Wisdomtree TR DVLP Intnl-UsdDOLETF

13F holders, Q3 2025 (September 30)
104holders +8
13new positions
5sold out
$62.28avg. 13F price*

At the end of Q3 2025, 104 institutions reported holding Wisdomtree TR DVLP Intnl-Usd (DOL) in their 13F filings, up 8 from Q2 2025. 13 opened new positions and 5 sold out. The largest holders were Creative Planning ($167.0M), Morgan Stanley ($61.6M) and JPMorgan Chase & Co. ($22.9M).

Company
Wisdomtree TR DVLP Intnl-Usd
CUSIP
97717W794
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150 Q1 2024: 88Q1 2024Q2 2024: 92Q2 2024Q3 2024: 92Q3 2024Q4 2024: 96Q4 2024Q1 2025: 91Q1 2025Q2 2025: 96Q2 2025Q3 2025: 104Q3 2025Q4 2025: 104Q4 2025Q1 2026: 109Q1 2026Q2 2026: 109Q2 2026

Total Exit/New Position Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions13$4.8M
Exits5$7.9M

All 13F filers, Q2 2025 → Q3 2025: 441,998 shares bought and 232,992 shares sold, net +209,006 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 104 holders

Creative Planning 0.13% Add +0.3% 2,683,179 $167.0M
Morgan Stanley 0.00% Add +13.6% 990,022 $61.6M
JPMorgan Chase & Co. 0.00% Add +1.1% 368,590 $22.9M
Royal Bank of Canada 0.00% Add +0.3% 331,243 $20.6M
Key Financial Inc 3.73% Add +0.2% 321,756 $20.2M
BIP Wealth, LLC 0.95% Reduce -0.0% 308,531 $19.2M
Cascade Financial Partners, LLC 1.60% Add +2.8% 223,723 $13.9M
LPL Financial LLC 0.00% Add +9.3% 218,436 $13.6M
Bank of America Corp. 0.00% Add +8.9% 203,780 $12.7M
M&T Bank Corp 0.03% Add +0.2% 158,977 $9.9M
Northwestern Mutual Wealth Management Co. 0.01% Add +0.8% 121,415 $7.6M
Avidian Wealth Enterprises, LLC 0.28% Reduce -0.3% 121,058 $7.5M
Commonwealth Equity Services, LLC 0.01% Reduce -0.9% 120,013 $7.5M
Cetera Investment Advisers 0.01% Reduce -7.3% 99,477 $6.2M
Evernest Financial Advisors, LLC 1.63% Reduce 0.0% 93,268 $5.8M
First Heartland Consultants, Inc. 0.46% Add +48.1% 91,840 $5.7M
Osaic Holdings, Inc. 0.01% Add +160.4% 87,547 $5.4M
Kestra Advisory Services, LLC 0.02% Add +64.2% 87,098 $5.4M
Powers Advisory Group, LLC 2.08% Reduce -0.2% 83,985 $5.2M
MML Investors Services, LLC 0.01% Add +6.4% 70,253 $4.4M
Atria Investments, Inc 0.04% Add +2.1% 61,277 $3.8M
UBS Group AG 0.00% Add +15.7% 60,830 $3.8M
Wells Fargo & Company 0.00% Add +65.8% 54,703 $3.4M
Jane Street Group, LLC 0.00% Reduce -48.3% 50,432 $3.1M
Rockefeller Capital Management L.P. 0.01% Reduce -1.3% 43,705 $2.7M
Gladstone Institutional Advisory LLC 0.10% Reduce -1.5% 42,448 $2.6M
Mariner, LLC 0.00% Reduce -6.3% 36,082 $2.2M
Waverly Advisors, LLC 0.02% Reduce -2.6% 31,177 $1.9M
Cwm, LLC 0.01% Reduce -10.7% 29,768 $1.9M
Envestnet Asset Management Inc. 0.00% Reduce -6.2% 29,091 $1.8M
Raymond James Financial Inc. 0.00% Add +19.6% 28,131 $1.8M
JFS Wealth Advisors, LLC 0.08% Add +317.8% 22,647 $1.4M
Goldman Sachs Group Inc. 0.00% New 19,923 $1.2M
Bridges Investment Management Inc. 0.01% New 17,112 $1.1M
Private Advisor Group, LLC 0.01% Add +6.6% 16,298 $1.0M
Howe & Rusling Inc. 0.06% Add +12.0% 15,102 $940K
Western Wealth Management, LLC 0.05% New 14,096 $878K
Evanson Asset Management, LLC 0.04% Add +0.1% 11,609 $723K
Institute for Wealth Management, LLC. 0.07% Reduce -2.4% 11,377 $708K
Wealth Enhancement Advisory Services, LLC 0.00% Add +78.1% 10,835 $678K
CoreCap Advisors, LLC 0.02% Add +0.3% 10,396 $647K
Stonebridge Financial Group, LLC 0.05% No change 9,325 $581K
Stifel Financial Corp. 0.00% Reduce -0.2% 8,572 $534K
Comerica Bank 0.00% Reduce -0.1% 8,421 $524K
Focus Partners Wealth 0.00% Add +2.6% 8,374 $521K
HighTower Advisors, LLC 0.00% Reduce -9.1% 8,357 $520K
Integrated Wealth Concepts LLC 0.00% Reduce -33.2% 8,000 $498K
Bank of New York Mellon Corp 0.00% New 7,839 $488K
Meridian Financial Partners LLC 0.20% Reduce -0.5% 7,645 $480K
Jones Financial Companies LLLP 0.00% Add +34.6% 7,731 $478K
Ameriprise Financial Inc. 0.00% Add +25.8% 7,588 $472K
Geneos Wealth Management Inc. 0.01% Add +3.6% 7,537 $469K
IFG Advisory, LLC 0.02% No change 6,978 $434K
Northern Trust Corp. 0.00% No change 6,716 $418K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -71.2% 6,347 $395K
PBMares Wealth Management LLC 0.06% Add +0.3% 6,301 $392K
Altrius Capital Management Inc 0.09% Reduce -63.8% 6,297 $392K
Vance Wealth, LLC 0.12% No change 6,150 $383K
MCF Advisors LLC 0.02% No change 5,885 $366K
Stratos Wealth Partners, LTD. 0.00% Add +6.5% 5,367 $334K
Discipline Wealth Solutions, LLC 0.09% New 5,246 $327K
JNBA Financial Advisors 0.03% No change 4,806 $299K
Cerity Partners LLC 0.00% Reduce -4.7% 4,628 $288K
Advyzon Investment Management, LLC 0.05% Reduce -1.0% 4,515 $281K
Level Four Advisory Services, LLC 0.01% No change 4,488 $279K
Clearstead Advisors, LLC 0.00% No change 4,243 $264K
Frazier Financial Advisors, LLC 0.16% No change 4,230 $263K
United Advisor Group, LLC 0.04% New 4,210 $262K
Herold Advisors, Inc. 0.06% Add +8.4% 4,181 $260K
Hubbell Strickland Wealth Management, LLC 0.10% Add +0.4% 4,017 $250K
Chicago Partners Investment Group LLC 0.01% Add +0.0% 3,757 $239K
Fifth Third Bancorp 0.00% Add +51.0% 3,407 $212K
Courier Capital LLC 0.01% New 3,330 $207K
Janney Montgomery Scott LLC 0.00% New 3,303 $206K
Cardiff Park Advisors, LLC 0.01% Add +0.4% 2,406 $150K
IFP Advisors, Inc 0.00% Reduce -9.0% 2,262 $141K
FMR LLC 0.00% Add +36.9% 2,193 $137K
Farther Finance Advisors, LLC 0.00% Reduce -4.0% 2,114 $132K
LRI Investments, LLC 0.01% No change 2,085 $130K
SOA Wealth Advisors, LLC. 0.02% Reduce -9.1% 1,861 $116K
Newton One Investments LLC 0.03% Reduce -4.8% 1,853 $115K
Assetmark, Inc. 0.00% No change 1,600 $100K
Blue Trust, Inc. 0.00% No change 1,377 $86K
Quadrant Capital Group LLC 0.00% New 950 $59K
Ancora Advisors LLC 0.00% No change 720 $45K
Cherry Tree Wealth Management, LLC 0.01% No change 714 $44K
PNC Financial Services Group, Inc. 0.00% No change 690 $43K
Creekmur Asset Management LLC 0.01% Reduce -25.0% 684 $43K
Ameritas Advisory Services, LLC 0.00% New 631 $39K
Citigroup Inc. 0.00% No change 546 $34K
Signaturefd, LLC 0.00% No change 425 $26K
NewEdge Advisors, LLC 0.00% No change 417 $26K
Wealth Watch Advisors, INC 0.01% New 414 $26K
FSA Wealth Management LLC 0.01% No change 400 $25K
Global Retirement Partners, LLC 0.00% No change 304 $19K
Founders Financial Alliance, LLC 0.00% Add +11.8% 265 $16K
Noble Wealth Management PBC 0.01% — 225 $14K
Blair William & Co. 0.00% No change 179 $11K
Harbour Investments, Inc. 0.00% New 166 $10K
Tsfg, LLC 0.00% No change 88 $5K

"% 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.

Show all 104 holders