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WisdomTree International LargeCap Dividend Fund (DOL) Institutional Ownership

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$50.80
-0.17 (-0.33%)
(As of 04/24/2024 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)
33
Total
Institutional Inflows
(last 12 months)
$45.88M
Number of
Institutional Sellers
(last 12 months)
36
Total
Institutional Outflows
(last 12 months)
$24.59M
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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
4/23/2024 Global Retirement Partners LLC838$43K0.0%-19.5%0.008%
4/19/2024 Powers 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%
2/23/2024Chicago 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%
2/9/2024 Congress 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%
1/17/2024 Powers Advisory Group LLC82,873$4.08M2.5%+3.0%0.771%
1/16/2024 Raymond James Financial Services Advisors Inc.5,257$259K0.0%-7.0%0.049%
1/16/2024 Raymond James & Associates10,633$524K0.0%-2.9%0.099%
1/16/2024CoreCap Advisors LLC11,046$544K0.0%-12.1%0.103%
1/12/2024 Lantz 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%
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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%
10/30/2023 Congress 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%
10/24/2023 Raymond James Financial Services Advisors Inc.5,651$258K0.0%N/A0.053%
10/24/2023 Raymond 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%
10/19/2023 Powers Advisory Group LLC80,471$3.67M2.5%-0.9%0.749%
10/18/2023 CX Institutional131,072$5.98M0.3%N/A1.219%
10/13/2023Avidian Wealth Solutions LLC145,188$6.62M0.5%-9.1%1.351%
10/12/2023IFP Advisors Inc778$35K0.0%-34.0%0.007%
9/21/2023Baystate Wealth Management LLC68,392$3.23M0.2%+7.4%0.636%
8/14/2023Howe & Rusling Inc.14,076$664K0.1%+17.5%0.131%
8/11/2023Kestra Advisory Services LLC11,211$529K0.0%-10.2%0.104%
8/10/2023Altrius Capital Management Inc19,494$920K0.3%-5.7%0.181%
8/10/2023Commonwealth Equity Services LLC120,479$5.68M0.0%+4.7%1.121%
8/10/2023Cetera Advisor Networks LLC57,126$2.70M0.0%+1.7%0.531%
8/10/2023Cetera Investment Advisers6,693$316K0.0%-8.9%0.062%
8/9/2023Flow Traders U.S. LLC29,782$1.41M0.1%+20.0%0.277%
8/4/2023Envestnet Asset Management Inc.413,800$19.52M0.0%-25.2%3.849%
8/4/2023IFP Advisors Inc1,178$58K0.0%-41.9%0.011%
8/3/2023Avidian Wealth Solutions LLC159,810$7.54M0.5%-26.9%1.487%
7/31/2023LPL Financial LLC133,748$6.31M0.0%+30.5%1.268%
7/28/2023Key Financial Inc256,992$12.12M4.0%+0.2%2.436%
7/28/2023First Republic Investment Management Inc.364,033$17.17M0.1%+1.0%3.451%
7/27/2023BIP Wealth LLC205,443$9.69M0.8%+12.4%1.947%
7/25/2023 Raymond James & Associates12,784$603K0.0%+2.0%0.121%
7/24/2023 Meridian Financial Partners LLC8,290$399K0.2%-14.0%0.079%
7/24/2023PBMares Wealth Management LLC6,851$323K0.1%-3.0%0.065%
7/21/2023Creative Planning3,064,675$144.56M0.2%+6.1%29.049%
7/20/2023 Powers Advisory Group LLC81,187$3.83M2.5%+1.8%0.770%
7/18/2023StrategIQ Financial Group LLC46,412$2.19M0.2%-3.1%0.440%
7/13/2023 Congress Wealth Management LLC DE 45,461$2.14M0.0%-4.4%0.431%
7/12/2023 Lantz Financial LLC4,808$227K0.1%-15.9%0.046%
7/11/2023 Evanson Asset Management LLC11,781$556K0.1%-18.5%0.112%
7/10/2023 Kwmg LLC4,720$223K0.0%-49.8%0.045%
5/12/2023First Republic Investment Management Inc.360,449$16.83M0.0%+11.5%3.417%
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5/11/2023M&T Bank Corp72,208$3.37M0.0%-21.6%0.684%
5/11/2023Envestnet Asset Management Inc.552,945$25.82M0.0%-0.6%5.241%
5/11/2023Commonwealth Equity Services LLC115,025$5.37M0.0%+18.4%1.090%
5/10/2023BIP Wealth LLC182,726$8.53M0.9%N/A1.732%
5/10/2023LPL Financial LLC102,527$4.79M0.0%+12.6%0.972%
5/8/2023Avidian Wealth Solutions LLC218,622$10.21M0.6%+26.2%2.072%
5/8/2023 Global Retirement Partners LLC1,291$61K0.0%+2,482.0%0.012%
5/2/2023Key Financial Inc256,508$11.98M4.4%+5.1%2.431%
4/28/2023 SOA Wealth Advisors LLC.3,625$169K0.0%-9.8%0.034%
4/27/2023PBMares Wealth Management LLC7,065$330K0.1%+6.4%0.067%
(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, 67 institutional investors and hedge funds held shares of WisdomTree International LargeCap Dividend Fund. The most heavily invested institutionals were Creative Planning ($142.28M), 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 ($13.33M), BIP Wealth LLC ($10.32M), and Royal Bank of Canada ($7.19M).Learn more on DOL's institutional investors.

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

Of the 49 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 ($653.95K), Envestnet Asset Management Inc. ($565.90K), First Republic Investment Management Inc. ($261.25K), BIP Wealth LLC ($214.97K), CX Institutional ($131.07K), Key Financial Inc ($111.50K), and Royal Bank of Canada ($100.37K).

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

Institutional investors have bought a total of 2,734,140 shares in the last 24 months. This purchase volume represents approximately $114.62M in transactions.

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

Of the 46 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: Envestnet Asset Management Inc. ($189.52K), Creative Planning ($176.15K), M&T Bank Corp ($107.35K), Avidian Wealth Solutions LLC ($89.06K), UBS Group AG ($29.53K), OLD Mission Capital LLC ($28.11K), and Baystate Wealth Management LLC ($13.68K).

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

Institutional investors have sold a total of 758,956 shares in the last 24 months. This volume of shares sold represents approximately $34.76M in transactions.


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This page (NYSEARCA:DOL) was last updated on 4/25/2024 by MarketBeat.com Staff

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