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WisdomTree International LargeCap Dividend Fund (DOL) Institutional Ownership

WisdomTree International LargeCap Dividend Fund logo
$74.05 0.00 (0.00%)
Closing price 05/22/2026 04:10 PM Eastern
Extended Trading
$74.11 +0.06 (+0.08%)
As of 05/22/2026 04:10 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.

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

Number of
Institutional Buyers
(last 12 months)
58
Total
Institutional Inflows
(last 12 months)
$50.41M
Number of
Institutional Sellers
(last 12 months)
37
Total
Institutional Outflows
(last 12 months)
$24.14M
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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
5/19/2026 Western Wealth Management LLC29,089$1.98M0.1%+40.5%0.264%
5/19/2026 NewEdge Advisors LLC5,315$361K0.0%-7.3%0.048%
5/19/2026 Bank of America Corp DE206,333$14.03M0.0%+3.6%1.876%
5/18/2026 Royal Bank of Canada311,412$21.17M0.0%-5.7%2.831%
5/15/2026 Waverly Advisors LLC29,694$2.02M0.0%-1.4%0.270%
5/13/2026 Cetera Investment Advisers62,251$4.23M0.0%-28.2%0.566%
5/5/2026 Bank of New York Mellon Corp7,472$508K0.0%N/A0.068%
5/5/2026 Geneos Wealth Management Inc.7,669$521K0.0%-2.2%0.070%
5/4/2026 Evernest Financial Advisors LLC92,400$6.62M1.4%-0.6%0.840%
5/1/2026 Fifth Third Bancorp11,549$785K0.0%+239.0%0.105%
4/30/2026 Kestra Advisory Services LLC17,838$1.21M0.0%-77.6%0.162%
4/28/2026 Howe & Rusling Inc.18,275$1.24M0.1%+20.0%0.166%
4/27/2026 BIP Wealth LLC292,888$19.91M0.8%-5.8%2.663%
4/27/2026 Private Advisor Group LLC15,071$1.03M0.0%+4.3%0.137%
4/24/2026 Newton One Investments LLC631$43K0.0%-65.9%0.006%
4/24/2026 Key Financial Inc321,335$21.85M3.9%+0.3%2.921%
4/21/2026 Powers Advisory Group LLC83,638$5.69M2.0%-0.8%0.760%
4/20/2026 Kestra Private Wealth Services LLC32,490$2.21M0.0%N/A0.295%
4/20/2026 Apella Capital LLC5,203$379K0.0%N/A0.047%
3/17/2026 Rockefeller Capital Management L.P.46,696$3.08M0.0%+6.8%0.430%
3/9/2026 Corient Private Wealth LLC11,627$766K0.0%N/A0.107%
2/19/2026 Corient Private Wealth LLC11,627$766K0.0%N/A0.107%
2/18/2026 NewEdge Advisors LLC5,732$377K0.0%+1,274.6%0.053%
2/17/2026 Cetera Investment Advisers86,678$5.71M0.0%-12.9%0.799%
2/17/2026 Osaic Holdings Inc.82,941$5.46M0.0%-5.3%0.764%
2/17/2026 Royal Bank of Canada330,364$21.76M0.0%-0.3%3.045%
2/16/2026 MML Investors Services LLC75,254$4.96M0.0%+7.1%0.694%
2/16/2026 Mariner LLC34,701$2.29M0.0%-3.8%0.320%
2/16/2026 Evernest Financial Advisors LLC92,925$6.72M1.4%-0.4%0.856%
2/16/2026 Aptus Capital Advisors LLC8,000$527K0.0%N/A0.074%
2/13/2026 Kestra Advisory Services LLC79,496$5.24M0.0%-8.7%0.733%
2/13/2026 Advyzon Investment Management LLC4,675$308K0.0%+3.5%0.043%
2/13/2026 Morgan Stanley1,024,259$67.45M0.0%+3.5%9.440%
2/13/2026 Wells Fargo & Company MN57,483$3.79M0.0%+5.1%0.530%
2/12/2026 Jane Street Group LLC31,948$2.10M0.0%-36.7%0.294%
2/12/2026 TopTier Wealth Management LLC7,687$506K0.3%N/A0.071%
2/11/2026 LPL Financial LLC237,124$15.62M0.0%+8.6%2.185%
2/11/2026 O Shaughnessy Asset Management LLC767$51K0.0%N/A0.007%
2/11/2026 JPMorgan Chase & Co.371,573$24.47M0.0%+0.8%3.425%
2/10/2026 Palatine Hill Wealth Management LLC8,001$527K0.4%N/A0.074%
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2/10/2026 Northwestern Mutual Wealth Management Co.64,835$4.27M0.0%-46.6%0.598%
2/9/2026 Key Financial Inc320,216$21.09M3.8%-0.5%2.951%
2/9/2026 Strategic Financial Concepts LLC12,106$797K0.7%N/A0.112%
2/6/2026 HighTower Advisors LLC8,093$533K0.0%-3.2%0.075%
2/6/2026 Cascade Financial Partners LLC242,761$15.99M1.5%+8.5%2.237%
2/5/2026 Western Wealth Management LLC20,710$1.36M0.1%+46.9%0.191%
2/5/2026 Allworth Financial LP400$26K0.0%N/A0.004%
2/2/2026 Avidian Wealth Enterprises LLC121,793$8.02M0.3%+0.6%1.123%
1/30/2026 M&T Bank Corp129,015$8.50M0.0%-18.8%1.189%
1/29/2026Comerica Bank7,839$516K0.0%-6.9%0.072%
1/29/2026 UBS Group AG69,600$4.58M0.0%+14.4%0.641%
1/28/2026 Geneos Wealth Management Inc.7,839$516K0.0%+4.0%0.072%
1/28/2026 M&T Bank Corp139,268$8.95M0.0%-12.4%1.284%
1/27/2026 Institute for Wealth Management LLC.11,107$731K0.1%-2.4%0.102%
1/26/2026 CWM LLC30,045$1.98M0.0%+0.9%0.277%
1/23/2026 Fifth Third Securities Inc.3,116$205K0.0%N/A0.029%
1/22/2026 Powers Advisory Group LLC84,288$5.55M2.1%+0.4%0.777%
1/21/2026 BIP Wealth LLC310,989$20.48M0.7%+0.8%2.866%
1/20/2026 Stratos Wealth Partners LTD.5,664$373K0.0%+5.5%0.052%
1/20/2026 Relyea Zuckerberg Hanson LLC3,103$204K0.0%N/A0.029%
1/14/2026 JFS Wealth Advisors LLC25,411$1.67M0.1%+12.2%0.234%
1/9/2026 First Heartland Consultants Inc.73,635$4.85M0.4%-19.8%0.679%
1/8/2026 Wealth Enhancement Advisory Services LLC11,161$751K0.0%+3.0%0.103%
1/1/2026 JPMorgan Chase & Co.368,590$22.95M0.0%+1.1%3.429%
12/2/2025 IFP Advisors Inc2,263$141K0.0%-9.0%0.021%
11/17/2025 Northwestern Mutual Wealth Management Co.121,415$7.56M0.0%+0.8%1.129%
11/17/2025 Mariner LLC36,082$2.25M0.0%-6.3%0.336%
11/17/2025 Integrated Wealth Concepts LLC8,000$498K0.0%-33.2%0.074%
11/17/2025 Focus Partners Wealth8,374$521K0.0%+2.6%0.078%
11/17/2025 Bank of America Corp DE203,780$12.69M0.0%+8.9%1.896%
11/17/2025 Ameriprise Financial Inc.7,588$472K0.0%+25.8%0.071%
11/14/2025 Creative Planning2,683,179$167.04M0.1%+0.3%24.960%
11/14/2025 Raymond James Financial Inc.28,131$1.75M0.0%+19.6%0.262%
11/14/2025 M&T Bank Corp158,977$9.90M0.0%+0.2%1.479%
11/13/2025 Wealth Watch Advisors INC414$26K0.0%N/A0.004%
11/13/2025 UBS Group AG60,830$3.79M0.0%+15.7%0.566%
11/13/2025 Private Advisor Group LLC16,298$1.02M0.0%+6.6%0.152%
11/12/2025 Creekmur Asset Management LLC684$43K0.0%-25.0%0.006%
11/10/2025 JFS Wealth Advisors LLC22,647$1.41M0.1%+317.8%0.211%
11/10/2025 First Heartland Consultants Inc.91,840$5.72M0.5%+48.2%0.854%
11/7/2025 Fifth Third Bancorp3,407$212K0.0%+51.0%0.032%
11/7/2025 JPMorgan Chase & Co.368,590$22.95M0.0%+1.1%3.429%
11/6/2025 Ameritas Advisory Services LLC631$39K0.0%N/A0.006%
11/6/2025 Atria Investments Inc61,277$3.82M0.0%+2.2%0.570%
11/6/2025 Stratos Wealth Partners LTD.5,367$334K0.0%+6.4%0.050%
11/5/2025 Key Financial Inc321,756$20.20M3.7%+0.2%2.993%
11/5/2025 Altrius Capital Management Inc6,297$392K0.1%-63.8%0.059%
11/5/2025 Howe & Rusling Inc.15,102$940K0.1%+12.0%0.140%
11/5/2025 Envestnet Asset Management Inc.29,091$1.81M0.0%-6.2%0.271%
11/4/2025 Bridges Investment Management Inc.17,112$1.07M0.0%N/A0.159%
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11/4/2025 Jones Financial Companies Lllp7,731$478K0.0%+34.6%0.072%
10/30/2025 Avidian Wealth Enterprises LLC121,058$7.54M0.3%-0.3%1.126%
10/29/2025 Courier Capital LLC3,330$207K0.0%N/A0.031%
10/29/2025 Wealth Enhancement Advisory Services LLC10,835$678K0.0%+78.1%0.101%
10/22/2025 Gladstone Institutional Advisory LLC42,448$2.64M0.1%-1.5%0.395%
10/22/2025 Geneos Wealth Management Inc.7,537$469K0.0%+3.6%0.070%
10/22/2025 Powers Advisory Group LLC83,985$5.23M2.1%-0.2%0.781%
10/22/2025 Commonwealth Equity Services LLC120,013$7.47M0.0%-0.9%1.116%
10/21/2025 Cascade Financial Partners LLC223,723$13.93M1.6%+2.7%2.081%
10/21/2025 SOA Wealth Advisors LLC.1,861$116K0.0%-9.1%0.017%


DOL Institutional Ownership - Frequently Asked Questions

During the previous two years, 94 institutional investors and hedge funds held shares of WisdomTree International LargeCap Dividend Fund. The most heavily invested institutionals were Creative Planning ($167.04M), Morgan Stanley ($67.45M), JPMorgan Chase & Co. ($24.47M), Key Financial Inc ($21.85M), Royal Bank of Canada ($21.17M), BIP Wealth LLC ($19.91M), and Cascade Financial Partners LLC ($15.99M).Learn more on WisdomTree International LargeCap Dividend Fund's institutional investors.

Of the 73 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: First Heartland Consultants Inc. ($126.31K), Flow Traders U.S. LLC ($123.34K), BIP Wealth LLC ($90.92K), Jane Street Group LLC ($81.71K), Cetera Investment Advisers ($59.34K), Key Financial Inc ($49.47K), and Atria Investments Inc ($44.56K).

Institutional investors have bought a total of 810,375 shares in the last 24 months. This purchase volume represents approximately $50.41M in transactions.

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: Kestra Advisory Services LLC ($69.26K), Northwestern Mutual Wealth Management Co. ($56.58K), M&T Bank Corp ($49.67K), Cetera Investment Advisers ($37.23K), BIP Wealth LLC ($33.63K), Creative Planning ($20.13K), and Royal Bank of Canada ($19.83K).

Institutional investors have sold a total of 367,868 shares in the last 24 months. This volume of shares sold represents approximately $24.14M in transactions.



This page (NYSEARCA:DOL) was last updated on 5/26/2026 by MarketBeat.com Staff.
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