Purchases and Sales Made in Q3 2023 in Wisdomtree Tr Intl Largecap Di (DOL)

DOL Quotes by TradingView

This table provides information about the institutional ownership of Wisdomtree Tr Intl Largecap Di (DOL) during Q3 2023. 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
Oct 17, 2023 Q3 2023
Cx Institutional

BUY
 -
131K
New
$5.95M - $6.36M
131K $6.78M
Nov 13, 2023 Q3 2023
Steward Partners Investment Advisory, LLC

BUY
 -
82.4K
New
$3.74M - $4M
82.4K $4.27M
Nov 08, 2023 Q3 2023
High Tower Advisors, LLC

Chicago, IL
BUY
 -
71.6K
+ 307.97%
$3.25M - $3.48M
94.9K $4.91M
Nov 14, 2023 Q3 2023
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
62K
New
$2.81M - $3.01M
62K $3.21M
Nov 01, 2023 Q3 2023
Modera Wealth Management, LLC

BUY
 -
35.3K
New
$1.6M - $1.71M
35.3K $1.83M
Nov 14, 2023 Q3 2023
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
31.8K
+ 55.72%
$1.44M - $1.54M
89K $4.6M
Nov 14, 2023 Q3 2023
Mml Investors Services, LLC

Springfield, MA
BUY
 -
18.6K
+ 86.61%
$842K - $900K
40K $2.07M
Nov 13, 2023 Q3 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
18K
+ 13.49%
$818K - $875K
152K $7.86M
Nov 15, 2023 Q3 2023
Morgan Stanley

New York, NY
BUY
 -
17.7K
+ 3.99%
$803K - $859K
462K $23.9M
Nov 02, 2023 Q3 2023
M&T Bank Corp

BUY
 -
17.2K
+ 23.89%
$780K - $834K
89.1K $4.61M
Nov 14, 2023 Q3 2023
Royal Bank Of Canada

Toronto, A6
BUY
 -
13.1K
+ 5.91%
$592K - $633K
234K $12.1M
Nov 21, 2023 Q3 2023
Comerica Bank

BUY
 -
11.3K
New
$514K - $549K
11.3K $586K
Oct 30, 2023 Q3 2023
Congress Wealth Management LLC

Boston, MA
BUY
 -
8K
+ 17.6%
$363K - $388K
53.5K $2.77M
Nov 14, 2023 Q3 2023
Northwestern Mutual Wealth Management CO

BUY
 -
7.89K
+ 16.83%
$358K - $383K
54.7K $2.83M
Nov 13, 2023 Q3 2023
Ifg Advisory, LLC

BUY
 -
6.98K
New
$317K - $339K
6.98K $361K
Oct 24, 2023 Q3 2023
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
5.65K
New
$256K - $274K
5.65K $292K
Nov 01, 2023 Q3 2023
Key F Inancial Inc

BUY
 -
5.5K
+ 2.14%
$249K - $267K
262K $13.6M
Nov 13, 2023 Q3 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
5.45K
+ 10.49%
$247K - $264K
57.4K $2.97M
Nov 14, 2023 Q3 2023
Resources Investment Advisors, Llc.

Overland Park, KS
BUY
 -
5.3K
+ 46.53%
$240K - $257K
16.7K $864K
Nov 13, 2023 Q3 2023
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
5.2K
+ 29.01%
$236K - $252K
23.1K $1.2M
Oct 23, 2023 Q3 2023
Commonwealth Equity Services, LLC

BUY
 -
4.21K
+ 3.49%
$191K - $204K
125K $6.45M
Aug 08, 2024 Q3 2023
Syntrinsic LLC

Denver, CO
BUY
 -
4.18K
New
$189K - $203K
4.18K $216K
Oct 13, 2023 Q3 2023
Psi Advisors, LLC

BUY
 -
2.35K
+ 57.96%
$107K - $114K
6.41K $332K
Oct 27, 2023 Q3 2023
Sym Financial Corp

BUY
 -
1.98K
New
$89.9K - $96.2K
1.98K $103K
Nov 09, 2023 Q3 2023
Ubs Group Ag

BUY
 -
1.95K
+ 3.4%
$88.5K - $94.6K
59.3K $3.07M
Nov 02, 2023 Q3 2023
Jfs Wealth Advisors, LLC

BUY
 -
1.62K
+ 31.87%
$73.3K - $78.4K
6.69K $346K
Nov 14, 2023 Q3 2023
Jpmorgan Chase & CO

New York, NY
BUY
 -
1.4K
+ 1.87%
$63.6K - $68.1K
76.6K $3.96M
Oct 27, 2023 Q3 2023
Nordwand Advisors, LLC

Radnor, PA
BUY
 -
1.06K
New
$47.9K - $51.3K
1.06K $54.7K
Nov 01, 2023 Q3 2023
Bank Of Montreal

Toronto, A6
BUY
 -
835
New
$37.9K - $40.5K
835 $43.2K
Nov 03, 2023 Q3 2023
Ci Private Wealth, LLC

Miami, FL
BUY
 -
300
+ 2.58%
$13.6K - $14.6K
11.9K $617K
Nov 08, 2023 Q3 2023
Howe & Rusling Inc

Rochester, NY
BUY
 -
299
+ 2.12%
$13.6K - $14.5K
14.4K $744K
Nov 03, 2023 Q3 2023
Nbc Securities, Inc.

Birmingham, AL
BUY
 -
150
New
$6.8K - $7.28K
150 $7.76K
Nov 13, 2023 Q3 2023
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
114
+ 10.1%
$5.17K - $5.53K
1.24K $64.3K
Oct 23, 2023 Q3 2023
Sheets Smith Wealth Management

BUY
 -
100
New
$4.54K - $4.85K
100 $5.18K
Oct 17, 2023 Q3 2023
Farmers & Merchants Trust CO Of Chambersburg Pa

BUY
 -
97
New
$4.4K - $4.71K
97 $5.02K
Oct 11, 2023 Q3 2023
Geneos Wealth Management Inc.

BUY
 -
30
+ 0.4%
$1.36K - $1.46K
7.56K $391K
Nov 07, 2023 Q3 2023
Avantax Advisory Services, Inc.

BUY
 -
27
+ 0.23%
$1.22K - $1.31K
11.9K $616K
Oct 10, 2023 Q3 2023
Soa Wealth Advisors, Llc.

BUY
 -
23
+ 0.66%
$1.04K - $1.12K
3.53K $183K
Nov 13, 2023 Q3 2023
Resurgent Financial Advisors LLC

Atlanta, GA
BUY
 -
22
+ 2.64%
$998 - $1.07K
856 $44.3K
Oct 20, 2023 Q3 2023
Newton One Investments LLC

BUY
 -
16
+ 0.69%
$726 - $776
2.33K $120K
Nov 13, 2023 Q3 2023
Cardiff Park Advisors, LLC

San Marcos, CA
BUY
 -
15
+ 0.67%
$680 - $728
2.25K $116K
Oct 30, 2023 Q3 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Oct 25, 2023 Q3 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Nov 14, 2023 Q3 2023
Cetera Investment Advisers

Schaumburg, IL
SELL
 -
-31
- 0.46%
$1.41K - $1.5K
6.66K $345K
Oct 13, 2023 Q3 2023
Institute For Wealth Management, Llc.

SELL
 -
-58
- 0.48%
$2.63K - $2.81K
11.9K $617K
Oct 20, 2023 Q3 2023
Lantz Financial LLC

SELL
 -
-92
- 1.91%
$4.17K - $4.46K
4.72K $244K
Oct 13, 2023 Q3 2023
Global Retirement Partners, LLC

SELL
 -
-97
- 7.43%
$4.4K - $4.71K
1.21K $62.6K
Nov 02, 2023 Q3 2023
Jnba Financial Advisors

SELL
 -
-107
- 1.8%
$4.85K - $5.19K
5.85K $303K
Oct 11, 2023 Q3 2023
Cwm, LLC

SELL
 -
-138
- 18.25%
$6.26K - $6.69K
618 $32K

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