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Disclosery

DOL WISDOMTREE TR

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TRUE DEV INTL FD (fund)

95 managers (96 13F filers) reported a position in DOL shares at 2024-12-31, 6,821,981 shares in all. 7 filers opened a position and 5 filers sold out during the quarter.

Managers
95
13F filers
96
New
7
Added
29
Reduced
32
Sold out
5
Shares held by filers
6,821,981

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Creative Planningin group Creative Planning2,722,945$135M0.13%+50913F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY627,529$31M<0.01%+70,84813F-HR/ATimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO356,506$17.6M<0.01%+16,22013F-HRTimelineGroup
BIP Wealth, LLC320,365$15.8M1.06%+42,11713F-HRTimeline
Key Financial Inc296,917$14.7M3.34%+13,65213F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA264,038$13.1M<0.01%+1,00713F-HRTimelineGroup
LPL Financial LLC205,684$10.2M<0.01%+13,15113F-HRTimeline
Cascade Financial Partners, LLC199,986$9.89M1.29%-3,01513F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/170,439$8.43M<0.01%-6,85513F-HRTimelineGroup
M&T Bank Corpin group M&T Bank Corp148,281$7.33M0.02%-34513F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC125,971$6.23M0.01%-2,26013F-HRTimeline
Avidian Wealth Enterprises, LLC118,156$5.84M0.26%-11,76713F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…106,920$5.29M<0.01%+8,53813F-HRTimelineGroup
Cetera Investment Advisers90,219$4.46M0.01%+6,76213F-HRTimeline
Evernest Financial Advisors, LLC89,120$4.41M1.14%-86713F-HRTimeline
Powers Advisory Group, LLC82,885$4.1M2.05%-97013F-HRTimeline
MML INVESTORS SERVICES, LLC69,190$3.42M0.01%+3,64613F-HRTimeline
CW Advisors, LLC62,429$3.09M0.04%+1,98913F-HRTimeline
UBS Group AGin group UBS Group AG57,481$2.84M<0.01%+1,85713F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN48,827$2.41M<0.01%-105,68113F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC48,803$2.41M<0.01%-3,64913F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…47,735$2.36M0.01%-1,04913F-HRTimelineGroup
Gladstone Institutional Advisory LLC41,424$2.05M0.09%+2,61813F-HRTimeline
Waverly Advisors, LLC34,374$1.7M0.03%-59713F-HRTimeline
First Heartland Consultants, Inc.34,306$1.7M0.17%+21,55913F-HRTimeline
Atria Investments, Inc32,355$1.6M0.02%+19,99213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.31,620$1.56M<0.01%-1,46613F-HR/ATimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC30,667$1.52M<0.01%-32713F-HRTimelineGroup
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…26,876$1.33M0.25%-1,47913F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC24,115$1.19M<0.01%+17,19813F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC21,431$1.06M0.01%+4,31513F-HRTimelineGroup
Altrius Capital Management Inc17,181$849K0.23%+6813F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC15,893$786K<0.01%-5,86613F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC13,177$651K<0.01%13F-HR/ATimelineGroup
HOWE & RUSLING INC12,385$612K0.05%-3213F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding11,962$591K+6,499Timeline
Corient Private Wealth LPin group Corient Private Wealth LP11,787$583K<0.01%+16013F-HRTimelineGroup
Institute for Wealth Management, LLC.11,722$580K0.07%-9413F-HRTimeline
Evanson Asset Management, LLC11,532$570K0.04%+2013F-HRTimeline
HighTower Advisors, LLC11,389$563K<0.01%-1,43813F-HRTimeline
CoreCap Advisors, LLC10,836$536K0.02%+2713F-HRTimeline
Stonebridge Financial Group, LLC9,736$481K0.05%13F-HRTimeline
COMERICA BANK8,472$419K<0.01%+213F-HR/ATimeline
Wealthspire Retirement, LLC8,223$407K0.03%+9413F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP8,114$401K<0.01%-1,04413F-HRTimelineGroup
Meridian Financial Partners LLC7,905$391K0.21%-16313F-HRTimeline
IFG Advisory, LLC6,978$345K0.02%new13F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP6,716$332K<0.01%013F-HRTimelineGroup
PBMares Wealth Management LLC6,196$306K0.06%+2713F-HRTimeline
VANCE WEALTH, LLC6,150$304K0.12%013F-HRTimeline
MCF Advisors LLC5,885$291K0.02%013F-HRTimeline
JFS WEALTH ADVISORS, LLC5,046$249K0.02%-98613F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC4,984$246K<0.01%new13F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC4,929$244K<0.01%new13F-HRTimelineGroup
Advyzon Investment Management, LLC4,823$238K0.09%13F-HRTimeline
JNBA Financial Advisors4,806$238K0.02%-48013F-HRTimeline
Chicago Partners Investment Group LLC4,618$230K0.01%+113F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…4,649$230K<0.01%-19,90013F-HRTimelineGroup
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…4,488$222K0.01%+62213F-HRTimelineGroup
Herold Advisors, Inc.4,281$212K0.05%013F-HRTimeline
Clearstead Advisors, LLC4,243$210K<0.01%-11913F-HRTimeline
Frazier Financial Advisors, LLC4,230$209K0.17%013F-HRTimeline
Geneos Wealth Management Inc.3,708$183K0.01%-1,06013F-HRTimeline
SOA Wealth Advisors, LLC.3,572$177K0.03%+2313F-HR/ATimeline
CARDIFF PARK ADVISORS, LLC2,347$116K0.01%+1613F-HRTimeline
Newton One Investments LLC2,342$116K0.04%new13F-HRTimeline
LRI Investments, LLC2,085$103K0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP2,077$103K<0.01%+6913F-HRTimelineGroup
FMR LLCin group FMR LLC1,930$95.4K<0.01%-21513F-HRTimelineGroup
Blue Trust, Inc.1,377$68.1K<0.01%013F-HR/ATimeline
PSI Advisors, LLC1,297$64.1K0.02%-1,08113F-HRTimeline
Steward Partners Investment Advisory, L…1,243$61.5K<0.01%-125,13813F-HRTimeline
QUADRANT CAPITAL GROUP LLC950$47K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…921$45.5K<0.01%-33013F-HRTimelineGroup
Creekmur Asset Management LLC912$45.1K0.01%013F-HRTimeline
Cherry Tree Wealth Management, LLC881$43.6K0.01%013F-HRTimeline
IFP Advisors, Inc758$37.5K<0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC720$35.6K<0.01%013F-HRTimelineGroup
CWM, LLCin group CWM, LLC587$29K<0.01%013F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC546$27K<0.01%013F-HRTimelineGroup
SIGNATUREFD, LLC425$21K<0.01%013F-HRTimeline
NewEdge Advisors, LLC417$20.6K<0.01%-7613F-HRTimeline
FSA Wealth Management LLC400$19.8K0.01%013F-HRTimeline
Avior Wealth Management, LLC287$14.2K<0.01%new13F-HRTimeline
Global Retirement Partners, LLC252$12.4K<0.01%-10513F-HRTimeline
Noble Wealth Management PBC225$11.1K0.01%13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…210$10.7K<0.01%013F-HRTimeline
BLAIR WILLIAM & CO/IL179$8.85K<0.01%013F-HRTimeline
Founders Financial Alliance, LLC132$6.53K<0.01%013F-HRTimeline
TSFG, LLC88$4K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc75$3.73K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management42$2.08K<0.01%013F-HRTimelineGroup
Aspect Partners, LLC25$1.24K<0.01%new13F-HRTimeline
Golden State Wealth Management, LLC21$1.04K<0.01%13F-HRTimeline
HARBOUR INVESTMENTS, INC.20$989<0.01%013F-HRTimeline