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Wisdomtree TR Dvlp Intnl-Usd (DOL)

CUSIP: 97717W794 | NYSE | 340 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Creative Planning2,690,813
0.1% of portfolio›$199.9M
Key FInancial Inc297,619
3.6% of portfolio›$22.1M
BIP Wealth, LLC293,616
0.6% of portfolio›$21.8M
Avidian Wealth Enterprises, LLC104,889
0.2% of portfolio›$7.8M
Powers Advisory Group, LLC81,807
1.8% of portfolio›$6.1M
Kestra Private Wealth Services, LLC32,001
0.0% of portfolio›$2.4M
Phillip James Consulting Co.31,003
1.6% of portfolio›$2.3M
JFS Wealth Advisors, LLC27,708
0.1% of portfolio›$2.1M
Kestra Advisory Services, LLC22,268
0.0% of portfolio›$1.7M
Commonwealth Equity Services, LLC19,041
0.0% of portfolio›$1.4M
First Heartland Consultants, Inc.15,790
0.1% of portfolio›$1.2M
Fifth Third Bancorp11,531
0.0% of portfolio›$856.9K
Herold Advisors, Inc.10,498
0.2% of portfolio›$780.1K
CoreCap Advisors, LLC10,292
0.0% of portfolio›$764.8K
Stonebridge Financial Group, LLC9,325
0.1% of portfolio›$692.9K
Concurrent Investment Advisors, LLC8,346
0.0% of portfolio›$620.2K
Palatine Hill Wealth Management, LLC8,001
0.4% of portfolio›$594.5K
TopTier Wealth Management, LLC7,739
0.3% of portfolio›$575.0K
Meridian Financial Partners LLC7,200
0.2% of portfolio›$530.1K
Wealth Enhancement Advisory Services, LLC6,304
0.0% of portfolio›$462.6K
MCF Advisors LLC5,885
0.0% of portfolio›$437.3K
Apella Capital, LLC5,262
0.0% of portfolio›$388.0K
Discipline Wealth Solutions, LLC5,246
0.0% of portfolio›$389.8K
Altrius Capital Management Inc5,210
0.1% of portfolio›$387.1K
Jnba Financial Advisors4,806
0.0% of portfolio›$357.1K
Hubbell Strickland Wealth Management, LLC4,123
0.1% of portfolio›$306.4K
Evanson Financial, LLC4,001
0.0% of portfolio›$297.3K
United Advisor Group, LLC3,987
0.0% of portfolio›$296.3K
Chicago Partners Investment Group LLC3,576
0.0% of portfolio›$261.9K
Fifth Third Securities, Inc.3,416
0.0% of portfolio›$253.8K
Cambridge Investment Research Advisors, Inc.3,313
0.0% of portfolio›$246
Relyea Zuckerberg Hanson LLC3,106
0.0% of portfolio›$230.8K
Sound Stewardship, LLC2,753
0.1% of portfolio›$204.6K
Lantz Financial LLC2,699
0.0% of portfolio›$200.6K
Farther Finance Advisors, LLC2,167
0.0% of portfolio›$161.0K
US Bancorp \de\2,070
0.0% of portfolio›$153.8K
Assetmark, Inc1,600
0.0% of portfolio›$118.9K
Blue Trust, Inc.1,377
0.0% of portfolio›$102.3K
IFP Advisors, Inc737
0.0% of portfolio›$54.8K
Cherry Tree Wealth Management, LLC644
0.0% of portfolio›$47.9K
Newton One Investments LLC631
0.0% of portfolio›$46.9K
Downshift Financial, LLC458
0.0% of portfolio›$34.0K
Point Nemo Capital, LLC439
0.0% of portfolio›$32.6K
Signaturefd, LLC425
0.0% of portfolio›$31.6K
Creative Financial Designs Inc310
0.0% of portfolio›$23.0K
Tsfg, LLC71
0.0% of portfolio›$5
Triumph Capital Management25
0.0% of portfolio›$1.9K
StyleTurnoverLocationFiled
Creative Planning
2,690,813$199.9M0.1%IndexVery LowOverland Park, KS2026-11-02
Key FInancial Inc
297,619$22.1M3.6%ETFLowWest Chester, PA2026-11-02
BIP Wealth, LLC
293,616$21.8M0.6%ETFMediumAtlanta, GA2026-10-22
Avidian Wealth Enterprises, LLC
104,889$7.8M0.2%ETFLowHouston, TX2026-10-08
Powers Advisory Group, LLC
81,807$6.1M1.8%ETFVery LowHighland, IL2026-10-14
Kestra Private Wealth Services, LLC
32,001$2.4M0.0%GrowthLowAustin, TX2026-10-30
Phillip James Consulting Co.
31,003$2.3M1.6%ETFVery HighPlymouth, MN2026-11-03
JFS Wealth Advisors, LLC
27,708$2.1M0.1%ETFVery LowHermitage, PA2026-11-03
Kestra Advisory Services, LLC
22,268$1.7M0.0%CoreLowAustin, TX2026-11-02
Commonwealth Equity Services, LLC
19,041$1.4M0.0%ETFLowWaltham, MA2026-11-02
First Heartland Consultants, Inc.
15,790$1.2M0.1%ETFMediumLake St. Louis, MO2026-10-08
Fifth Third Bancorp
11,531$856.9K0.0%IndexVery LowCincinnati, OH2026-11-05
Herold Advisors, Inc.
10,498$780.1K0.2%CoreLowNew York, NY2026-10-19
CoreCap Advisors, LLC
10,292$764.8K0.0%ETFMediumSouthfield, MI2026-10-08
Stonebridge Financial Group, LLC
9,325$692.9K0.1%ETFMediumWormleysburg, PA2026-10-01
Concurrent Investment Advisors, LLC
8,346$620.2K0.0%GrowthMediumTampa, FL2026-10-16
Palatine Hill Wealth Management, LLC
8,001$594.5K0.4%ETFMediumBirmingham, MI2026-11-03
TopTier Wealth Management, LLC
7,739$575.0K0.3%ETFVery LowMuskego, WI2026-10-16
Meridian Financial Partners LLC
7,200$530.1K0.2%GrowthLowWarrenton, VA2026-10-23
Wealth Enhancement Advisory Services, LLC
6,304$462.6K0.0%CoreLowPlymouth, MN2026-10-13
MCF Advisors LLC
5,885$437.3K0.0%ETFLowLexington, KY2026-10-28
Apella Capital, LLC
5,262$388.0K0.0%ETFVery LowWest Hartford, CT2026-10-08
Discipline Wealth Solutions, LLC
5,246$389.8K0.0%ETFLowGreenville, SC2026-10-14
Altrius Capital Management Inc
5,210$387.1K0.1%YieldMediumNew Bern, NC2026-11-05
Jnba Financial Advisors
4,806$357.1K0.0%ETFMediumBloomington, MN2026-11-03
Hubbell Strickland Wealth Management, LLC
4,123$306.4K0.1%ETFVery LowNew Orleans, LA2026-10-29
Evanson Financial, LLC
4,001$297.3K0.0%ETFN/AMclean, VA2026-10-23
United Advisor Group, LLC
3,987$296.3K0.0%ETFLowCincinnati, OH2026-11-03
Chicago Partners Investment Group LLC
3,576$261.9K0.0%GARPLowChicago, IL2026-10-27
Fifth Third Securities, Inc.
3,416$253.8K0.0%ETFLowCincinnati, OH2026-10-21
Cambridge Investment Research Advisors, Inc.
3,313$2460.0%ETFLowFairfield, IA2026-11-02
Relyea Zuckerberg Hanson LLC
3,106$230.8K0.0%ETFLowStamford, CT2026-10-20
Sound Stewardship, LLC
2,753$204.6K0.1%ETFVery LowOverland Park, KS2026-10-14
Lantz Financial LLC
2,699$200.6K0.0%ETFLowNaperville, IL2026-10-15
Farther Finance Advisors, LLC
2,167$161.0K0.0%IndexLowSan Francisco, CA2026-10-08
US Bancorp \de\
2,070$153.8K0.0%IndexLowMinneapolis, MN2026-11-05
Assetmark, Inc
1,600$118.9K0.0%ETFLowConcord, CA2026-10-21
Blue Trust, Inc.
1,377$102.3K0.0%ETFLowBrentwood, TN2026-10-15
IFP Advisors, Inc
737$54.8K0.0%GrowthLowTampa, FL2026-10-16
Cherry Tree Wealth Management, LLC
644$47.9K0.0%ETFVery LowMinnetonka, MN2026-10-15
Newton One Investments LLC
631$46.9K0.0%ETFVery LowNewark, DE2026-10-14
Downshift Financial, LLC
458$34.0K0.0%ETFLowBoulder, CO2026-10-13
Point Nemo Capital, LLC
439$32.6K0.0%GARPVery HighDripping Springs, TX2026-11-03
Signaturefd, LLC
425$31.6K0.0%IndexLowAtlanta, GA2026-10-23
Creative Financial Designs Inc
310$23.0K0.0%ETFMediumKokomo, IN2026-11-04
Tsfg, LLC
71$50.0%ETFLowLake Forest, IL2026-10-23
Triumph Capital Management
25$1.9K0.0%ETFMediumDenver, CO2026-10-14