SecurityDOO / WisdomTree International Dividend Ex-Financials Fund (97717W786)
Institutional Owners52
Institutional Shares1,290,417
Institutional Value$ 75,728,000 USD

Institutional Stock Ownership and Shareholders()

WisdomTree International Dividend Ex-Financials Fund (NYSE:DOO) has 52 institutional investors and shareholders that have filed 13D/G or 13F forms with the Securities Exchange Commission (SEC). These institutions hold a total of 1,290,417 shares. Largest shareholders include Wells Fargo & Company/mn, Lara, May & Associates, Llc, Morgan Stanley, UBS Group AG, Bank Of America Corp /de/, Raymond James & Associates, Commonwealth Equity Services, Llc., Commonwealth Equity Services, Inc, Telos Capital Management, Inc., and Ameriprise Financial Inc.
WisdomTree International Dividend Ex-Financials Fund (NYSE:DOO) ownership structure 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.

File DateFormInvestor Opt Prev
Shares
Current
Shares
Change
(Percent)
Prev Value
($1000)
Current Value
($1000)
Change
(Percent)
2018-05-18 13F-HR/A ROYAL BANK OF CANADA 7,559 5,144 -31.95 328 223 -32.01
2018-07-25 13F-HR Transamerica Financial Advisors, Inc. 1 1 0.00 1 1 0.00
2018-07-20 13F-HR Steward Partners Investment Advisory, Llc 1,259 1,259 0.00 54 53 -1.85
2018-07-11 13F-HR TRUST CO OF VERMONT 7,730 7,276 -5.87 335 304 -9.25
2018-05-15 13F-HR Parallax Volatility Advisers, L.P. 1 1 0.00 0 0
2018-07-20 13F-HR Capital Advisors, Ltd. LLC 4,924 4,924 0.00 214 206 -3.74
2018-08-10 13F-HR CITIGROUP INC 2,045 745 -63.57 89 31 -65.17
2018-07-30 13F-HR CHATHAM CAPITAL GROUP, INC. 5,250 0 -100.00 228 0 -100.00
2018-07-27 13F-HR Advisory Services Network, LLC 219 220 0.46 9 9 0.00
2017-05-10 13F-HR Concert Wealth Management Inc. 6,434 6,434 0.00 239 239 0.00
2018-05-15 13F-HR BANK OF AMERICA CORP /DE/ 81,700 90,626 10.93 3,546 3,931 10.86
2018-08-01 13F-HR WELLS FARGO & COMPANY/MN 384,133 139,609 -63.66 16,663 5,842 -64.94
2018-08-02 13F-HR Emerald Investment Partners, Llc 72 72 0.00 3 3 0.00
2018-07-19 13F-HR Legacy Advisors, Llc 381 16
2018-05-25 13F-HR/A SUNTRUST BANKS INC 12,930 0 -100.00 561 0 -100.00
2018-05-11 13F-HR CITIGROUP INC 2,045 2,045 0.00 89 89 0.00
2018-05-15 13F-HR UBS Group AG 108,995 121,590 11.56 4,730 5,274 11.50
2018-05-14 13F-HR AMERIPRISE FINANCIAL INC 56,804 52,343 -7.85 2,465 2,268 -7.99
2018-08-13 13F-HR CAPTRUST FINANCIAL ADVISORS 500 21
2018-07-27 13F-HR Telos Capital Management, Inc. 59,603 60,623 1.71 2,585 2,537 -1.86
2018-08-13 13F-HR WADE G W & INC 5,280 5,280 0.00 229 221 -3.49
2018-08-13 13F-HR RAYMOND JAMES & ASSOCIATES 110,488 80,322 -27.30 4,793 3,361 -29.88
2018-08-13 13F-HR Global Retirement Partners, Llc 463 463 0.00 20 19 -5.00
2018-08-10 13F-HR ENVESTNET ASSET MANAGEMENT INC 1,979 2,065 4.35 86 87 1.16
2018-02-16 13F-HR/A Commonwealth Equity Services, Inc 62,219 64,354 3.43 2,539 2,745 8.11
2018-08-02 13F-HR Sigma Planning Corp 5,983 6,659 11.30 260 279 7.31
2018-06-14 13F-HR/A Lara, May & Associates, Llc 128,617 138,488 7.67 5,581 6,008 7.65
2018-07-31 13F-HR Front Row Advisors Llc 147 147 0.00 6 6 0.00
2018-08-10 13F-HR CITADEL ADVISORS LLC 19,603 32,414 65.35 850 1,357 59.65
2018-08-03 13F-HR Well Done, LLC 1,960 0 -100.00 85 0 -100.00
2018-05-15 13F-HR OLD MISSION CAPITAL LLC 9,865 428
2018-08-13 13F-HR Westside Investment Management, Inc. 500 500 0.00 21,365 20,784 -2.72
2018-08-02 13F-HR Atlantic Trust Group, LLC 347 353 1.73 15 15 0.00
2018-08-13 13F-HR Advisor Group, Inc. 3,908 1,021 -73.87 170 43 -74.71
2018-08-13 13F-HR RMB Capital Management, LLC 12,570 8,060 -35.88 545 337 -38.17
2018-05-11 13F-HR BSC PRIVATE WEALTH MANAGEMENT, LLC 2,312 100
2018-08-07 13F-HR IFP Advisors, Inc 510 417 -18.24 22 17 -22.73
2018-07-31 13F-HR HOWE & RUSLING INC 500 0 -100.00 22 0 -100.00
2018-05-15 13F-HR JANE STREET GROUP, LLC 0 48,438 0 2,101
2018-07-26 13F-HR TCI Wealth Advisors, Inc. 1,933 1,700 -12.05 84 71 -15.48
2018-08-09 13F-HR White Lighthouse Investment Management Inc. 13,007 5,891 -54.71 564 247 -56.21
2018-07-20 13F-HR Creative Planning 4,944 4,944 0.00 214 207 -3.27
2018-08-09 13F-HR PEAPACK GLADSTONE FINANCIAL CORP 19,173 17,673 -7.82 831,648 740 -99.91
2018-08-07 13F-HR Karp Capital Management Corp 24,216 23,826 -1.61 1,050 997 -5.05
2018-07-26 13F-HR OLD NATIONAL BANCORP /IN/ 22,314 22,314 0.00 968 934 -3.51
2018-05-15 13F-HR LADENBURG THALMANN FINANCIAL SERVICES INC 3,561 3,222 -9.52 154 139 -9.74
2018-05-15 13F-HR FIFTH THIRD BANCORP 0 214 0 9
2018-05-15 13F-HR SUSQUEHANNA INTERNATIONAL GROUP, LLP 8,316 0 -100.00 361 0 -100.00
2018-08-01 13F-HR FIRST MIDWEST BANK TRUST DIVISION 14,651 14,651 0.00 636 613 -3.62
2018-08-13 13F-HR Asset Dedication, LLC 390 392 0.51 17 16 -5.88
2018-05-14 13F-HR MORGAN STANLEY 129,433 134,030 3.55 5,618 5,814 3.49
2017-01-13 13F-HR MetLife Securities, Inc 34,785 5,538 -84.08 1,355 207 -84.72
2018-07-31 13F-HR Commonwealth Equity Services, Llc. 63,717 64,761 1.64 2,763 2,710 -1.92
2018-05-15 13F-HR LPL Financial LLC 50,523 50,007 -1.02 2,193 2,169 -1.09
2017-10-31 13F-HR Jacobus Wealth Management, Inc. 13,195 13,195 0.00 538 563 4.65
2017-02-15 13F-HR OLD MISSION CAPITAL, LLC 16,099 602
2018-08-08 13F-HR Private Ocean, LLC 1,925 1,925 0.00 83 81 -2.41
2018-04-25 13F-HR GHP Investment Advisors, Inc. 15,268 15,084 -1.21 663 654 -1.36

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CUSIP: 97717W786