?: Institutional investors have bought a total of 106,947 shares in the last 24 months. This purchase volume represents approximately $2.66M in transactions.

Which Davis Select Worldwide ETF major shareholders have been selling company stock?: Of the 21 institutional investors that sold Davis Select Worldwide ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Jane Street Group LLC ($0.57M), OLD Mission Capital LLC ($80.52K), Morgan Stanley ($54.80K), Envestnet Asset Management Inc. ($50.73K), LPL Financial LLC ($48.90K), Creative Planning ($19.53K), and Rockefeller Capital Management L.P. ($18.40K).
How much institutional selling is happening at Davis Select Worldwide ETF?: Institutional investors have sold a total of 907,343 shares in the last 24 months. This volume of shares sold represents approximately $22.55M in transactions.

This page (BATS:DWLD) was last updated on 3/30/2023 by MarketBeat.com Staff

Get 30 Days of MarketBeat All Access Free

Best-in-Class Portfolio Monitoring
View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio.
Stock Ideas and Recommendations
Get daily stock ideas from top-performing Wall Street analysts. Get short term trading ideas from the MarketBeat Idea Engine. View which stocks are hot on social media with MarketBeat's trending stocks report.
Advanced Stock Screeners and Research Tools
Identify stocks that meet your criteria using seven unique stock screeners. See what's happening in the market right now with MarketBeat's real-time news feed. Export data to Excel for your own analysis.

Start Your 30-Day Free Trial

Davis Select Worldwide ETF - DWLD Institutional Ownership

DWLD Institutional Buying and Selling by Quarter

Davis Select Worldwide ETF Major Shareholders & Ownership History

DWLD Institutional Ownership - Frequently Asked Questions

About MarketBeat

Popular Tools

Financial Calendars

Terms & Info

Davis Select Worldwide ETF - DWLD Institutional Ownership

Institutional Ownership Changes (13F Filings) for Davis Select Worldwide ETF (BATS:DWLD)

DWLD Institutional Buying and Selling by Quarter

Davis Select Worldwide ETF Major Shareholders & Ownership History

DWLD Institutional Ownership - Frequently Asked Questions