Wisdomtree TR DVLP Intnl-UsdDOLETF
13F holders, Q1 2024 (March 31)88holders
1famous investor
$51.64avg. 13F price*
At the end of Q1 2024, 88 institutions reported holding Wisdomtree TR DVLP Intnl-Usd (DOL) in their 13F filings. The largest holders were Creative Planning ($143.7M), Morgan Stanley ($25.9M) and JPMorgan Chase & Co. ($19.3M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Wisdomtree TR DVLP Intnl-Usd
- CUSIP
- 97717W794
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $4.8M |
| Exits | 10 | $3.0M |
Ownership 88 holders
| Creative Planning | 0.16% | Reduce -3.8% | 2,778,787 | $143.7M |
| Morgan Stanley | 0.00% | Add +6.8% | 500,840 | $25.9M |
| JPMorgan Chase & Co. | 0.00% | Reduce -15.3% | 372,379 | $19.3M |
| Key Financial Inc | 3.61% | Add +1.1% | 273,410 | $14.1M |
| Royal Bank of Canada | 0.00% | Add +4.9% | 271,653 | $14.0M |
| BIP Wealth, LLC | 0.85% | Add +7.4% | 225,024 | $11.6M |
| Cascade Financial Partners, LLC | 1.48% | — | 204,652 | $10.3M |
| Bank of America Corp. | 0.00% | Add +0.4% | 188,768 | $9.8M |
| LPL Financial LLC | 0.00% | Reduce -20.6% | 157,680 | $8.2M |
| Wells Fargo & Company | 0.00% | Add +3.0% | 141,173 | $7.3M |
| Avidian Wealth Enterprises, LLC | 0.37% | Reduce -0.3% | 134,338 | $6.9M |
| M&T Bank Corp | 0.02% | Add +11.2% | 127,652 | $6.6M |
| Steward Partners Investment Advisory, LLC | 0.07% | Add +55.3% | 127,451 | $6.6M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -0.2% | 124,499 | $6.4M |
| Evernest Financial Advisors, LLC | 2.05% | Reduce -6.4% | 86,919 | $4.3M |
| Powers Advisory Group, LLC | 2.46% | Add +0.2% | 83,075 | $4.3M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +15.0% | 78,962 | $4.1M |
| Cetera Investment Advisers | 0.01% | Add +824.3% | 62,518 | $3.2M |
| MML Investors Services, LLC | 0.01% | Add +14.5% | 62,291 | $3.2M |
| Mariner, LLC | 0.01% | Add +825.2% | 60,964 | $3.2M |
| CW Advisors, LLC | 0.05% | Reduce -3.2% | 60,040 | $3.1M |
| UBS Group AG | 0.00% | Reduce -6.6% | 57,712 | $3.0M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -12.1% | 54,600 | $2.8M |
| Jane Street Group, LLC | 0.00% | Reduce -75.3% | 51,107 | $2.6M |
| Waverly Advisors, LLC | 0.05% | New | 41,162 | $2.1M |
| Gladstone Institutional Advisory LLC | 0.09% | Add +11.3% | 32,038 | $1.7M |
| Osaic Holdings, Inc. | 0.00% | Reduce -22.7% | 31,532 | $1.6M |
| Citadel Advisors | 0.00% | Add +425.2% | 31,477 | $1.6M |
| Ameriprise Financial Inc. | 0.00% | New | 28,511 | $1.5M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -92.2% | 27,803 | $1.4M |
| Flow Traders U.S. LLC | 0.07% | Add +14.8% | 25,209 | $1.3M |
| Old Mission Capital LLC | 0.02% | Add +36.3% | 19,069 | $986K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -9.9% | 18,056 | $934K |
| Altrius Capital Management Inc | 0.21% | Reduce -3.4% | 16,240 | $840K |
| HighTower Advisors, LLC | 0.00% | Reduce -0.4% | 15,959 | $825K |
| Howe & Rusling Inc. | 0.06% | Reduce -1.4% | 12,887 | $666K |
| Corient Private Wealth LP | 0.00% | No change | 11,927 | $617K |
| Institute for Wealth Management, LLC. | 0.08% | Add +0.5% | 11,863 | $613K |
| Evanson Asset Management, LLC | 0.04% | Add +0.2% | 11,442 | $592K |
| True Wealth Design, LLC | 0.15% | Reduce -0.6% | 11,432 | $591K |
| Comerica Bank | 0.00% | No change | 11,088 | $573K |
| CoreCap Advisors, LLC | 0.03% | Reduce -4.4% | 10,559 | $546K |
| Focus Partners Advisor Solutions, LLC | 0.02% | Add +48.8% | 10,420 | $539K |
| Stifel Financial Corp. | 0.00% | Add +49.7% | 9,112 | $471K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +51.3% | 7,956 | $411K |
| Meridian Financial Partners LLC | 0.52% | Add +2.0% | 8,200 | $406K |
| Northern Trust Corp. | 0.00% | New | 6,716 | $347K |
| MCF Advisors LLC | 0.03% | New | 6,461 | $334K |
| Raymond James & Associates | 0.00% | Reduce -39.3% | 6,459 | $334K |
| JFS Wealth Advisors, LLC | 0.03% | Reduce -2.4% | 6,446 | $333K |
| PBMares Wealth Management LLC | 0.09% | Reduce -0.6% | 6,387 | $330K |
| Vance Wealth, LLC | 0.13% | No change | 6,150 | $318K |
| Frazier Financial Advisors, LLC | 0.25% | No change | 5,850 | $303K |
| Geneos Wealth Management Inc. | 0.01% | Reduce -12.1% | 5,504 | $285K |
| JNBA Financial Advisors | 0.03% | Reduce -1.3% | 5,500 | $284K |
| PSI Advisors, LLC | 0.10% | Reduce -16.4% | 5,441 | $281K |
| Lantz Financial LLC | 0.08% | Reduce -23.7% | 5,088 | $263K |
| GYL Financial Synergies, LLC | 0.02% | No change | 4,827 | $250K |
| Chicago Partners Investment Group LLC | 0.01% | Reduce -7.3% | 4,612 | $235K |
| Wilbanks Smith & Thomas Asset Management LLC | 0.01% | No change | 4,362 | $226K |
| Herold Advisors, Inc. | 0.05% | New | 3,981 | $206K |
| Brighton Jones LLC | 0.01% | New | 3,959 | $205K |
| SOA Wealth Advisors, LLC. | 0.04% | Reduce -0.1% | 3,549 | $184K |
| Newton One Investments LLC | 0.05% | No change | 2,342 | $121K |
| Cardiff Park Advisors, LLC | 0.01% | Add +0.6% | 2,277 | $118K |
| LRI Investments, LLC | 0.03% | — | 2,085 | $108K |
| Blue Trust, Inc. | 0.00% | No change | 1,702 | $88K |
| FMR LLC | 0.00% | Add +146.7% | 1,653 | $85K |
| PNC Financial Services Group, Inc. | 0.00% | Add +0.1% | 1,246 | $64K |
| Nordwand Advisors, LLC | 0.02% | No change | 1,057 | $55K |
| Quadrant Capital Group LLC | 0.00% | New | 950 | $49K |
| Cherry Tree Wealth Management, LLC | 0.01% | Reduce -17.3% | 881 | $46K |
| Global Retirement Partners, LLC | 0.00% | Reduce -19.5% | 838 | $43K |
| IFP Advisors, Inc | 0.00% | No change | 778 | $40K |
| Ancora Advisors LLC | 0.00% | No change | 720 | $37K |
| Cwm, LLC | 0.00% | Reduce -0.6% | 662 | $34K |
| Citigroup Inc. | 0.00% | No change | 546 | $28K |
| NewEdge Advisors, LLC | 0.00% | No change | 493 | $25K |
| FSA Wealth Management LLC | 0.01% | No change | 400 | $21K |
| Capital Advisors, Ltd. LLC | 0.00% | Reduce -50.0% | 284 | $15K |
| Blair William & Co. | 0.00% | New | 179 | $9K |
| Founders Financial Alliance, LLC | 0.00% | Reduce -38.5% | 112 | $6K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.00% | No change | 97 | $5K |
| Tsfg, LLC | 0.00% | No change | 88 | $5K |
| AdvisorNet Financial, Inc | 0.00% | No change | 75 | $4K |
| Spire Wealth Management | 0.00% | No change | 42 | $2K |
| HighMark Wealth Management LLC | 0.00% | No change | 25 | $1K |
| Harbour Investments, Inc. | 0.00% | No change | 20 | $1K |
"% of holder's portfolio" is DOL's weight in each manager's 13F, not the share of Wisdomtree TR DVLP Intnl-Usd the manager owns.