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WisdomTree International LargeCap Dividend Fund (DOL) Institutional Ownership

WisdomTree International LargeCap Dividend Fund logo
$59.78 -0.09 (-0.15%)
As of 07/3/2025 05:00 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
38
Total
Institutional Inflows
(last 12 months)
$23.83M
Number of
Institutional Sellers
(last 12 months)
37
Total
Institutional Outflows
(last 12 months)
$27.26M
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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
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%
5/15/2025Focus 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%
5/13/2025Cascade Financial Partners LLC216,164$11.90M1.5%+8.1%2.162%
5/13/2025HighTower Advisors LLC9,031$497K0.0%-20.7%0.090%
5/12/2025Evernest Financial Advisors LLC86,570$4.77M1.7%-2.9%0.879%
5/9/2025PNC Financial Services Group Inc.690$38K0.0%-25.1%0.007%
5/8/2025NorthRock Partners LLC940$52K0.0%N/A0.010%
5/7/2025LPL Financial LLC184,726$10.17M0.0%-10.2%1.875%
5/6/2025Cetera Investment Advisers54,700$3.01M0.0%-39.4%0.555%
5/2/2025BIP Wealth LLC324,086$17.85M1.2%+1.2%3.290%
5/1/2025Key Financial Inc304,163$16.75M3.6%+2.4%3.088%
5/1/2025CWM LLC33,065$1.82M0.0%+5,532.9%0.336%
4/30/2025M&T Bank Corp150,828$8.31M0.0%+1.7%1.531%
4/29/2025Envestnet Asset Management Inc.25,862$1.42M0.0%-15.7%0.263%
4/22/2025Altrius Capital Management Inc17,487$963K0.2%+1.8%0.178%
4/22/2025Hubbell Strickland Wealth Management LLC3,934$217K0.1%N/A0.040%
4/16/2025Powers Advisory Group LLC81,787$4.50M2.1%-1.3%0.839%
4/14/2025Farther Finance Advisors LLC2,203$122K0.0%N/A0.023%
4/14/2025Meridian Financial Partners LLC7,686$423K0.2%-2.8%0.079%
4/14/2025SOA Wealth Advisors LLC.3,340$184K0.0%-6.5%0.034%
2/18/2025Focus 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%
2/17/2025Cetera 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%
2/17/2025BIP 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%
Special gold investment soars 2,300% ... 5,090% ... 9,850% (Ad)

In my 54 years as an investor, I’ve seen my share of gold bull markets. But nothing comes close to the rally right now. Over the past few weeks alone, the yellow metal surged as high as $3,500 — the highest level on record. So far this bull run playing out exactly as me and my analysts have predicted.

Here’s exactly how we see this gold bull market play out.
2/13/2025Rockefeller 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%
2/13/2025Envestnet 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%
2/10/2025Commonwealth Equity Services LLC125,971$6.23M0.0%-1.8%1.260%
2/7/2025HighTower Advisors LLC11,389$563K0.0%-11.2%0.114%
2/7/2025Cascade Financial Partners LLC199,986$9.89M1.3%-1.5%2.000%
2/7/2025PNC 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%
2/6/2025Atria Investments Inc32,355$1.60M0.0%+161.7%0.324%
2/6/2025Steward Partners Investment Advisory LLC1,243$61K0.0%-99.0%0.012%
2/3/2025Advyzon Investment Management LLC4,823$238K0.1%N/A0.048%
1/31/2025Key Financial Inc296,917$14.68M3.3%+4.8%2.969%
1/31/2025JFS Wealth Advisors LLC5,046$249K0.0%-16.3%0.050%
1/30/2025JNBA Financial Advisors4,806$238K0.0%-9.1%0.048%
1/29/2025Avidian 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%
1/29/2025Stonebridge Financial Group LLC9,736$481K0.1%N/A0.097%
1/27/2025Newton One Investments LLC2,342$116K0.0%N/A0.023%
1/24/2025Golden State Equity Partners26,876$1.33M0.3%-5.2%0.269%
1/23/2025Powers Advisory Group LLC82,885$4.10M2.1%-1.2%0.829%
1/23/2025Evernest 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%
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%
Special gold investment soars 2,300% ... 5,090% ... 9,850% (Ad)

In my 54 years as an investor, I’ve seen my share of gold bull markets. But nothing comes close to the rally right now. Over the past few weeks alone, the yellow metal surged as high as $3,500 — the highest level on record. So far this bull run playing out exactly as me and my analysts have predicted.

Here’s exactly how we see this gold bull market play out.
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%
(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, 89 institutional investors and hedge funds held shares of WisdomTree International LargeCap Dividend Fund. The most heavily invested institutionals were Creative Planning ($146.92M), BIP Wealth LLC ($17.85M), JPMorgan Chase & Co. ($17.63M), First Republic Investment Management Inc. ($17.17M), Key Financial Inc ($16.75M), J.P. Morgan Private Wealth Advisors LLC ($16.53M), and Royal Bank of Canada ($14.92M).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 59 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: Creative Planning ($197.26K), CX Institutional ($131.07K), BIP Wealth LLC ($120.70K), HighTower Advisors LLC ($71.64K), Cetera Investment Advisers ($62.52K), LPL Financial LLC ($62.41K), and M&T Bank Corp ($60.56K).

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

Institutional investors have bought a total of 460,674 shares in the last 24 months. This purchase volume represents approximately $23.83M in transactions.

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

Of the 37 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 ($78.58K), 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 528,253 shares in the last 24 months. This volume of shares sold represents approximately $27.26M in transactions.


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This page (NYSEARCA:DOL) was last updated on 7/4/2025 by MarketBeat.com Staff
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