Wisdomtree TR DVLP Intnl-UsdDOLETF
13F holders, Q1 2025 (March 31)91holders −5
7new positions
10sold out
$55.07avg. 13F price*
At the end of Q1 2025, 91 institutions reported holding Wisdomtree TR DVLP Intnl-Usd (DOL) in their 13F filings, down 5 from Q4 2024. 7 opened new positions and 10 sold out. The largest holders were Creative Planning ($148.4M), Morgan Stanley ($38.2M) and JPMorgan Chase & Co. ($19.8M).
- Company
- Wisdomtree TR DVLP Intnl-Usd
- CUSIP
- 97717W794
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $2.0M |
| Exits | 10 | $4.9M |
All 13F filers, Q4 2024 → Q1 2025: 231,709 shares bought and 234,054 shares sold, net −2,345 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 91 holders
| Creative Planning | 0.14% | Reduce -1.1% | 2,694,168 | $148.4M |
| Morgan Stanley | 0.00% | Add +10.4% | 692,896 | $38.2M |
| JPMorgan Chase & Co. | 0.00% | Add +1.0% | 360,082 | $19.8M |
| BIP Wealth, LLC | 1.16% | Add +1.2% | 324,086 | $17.8M |
| Key Financial Inc | 3.65% | Add +2.4% | 304,163 | $16.8M |
| Royal Bank of Canada | 0.00% | Add +2.6% | 270,829 | $14.9M |
| Cascade Financial Partners, LLC | 1.50% | Add +8.1% | 216,164 | $11.9M |
| Bank of America Corp. | 0.00% | Add +9.4% | 186,521 | $10.3M |
| LPL Financial LLC | 0.00% | Reduce -10.2% | 184,726 | $10.2M |
| M&T Bank Corp | 0.03% | Add +1.7% | 150,828 | $8.3M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -3.3% | 121,840 | $6.7M |
| Avidian Wealth Enterprises, LLC | 0.29% | Add +0.0% | 118,207 | $6.5M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +7.8% | 115,248 | $6.3M |
| Evernest Financial Advisors, LLC | 1.71% | Reduce -2.9% | 86,570 | $4.8M |
| Powers Advisory Group, LLC | 2.15% | Reduce -1.3% | 81,787 | $4.5M |
| MML Investors Services, LLC | 0.01% | Reduce -8.5% | 63,329 | $3.5M |
| UBS Group AG | 0.00% | Add +8.8% | 62,535 | $3.4M |
| Cetera Investment Advisers | 0.01% | Reduce -39.4% | 54,700 | $3.0M |
| CW Advisors, LLC | 0.04% | Reduce -12.9% | 54,380 | $3.0M |
| Wells Fargo & Company | 0.00% | Reduce -4.4% | 46,681 | $2.6M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -5.5% | 45,118 | $2.5M |
| Gladstone Institutional Advisory LLC | 0.11% | Add +7.0% | 44,340 | $2.4M |
| Mariner, LLC | 0.00% | Reduce -18.0% | 40,011 | $2.2M |
| Atria Investments, Inc | 0.03% | Add +13.4% | 36,706 | $2.0M |
| Cwm, LLC | 0.01% | Add +5532.9% | 33,065 | $1.8M |
| Waverly Advisors, LLC | 0.02% | Reduce -4.9% | 32,677 | $1.8M |
| Osaic Holdings, Inc. | 0.00% | Add +2.6% | 32,459 | $1.8M |
| Kestra Advisory Services, LLC | 0.01% | Add +48.6% | 31,840 | $1.8M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -15.7% | 25,862 | $1.4M |
| Jane Street Group, LLC | 0.00% | Add +31.0% | 20,816 | $1.1M |
| Altrius Capital Management Inc | 0.23% | Add +1.8% | 17,487 | $963K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | New | 13,887 | $765K |
| Howe & Rusling Inc. | 0.06% | Add +3.2% | 12,777 | $704K |
| Raymond James Financial Inc. | 0.00% | Reduce -3.2% | 12,751 | $702K |
| Institute for Wealth Management, LLC. | 0.08% | Reduce -0.4% | 11,677 | $643K |
| Corient Private Wealth LP | 0.00% | Reduce -1.4% | 11,627 | $640K |
| Evanson Asset Management, LLC | 0.05% | Add +0.1% | 11,545 | $636K |
| CoreCap Advisors, LLC | 0.03% | Reduce -2.6% | 10,557 | $581K |
| Stonebridge Financial Group, LLC | 0.06% | Reduce -1.5% | 9,593 | $528K |
| GTS Securities LLC | 0.02% | New | 9,101 | $501K |
| HighTower Advisors, LLC | 0.00% | Reduce -20.7% | 9,031 | $497K |
| Comerica Bank | 0.00% | Reduce -0.2% | 8,454 | $466K |
| Focus Partners Wealth | 0.00% | Add +3.4% | 8,115 | $447K |
| Stifel Financial Corp. | 0.00% | Reduce -4.2% | 7,774 | $428K |
| Meridian Financial Partners LLC | 0.21% | Reduce -2.8% | 7,686 | $423K |
| IFG Advisory, LLC | 0.02% | No change | 6,978 | $384K |
| Northern Trust Corp. | 0.00% | No change | 6,716 | $370K |
| PBMares Wealth Management LLC | 0.07% | Add +0.3% | 6,214 | $342K |
| Vance Wealth, LLC | 0.13% | No change | 6,150 | $339K |
| MCF Advisors LLC | 0.02% | No change | 5,885 | $324K |
| Flow Traders U.S. LLC | 0.01% | New | 5,721 | $315K |
| Focus Partners Advisor Solutions, LLC | 0.00% | Add +27.6% | 5,246 | $289K |
| JFS Wealth Advisors, LLC | 0.02% | Add +0.1% | 5,051 | $278K |
| Advyzon Investment Management, LLC | 0.10% | Add +1.2% | 4,882 | $269K |
| JNBA Financial Advisors | 0.03% | No change | 4,806 | $265K |
| Cerity Partners LLC | 0.00% | Reduce -2.5% | 4,806 | $265K |
| Chicago Partners Investment Group LLC | 0.01% | Reduce -2.3% | 4,512 | $261K |
| Level Four Advisory Services, LLC | 0.01% | No change | 4,488 | $247K |
| Jones Financial Companies LLLP | 0.00% | Add +114.7% | 4,459 | $247K |
| Ameriprise Financial Inc. | 0.00% | Reduce -13.2% | 4,326 | $238K |
| Clearstead Advisors, LLC | 0.00% | No change | 4,243 | $234K |
| Frazier Financial Advisors, LLC | 0.18% | No change | 4,230 | $233K |
| Geneos Wealth Management Inc. | 0.01% | Add +7.9% | 4,001 | $220K |
| Herold Advisors, Inc. | 0.05% | Reduce -7.0% | 3,981 | $219K |
| Hubbell Strickland Wealth Management, LLC | 0.10% | New | 3,934 | $217K |
| SOA Wealth Advisors, LLC. | 0.04% | Reduce -6.5% | 3,340 | $184K |
| Cardiff Park Advisors, LLC | 0.01% | Add +0.4% | 2,357 | $130K |
| Newton One Investments LLC | 0.05% | No change | 2,342 | $129K |
| Farther Finance Advisors, LLC | 0.00% | New | 2,203 | $122K |
| LRI Investments, LLC | 0.01% | No change | 2,085 | $115K |
| FMR LLC | 0.00% | Reduce -16.8% | 1,606 | $88K |
| Blue Trust, Inc. | 0.00% | No change | 1,377 | $76K |
| Quadrant Capital Group LLC | 0.00% | No change | 950 | $52K |
| NorthRock Partners, LLC | 0.00% | New | 940 | $52K |
| Creekmur Asset Management LLC | 0.01% | No change | 912 | $50K |
| Cherry Tree Wealth Management, LLC | 0.01% | Reduce -1.3% | 870 | $48K |
| IFP Advisors, Inc | 0.00% | No change | 758 | $42K |
| Ancora Advisors LLC | 0.00% | No change | 720 | $40K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -25.1% | 690 | $38K |
| Citigroup Inc. | 0.00% | No change | 546 | $30K |
| Signaturefd, LLC | 0.00% | No change | 425 | $23K |
| NewEdge Advisors, LLC | 0.00% | No change | 417 | $23K |
| FSA Wealth Management LLC | 0.01% | No change | 400 | $22K |
| Noble Wealth Management PBC | 0.01% | No change | 225 | $12K |
| Founders Financial Alliance, LLC | 0.00% | Add +62.1% | 214 | $12K |
| Blair William & Co. | 0.00% | No change | 179 | $10K |
| Assetmark, Inc. | 0.00% | New | 106 | $6K |
| Tsfg, LLC | 0.00% | No change | 88 | $5K |
| AdvisorNet Financial, Inc | 0.00% | Add +1.3% | 76 | $4K |
| Golden State Wealth Management, LLC | 0.00% | No change | 21 | $1K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -99.8% | 2 | $110 |
"% 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.