SecurityDOO / WisdomTree International Dividend Ex-Financials Fund (97717W786)
Institutional Owners49
Institutional Shares1,500,352
Institutional Value$ 980,333,000 USD

Institutional Stock Ownership and Shareholders

WisdomTree International Dividend Ex-Financials Fund (NYSE:DOO) has 49 institutional investors and shareholders that have filed 13D/G or 13F forms with the Securities Exchange Commission (SEC). These institutions hold a total of 1,500,352 shares. Largest shareholders include Wells Fargo & Company/mn, Clal Insurance Enterprises Holdings Ltd, Morgan Stanley, UBS Group AG, Bank Of America Corp /de/, Commonwealth Equity Services, Llc., Commonwealth Equity Services, Inc, Telos Capital Management, Inc., Ameriprise Financial Inc, and LPL Financial LLC.

WisdomTree International Dividend Ex-Financials Fund (NYSE:DOO) ownership summary shows current positions in the company by institutions and funds, as well as latest changes in position size. Major shareholders can include individual investors, mutual funds, hedge funds, or institutions. The Schedule 13D indicates that the investor holds more than 5% of the company and intends to actively pursue a change in business strategy. Schedule 13G indicates a passive investment of over 5%. Green rows indicate new positions. Red rows indicate closed positions. Click the link icon to see the full transaction history.

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File DateFormInvestor Opt Prev Shares Current Shares Change
(Percent)
Prev Value (x$1000) Current Value (x$1000) Change
(Percent)
2018-02-14 13F-HR RAYMOND JAMES & ASSOCIATES 7,975 43,506 445.53 340 1,888 455.29
2018-02-14 13F-HR MORGAN STANLEY 141,537 129,433 -8.55 6,038 5,618 -6.96
2018-01-16 13F-HR Capital Advisors, Ltd. LLC 3,765 3,765 0.00 161 163 1.24
2018-02-02 13F-HR FIRST MIDWEST BANK TRUST DIVISION 7,469 14,651 96.16 319 636 99.37
2018-02-16 13F-HR/A-1 OLD MISSION CAPITAL LLC 13,038 9,661 -25.90 556 419 -24.64
2018-01-24 13F-HR SG Americas Securities, LLC 27,999 0 -100.00 1,194 0 -100.00
2018-02-12 13F-HR CITIGROUP INC 2,808 2,045 -27.17 120 89 -25.83
2018-02-08 13F-HR Advisory Services Network, LLC 217 218 0.46 9 9 0.00
2018-02-08 13F-HR WELLS FARGO & COMPANY/MN 370,278 391,568 5.75 15,796 16,994 7.58
2017-11-30 13F-HR Asset Planning Services, Ltd. 35 0 -100.00 1 0
2018-02-09 13F-HR CITADEL ADVISORS LLC 45,975 47,165 2.59 1,961 2,047 4.39
2018-02-16 13F-HR/A-1 Commonwealth Equity Services, Inc 62,219 64,354 3.43 2,539 2,745 8.11
2018-02-13 13F-HR Clal Insurance Enterprises Holdings Ltd 138,700 138,700 0.00 5,917 6,020 1.74
2018-02-07 13F-HR Sigma Planning Corp 5,984 5,959 -0.42 255 259 1.57
2018-01-16 13F-HR BANK OF MONTREAL /CAN/ 525 0 -100.00 22 0 -100.00
2018-02-15 13F-HR JANE STREET GROUP, LLC 35,264 0 -100.00 1,504 0 -100.00
2018-02-02 13F-HR TRUST CO OF VERMONT 25,202 24,564 -2.53 1,075 1,066 -0.84
2018-02-14 13F-HR SUSQUEHANNA INTERNATIONAL GROUP, LLP 17,878 8,316 -53.48 763 361 -52.69
2018-01-17 13F-HR Creative Planning 4,944 4,944 0.00 211 215 1.90
2018-02-14 13F-HR GHP Investment Advisors, Inc. 15,196 15,268 0.47 648 663 2.31
2018-01-19 13F-HR Steward Partners Investment Advisory, Llc 1,259 1,259 0.00 53 54 1.89
2018-02-14 13F-HR Wealthshield, Llc 72 3
2018-02-14 13F-HR UBS Group AG 105,157 108,995 3.65 4,486 4,730 5.44
2018-02-09 13F-HR SUNTRUST BANKS INC 12,930 12,930 0.00 551 561 1.81
2017-11-03 13F-HR Sterling Investment Advisors, Ltd. 120 0 -100.00 5 0 -100.00
2018-02-09 13F-HR PNC FINANCIAL SERVICES GROUP, INC. 235 0 -100.00 10 0 -100.00
2018-02-14 13F-HR RMB Capital Management, LLC 8,685 377
2018-02-01 13F-HR TCI Wealth Advisors, Inc. 1,933 2,238 15.78 82 97 18.29
2017-10-31 13F-HR Jacobus Wealth Management, Inc. 13,195 13,195 0.00 538 563 4.65
2018-02-02 13F-HR HUNTINGTON NATIONAL BANK 19 20 5.26
2018-02-12 13F-HR AMERIPRISE FINANCIAL INC 51,455 56,804 10.40 2,176 2,465 13.28
2018-02-12 13F-HR Commonwealth Equity Services, Llc. 65,379 2,837
2018-02-14 13F-HR PEAPACK GLADSTONE FINANCIAL CORP 31,145 20,595 -33.87 1,328,646 893,823 -32.73
2018-02-14 13F-HR BANK OF AMERICA CORP /DE/ 86,982 81,700 -6.07 3,711 3,546 -4.45
2018-02-14 13F-HR ROYAL BANK OF CANADA 7,625 7,559 -0.87 325 328 0.92
2018-02-09 13F-HR Transamerica Financial Advisors, Inc. 1 1 0.00 1 1 0.00
2017-11-17 13F-HR/A-1 Virtu Financial LLC 4,817 205
2018-01-16 13F-HR NEXT Financial Group, Inc 210 0 -100.00 9 0 -100.00
2018-02-20 13F-HR ENVESTNET ASSET MANAGEMENT INC 1,979 1,979 0.00 84 86 2.38
2018-02-14 13F-HR Advisor Group, Inc. 3,589 5,172 44.11 154 224 45.45
2018-02-01 13F-HR CHATHAM CAPITAL GROUP, INC. 5,550 5,550 0.00 237 241 1.69
2018-02-14 13F-HR Parallax Volatility Advisers, L.P. 1 1 0.00 0 0
2018-02-02 13F-HR Karp Capital Management Corp 22,673 24,870 9.69 967 1,079 11.58
2018-01-24 13F-HR IFP Advisors, Inc 405 408 0.74 17 18 5.88
2018-01-31 13F-HR Front Row Advisors Llc 147 6
2018-01-10 13F-HR White Lighthouse Investment Management Inc. 13,553 588
2018-02-13 13F-HR WADE G W & INC 5,280 5,280 0.00 225 229 1.78
2018-02-12 13F-HR Institute for Wealth Management, LLC. 0 5,390 0 236
2018-02-12 13F-HR Atlantic Trust Group, LLC 343 15
2018-02-07 13F-HR OLD NATIONAL BANCORP /IN/ 24,291 22,402 -7.78 1,036 973 -6.08
2018-02-09 13F-HR Bank of New York Mellon Corp 0 13,235 0 575
2018-02-14 13F-HR LPL Financial LLC 52,978 50,523 -4.63 2,260 2,193 -2.96
2018-02-15 13F-HR Westside Investment Management, Inc. 500 500 0.00 21,182 22,350 5.51
2018-02-08 13F-HR First Allied Advisory Services, Inc. 0 1,500 0 65
2018-01-30 13F-HR Telos Capital Management, Inc. 54,140 57,592 6.38 2,310 2,499 8.18
2018-02-14 13F-HR LADENBURG THALMANN FINANCIAL SERVICES INC 3,575 3,561 -0.39 152 154 1.32

CUSIP: 97717W786