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WisdomTree International LargeCap Dividend Fund (DOL) Institutional Ownership

WisdomTree International LargeCap Dividend Fund logo
$72.52 +1.16 (+1.63%)
Closing price 04:10 PM Eastern
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$72.56 +0.04 (+0.05%)
As of 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for WisdomTree International LargeCap Dividend Fund (NYSEARCA:DOL)

Number of
Institutional Buyers
(last 12 months)
62
Total
Institutional Inflows
(last 12 months)
$52.07M
Number of
Institutional Sellers
(last 12 months)
38
Total
Institutional Outflows
(last 12 months)
$24.98M
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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
5/5/2026Bank of New York Mellon Corp7,472$508K0.0%N/A0.068%
5/5/2026Geneos 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%
3/17/2026Rockefeller Capital Management L.P.46,696$3.08M0.0%+6.8%0.430%
3/9/2026Corient Private Wealth LLC11,627$766K0.0%N/A0.107%
2/19/2026Corient Private Wealth LLC11,627$766K0.0%N/A0.107%
2/18/2026NewEdge Advisors LLC5,732$377K0.0%+1,274.6%0.053%
2/17/2026Cetera Investment Advisers86,678$5.71M0.0%-12.9%0.799%
2/17/2026Osaic Holdings Inc.82,941$5.46M0.0%-5.3%0.764%
2/17/2026Royal 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%
2/16/2026Mariner LLC34,701$2.29M0.0%-3.8%0.320%
2/16/2026 Evernest Financial Advisors LLC92,925$6.72M1.4%-0.4%0.856%
2/16/2026Aptus Capital Advisors LLC8,000$527K0.0%N/A0.074%
2/13/2026 Kestra Advisory Services LLC79,496$5.24M0.0%-8.7%0.733%
2/13/2026Advyzon Investment Management LLC4,675$308K0.0%+3.5%0.043%
2/13/2026Morgan Stanley1,024,259$67.45M0.0%+3.5%9.440%
2/13/2026Wells Fargo & Company MN57,483$3.79M0.0%+5.1%0.530%
2/12/2026Jane Street Group LLC31,948$2.10M0.0%-36.7%0.294%
2/12/2026TopTier Wealth Management LLC7,687$506K0.3%N/A0.071%
2/11/2026LPL Financial LLC237,124$15.62M0.0%+8.6%2.185%
2/11/2026O Shaughnessy Asset Management LLC767$51K0.0%N/A0.007%
2/11/2026JPMorgan Chase & Co.371,573$24.47M0.0%+0.8%3.425%
2/10/2026Palatine Hill Wealth Management LLC8,001$527K0.4%N/A0.074%
2/10/2026Northwestern 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%
2/9/2026Strategic Financial Concepts LLC12,106$797K0.7%N/A0.112%
2/6/2026HighTower Advisors LLC8,093$533K0.0%-3.2%0.075%
2/6/2026Cascade Financial Partners LLC242,761$15.99M1.5%+8.5%2.237%
2/5/2026Western Wealth Management LLC20,710$1.36M0.1%+46.9%0.191%
2/5/2026Allworth Financial LP400$26K0.0%N/A0.004%
2/2/2026Avidian Wealth Enterprises LLC121,793$8.02M0.3%+0.6%1.123%
1/30/2026M&T Bank Corp129,015$8.50M0.0%-18.8%1.189%
1/29/2026Comerica Bank7,839$516K0.0%-6.9%0.072%
1/29/2026UBS Group AG69,600$4.58M0.0%+14.4%0.641%
1/28/2026Geneos Wealth Management Inc.7,839$516K0.0%+4.0%0.072%
1/28/2026M&T Bank Corp139,268$8.95M0.0%-12.4%1.284%
1/27/2026Institute for Wealth Management LLC.11,107$731K0.1%-2.4%0.102%
1/26/2026CWM 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%
1/1/2026JPMorgan Chase & Co.368,590$22.95M0.0%+1.1%3.429%
12/2/2025 IFP Advisors Inc2,263$141K0.0%-9.0%0.021%
11/17/2025Northwestern Mutual Wealth Management Co.121,415$7.56M0.0%+0.8%1.129%
11/17/2025Mariner LLC36,082$2.25M0.0%-6.3%0.336%
11/17/2025Integrated Wealth Concepts LLC8,000$498K0.0%-33.2%0.074%
11/17/2025Focus Partners Wealth8,374$521K0.0%+2.6%0.078%
11/17/2025Bank of America Corp DE203,780$12.69M0.0%+8.9%1.896%
11/17/2025Ameriprise Financial Inc.7,588$472K0.0%+25.8%0.071%
11/14/2025Creative Planning2,683,179$167.04M0.1%+0.3%24.960%
11/14/2025Raymond James Financial Inc.28,131$1.75M0.0%+19.6%0.262%
11/14/2025M&T Bank Corp158,977$9.90M0.0%+0.2%1.479%
11/13/2025Wealth Watch Advisors INC414$26K0.0%N/A0.004%
11/13/2025UBS 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%
11/12/2025Creekmur 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%
11/7/2025JPMorgan Chase & Co.368,590$22.95M0.0%+1.1%3.429%
11/6/2025Ameritas Advisory Services LLC631$39K0.0%N/A0.006%
11/6/2025Atria 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%
11/5/2025Altrius 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%
11/4/2025Jones Financial Companies Lllp7,731$478K0.0%+34.6%0.072%
10/30/2025Avidian 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%
10/22/2025Gladstone Institutional Advisory LLC42,448$2.64M0.1%-1.5%0.395%
10/22/2025Geneos 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%
10/21/2025Cascade Financial Partners LLC223,723$13.93M1.6%+2.7%2.081%
10/21/2025SOA Wealth Advisors LLC.1,861$116K0.0%-9.1%0.017%
10/21/2025 Discipline Wealth Solutions LLC5,246$327K0.1%N/A0.049%
10/17/2025Institute for Wealth Management LLC.11,377$708K0.1%-2.4%0.106%
10/15/2025CWM LLC29,768$1.85M0.0%-10.7%0.277%
9/4/2025Osaic Holdings Inc.33,615$2.00M0.0%+3.6%0.320%
8/18/2025Geneos Wealth Management Inc.7,275$433K0.0%+81.8%0.069%
8/15/2025 First Heartland Consultants Inc.61,990$3.69M0.3%N/A0.590%


DOL Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of DOL shares?

During the previous two years, 96 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 ($21.76M), BIP Wealth LLC ($19.91M), and Cascade Financial Partners LLC ($15.99M).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 76 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), Cetera Investment Advisers ($115.10K), BIP Wealth LLC ($90.92K), Jane Street Group LLC ($81.71K), Key Financial Inc ($49.47K), and Atria Investments Inc ($44.56K).

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

Institutional investors have bought a total of 844,138 shares in the last 24 months. This purchase volume represents approximately $52.07M in transactions.

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

Of the 38 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 ($48.32K), BIP Wealth LLC ($33.63K), LPL Financial LLC ($20.96K), and Creative Planning ($20.13K).

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

Institutional investors have sold a total of 393,547 shares in the last 24 months. This volume of shares sold represents approximately $24.98M in transactions.



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