Wisdomtree TR DVLP Intnl-UsdDOLETF
13F holders, Q4 2024 (December 31)96holders +4
7new positions
5sold out
1famous investor
$49.44avg. 13F price*
At the end of Q4 2024, 96 institutions reported holding Wisdomtree TR DVLP Intnl-Usd (DOL) in their 13F filings, up 4 from Q3 2024. 7 opened new positions and 5 sold out. The largest holders were Creative Planning ($134.6M), Morgan Stanley ($31.0M) and JPMorgan Chase & Co. ($17.6M). 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $1.4M |
| Exits | 5 | $2.0M |
All 13F filers, Q3 2024 → Q4 2024: 274,504 shares bought and 337,793 shares sold, net −63,289 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 96 holders
| Creative Planning | 0.13% | Add +0.0% | 2,722,945 | $134.6M |
| Morgan Stanley | 0.00% | Add +12.7% | 627,529 | $31.0M |
| JPMorgan Chase & Co. | 0.00% | Add +4.8% | 356,506 | $17.6M |
| BIP Wealth, LLC | 1.06% | Add +15.1% | 320,365 | $15.8M |
| Key Financial Inc | 3.34% | Add +4.8% | 296,917 | $14.7M |
| Royal Bank of Canada | 0.00% | Add +0.4% | 264,038 | $13.1M |
| LPL Financial LLC | 0.00% | Add +6.8% | 205,684 | $10.2M |
| Cascade Financial Partners, LLC | 1.29% | Reduce -1.5% | 199,986 | $9.9M |
| Bank of America Corp. | 0.00% | Reduce -3.9% | 170,439 | $8.4M |
| M&T Bank Corp | 0.02% | Reduce -0.2% | 148,281 | $7.3M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -1.8% | 125,971 | $6.2M |
| Avidian Wealth Enterprises, LLC | 0.26% | Reduce -9.1% | 118,156 | $5.8M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +8.7% | 106,920 | $5.3M |
| Cetera Investment Advisers | 0.01% | Add +8.1% | 90,219 | $4.5M |
| Evernest Financial Advisors, LLC | 1.14% | Reduce -1.0% | 89,120 | $4.4M |
| Powers Advisory Group, LLC | 2.05% | Reduce -1.2% | 82,885 | $4.1M |
| MML Investors Services, LLC | 0.01% | Add +5.6% | 69,190 | $3.4M |
| CW Advisors, LLC | 0.04% | Add +3.3% | 62,429 | $3.1M |
| UBS Group AG | 0.00% | Add +3.3% | 57,481 | $2.8M |
| Wells Fargo & Company | 0.00% | Reduce -68.4% | 48,827 | $2.4M |
| Mariner, LLC | 0.00% | Reduce -7.0% | 48,803 | $2.4M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -2.1% | 47,735 | $2.4M |
| Gladstone Institutional Advisory LLC | 0.10% | Add +6.8% | 41,424 | $2.0M |
| Waverly Advisors, LLC | 0.03% | Reduce -1.7% | 34,374 | $1.7M |
| First Heartland Consultants, Inc. | 0.17% | Add +169.1% | 34,306 | $1.7M |
| Atria Investments, Inc | 0.02% | Add +161.7% | 32,355 | $1.6M |
| Osaic Holdings, Inc. | 0.00% | Reduce -4.4% | 31,620 | $1.6M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -1.1% | 30,667 | $1.5M |
| Ascentis Independent Advisors | 0.25% | Reduce -5.2% | 26,876 | $1.3M |
| Citadel Advisors | 0.00% | Add +248.6% | 24,115 | $1.2M |
| Kestra Advisory Services, LLC | 0.01% | Add +25.2% | 21,431 | $1.1M |
| Altrius Capital Management Inc | 0.23% | Add +0.4% | 17,181 | $849K |
| Jane Street Group, LLC | 0.00% | Reduce -27.0% | 15,893 | $786K |
| Raymond James Financial Inc. | 0.00% | — | 13,177 | $651K |
| Howe & Rusling Inc. | 0.05% | Reduce -0.3% | 12,385 | $612K |
| Corient Private Wealth LP | 0.00% | Add +1.4% | 11,787 | $583K |
| Institute for Wealth Management, LLC. | 0.07% | Reduce -0.8% | 11,722 | $580K |
| Evanson Asset Management, LLC | 0.04% | Add +0.2% | 11,532 | $570K |
| HighTower Advisors, LLC | 0.00% | Reduce -11.2% | 11,389 | $563K |
| CoreCap Advisors, LLC | 0.02% | Add +0.3% | 10,836 | $536K |
| Stonebridge Financial Group, LLC | 0.05% | — | 9,736 | $481K |
| Comerica Bank | 0.00% | Add +0.0% | 8,472 | $419K |
| Wealthspire Retirement, LLC | 0.03% | Add +1.2% | 8,223 | $407K |
| Stifel Financial Corp. | 0.00% | Reduce -11.4% | 8,114 | $401K |
| Meridian Financial Partners LLC | 0.21% | Reduce -2.0% | 7,905 | $391K |
| Focus Partners Wealth | 0.00% | New | 7,852 | $388K |
| IFG Advisory, LLC | 0.02% | New | 6,978 | $345K |
| Northern Trust Corp. | 0.00% | No change | 6,716 | $332K |
| PBMares Wealth Management LLC | 0.06% | Add +0.4% | 6,196 | $306K |
| Vance Wealth, LLC | 0.12% | No change | 6,150 | $304K |
| MCF Advisors LLC | 0.02% | No change | 5,885 | $291K |
| JFS Wealth Advisors, LLC | 0.02% | Reduce -16.4% | 5,046 | $249K |
| Ameriprise Financial Inc. | 0.00% | New | 4,984 | $246K |
| Cerity Partners LLC | 0.00% | New | 4,929 | $244K |
| Advyzon Investment Management, LLC | 0.09% | — | 4,823 | $238K |
| JNBA Financial Advisors | 0.02% | Reduce -9.1% | 4,806 | $238K |
| Chicago Partners Investment Group LLC | 0.01% | Add +0.0% | 4,618 | $230K |
| Susquehanna International Group, LLP | 0.00% | Reduce -81.1% | 4,649 | $230K |
| Level Four Advisory Services, LLC | 0.01% | Add +16.1% | 4,488 | $222K |
| Herold Advisors, Inc. | 0.05% | No change | 4,281 | $212K |
| Clearstead Advisors, LLC | 0.00% | Reduce -2.7% | 4,243 | $210K |
| Frazier Financial Advisors, LLC | 0.17% | No change | 4,230 | $209K |
| Focus Partners Advisor Solutions, LLC | 0.00% | Reduce -24.8% | 4,110 | $203K |
| Geneos Wealth Management Inc. | 0.01% | Reduce -22.2% | 3,708 | $183K |
| SOA Wealth Advisors, LLC. | 0.03% | Add +0.7% | 3,572 | $177K |
| Cardiff Park Advisors, LLC | 0.01% | Add +0.7% | 2,347 | $116K |
| Newton One Investments LLC | 0.04% | New | 2,342 | $116K |
| LRI Investments, LLC | 0.01% | No change | 2,085 | $103K |
| Jones Financial Companies LLLP | 0.00% | Add +3.4% | 2,077 | $103K |
| FMR LLC | 0.00% | Reduce -10.0% | 1,930 | $95K |
| Blue Trust, Inc. | 0.00% | No change | 1,377 | $68K |
| PSI Advisors, LLC | 0.02% | Reduce -45.5% | 1,297 | $64K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -99.0% | 1,243 | $61K |
| Quadrant Capital Group LLC | 0.00% | No change | 950 | $47K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -26.4% | 921 | $46K |
| Creekmur Asset Management LLC | 0.01% | No change | 912 | $45K |
| Cherry Tree Wealth Management, LLC | 0.01% | No change | 881 | $44K |
| IFP Advisors, Inc | 0.00% | No change | 758 | $37K |
| Ancora Advisors LLC | 0.00% | No change | 720 | $36K |
| Cwm, LLC | 0.00% | No change | 587 | $29K |
| Citigroup Inc. | 0.00% | No change | 546 | $27K |
| Signaturefd, LLC | 0.00% | No change | 425 | $21K |
| NewEdge Advisors, LLC | 0.00% | Reduce -15.4% | 417 | $21K |
| FSA Wealth Management LLC | 0.01% | No change | 400 | $20K |
| Avior Wealth Management, LLC | 0.00% | New | 287 | $14K |
| Global Retirement Partners, LLC | 0.00% | Reduce -29.4% | 252 | $12K |
| Noble Wealth Management PBC | 0.01% | — | 225 | $11K |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 210 | $11K |
| Blair William & Co. | 0.00% | No change | 179 | $9K |
| Founders Financial Alliance, LLC | 0.00% | No change | 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 |
| Aspect Partners, LLC | 0.00% | New | 25 | $1K |
| Golden State Wealth Management, LLC | 0.00% | — | 21 | $1K |
| Harbour Investments, Inc. | 0.00% | No change | 20 | $989 |
"% 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.