Wisdomtree TR DVLP Intnl-UsdDOLETF

13F holders, Q1 2026 (March 31)
109holders +5
12new positions
6sold out
1famous investor
$67.94avg. 13F price*

At the end of Q1 2026, 109 institutions reported holding Wisdomtree TR DVLP Intnl-Usd (DOL) in their 13F filings, up 5 from Q4 2025. 12 opened new positions and 6 sold out. The largest holders were Creative Planning ($183.4M), Morgan Stanley ($73.8M) and JPMorgan Chase & Co. ($24.0M). 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

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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions12$6.0M
Exits6$1.5M

All 13F filers, Q4 2025 → Q1 2026: 379,911 shares bought and 286,065 shares sold, net +93,846 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 109 holders

Creative Planning 0.12% Add +1.3% 2,696,930 $183.4M
Morgan Stanley 0.00% Add +5.9% 1,085,063 $73.8M
JPMorgan Chase & Co. 0.00% Reduce -2.1% 363,593 $24.0M
Key Financial Inc 3.89% Add +0.3% 321,335 $21.8M
Royal Bank of Canada 0.00% Reduce -5.7% 311,412 $21.2M
BIP Wealth, LLC 0.81% Reduce -5.8% 292,888 $19.9M
Cascade Financial Partners, LLC 1.89% Add +11.0% 269,551 $18.3M
LPL Financial LLC 0.00% Add +0.7% 238,711 $16.2M
Bank of America Corp. 0.00% Add +3.6% 206,333 $14.0M
M&T Bank Corp 0.03% Add +0.0% 129,068 $8.8M
Commonwealth Equity Services, LLC 0.01% Add +4.7% 125,485 $8.5M
Avidian Wealth Enterprises, LLC 0.24% Reduce -8.9% 110,925 $7.5M
Evernest Financial Advisors, LLC 1.38% Reduce -0.6% 92,400 $6.6M
Powers Advisory Group, LLC 2.01% Reduce -0.8% 83,638 $5.7M
Jane Street Group, LLC 0.01% Add +152.8% 80,780 $5.5M
Osaic Holdings, Inc. 0.01% Reduce -3.0% 80,412 $5.5M
UBS Group AG 0.00% Add +10.3% 76,759 $5.2M
Wells Fargo & Company 0.00% Add +30.5% 75,005 $5.1M
Northwestern Mutual Wealth Management Co. 0.00% Add +3.4% 67,060 $4.6M
Cetera Investment Advisers 0.00% Reduce -28.2% 62,251 $4.2M
Raymond James Financial Inc. 0.00% Add +36.9% 58,717 $4.0M
Rockefeller Capital Management L.P. 0.01% Add +20.9% 56,465 $3.8M
MML Investors Services, LLC 0.01% Reduce -30.5% 52,282 $3.6M
First Heartland Consultants, Inc. 0.24% Reduce -38.1% 45,544 $3.1M
Gladstone Institutional Advisory LLC 0.11% Reduce -2.5% 42,972 $2.9M
Kestra Private Wealth Services, LLC 0.03% New 32,490 $2.2M
Mariner, LLC 0.00% Reduce -13.4% 30,052 $2.0M
Waverly Advisors, LLC 0.02% Reduce -1.4% 29,694 $2.0M
Western Wealth Management, LLC 0.08% Add +40.5% 29,089 $2.0M
Envestnet Asset Management Inc. 0.00% Reduce -2.5% 28,657 $1.9M
Cwm, LLC 0.01% Reduce -6.8% 28,018 $1.9M
JFS Wealth Advisors, LLC 0.10% Add +0.8% 25,621 $1.7M
Atria Investments, Inc 0.02% Reduce -42.7% 25,042 $1.7M
Ameriprise Financial Inc. 0.00% Add +12.9% 23,918 $1.6M
BlackRock, Inc. 0.00% Add +220.6% 23,634 $1.6M
Howe & Rusling Inc. 0.08% Add +20.0% 18,275 $1.2M
Kestra Advisory Services, LLC 0.00% Reduce -77.6% 17,838 $1.2M
Flow Traders U.S. LLC 0.03% New 15,427 $1.0M
Private Advisor Group, LLC 0.00% Add +4.3% 15,071 $1.0M
Susquehanna International Group, LLP 0.00% New 14,714 $1.0M
Strategic Financial Concepts, LLC 0.20% Add +0.8% 12,203 $830K
Evanson Asset Management, LLC 0.04% Add +0.1% 11,637 $791K
Corient Private Wealth LP 0.00% No change 11,627 $790K
Fifth Third Bancorp 0.00% Add +239.0% 11,549 $785K
Institute for Wealth Management, LLC. 0.08% Reduce -0.9% 11,004 $748K
O'shaughnessy Asset Management, LLC 0.00% Add +1287.2% 10,640 $723K
CoreCap Advisors, LLC 0.02% Reduce -0.1% 10,471 $712K
Stonebridge Financial Group, LLC 0.05% No change 9,325 $634K
Herold Advisors, Inc. 0.13% Add +2.0% 9,016 $613K
Focus Partners Wealth 0.00% Reduce -11.5% 8,986 $611K
Stifel Financial Corp. 0.00% Add +2.6% 8,698 $591K
Jones Financial Companies LLLP 0.00% Add +0.1% 8,550 $562K
Palatine Hill Wealth Management, LLC 0.47% No change 8,001 $544K
Aptus Capital Advisors, LLC 0.00% No change 8,000 $544K
Integrated Wealth Concepts LLC 0.00% New 8,000 $544K
HighTower Advisors, LLC 0.00% Reduce -1.3% 7,989 $543K
Meridian Financial Partners LLC 0.20% No change 7,745 $536K
TopTier Wealth Management, LLC 0.32% Add +0.1% 7,695 $523K
Geneos Wealth Management Inc. 0.01% Reduce -2.2% 7,669 $521K
Citadel Advisors 0.00% Reduce -79.8% 7,544 $513K
Bank of New York Mellon Corp 0.00% New 7,472 $508K
Stratos Wealth Partners, LTD. 0.01% Add +25.5% 7,106 $483K
Vance Wealth, LLC 0.12% No change 6,150 $418K
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -45.7% 6,064 $416K
MCF Advisors LLC 0.02% No change 5,885 $400K
NewEdge Advisors, LLC 0.00% No change 5,732 $390K
Apella Capital, LLC 0.01% New 5,203 $379K
Altrius Capital Management Inc 0.07% Reduce -14.4% 5,374 $365K
Discipline Wealth Solutions, LLC 0.04% No change 5,246 $357K
JNBA Financial Advisors 0.03% No change 4,806 $327K
Cerity Partners LLC 0.00% Add +0.2% 4,656 $317K
Level Four Advisory Services, LLC 0.01% No change 4,488 $305K
Clearstead Advisors, LLC 0.00% No change 4,243 $288K
Frazier Financial Advisors, LLC 0.16% No change 4,230 $288K
Hubbell Strickland Wealth Management, LLC 0.11% Add +0.3% 4,053 $276K
Farther Finance Advisors, LLC 0.00% Add +96.1% 3,981 $275K
Chicago Partners Investment Group LLC 0.01% Add +0.0% 3,759 $270K
FMR LLC 0.00% Add +55.6% 3,431 $233K
Fifth Third Securities, Inc. 0.01% Add +8.8% 3,391 $231K
Janney Montgomery Scott LLC 0.00% Add +0.1% 3,308 $225K
United Advisor Group, LLC 0.03% New 3,232 $220K
Relyea Zuckerberg Hanson LLC 0.02% Add +0.0% 3,104 $211K
National Bank of Canada 0.00% Reduce -3.3% 2,939 $200K
Cardiff Park Advisors, LLC 0.01% Add +0.3% 2,428 $165K
LRI Investments, LLC 0.01% No change 2,085 $142K
SOA Wealth Advisors, LLC. 0.02% Add +0.3% 1,877 $128K
Assetmark, Inc. 0.00% No change 1,600 $109K
IFP Advisors, Inc 0.00% Reduce -30.2% 1,585 $108K
Blue Trust, Inc. 0.00% No change 1,377 $94K
Quadrant Capital Group LLC 0.00% No change 950 $65K
Ancora Advisors LLC 0.00% No change 720 $49K
Cherry Tree Wealth Management, LLC 0.01% No change 714 $49K
PNC Financial Services Group, Inc. 0.00% No change 632 $43K
Newton One Investments LLC 0.01% Reduce -66.0% 631 $43K
US Bancorp \de 0.00% New 460 $31K
Signaturefd, LLC 0.00% No change 425 $29K
Allworth Financial LP 0.00% No change 400 $27K
Creative Financial Designs Inc. 0.00% No change 310 $21K
TD Waterhouse Canada Inc. 0.00% New 300 $21K
Founders Financial Alliance, LLC 0.00% No change 265 $18K

"% 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 109 holders