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Get Institutions for : 
WisdomTree Trust International LargeCap Dividend Fund (DOL)  
$50.63 0.00 (0.00%) 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  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   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
   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
   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
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 623 - 2023-12-31 68,673 $3,383,000 13,951
   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
   MML INVESTORS SERVICES LLC 866 - 2023-12-31 54,399 $2,680,000 14,416
   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
   Resources Investment Advisors Inc. 485 - 2023-12-31 20,044 $987,000 3,347
   OLD MISSION CAPITAL LLC 523 - 2023-12-31 13,986 $689,000 13,986
   INSTITUTE FOR WEALTH MANAGEMENT, LLC. - 2024-03-31 11,863 $613,000 54
   Evanson Asset Management LLC 160 - 2024-03-31 11,442 $592,000 18
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2630 - 2024-03-31 7,956 $411,000 2,699
   Meridian Financial Partners LLC 30 - 2024-03-31 8,200 $406,000 159
   Cetera Investment Advisers 1715 - 2023-12-31 6,764 $333,000 102
   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
   GYL Financial Synergies LLC 320 - 2023-12-31 4,827 $238,000 4,827
   CARDIFF PARK ADVISORS LLC 259 - 2023-12-31 2,263 $111,000 14
   PNC FINANCIAL SERVICES GROUP INC 2862 - 2023-12-31 1,245 $61,000 2
   Rockbridge Investment Management LCC 237 - 2023-12-31 1,057 $52,000 25
   Resurgent Financial Advisors LLC 367 - 2023-12-31 862 $42,000 6
   Founders Financial Alliance LLC 438 - 2023-12-31 182 $9,000 91
   Farmers & Merchants Trust Co of Chambersburg PA 349 - 2024-03-31 97 $5,000 97

  31 Records found
  1    
  Page 1 of 1
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