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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
65.4K+ 10.42% |
$3.21M - $3.71M
|
693K
$41.2M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
32.5K+ 5532.88% |
$1.59M - $1.85M
|
33.1K
$1.96M
|
|
|
May 13, 2025
Q1 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
16.2K+ 8.09% |
$794K - $919K
|
216K
$12.8M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
16.1K+ 9.44% |
$789K - $914K
|
187K
$11.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
13.9KNew |
$681K - $789K
|
13.9K
$825K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
10.4K+ 48.57% |
$511K - $591K
|
31.8K
$1.89M
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
9.1KNew |
$446K - $517K
|
9.1K
$541K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
8.33K+ 7.79% |
$409K - $473K
|
115K
$6.84M
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
7.25K+ 2.44% |
$355K - $412K
|
304K
$18.1M
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
6.87K+ 0.88% |
$337K - $391K
|
790K
$46.9M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
6.79K+ 2.57% |
$333K - $386K
|
271K
$16.1M
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
5.72KNew |
$281K - $325K
|
5.72K
$340K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
5.05K+ 8.79% |
$248K - $287K
|
62.5K
$3.71M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
4.92K+ 30.98% |
$242K - $280K
|
20.8K
$1.24M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
4.35K+ 13.45% |
$213K - $247K
|
36.7K
$2.18M
|
|
|
Apr 22, 2025
Q1 2025
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
3.93KNew |
$193K - $224K
|
3.93K
$234K
|
|
|
May 02, 2025
Q1 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
3.72K+ 1.16% |
$183K - $211K
|
324K
$19.2M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.58K+ 1.0% |
$175K - $203K
|
360K
$21.4M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2.92K+ 7.04% |
$143K - $166K
|
44.3K
$2.63M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.62K+ 142.34% |
$128K - $149K
|
4.46K
$265K
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
BUY
|
- |
2.55K+ 1.72% |
$125K - $145K
|
151K
$8.96M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.2KNew |
$108K - $125K
|
2.2K
$131K
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.14K+ 27.64% |
$55.7K - $64.5K
|
5.25K
$312K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
940New |
$46.1K - $53.4K
|
940
$55.8K
|
|
|
Apr 22, 2025
Q1 2025
|
Altrius Capital Management Inc
New Bern, NC |
BUY
|
- |
306+ 1.78% |
$15K - $17.4K
|
17.5K
$1.04M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
293+ 7.9% |
$14.4K - $16.6K
|
4K
$238K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
106New |
$5.2K - $6.02K
|
106
$6.3K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
82+ 62.12% |
$4.02K - $4.66K
|
214
$12.7K
|
|
|
May 09, 2025
Q1 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
59+ 1.22% |
$2.89K - $3.35K
|
4.88K
$290K
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
51+ 0.04% |
$2.5K - $2.9K
|
118K
$7.02M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
21+ 100.0% |
$1.03K - $1.19K
|
42
$2.49K
|
|
|
Apr 23, 2025
Q1 2025
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
18+ 0.29% |
$883 - $1.02K
|
6.21K
$369K
|
|
|
Apr 21, 2025
Q1 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
13+ 0.11% |
$638 - $739
|
11.5K
$686K
|
|
|
May 15, 2025
Q1 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
10+ 0.43% |
$491 - $568
|
2.36K
$140K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
5+ 0.1% |
$245 - $284
|
5.05K
$300K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
1+ 1.33% |
$49.1 - $56.8
|
76
$4.51K
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-11- 1.25% |
$540 - $625
|
870
$51.7K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-18- 0.21% |
$883 - $1.02K
|
8.45K
$502K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-21- 50.0% |
$1.03K - $1.19K
|
21
$1.25K
|
|
|
Apr 21, 2025
Q1 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-45- 0.38% |
$2.21K - $2.56K
|
11.7K
$693K
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-106- 2.3% |
$5.2K - $6.02K
|
4.51K
$268K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-123- 2.5% |
$6.03K - $6.99K
|
4.81K
$285K
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
SELL
|
- |
-143- 1.47% |
$7.02K - $8.13K
|
9.59K
$570K
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-160- 1.36% |
$7.85K - $9.09K
|
11.6K
$691K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-210Closed |
$10.3K - $11.9K
|
0
$0
|
|
|
Apr 14, 2025
Q1 2025
|
Meridian Financial Partners LLC
|
SELL
|
- |
-219- 2.77% |
$10.7K - $12.4K
|
7.69K
$456K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-231- 25.08% |
$11.3K - $13.1K
|
690
$41K
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-232- 6.49% |
$11.4K - $13.2K
|
3.34K
$198K
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-237- 11.41% |
$11.6K - $13.5K
|
1.84K
$109K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-279- 2.57% |
$13.7K - $15.9K
|
10.6K
$627K
|