Purchases and Sales Made in Q1 2025 in Wisdomtree Tr Intl Largecap Di (DOL)
This table provides information about the institutional ownership of Wisdomtree Tr Intl Largecap Di (DOL) during Q1 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
13.9KNew |
$681K - $789K
|
13.9K
$779K
|
|
|
Apr 22, 2025
Q1 2025
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
3.93KNew |
$193K - $224K
|
3.93K
$221K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.2KNew |
$108K - $125K
|
2.2K
$124K
|
|
|
Apr 22, 2025
Q1 2025
|
Altrius Capital Management Inc
New Bern, NC |
BUY
|
- |
306+ 1.78% |
$15K - $17.4K
|
17.5K
$981K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
21+ 100.0% |
$1.03K - $1.19K
|
42
$2.36K
|
|
|
Apr 23, 2025
Q1 2025
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
18+ 0.29% |
$883 - $1.02K
|
6.21K
$349K
|
|
|
Apr 21, 2025
Q1 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
13+ 0.11% |
$638 - $739
|
11.5K
$648K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
5+ 0.1% |
$245 - $284
|
5.05K
$283K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
1+ 1.33% |
$49.1 - $56.8
|
76
$4.26K
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-11- 1.25% |
$540 - $625
|
870
$48.8K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-21- 50.0% |
$1.03K - $1.19K
|
21
$1.18K
|
|
|
Apr 21, 2025
Q1 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-45- 0.38% |
$2.21K - $2.56K
|
11.7K
$655K
|
|
|
Apr 14, 2025
Q1 2025
|
Meridian Financial Partners LLC
|
SELL
|
- |
-219- 2.77% |
$10.7K - $12.4K
|
7.69K
$431K
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-232- 6.49% |
$11.4K - $13.2K
|
3.34K
$187K
|
|
|
Apr 16, 2025
Q1 2025
|
Powers Advisory Group, LLC
|
SELL
|
- |
-1.1K- 1.32% |
$53.9K - $62.4K
|
81.8K
$4.59M
|