DOL Institutional Ownership
WisdomTree True Developed International Fund
1W: -1.9%
1M: -3.0%
3M: -0.9%
YTD: +11.5%
1Y: +18.5%
3Y: +75.5%
5Y: +78.7%
$74.41
+0.80 (+1.08%)
Weekly Expected Move ±2.0%
$71
$73
$74
$76
$77
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — DOL
120
Institutional Holders
+5 vs prior quarter
0.0%
Ownership
+0.00pp
634M
Total Invested
13
New Positions
33
Increased
49
Reduced
10
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (125 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Creative Planning | 2,688,178 | 200M | -8,752 | -0.3% | 59Q | SEC ↗ |
| 2 | MORGAN STANLEY | 1,117,439 | 83M | +32,376 | +3.0% | 60Q | SEC ↗ |
| 3 | JPMORGAN CHASE & CO | 369,181 | 27M | +5,588 | +1.5% | 18Q | SEC ↗ |
| 4 | Cascade Financial Partners, LLC | 307,535 | 23M | +37,984 | +14.1% | 10Q | SEC ↗ |
| 5 | Key Financial Inc | 306,315 | 23M | -15,020 | -4.7% | 27Q | SEC ↗ |
| 6 | ROYAL BANK OF CANADA | 306,129 | 23M | -5,283 | -1.7% | 67Q | SEC ↗ |
| 7 | BIP Wealth, LLC | 301,931 | 22M | +9,043 | +3.1% | 14Q | SEC ↗ |
| 8 | LPL Financial LLC | 253,339 | 19M | +14,628 | +6.1% | 54Q | SEC ↗ |
| 9 | BANK OF AMERICA CORP /DE | 201,357 | 15M | -4,976 | -2.4% | 15Q | SEC ↗ |
| 10 | M&T Bank Corp | 129,343 | 10M | +275 | +0.2% | 20Q | SEC ↗ |
| 11 | COMMONWEALTH EQUITY SERVICES, LLC | 124,973 | 9M | -512 | -0.4% | 35Q | SEC ↗ |
| 12 | Avidian Wealth Enterprises, LLC | 112,544 | 8M | +1,619 | +1.5% | 28Q | SEC ↗ |
| 13 | Evernest Financial Advisors, LLC | 91,533 | 7M | -867 | -0.9% | 11Q | SEC ↗ |
| 14 | Powers Advisory Group, LLC | 81,325 | 6M | -2,313 | -2.8% | 19Q | SEC ↗ |
| 15 | WELLS FARGO & COMPANY/MN | 79,366 | 6M | +4,361 | +5.8% | 71Q | SEC ↗ |
| 16 | UBS Group AG | 79,114 | 6M | +2,355 | +3.1% | 47Q | SEC ↗ |
| 17 | MML INVESTORS SERVICES, LLC | 76,994 | 6M | +24,712 | +47.3% | 37Q | SEC ↗ |
| 18 | OSAIC HOLDINGS, INC. | 73,334 | 5M | -7,078 | -8.8% | 26Q | SEC ↗ |
| 19 | RAYMOND JAMES FINANCIAL INC | 67,264 | 5M | +8,547 | +14.6% | 7Q | SEC ↗ |
| 20 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 63,962 | 5M | -3,098 | -4.6% | 40Q | SEC ↗ |
| 21 | Cetera Investment Advisers | 61,185 | 5M | -1,066 | -1.7% | 15Q | SEC ↗ |
| 22 | Rockefeller Capital Management L.P. | 54,487 | 4M | -1,978 | -3.5% | 12Q | SEC ↗ |
| 23 | AMERIPRISE FINANCIAL INC | 49,115 | 4M | +25,197 | +105.3% | 7Q | SEC ↗ |
| 24 | Gladstone Institutional Advisory LLC | 42,664 | 3M | -308 | -0.7% | 17Q | SEC ↗ |
| 25 | KESTRA PRIVATE WEALTH SERVICES, LLC | 31,600 | 2M | -890 | -2.7% | 2Q | SEC ↗ |
| 26 | Western Wealth Management, LLC | 31,348 | 2M | +2,259 | +7.8% | 4Q | SEC ↗ |
| 27 | ENVESTNET ASSET MANAGEMENT INC | 29,705 | 2M | +1,048 | +3.7% | 31Q | SEC ↗ |
| 28 | Waverly Advisors, LLC | 29,213 | 2M | -481 | -1.6% | 10Q | SEC ↗ |
| 29 | First Heartland Consultants, Inc. | 28,917 | 2M | -16,627 | -36.5% | 5Q | SEC ↗ |
| 30 | JANE STREET GROUP, LLC | 28,211 | 2M | -52,569 | -65.1% | 18Q | SEC ↗ |
| 31 | CWM, LLC | 28,018 | 2M | -2,027 | -6.7% | 18Q | SEC ↗ |
| 32 | JFS WEALTH ADVISORS, LLC | 27,160 | 2M | +1,539 | +6.0% | 55Q | SEC ↗ |
| 33 | BlackRock, Inc. | 25,701 | 2M | +2,067 | +8.7% | 3Q | SEC ↗ |
| 34 | Mariner, LLC | 25,555 | 2M | -4,497 | -15.0% | 11Q | SEC ↗ |
| 35 | HOWE & RUSLING INC | 19,105 | 1M | +830 | +4.5% | 33Q | SEC ↗ |
| 36 | Kestra Advisory Services, LLC | 15,519 | 1M | -2,319 | -13.0% | 9Q | SEC ↗ |
| 37 | Private Advisor Group, LLC | 14,946 | 1M | -125 | -0.8% | 5Q | SEC ↗ |
| 38 | Atria Investments, Inc | 13,937 | 1M | -11,105 | -44.3% | 9Q | SEC ↗ |
| 39 | FLOW TRADERS U.S. LLC | 12,278 | 914K | -3,149 | -20.4% | 2Q | SEC ↗ |
| 40 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11,945 | 889K | -2,769 | -18.8% | 2Q | SEC ↗ |
| 41 | Evanson Financial, LLC NEW | 11,679 | 869K | — | +0.0% | 1Q | SEC ↗ |
| 42 | Evanson Asset Management, LLC | 11,637 | 866K | +10 | +0.1% | 50Q | SEC ↗ |
| 43 | Corient Private Wealth LP | 11,627 | 865K | — | +0.0% | 3Q | SEC ↗ |
| 44 | FIFTH THIRD BANCORP | 11,532 | 858K | -17 | -0.1% | 5Q | SEC ↗ |
| 45 | Institute for Wealth Management, LLC. | 10,980 | 817K | -24 | -0.2% | 37Q | SEC ↗ |
| 46 | Herold Advisors, Inc. | 10,572 | 787K | +1,556 | +17.3% | 10Q | SEC ↗ |
| 47 | CoreCap Advisors, LLC | 10,395 | 773K | -76 | -0.7% | 13Q | SEC ↗ |
| 48 | Stonebridge Financial Group, LLC | 9,325 | 694K | — | +0.0% | 7Q | SEC ↗ |
| 49 | STIFEL FINANCIAL CORP | 9,046 | 673K | +348 | +4.0% | 16Q | SEC ↗ |
| 50 | Focus Partners Wealth | 8,969 | 667K | -17 | -0.2% | 7Q | SEC ↗ |
Recent Activity
New Positions (13)
| Holder | Shares | Value |
|---|---|---|
| Evanson Financial, LLC | 11,679 | 869K |
| HRT FINANCIAL LP | 5,606 | 417K |
| IFG Advisory, LLC | 5,603 | 417K |
| MAI Capital Management | 5,037 | 375K |
| Cambridge Investment Research Advis | 3,113 | 232K |
| Sound Stewardship, LLC | 2,753 | 205K |
| Lantz Financial LLC | 2,699 | 201K |
| Savant Capital, LLC | 2,623 | 195K |
| MERCER GLOBAL ADVISORS INC /ADV | 1,622 | 121K |
| Ameritas Advisory Services, LLC | 645 | 48K |
| Point Nemo Capital, LLC | 439 | 33K |
| Global Retirement Partners, LLC | 307 | 23K |
| Harborfront Financial Group LLC | 42 | 3K |
Sold Out (14)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Strategic Financial Concepts, LLC | 12,203 | 908K |
| CITADEL ADVISORS LLC | 7,544 | 561K |
| Bank of New York Mellon Corp | 7,472 | 556K |
| Advyzon Investment Management, LLC | 4,675 | 348K |
| COURIER CAPITAL LLC | 3,336 | 248K |
| QUADRANT CAPITAL GROUP LLC | 950 | 71K |
| Wealth Watch Advisors, INC | 408 | 30K |
| Allworth Financial LP | 400 | 30K |
| TD Waterhouse Canada Inc. | 300 | 22K |
| Noble Wealth Management PBC | 225 | 17K |
| Ascentis Independent Advisors | 173 | 13K |
| HARBOUR INVESTMENTS, INC. | 166 | 12K |
| Destiny Wealth Partners, LLC | 76 | 6K |
| Steward Partners Investment Advisor | 2 | 0K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Cascade Financial Partners, LLC | +37,984 | +14.1% | 307,535 |
| MORGAN STANLEY | +32,376 | +3.0% | 1,117,439 |
| AMERIPRISE FINANCIAL INC | +25,197 | +105.3% | 49,115 |
| MML INVESTORS SERVICES, LLC | +24,712 | +47.3% | 76,994 |
| LPL Financial LLC | +14,628 | +6.1% | 253,339 |
| BIP Wealth, LLC | +9,043 | +3.1% | 301,931 |
| RAYMOND JAMES FINANCIAL INC | +8,547 | +14.6% | 67,264 |
| JPMORGAN CHASE & CO | +5,588 | +1.5% | 369,181 |
| WELLS FARGO & COMPANY/MN | +4,361 | +5.8% | 79,366 |
| UBS Group AG | +2,355 | +3.1% | 79,114 |
| Western Wealth Management, LLC | +2,259 | +7.8% | 31,348 |
| BlackRock, Inc. | +2,067 | +8.7% | 25,701 |
| Avidian Wealth Enterprises, LLC | +1,619 | +1.5% | 112,544 |
| Herold Advisors, Inc. | +1,556 | +17.3% | 10,572 |
| JFS WEALTH ADVISORS, LLC | +1,539 | +6.0% | 27,160 |
| US BANCORP \DE | +1,346 | +292.6% | 1,806 |
| Geneos Wealth Management Inc. | +1,223 | +15.9% | 8,892 |
| ENVESTNET ASSET MANAGEMENT INC | +1,048 | +3.7% | 29,705 |
| HOWE & RUSLING INC | +830 | +4.5% | 19,105 |
| United Advisor Group, LLC | +538 | +16.6% | 3,770 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| JANE STREET GROUP, LLC | -52,569 | -65.1% | 28,211 |
| First Heartland Consultants, Inc. | -16,627 | -36.5% | 28,917 |
| Key Financial Inc | -15,020 | -4.7% | 306,315 |
| Atria Investments, Inc | -11,105 | -44.3% | 13,937 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | -9,704 | -91.2% | 936 |
| Creative Planning | -8,752 | -0.3% | 2,688,178 |
| OSAIC HOLDINGS, INC. | -7,078 | -8.8% | 73,334 |
| NewEdge Advisors, LLC | -5,345 | -93.2% | 387 |
| ROYAL BANK OF CANADA | -5,283 | -1.7% | 306,129 |
| BANK OF AMERICA CORP /DE | -4,976 | -2.4% | 201,357 |
| Mariner, LLC | -4,497 | -15.0% | 25,555 |
| FLOW TRADERS U.S. LLC | -3,149 | -20.4% | 12,278 |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | -3,098 | -4.6% | 63,962 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | -2,769 | -18.8% | 11,945 |
| Kestra Advisory Services, LLC | -2,319 | -13.0% | 15,519 |
| Powers Advisory Group, LLC | -2,313 | -2.8% | 81,325 |
| CWM, LLC | -2,027 | -6.7% | 28,018 |
| Rockefeller Capital Management L.P. | -1,978 | -3.5% | 54,487 |
| Farther Finance Advisors, LLC | -1,809 | -45.4% | 2,172 |
| Cetera Investment Advisers | -1,066 | -1.7% | 61,185 |