Who owns WisdomTree Intl. LargeCap Div Fd?
- Ticker: DOL
- CUSIP Number: 97717W794
Tip: Access positions for across all investors
Analyze quarterly positions in WisdomTree Intl. LargeCap Div with up to 7 years of data, all consolidated into one spreadsheet
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Who bought or sold WisdomTree Intl. LargeCap Div Fd this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
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Creative Planning | 2.7M | $147M | -3% | Sep 2024 |
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Huntington National Bank | 811k | $44M | -4% | Sep 2024 |
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Morgan Stanley | 531k | $27M | 6% | Jun 2024 |
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Jpmorgan Chase & Co | 340k | $18M | -6% | Sep 2024 |
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Key FInancial | 283k | $15M | 1% | Sep 2024 |
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BIP Wealth | 278k | $15M | 18% | Sep 2024 |
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Royal Bank of Canada | 263k | $14M | -4% | Sep 2024 |
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Cascade Financial Partners | 203k | $11M | -1% | Sep 2024 |
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LPL Financial | 193k | $10M | -1% | Sep 2024 |
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Bank of America Corporation | 177k | $9.6M | -7% | Sep 2024 |
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Wells Fargo & Company | 155k | $8.3M | -1% | Sep 2024 |
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M^T Bank Corporation | 149k | $8.0M | 5% | Sep 2024 |
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Streettalk Advisors | 130k | $7.0M | 0% | Sep 2024 |
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Commonwealth Equity Services | 128k | $6.9M | 0% | Sep 2024 |
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Steward Partners Investment Advisory | 128k | $6.5M | 0% | Jun 2024 |
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Northwestern Mutual Wealth Management Company | 98k | $5.3M | 11% | Sep 2024 |
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Evernest Financial Advisors | 90k | $4.9M | 2% | Sep 2024 |
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Powers Advisory Group | 84k | $4.5M | 1% | Sep 2024 |
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Mml Investors Services | 66k | $3.5M | 3% | Sep 2024 |
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Congress Wealth Management LLC / DE / | 60k | $3.3M | 1% | Sep 2024 |
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Mariner Wealth Advisors | 53k | $2.8M | 2% | Sep 2024 |
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Rockefeller Capital Management | 51k | $2.6M | -7% | Jun 2024 |
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Cetera Investment Advisers | 43k | $2.2M | -32% | Jun 2024 |
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Gladstone Institutional Advisory | 39k | $2.1M | 15% | Sep 2024 |
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Advisor Group Holdings | 33k | $1.8M | 5% | Sep 2024 |
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Envestnet Asset Management | 31k | $1.7M | 3% | Sep 2024 |
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Golden State Equity Partners | 28k | $1.5M | -4% | Sep 2024 |
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Susquehanna International | 25k | $1.3M | 193% | Sep 2024 |
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Jane Street | 22k | $1.2M | -69% | Sep 2024 |
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Kestra Advisory Services | 17k | $924k | 26% | Sep 2024 |
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Altrius Capital Management | 17k | $924k | 0% | Sep 2024 |
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Flow Traders US | 16k | $887k | 100% | Sep 2024 |
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Resources Investment Advisors | 14k | $759k | -6% | Sep 2024 |
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HighTower Advisors | 14k | $698k | -14% | Jun 2024 |
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First Heartland Consultants | 13k | $688k | -1% | Sep 2024 |
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Howe and Rusling | 12k | $670k | -4% | Sep 2024 |
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Atria Investments | 12k | $667k | -8% | Sep 2024 |
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Institute For Wealth Management | 12k | $638k | 0% | Sep 2024 |
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CI Private Wealth | 12k | $628k | -1% | Sep 2024 |
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Evanson Asset Management | 12k | $621k | 0% | Sep 2024 |
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CoreCap Advisors | 11k | $583k | 1% | Sep 2024 |
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Stifel Financial | 9.2k | $465k | 1% | Jun 2024 |
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Brian McDonald | 8.5k | $457k | -16% | Sep 2024 |
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Meridian Financial Partners | 8.1k | $435k | 0% | Sep 2024 |
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Raymond James Financial Services Advisors | 7.0k | $379k | -2% | Sep 2024 |
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Citadel Advisors | 6.9k | $373k | -78% | Sep 2024 |
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Raymond James & Associates | 6.7k | $364k | -4% | Sep 2024 |
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Northern Trust | 6.7k | $362k | 0% | Sep 2024 |
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PBMares Wealth Management | 6.2k | $333k | -6% | Sep 2024 |
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Vance Wealth | 6.2k | $332k | 0% | Sep 2024 |
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JFS Wealth Advisors | 6.0k | $326k | 0% | Sep 2024 |
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MCF Advisors | 5.9k | $318k | 0% | Sep 2024 |
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Buckingham Strategic Partners | 5.5k | $295k | -48% | Sep 2024 |
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JNBA Financial Advisors | 5.3k | $285k | -4% | Sep 2024 |
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Geneos Wealth Management | 5.0k | $252k | -10% | Jun 2024 |
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Chicago Partners Investment | 4.6k | $240k | 0% | Sep 2024 |
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Hartland & Co | 4.4k | $235k | 0% | Sep 2024 |
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Herold Advisors | 4.3k | $231k | 8% | Sep 2024 |
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Frazier Financial Advisors | 4.2k | $228k | 0% | Sep 2024 |
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Gyl Financial Synergies | 4.2k | $226k | -5% | Sep 2024 |
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Stratos Wealth Partners | 3.7k | $202k | 100% | Sep 2024 |
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Hubbell Strickland Wealth Management | 3.7k | $201k | 100% | Sep 2024 |
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SOA Wealth Advisors | 3.5k | $192k | 0% | Sep 2024 |
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PSI Advisors | 2.4k | $128k | -25% | Sep 2024 |
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Cardiff Park Advisors | 2.3k | $118k | 2% | Jun 2024 |
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LRI Investments | 2.1k | $105k | 0% | Sep 2024 |
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Jones Financial Companies, L.L | 2.0k | $109k | 100% | Sep 2024 |
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Ronald Blue Trust | 1.4k | $70k | -19% | Sep 2024 |
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Pnc Financial Services | 1.3k | $68k | -50% | Sep 2024 |
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Quadrant Capital | 950.00 | $51k | 0% | Sep 2024 |
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Creekmur Asset Management | 912.00 | $49k | 0% | Sep 2024 |
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Cherry Tree Wealth Management | 881.00 | $48k | 0% | Sep 2024 |
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IFP Advisors | 758.00 | $38k | -3% | Jun 2024 |
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Ancora Advisors | 720.00 | $39k | 0% | Sep 2024 |
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CWM | 587.00 | $32k | -11% | Sep 2024 |
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Citigroup | 546.00 | $30k | 0% | Sep 2024 |
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Goss Wealth Management | 493.00 | $25k | 0% | Jun 2024 |
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Signature | 425.00 | $23k | 0% | Sep 2024 |
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FSA Wealth Management | 400.00 | $22k | 0% | Sep 2024 |
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Global Retirement Partners | 357.00 | $19k | -55% | Sep 2024 |
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Proequities | 210.00 | $11M | 0% | Sep 2024 |
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William Blair $ Company | 179.00 | $9.7k | 0% | Sep 2024 |
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Founders Financial Alliance | 132.00 | $7.1k | 0% | Sep 2024 |
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TSFG | 88.00 | $5.0k | 0% | Sep 2024 |
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AdvisorNet Financial | 75.00 | $4.0k | 0% | Sep 2024 |
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Spire Wealth Management | 42.00 | $2.3k | 0% | Sep 2024 |
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Harbour Investments | 20.00 | $1.1k | 0% | Sep 2024 |
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Financial Advisory Service | 15.00 | $810.000000 | 100% | Sep 2024 |
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Who sold out of WisdomTree Intl. LargeCap Div?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Old Mission Capital | Mar 2024 | 19k | $986k |
True Wealth Design | Jun 2024 | 11k | $555k |
IFG Advisory | Jun 2024 | 7.0k | $354k |
Brighton Jones | Jun 2024 | 4.0k | $201k |
Newton One Investments | Jun 2024 | 2.3k | $119k |
HighMark Wealth Management | Jun 2024 | 26.00 | $1.3k |