Wisdomtree TR DVLP Intnl-UsdDOLETF
13F holders, Q3 2024 (September 30)92holders
5new positions
6sold out
1famous investor
$53.92avg. 13F price*
At the end of Q3 2024, 92 institutions reported holding Wisdomtree TR DVLP Intnl-Usd (DOL) in their 13F filings, unchanged from Q2 2024. 5 opened new positions and 6 sold out. The largest holders were Creative Planning ($146.9M), Morgan Stanley ($30.0M) and JPMorgan Chase & Co. ($18.4M). 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $1.5M |
| Exits | 6 | $2.7M |
All 13F filers, Q2 2024 → Q3 2024: 189,436 shares bought and 276,521 shares sold, net −87,085 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 92 holders
| Creative Planning | 0.15% | Reduce -2.8% | 2,722,436 | $146.9M |
| Morgan Stanley | 0.00% | Add +4.8% | 556,681 | $30.0M |
| JPMorgan Chase & Co. | 0.00% | Reduce -5.6% | 340,286 | $18.4M |
| Key Financial Inc | 3.38% | Add +1.0% | 283,265 | $15.3M |
| BIP Wealth, LLC | 1.02% | Add +18.1% | 278,248 | $15.0M |
| Royal Bank of Canada | 0.00% | Reduce -3.8% | 263,031 | $14.2M |
| Cascade Financial Partners, LLC | 1.33% | Reduce -0.8% | 203,001 | $10.7M |
| LPL Financial LLC | 0.00% | Reduce -1.4% | 192,533 | $10.4M |
| Bank of America Corp. | 0.00% | Reduce -7.2% | 177,294 | $9.6M |
| Wells Fargo & Company | 0.00% | Reduce -1.3% | 154,508 | $8.3M |
| M&T Bank Corp | 0.03% | Add +5.4% | 148,626 | $8.0M |
| Avidian Wealth Enterprises, LLC | 0.32% | Reduce -0.1% | 129,923 | $7.0M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -0.4% | 128,231 | $6.9M |
| Steward Partners Investment Advisory, LLC | 0.06% | Reduce -1.1% | 126,381 | $6.8M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +11.4% | 98,382 | $5.3M |
| Evernest Financial Advisors, LLC | 1.31% | Add +1.9% | 89,987 | $4.9M |
| Powers Advisory Group, LLC | 2.26% | Add +1.4% | 83,855 | $4.5M |
| Cetera Investment Advisers | 0.01% | Add +95.9% | 83,457 | $4.5M |
| MML Investors Services, LLC | 0.01% | Add +2.6% | 65,544 | $3.5M |
| CW Advisors, LLC | 0.04% | Add +0.7% | 60,440 | $3.3M |
| UBS Group AG | 0.00% | Reduce -2.9% | 55,624 | $3.0M |
| Mariner, LLC | 0.01% | Add +2.0% | 52,452 | $2.8M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -3.9% | 48,784 | $2.6M |
| Gladstone Institutional Advisory LLC | 0.10% | Add +14.6% | 38,806 | $2.1M |
| Waverly Advisors, LLC | 0.03% | Reduce -0.7% | 34,971 | $1.9M |
| Osaic Holdings, Inc. | 0.00% | Reduce -0.2% | 33,086 | $1.8M |
| Envestnet Asset Management Inc. | 0.00% | Add +3.1% | 30,994 | $1.7M |
| Ascentis Independent Advisors | 0.24% | Reduce -3.5% | 28,355 | $1.5M |
| Susquehanna International Group, LLP | 0.00% | Add +192.5% | 24,549 | $1.3M |
| Jane Street Group, LLC | 0.00% | Reduce -68.8% | 21,759 | $1.2M |
| Kestra Advisory Services, LLC | 0.01% | Add +25.8% | 17,116 | $924K |
| Altrius Capital Management Inc | 0.23% | Add +0.1% | 17,113 | $924K |
| Flow Traders U.S. LLC | 0.04% | New | 16,445 | $887K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -6.2% | 14,069 | $759K |
| HighTower Advisors, LLC | 0.00% | Reduce -6.8% | 12,827 | $689K |
| First Heartland Consultants, Inc. | 0.07% | Reduce -1.3% | 12,747 | $688K |
| Howe & Rusling Inc. | 0.06% | Reduce -3.2% | 12,417 | $670K |
| Atria Investments, Inc | 0.01% | Reduce -8.0% | 12,363 | $667K |
| Institute for Wealth Management, LLC. | 0.08% | No change | 11,816 | $638K |
| Corient Private Wealth LP | 0.00% | Reduce -1.5% | 11,627 | $627K |
| Evanson Asset Management, LLC | 0.04% | Add +0.1% | 11,512 | $621K |
| CoreCap Advisors, LLC | 0.03% | Add +1.3% | 10,809 | $583K |
| Stifel Financial Corp. | 0.00% | Reduce -0.1% | 9,158 | $494K |
| Comerica Bank | 0.00% | Reduce -15.8% | 8,470 | $457K |
| Wealthspire Retirement, LLC | 0.04% | Reduce -5.9% | 8,129 | $439K |
| Meridian Financial Partners LLC | 0.22% | No change | 8,068 | $435K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -2.2% | 7,018 | $379K |
| Citadel Advisors | 0.00% | Reduce -77.9% | 6,917 | $373K |
| Raymond James & Associates | 0.00% | Reduce -4.2% | 6,740 | $364K |
| Northern Trust Corp. | 0.00% | No change | 6,716 | $362K |
| PBMares Wealth Management LLC | 0.07% | Reduce -5.6% | 6,169 | $333K |
| Vance Wealth, LLC | 0.13% | No change | 6,150 | $332K |
| JFS Wealth Advisors, LLC | 0.02% | Add +0.1% | 6,032 | $326K |
| MCF Advisors LLC | 0.02% | No change | 5,885 | $318K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Reduce -47.3% | 5,463 | $295K |
| JNBA Financial Advisors | 0.03% | Reduce -3.9% | 5,286 | $285K |
| Geneos Wealth Management Inc. | 0.01% | Reduce -3.9% | 4,768 | $257K |
| Chicago Partners Investment Group LLC | 0.01% | Add +0.0% | 4,617 | $240K |
| Clearstead Advisors, LLC | 0.00% | No change | 4,362 | $235K |
| Herold Advisors, Inc. | 0.05% | Add +7.5% | 4,281 | $231K |
| Frazier Financial Advisors, LLC | 0.18% | No change | 4,230 | $228K |
| GYL Financial Synergies, LLC | 0.02% | Reduce -4.8% | 4,194 | $226K |
| Stratos Wealth Partners, LTD. | 0.00% | New | 3,742 | $202K |
| Hubbell Strickland Wealth Management, LLC | 0.09% | New | 3,715 | $200K |
| Level Four Advisory Services, LLC | 0.01% | New | 3,866 | $200K |
| SOA Wealth Advisors, LLC. | 0.04% | Add +0.5% | 3,549 | $192K |
| PSI Advisors, LLC | 0.04% | Reduce -24.5% | 2,378 | $128K |
| Cardiff Park Advisors, LLC | 0.01% | Add +0.4% | 2,331 | $126K |
| FMR LLC | 0.00% | Add +1.9% | 2,145 | $116K |
| Jones Financial Companies LLLP | 0.00% | No change | 2,008 | $109K |
| LRI Investments, LLC | 0.01% | No change | 2,085 | $105K |
| Blue Trust, Inc. | 0.00% | Reduce -19.1% | 1,377 | $70K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -50.0% | 1,251 | $68K |
| Quadrant Capital Group LLC | 0.00% | No change | 950 | $51K |
| Creekmur Asset Management LLC | 0.01% | No change | 912 | $49K |
| Cherry Tree Wealth Management, LLC | 0.01% | No change | 881 | $48K |
| IFP Advisors, Inc | 0.00% | No change | 758 | $41K |
| Ancora Advisors LLC | 0.00% | No change | 720 | $39K |
| Cwm, LLC | 0.00% | Reduce -11.5% | 587 | $32K |
| Citigroup Inc. | 0.00% | No change | 546 | $29K |
| NewEdge Advisors, LLC | 0.00% | No change | 493 | $27K |
| Signaturefd, LLC | 0.00% | No change | 425 | $23K |
| FSA Wealth Management LLC | 0.01% | — | 400 | $22K |
| Global Retirement Partners, LLC | 0.00% | Reduce -55.3% | 357 | $19K |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 210 | $11K |
| Blair William & Co. | 0.00% | No change | 179 | $10K |
| Founders Financial Alliance, LLC | 0.00% | No change | 132 | $7K |
| 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 |
| Harbour Investments, Inc. | 0.00% | No change | 20 | $1K |
| FAS Wealth Partners, Inc. | 0.00% | New | 15 | $810 |
"% 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.