Purchases and Sales Made in Q1 2024 in Wisdomtree Tr Intl Largecap Di (DOL)
This table provides information about the institutional ownership of Wisdomtree Tr Intl Largecap Di (DOL) during Q1 2024. The information is specifically focused on institutions that hold shares of WISDOMTREE TR INTL LARGECAP DI.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q1 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
205KNew |
$9.82M - $10.6M
|
205K
$12.7M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
62.5KNew |
$3M - $3.25M
|
62.5K
$3.89M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
54.4K+ 825.24% |
$2.61M - $2.83M
|
61K
$3.79M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
45.4K+ 55.31% |
$2.18M - $2.36M
|
127K
$7.93M
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
41.2KNew |
$1.97M - $2.14M
|
41.2K
$2.56M
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
32.1K+ 9.43% |
$1.54M - $1.67M
|
372K
$23.2M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
31.8K+ 6.78% |
$1.53M - $1.65M
|
501K
$31.2M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
31.8K+ 6.78% |
$1.53M - $1.65M
|
501K
$31.2M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
28.5KNew |
$1.37M - $1.48M
|
28.5K
$1.77M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
25.5K+ 425.23% |
$1.22M - $1.32M
|
31.5K
$1.96M
|
|
|
May 08, 2024
Q1 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
15.5K+ 7.4% |
$744K - $806K
|
225K
$14M
|
|
|
May 07, 2024
Q1 2024
|
M&T Bank Corp
|
BUY
|
- |
12.9K+ 11.23% |
$618K - $670K
|
128K
$7.94M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
12.6K+ 4.86% |
$604K - $655K
|
272K
$16.9M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
10.3K+ 14.98% |
$494K - $535K
|
79K
$4.91M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
8.36KNew |
$401K - $435K
|
8.36K
$520K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
7.89K+ 14.51% |
$379K - $410K
|
62.3K
$3.88M
|
|
|
May 14, 2024
Q1 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
6.72KNew |
$322K - $349K
|
6.72K
$418K
|
|
|
Apr 16, 2024
Q1 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
6.46KNew |
$310K - $336K
|
6.46K
$402K
|
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
BUY
|
- |
5.08K+ 36.34% |
$244K - $264K
|
19.1K
$1.19M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
4.06K+ 2.96% |
$195K - $211K
|
141K
$8.78M
|
|
|
May 10, 2024
Q1 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
3.98KNew |
$191K - $207K
|
3.98K
$248K
|
|
|
May 09, 2024
Q1 2024
|
Brighton Jones LLC
|
BUY
|
- |
3.96KNew |
$190K - $206K
|
3.96K
$246K
|
|
|
May 15, 2024
Q1 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
3.42K+ 48.84% |
$164K - $178K
|
10.4K
$648K
|
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
3.25K+ 14.8% |
$156K - $169K
|
25.2K
$1.57M
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
3.24K+ 11.26% |
$156K - $169K
|
32K
$1.99M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.03K+ 49.7% |
$145K - $157K
|
9.11K
$567K
|
|
|
May 13, 2024
Q1 2024
|
Key F Inancial Inc
|
BUY
|
- |
2.9K+ 1.07% |
$139K - $151K
|
273K
$17M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.7K+ 51.34% |
$129K - $140K
|
7.96K
$495K
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
2.09KNew |
$100K - $108K
|
2.09K
$130K
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
950New |
$45.6K - $49.4K
|
950
$59.1K
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
675+ 0.36% |
$32.4K - $35.1K
|
189K
$11.7M
|
|
|
Apr 19, 2024
Q1 2024
|
Powers Advisory Group, LLC
|
BUY
|
- |
202+ 0.24% |
$9.69K - $10.5K
|
83.1K
$5.17M
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
179New |
$8.59K - $9.3K
|
179
$11.1K
|
|
|
Apr 17, 2024
Q1 2024
|
Meridian Financial Partners LLC
|
BUY
|
- |
159+ 1.98% |
$7.63K - $8.26K
|
8.2K
$510K
|
|
|
Apr 30, 2024
Q1 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
54+ 0.46% |
$2.59K - $2.81K
|
11.9K
$738K
|
|
|
Apr 12, 2024
Q1 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
18+ 0.16% |
$864 - $936
|
11.4K
$712K
|
|
|
May 14, 2024
Q1 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
14+ 0.62% |
$672 - $728
|
2.28K
$142K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1+ 0.08% |
$48 - $52
|
1.25K
$77.5K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 10, 2024
Q1 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-2- 0.06% |
$96 - $104
|
3.55K
$221K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-4- 0.6% |
$192 - $208
|
662
$41.2K
|
|
|
Apr 29, 2024
Q1 2024
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-37- 0.58% |
$1.78K - $1.92K
|
6.39K
$397K
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-60- 0.37% |
$2.88K - $3.12K
|
16K
$993K
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-70- 38.46% |
$3.36K - $3.64K
|
112
$6.97K
|
|
|
May 14, 2024
Q1 2024
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-70- 0.61% |
$3.36K - $3.64K
|
11.4K
$711K
|
|
|
Apr 26, 2024
Q1 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-70- 1.26% |
$3.36K - $3.64K
|
5.5K
$342K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-107- 1.0% |
$5.13K - $5.56K
|
10.6K
$657K
|
|
|
May 10, 2024
Q1 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-112- 0.13% |
$5.37K - $5.82K
|
86.9K
$5.41M
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-158- 2.39% |
$7.58K - $8.21K
|
6.45K
$401K
|
|
|
May 15, 2024
Q1 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-181- 1.39% |
$8.68K - $9.41K
|
12.9K
$802K
|