
WisdomTree International LargeCap Dividend is an exchange-traded fund on ARCA. As of Q3 2025, 104 institutional investors hold shares in this ETF, with total holdings valued at $526.6M. Creative Planning is the largest holder with a position valued at $167.0M.
Overview of institutional ownership in DOL as of Q3 2025
Institutions with the largest positions in DOL as of Q3 2025
| Institution | Position Value |
|---|---|
Creative Planning RIA/Wealth | $167.0M 0.13% of portfolio |
MORGAN STANLEY RIA/Wealth | $61.6M 0.00% of portfolio |
H HUNTINGTON NATIONAL BANK Long Only Manager | $51.8M 0.32% of portfolio |
JPMORGAN CHASE & CO Institution | $22.9M 0.00% of portfolio |
R ROYAL BANK OF CANADA Institution | $20.6M 0.00% of portfolio |
Key FInancial Inc RIA/Wealth | $20.2M 3.73% of portfolio |
BIP Wealth, LLC RIA/Wealth | $19.2M 0.95% of portfolio |
Cascade Financial Partners, LLC RIA/Wealth | $13.9M 1.60% of portfolio |
L LPL Financial LLC Institution | $13.6M 0.00% of portfolio |
BANK OF AMERICA CORP /DE/ Institution | $12.7M 0.00% of portfolio |
Institutional buying and selling activity for DOL in Q3 2025
| Institution | Net Bought |
|---|---|
MORGAN STANLEY RIA/Wealth | +$7.4M +118.5K shares |
A Advisor Group Holdings, Inc. Institution | +$3.3M +53.9K shares |
Kestra Advisory Services, LLC RIA/Wealth | +$2.1M +34.0K shares |
First Heartland Consultants, Inc. RIA/Wealth | +$1.9M +29.9K shares |
WELLS FARGO & COMPANY/MN Institution | +$1.4M +21.7K shares |
H HUNTINGTON NATIONAL BANK Long Only Manager | +$1.3M +20.4K shares |
GOLDMAN SACHS GROUP INC Institution | +$1.2M +19.9K shares |
L LPL Financial LLC Institution | +$1.2M +18.5K shares |
JFS WEALTH ADVISORS, LLC RIA/Wealth | +$1.1M +17.2K shares |
BRIDGES INVESTMENT MANAGEMENT INC RIA/Wealth | +$1.1M +17.1K shares |
| Institution | Net Sold |
|---|---|
F FLOW TRADERS U.S. LLC Institution | −$6.7M −112.6K shares |
J JANE STREET GROUP, LLC Institution | −$2.9M −47.2K shares |
−$978.1K −15.7K shares | |
C CI Private Wealth, LLC RIA/Wealth | −$692.6K −11.6K shares |
Altrius Capital Management Inc RIA/Wealth | −$690.0K −11.1K shares |
Cetera Investment Advisers RIA/Wealth | −$485.8K −7.8K shares |
Buckingham Strategic Partners RIA/Wealth | −$312.5K −5.2K shares |
Integrated Wealth Concepts LLC RIA/Wealth | −$247.8K −4.0K shares |
CWM, LLC RIA/Wealth | −$221.3K −3.6K shares |
Mariner Wealth Advisors, LLC RIA/Wealth | −$152.0K −2.4K shares |
Institutions that initiated new positions or completely exited DOL in Q3 2025
| Institution | Position Value |
|---|---|
BRIDGES INVESTMENT MANAGEMENT INC RIA/Wealth | $1.1M 17.1K shares |
Western Wealth Management, LLC RIA/Wealth | $877.5K 14.1K shares |
Discipline Wealth Solutions, LLC RIA/Wealth | $326.6K 5.2K shares |
United Advisor Group, LLC RIA/Wealth | $262.1K 4.2K shares |
Janney Montgomery Scott LLC RIA/Wealth | $205.6K 3.3K shares |
Ameritas Advisory Services, LLC RIA/Wealth | $39.3K 631.0 shares |
Wealth Watch Advisors, INC RIA/Wealth | $25.8K 414.0 shares |
PRINCIPAL SECURITIES, INC. RIA/Wealth | $3.2K 51.0 shares |
| Institution | Previous Position |
|---|---|
F FLOW TRADERS U.S. LLC Institution | $6.7M 112.6K shares |
C CI Private Wealth, LLC RIA/Wealth | $692.6K 11.6K shares |
Buckingham Strategic Partners RIA/Wealth | $312.5K 5.2K shares |
NorthRock Partners, LLC RIA/Wealth | $35.7K 600.0 shares |
P PRIVATE TRUST CO NA Institution | $22.5K 377.0 shares |
Institutions with the largest Call and Put options positions in DOL as of Q3 2025
| Institution | Position Value |
|---|---|
| No call positions found | |
| Institution | Position Value |
|---|---|
| No put positions found | |
Institutions with DOL as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
Key FInancial Inc RIA/Wealth | 3.73% $20.2M |
Powers Advisory Group, LLC RIA/Wealth | 2.08% $5.2M |
Evernest Financial Advisors, LLC RIA/Wealth | 1.63% $5.8M |
Cascade Financial Partners, LLC RIA/Wealth | 1.60% $13.9M |
BIP Wealth, LLC RIA/Wealth | 0.95% $19.2M |
First Heartland Consultants, Inc. RIA/Wealth | 0.47% $5.7M |
H HUNTINGTON NATIONAL BANK Long Only Manager | 0.32% $51.8M |
Streettalk Advisors, LLC RIA/Wealth | 0.28% $7.5M |
Meridian Financial Partners LLC RIA/Wealth | 0.20% $479.6K |
Frazier Financial Advisors, LLC RIA/Wealth | 0.16% $263.3K |
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