Purchases and Sales Made in Q2 2025 in Wisdomtree Tr Intl Largecap Di (DOL)
This table provides information about the institutional ownership of Wisdomtree Tr Intl Largecap Di (DOL) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Herold Advisors, Inc.
|
SELL
|
- |
-123- 3.09% |
$6.09K - $7.44K
|
3.86K
$240K
|
|
|
Aug 05, 2025
Q2 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-156- 17.93% |
$7.73K - $9.43K
|
714
$44.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-192- 1.82% |
$9.51K - $11.6K
|
10.4K
$645K
|
|
|
Jul 24, 2025
Q2 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
SELL
|
- |
-268- 2.79% |
$13.3K - $16.2K
|
9.33K
$580K
|
|
|
Aug 07, 2025
Q2 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
SELL
|
- |
-323- 6.62% |
$16K - $19.5K
|
4.56K
$284K
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-340- 36.17% |
$16.8K - $20.6K
|
600
$37.3K
|
|
|
Jul 15, 2025
Q2 2025
|
Newton One Investments LLC
|
SELL
|
- |
-395- 16.87% |
$19.6K - $23.9K
|
1.95K
$121K
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-655- 2.0% |
$32.5K - $39.6K
|
32K
$1.99M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-679- 0.56% |
$33.6K - $41.1K
|
121K
$7.54M
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-756- 16.76% |
$37.5K - $45.7K
|
3.76K
$234K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-839- 2.58% |
$41.6K - $50.7K
|
31.6K
$1.97M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-862- 1.91% |
$42.7K - $52.1K
|
44.3K
$2.75M
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-1.29K- 38.68% |
$64K - $78.1K
|
2.05K
$127K
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.49K- 3.72% |
$73.7K - $89.9K
|
38.5K
$2.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-1.95K- 3.58% |
$96.4K - $118K
|
52.4K
$3.26M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-9.95K- 15.92% |
$493K - $602K
|
52.6K
$3.27M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-13.7K- 29.3% |
$678K - $827K
|
33K
$2.05M
|
|
|
Jul 31, 2025
Q2 2025
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-15.5K- 4.79% |
$769K - $939K
|
309K
$19.2M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-20.1K- 0.75% |
$997K - $1.22M
|
2.67M
$166M
|