DOL

WISDOMTREE TR DVLP INTNL-USD
USCUSIP 97717W794
Institutional Owners
38
13F Value Held
$56.7M
Insider Net · 180d
$0
0↑ 0↓
Recent Filings
0
Smart-money sentimentMixed
BearishBullish
13F funds (latest Q)18 adding · 11 trimming
Insider net (180d)+$0
Price history not yet available for DOL.

Top institutional holders

38 13F filers
#FundPosition valueSharesLast moveAs of
1BIP Wealth, LLC
$19.9M
292.9KReducedQ1 2026
2Avidian Wealth Enterprises, LLC
$7.5M
110.9KReducedQ1 2026
3MML INVESTORS SERVICES, LLC
$3.6M
52.3KReducedQ1 2026
4Rockefeller Capital Management L.P.
$3.1M
46.7KNewQ4 2025
5Gladstone Institutional Advisory LLC
$2.9M
43.0KReducedQ1 2026
6KESTRA PRIVATE WEALTH SERVICES, LLC
$2.2M
32.5KNewQ1 2026
7Waverly Advisors, LLC
$2.0M
29.7KReducedQ1 2026
8CWM, LLC
$1.9M
28.0KReducedQ1 2026
9Atria Investments, Inc
$1.7M
25.0KReducedQ1 2026
10Western Wealth Management, LLC
$1.4M
20.7KNewQ4 2025
11HUNTINGTON NATIONAL BANK
$1.3M
18.8KAddedQ1 2026
12Kestra Advisory Services, LLC
$1.2M
17.8KReducedQ1 2026
13Private Advisor Group, LLC
$1.0M
15.1KAddedQ1 2026
14Evanson Asset Management, LLC
$791K
11.6KAddedQ1 2026
15O'SHAUGHNESSY ASSET MANAGEMENT, LLC
$723K
10.6KAddedQ1 2026
16Aptus Capital Advisors, LLC
$544K
8.0KHeldQ1 2026
17Integrated Wealth Concepts LLC
$544K
8.0KNewQ1 2026
18Geneos Wealth Management Inc.
$516K
7.8KNewQ4 2025
19CITADEL ADVISORS LLC
$513K
7.5KReducedQ1 2026
20Stratos Wealth Partners, LTD.
$483K
7.1KAddedQ1 2026
21WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
$416K
6.1KReducedQ1 2026
22MCF Advisors LLC
$400K
5.9KHeldQ1 2026
23NewEdge Advisors, LLC
$390K
5.7KNewQ1 2026
24Apella Capital, LLC
$379K
5.2KNewQ1 2026
25LEVEL FOUR ADVISORY SERVICES, LLC
$305K
4.5KHeldQ1 2026

Fund activity — latest quarter

Opened (NEW)
13
funds
Added
5
funds
Reduced
11
funds
Exited
0
funds

Insider activity (Form 4)

No Form 4 insider transactions on file yet.

Funds that own DOL also own

CompanyCo-held byCombined value
APPLE INC COMAAPL38 funds$15.1B
NVIDIA CORPORATION COMNVDA38 funds$15.0B
ISHARES TR CORE S&P500 ETFIVV38 funds$14.4B
MICROSOFT CORP COMMSFT38 funds$12.0B
AMAZON.COM INCAMZN38 funds$10.0B
TATE STR SPDR S&P 500 ETF TSPY38 funds$7.4B
JPMORGAN CHASE & CO. COMJPM38 funds$6.3B
LPHABET INCGOOG38 funds$5.3B
BERKSHIRE HATHAWAY INC DEL CL B NEWBRK/B38 funds$4.1B
VANGUARD TAX-MANAGED FDSVEA38 funds$3.7B
EXXON MOBIL CORP COMXOM38 funds$3.2B
JOHNSON & JOHNSON COMJNJ38 funds$3.1B

Ranked by how many of DOL's institutional holders also hold each name — a cross-fund conviction signal. Via the MCP server (ticker.co_held).

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for DOL. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.