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Get Institutions for : 
WisdomTree Trust International LargeCap Dividend Fund (DOL)  
$50.63 0.17 (0.34%) as of 4:30 Thu 4/25


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 90    1
Total shares held : 
 7,114,447  
% of shares held : 
 92.4%  
Changes In:
New/increased positions vs   
old/decreased positions : 
 0  
Amount of shares held : 
 398,787  
% of shares held change : 
   5.18%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $44.93  
Last Quarter's Ending Price : 
 $49.26  
Last Quarter's Average Price : 
 $46.57  
Change from last quarter's     
avg. price to the last closing  : 
4.06 (8.72%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
6
 39,344
 0.55%
 
Increased Positions :
34
 775,819
 10.9%
 
Unchanged Positions :
17
 36,152
 0.51%
 
Decreased Positions :
33
-247,115
-3.47%
 
Closed Positions :
7
-169,261
-2.38%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   CREATIVE PLANNING 58 - 2023-12-31 2,888,529 $142,283,000 -45,337
   MORGAN STANLEY 2538 - 2023-12-31 469,054 $23,105,000 7,171
   J P MORGAN CHASE & CO 1555 - 2023-12-31 439,442 $21,646,000 362,853
   ENVESTNET ASSET MANAGEMENT INC 1109 - 2023-12-31 354,882 $17,481,000 -26,339
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 300 - 2023-09-30 362,262 $16,526,000 -1,771
   Key Financial Inc 4 - 2023-12-31 270,510 $13,325,000 8,022
   ROYAL BANK OF CANADA 1320 - 2023-12-31 259,056 $12,759,000 25,212
   BIP Wealth LLC 18 - 2023-12-31 209,526 $10,321,000 9,523
   JANE STREET GROUP LLC 903 - 2023-12-31 206,909 $10,192,000 190,363
   LPL FINANCIAL CORP 1264 - 2023-12-31 198,617 $9,783,000 46,833
   BANK OF AMERICA CORP /DE/ 2437 - 2023-12-31 188,093 $9,265,000 257
   WELLS FARGO & CO/MN 1739 - 2023-12-31 137,113 $6,754,000 -5,432
   Streettalk Advisors LLC 46 - 2023-12-31 134,782 $6,639,000 -10,406
   COMMONWEALTH EQUITY SERVICES LLC. 971 - 2023-12-31 124,761 $6,145,000 72
   M&T BANK CORP 393 - 2023-12-31 114,762 $5,653,000 25,651
   Powers Advisory Group LLC 12 - 2024-03-31 83,075 $4,296,000 202
   Steward Partners Investment Advisory LLC 322 - 2023-12-31 82,064 $4,042,000 -346
   FINANCIAL NETWORK 678 - 2023-12-31 80,771 $3,979,000 -8,188
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 623 - 2023-12-31 68,673 $3,383,000 13,951
   Congress Wealth Management LLC / DE / 270 - 2024-03-31 60,040 $3,105,000 -2,002
   Rockefeller Capital Management L.P. 774 - 2023-12-31 62,101 $3,059,000 74
   UBS Group AG 2447 - 2023-12-31 61,818 $3,045,000 2,563
   BAYSTATE WEALTH MANAGEMENT LLC 44 - 2023-12-31 61,324 $3,021,000 -2,938
   MML INVESTORS SERVICES LLC 866 - 2023-12-31 54,399 $2,680,000 14,416
   Strategic Financial Group LLC - 2023-12-31 44,037 $2,169,000 -1,419
   Advisor Group Holdings Inc. 1855 - 2023-12-31 40,790 $2,010,000 -16,573
   Gladstone Institutional Advisory LLC 245 - 2023-12-31 28,795 $1,418,000 5,664
   FLOW TRADERS U.S. LLC 317 - 2023-12-31 21,959 $1,082,000 8,514
   BANK OF NEW YORK MELLON CORP 3131 - 2023-12-31 21,933 $1,080,000 14,349
   Golden State Equity Partners 102 *New 2023-12-31 21,059 $1,037,000 21,059
   Resources Investment Advisors Inc. 485 - 2023-12-31 20,044 $987,000 3,347
   Altrius Capital Management Inc 72 - 2023-12-31 16,810 $828,000 -435
   HIGHTOWER ADVISORS, LLC 1933 - 2023-12-31 16,019 $791,000 -78,888
   OLD MISSION CAPITAL LLC 523 - 2023-12-31 13,986 $689,000 13,986
   HOWE & RUSLING INC 123 - 2023-12-31 13,068 $644,000 -1,307
   Evanson Asset Management LLC 160 - 2024-03-31 11,442 $592,000 18
   CI Private Wealth LLC 1523 - 2023-12-31 11,927 $587,000 0
   INSTITUTE FOR WEALTH MANAGEMENT, LLC. 233 - 2023-12-31 11,809 $582,000 -112
   True Wealth Design LLC 103 - 2023-12-31 11,502 $567,000 -131
   H D Vest Advisory Services 925 - 2023-12-31 11,482 $566,000 -422
   COMERICA BANK 1823 - 2023-12-31 11,088 $546,000 -233
   CoreCap Advisors LLC 334 - 2023-12-31 11,046 $544,000 -1,515
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 3651 - 2023-12-31 11,000 $542,000 -38,402
   RAYMOND JAMES & ASSOCIATES 2901 - 2023-12-31 10,633 $524,000 -320
   Meridian Financial Partners LLC 30 - 2024-03-31 8,200 $406,000 159
   Buckingham Strategic Partners 309 *New 2023-12-31 7,001 $345,000 7,001
   IFG Advisory LLC 444 - 2023-12-31 6,978 $344,000 0
   MCF Advisors LLC 171 *New 2024-03-31 6,461 $334,000 6,461
   Cetera Investment Advisers 1715 - 2023-12-31 6,764 $333,000 102
   MARINER WEALTH ADVISORS, LLC 2253 *New 2023-12-31 6,589 $325,000 6,589
   JFS WEALTH ADVISORS, LLC 177 - 2023-12-31 6,604 $325,000 -86
   PSI Advisors LLC 97 - 2023-12-31 6,512 $321,000 105
   PBMares Wealth Management LLC - 2023-12-31 6,424 $316,000 26
   Geneos Wealth Management Inc. - 2023-12-31 6,262 $308,000 -1,293
   VANCE WEALTH INC. 66 - 2023-12-31 6,150 $303,000 0
   STIFEL FINANCIAL CORP 2835 - 2023-12-31 6,087 $300,000 791
   CITADEL ADVISORS LLC 4095 - 2023-12-31 5,993 $295,000 5,993
   Frazier Financial Advisors LLC 35 - 2023-12-31 5,850 $288,000 0
   JNBA FINANCIAL ADVISORS 175 - 2023-12-31 5,570 $274,000 -277
   Lantz Financial LLC 174 - 2024-03-31 5,088 $263,000 -1,579
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2804 - 2023-12-31 5,257 $259,000 -394
   Chicago Partners Investment Group LLC 591 - 2023-12-31 4,976 $242,000 -2,058
   GYL Financial Synergies LLC 320 - 2023-12-31 4,827 $238,000 4,827
   WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 487 - 2023-12-31 4,362 $215,000 -387
   BB&T CORP 2427 *New 2023-12-31 4,294 $212,000 4,294
   SOA Wealth Advisors LLC. 190 - 2024-03-31 3,549 $184,000 -2
   Newton One Investments LLC 51 - 2024-03-31 2,342 $121,000 0
   CARDIFF PARK ADVISORS LLC 259 - 2023-12-31 2,263 $111,000 14
   Ronald Blue Trust Inc. 790 - 2023-12-31 1,702 $78,000 -1,655
   PNC FINANCIAL SERVICES GROUP INC 2862 - 2023-12-31 1,245 $61,000 2
   Nordwand Advisors LLC 69 - 2023-12-31 1,057 $52,000 0
   Cherry Tree Wealth Management LLC 234 - 2023-12-31 1,065 $52,000 -216
   Rockbridge Investment Management LCC 237 - 2023-12-31 1,057 $52,000 25
   Global Retirement Partners LLC 1357 - 2023-12-31 1,041 $50,000 -168
   Resurgent Financial Advisors LLC 367 - 2023-12-31 862 $42,000 6
   BANK OF MONTREAL /CAN/ 3040 - 2023-12-31 835 $41,000 0
   IFP Advisors Inc 1618 - 2023-12-31 778 $38,000 0
   ANCORA ADVISORS, LLC 981 - 2023-12-31 720 $35,000 0
   CWM LLC 2531 - 2024-03-31 662 $34,000 -4
   FMR LLC 3558 - 2023-12-31 670 $33,000 -4
   CITIGROUP INC 3903 - 2023-12-31 546 $27,000 0
   Goss Wealth Management LLC 2485 - 2023-12-31 493 $24,000 0
   FSA Wealth Management LLC 227 *New 2023-12-31 400 $20,000 400
   Capital Advisors Ltd. LLC 637 - 2024-03-31 284 $15,000 -284
   Founders Financial Alliance LLC 438 - 2023-12-31 182 $9,000 91
   TSFG LLC 567 - 2024-03-31 88 $5,000 0
   SHEETS SMITH & ASSOCIATES INC 453 *New 2023-09-30 100 $5,000 100
   AdvisorNet Financial Inc 1453 - 2024-03-31 75 $4,000 0
   Spire Wealth Management 2166 - 2023-12-31 42 $2,000 0
   HighMark Wealth Management LLC - 2023-12-31 25 $1,000 0
   HARBOUR INVESTMENTS INC. 2823 - 2023-12-31 20 $1,000 0
   TOWER RESEARCH CAPITAL LLC 5753 *New 2023-12-31 1 $0 1
   Capital Investment Advisory Services LLC 944 *Closed 2023-12-31 0 $0 -7
   PROEQUITIES INC. 4851 - 2023-12-31 0 $0 0
   Ten Capital Wealth Advisors LLC 266 *Closed 2023-06-30 0 $0 -14
   MODERA WEALTH MANAGEMENT, LLC 562 *Closed 2023-12-31 0 $0 -35,294
   SYM FINANCIAL CORPORATION 187 *Closed 2023-12-31 0 $0 -1,983
   AllSquare Wealth Management LLC 540 *Closed 2023-12-31 0 $0 -428
   Capital Analysts Inc. 1167 *Closed 2023-12-31 0 $0 -380
   Farmers & Merchants Trust Co of Chambersburg PA *Closed 2023-12-31 0 $0 -97
  100 Records found
  1    
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