Wisdomtree TR DVLP Intnl-UsdDOLETF
13F holders, Q2 2024 (June 30)92holders +4
10new positions
6sold out
1famous investor
$50.72avg. 13F price*
At the end of Q2 2024, 92 institutions reported holding Wisdomtree TR DVLP Intnl-Usd (DOL) in their 13F filings, up 4 from Q1 2024. 10 opened new positions and 6 sold out. The largest holders were Creative Planning ($142.1M), Morgan Stanley ($26.9M) and JPMorgan Chase & Co. ($18.3M). 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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $3.6M |
| Exits | 6 | $2.6M |
All 13F filers, Q1 2024 → Q2 2024: 257,200 shares bought and 121,193 shares sold, net +136,007 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 92 holders
| Creative Planning | 0.15% | Add +0.8% | 2,801,013 | $142.1M |
| Morgan Stanley | 0.00% | Add +6.0% | 531,065 | $26.9M |
| JPMorgan Chase & Co. | 0.00% | Reduce -3.1% | 360,637 | $18.3M |
| Key Financial Inc | 3.41% | Add +2.6% | 280,443 | $14.2M |
| Royal Bank of Canada | 0.00% | Add +0.6% | 273,341 | $13.9M |
| BIP Wealth, LLC | 0.98% | Add +4.7% | 235,625 | $12.0M |
| Cascade Financial Partners, LLC | 1.36% | Add +0.0% | 204,662 | $10.4M |
| LPL Financial LLC | 0.00% | Add +23.9% | 195,360 | $9.9M |
| Bank of America Corp. | 0.00% | Add +1.2% | 190,993 | $9.7M |
| Wells Fargo & Company | 0.00% | Add +10.9% | 156,585 | $7.9M |
| M&T Bank Corp | 0.02% | Add +10.5% | 141,037 | $7.2M |
| Avidian Wealth Enterprises, LLC | 0.32% | Reduce -3.2% | 130,088 | $6.6M |
| Commonwealth Equity Services, LLC | 0.01% | Add +3.4% | 128,757 | $6.5M |
| Steward Partners Investment Advisory, LLC | 0.07% | Add +0.3% | 127,838 | $6.5M |
| Evernest Financial Advisors, LLC | 2.01% | Add +1.6% | 88,332 | $4.5M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +11.8% | 88,301 | $4.5M |
| Powers Advisory Group, LLC | 2.29% | Reduce -0.5% | 82,661 | $4.2M |
| Jane Street Group, LLC | 0.00% | Add +36.4% | 69,694 | $3.5M |
| MML Investors Services, LLC | 0.01% | Add +2.5% | 63,860 | $3.2M |
| CW Advisors, LLC | 0.05% | No change | 60,040 | $3.0M |
| UBS Group AG | 0.00% | Reduce -0.8% | 57,271 | $2.9M |
| Mariner, LLC | 0.01% | Reduce -15.7% | 51,421 | $2.6M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -7.1% | 50,741 | $2.6M |
| Cetera Investment Advisers | 0.01% | Reduce -31.9% | 42,598 | $2.2M |
| Waverly Advisors, LLC | 0.04% | Reduce -14.5% | 35,212 | $1.8M |
| Gladstone Institutional Advisory LLC | 0.09% | Add +5.7% | 33,864 | $1.7M |
| Osaic Holdings, Inc. | 0.00% | Add +5.2% | 33,161 | $1.7M |
| Citadel Advisors | 0.00% | Reduce -0.7% | 31,253 | $1.6M |
| Envestnet Asset Management Inc. | 0.00% | Add +8.1% | 30,056 | $1.5M |
| Ascentis Independent Advisors | 0.31% | — | 29,400 | $1.5M |
| Ameriprise Financial Inc. | 0.00% | Reduce -0.4% | 28,385 | $1.4M |
| Altrius Capital Management Inc | 0.23% | Add +5.2% | 17,090 | $867K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -17.0% | 14,992 | $760K |
| HighTower Advisors, LLC | 0.00% | Reduce -13.8% | 13,756 | $698K |
| Kestra Advisory Services, LLC | 0.00% | New | 13,605 | $690K |
| Atria Investments, Inc | 0.01% | New | 13,444 | $682K |
| First Heartland Consultants, Inc. | 0.07% | New | 12,910 | $655K |
| Howe & Rusling Inc. | 0.06% | Reduce -0.5% | 12,826 | $651K |
| Institute for Wealth Management, LLC. | 0.08% | Reduce -0.4% | 11,816 | $599K |
| Corient Private Wealth LP | 0.00% | Reduce -1.0% | 11,803 | $599K |
| Evanson Asset Management, LLC | 0.04% | Add +0.5% | 11,499 | $583K |
| True Wealth Design, LLC | 0.14% | Reduce -4.3% | 10,945 | $555K |
| CoreCap Advisors, LLC | 0.06% | Add +1.0% | 10,666 | $541K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Reduce -0.5% | 10,373 | $526K |
| Comerica Bank | 0.00% | Reduce -9.3% | 10,056 | $510K |
| Stifel Financial Corp. | 0.00% | Add +0.6% | 9,168 | $465K |
| Wealthspire Retirement, LLC | 0.04% | New | 8,635 | $438K |
| Susquehanna International Group, LLP | 0.00% | New | 8,392 | $426K |
| Meridian Financial Partners LLC | 0.25% | Reduce -1.6% | 8,068 | $420K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -9.8% | 7,179 | $364K |
| Raymond James & Associates | 0.00% | Add +9.0% | 7,038 | $357K |
| IFG Advisory, LLC | 0.02% | New | 6,978 | $354K |
| Northern Trust Corp. | 0.00% | No change | 6,716 | $341K |
| PBMares Wealth Management LLC | 0.08% | Add +2.3% | 6,532 | $331K |
| Vance Wealth, LLC | 0.13% | No change | 6,150 | $312K |
| JFS Wealth Advisors, LLC | 0.02% | Reduce -6.5% | 6,027 | $306K |
| MCF Advisors LLC | 0.02% | Reduce -8.9% | 5,885 | $299K |
| JNBA Financial Advisors | 0.03% | No change | 5,500 | $279K |
| Geneos Wealth Management Inc. | 0.01% | Reduce -9.9% | 4,960 | $252K |
| Chicago Partners Investment Group LLC | 0.01% | Add +0.1% | 4,616 | $239K |
| GYL Financial Synergies, LLC | 0.02% | Reduce -8.7% | 4,405 | $223K |
| Clearstead Advisors, LLC | 0.00% | New | 4,362 | $221K |
| Frazier Financial Advisors, LLC | 0.17% | Reduce -27.7% | 4,230 | $215K |
| Herold Advisors, Inc. | 0.05% | No change | 3,981 | $202K |
| Brighton Jones LLC | 0.01% | No change | 3,959 | $201K |
| SOA Wealth Advisors, LLC. | 0.04% | Reduce -0.5% | 3,533 | $179K |
| PSI Advisors, LLC | 0.05% | Reduce -42.1% | 3,151 | $160K |
| PNC Financial Services Group, Inc. | 0.00% | Add +100.9% | 2,503 | $127K |
| Newton One Investments LLC | 0.05% | No change | 2,342 | $119K |
| Cardiff Park Advisors, LLC | 0.01% | Add +1.9% | 2,321 | $118K |
| FMR LLC | 0.00% | Add +27.3% | 2,105 | $107K |
| LRI Investments, LLC | 0.01% | No change | 2,085 | $106K |
| Jones Financial Companies LLLP | 0.00% | New | 2,008 | $102K |
| Blue Trust, Inc. | 0.00% | No change | 1,702 | $88K |
| Quadrant Capital Group LLC | 0.00% | No change | 950 | $48K |
| Creekmur Asset Management LLC | 0.01% | New | 912 | $46K |
| Cherry Tree Wealth Management, LLC | 0.01% | No change | 881 | $45K |
| Global Retirement Partners, LLC | 0.00% | Reduce -4.7% | 799 | $41K |
| IFP Advisors, Inc | 0.00% | Reduce -2.6% | 758 | $38K |
| Ancora Advisors LLC | 0.00% | No change | 720 | $37K |
| Cwm, LLC | 0.00% | Add +0.1% | 663 | $34K |
| Citigroup Inc. | 0.00% | No change | 546 | $28K |
| NewEdge Advisors, LLC | 0.00% | No change | 493 | $25K |
| Signaturefd, LLC | 0.00% | New | 425 | $22K |
| Concourse Financial Group Securities, Inc. | 0.00% | Add +0.0% | 210 | $11K |
| Blair William & Co. | 0.00% | No change | 179 | $9K |
| Founders Financial Alliance, LLC | 0.00% | Add +17.9% | 132 | $7K |
| Tsfg, LLC | 0.00% | No change | 88 | $4K |
| AdvisorNet Financial, Inc | 0.00% | No change | 75 | $4K |
| Spire Wealth Management | 0.00% | No change | 42 | $2K |
| HighMark Wealth Management LLC | 0.00% | Add +4.0% | 26 | $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.