Purchases and Sales Made in Q4 2021 in Wisdomtree Tr Intl Largecap Di (DOL)
This table provides information about the institutional ownership of Wisdomtree Tr Intl Largecap Di (DOL) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2021
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
87KNew |
$4.08M - $4.32M
|
87K
$4.48M
|
|
|
Feb 07, 2022
Q4 2021
|
M&T Bank Corp
|
BUY
|
- |
72K+ 87.54% |
$3.38M - $3.58M
|
154K
$7.95M
|
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
71.3K+ 3.16% |
$3.34M - $3.54M
|
2.33M
$120M
|
|
|
May 06, 2022
Q4 2021
|
Powers Advisory Group, LLC
|
BUY
|
- |
67.8KNew |
$3.18M - $3.37M
|
67.8K
$3.49M
|
|
|
Feb 04, 2022
Q4 2021
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
48KNew |
$2.25M - $2.38M
|
48K
$2.47M
|
|
|
Feb 09, 2022
Q4 2021
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
29.1KNew |
$1.36M - $1.45M
|
29.1K
$1.5M
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
23.9K+ 138.02% |
$1.12M - $1.19M
|
41.3K
$2.12M
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
22.2KNew |
$1.04M - $1.1M
|
22.2K
$1.15M
|
|
|
Jan 19, 2022
Q4 2021
|
Key F Inancial Inc
|
BUY
|
- |
19.1K+ 13.67% |
$897K - $950K
|
159K
$8.19M
|
|
|
Feb 14, 2022
Q4 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
18.7KNew |
$877K - $929K
|
18.7K
$962K
|
|
|
Jan 21, 2022
Q4 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
15.2K+ 2.74% |
$715K - $757K
|
572K
$29.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
12.9K+ 11.05% |
$606K - $641K
|
130K
$6.68M
|
|
|
Feb 18, 2022
Q4 2021
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
6.15KNew |
$288K - $306K
|
6.15K
$317K
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
4.32K+ 3.2% |
$202K - $214K
|
139K
$7.16M
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.25K+ 7.06% |
$199K - $211K
|
64.4K
$3.31M
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.19K+ 10.75% |
$196K - $208K
|
43.1K
$2.22M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.39K+ 6.82% |
$159K - $168K
|
53.1K
$2.73M
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.31K+ 3.74% |
$155K - $164K
|
91.9K
$4.73M
|
|
|
Jan 13, 2022
Q4 2021
|
Pacifica Partners Inc.
|
BUY
|
- |
3.14KNew |
$147K - $156K
|
3.14K
$162K
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
2.31K+ 2.89% |
$109K - $115K
|
82.4K
$4.24M
|
|
|
Feb 14, 2022
Q4 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
1.03KNew |
$48.4K - $51.3K
|
1.03K
$53.1K
|
|
|
Jan 27, 2022
Q4 2021
|
Meridian Financial Partners LLC
|
BUY
|
- |
811+ 11.9% |
$38K - $40.3K
|
7.63K
$393K
|
|
|
Feb 11, 2022
Q4 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
751New |
$35.2K - $37.3K
|
751
$38.7K
|
|
|
Feb 02, 2022
Q4 2021
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
750New |
$35.2K - $37.3K
|
750
$38.6K
|
|
|
Feb 15, 2022
Q4 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
730+ 8.48% |
$34.2K - $36.3K
|
9.34K
$481K
|
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
515+ 47.86% |
$24.2K - $25.6K
|
1.59K
$81.9K
|
|
|
Feb 14, 2022
Q4 2021
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
392+ 5.29% |
$18.4K - $19.5K
|
7.81K
$402K
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
250+ 3.53% |
$11.7K - $12.4K
|
7.33K
$377K
|
|
|
Jan 21, 2022
Q4 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
205+ 0.27% |
$9.62K - $10.2K
|
74.8K
$3.85M
|
|
|
Feb 14, 2022
Q4 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
81+ 1.86% |
$3.8K - $4.02K
|
4.43K
$228K
|
|
|
Feb 15, 2022
Q4 2021
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
70New |
$3.28K - $3.48K
|
70
$3.6K
|
|
|
Jan 21, 2022
Q4 2021
|
Windsor Group LTD
|
BUY
|
- |
35+ 0.71% |
$1.64K - $1.74K
|
4.98K
$256K
|
|
|
Jan 19, 2022
Q4 2021
|
Evanson Asset Management, LLC
|
BUY
|
- |
28+ 0.14% |
$1.31K - $1.39K
|
19.5K
$1M
|
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
23+ 1.53% |
$1.08K - $1.14K
|
1.53K
$78.6K
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
17+ 1.7% |
$797 - $845
|
1.02K
$52.3K
|
|
|
Feb 03, 2022
Q4 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
17+ 0.26% |
$797 - $845
|
6.46K
$333K
|
|
|
Jan 25, 2022
Q4 2021
|
Newton One Investments LLC
|
BUY
|
- |
16+ 0.72% |
$751 - $795
|
2.25K
$116K
|
|
|
Feb 02, 2022
Q4 2021
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
15+ 0.29% |
$704 - $745
|
5.21K
$268K
|
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
3+ 0.14% |
$141 - $149
|
2.2K
$113K
|
|
|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1+ 0.09% |
$46.9 - $49.7
|
1.11K
$57.3K
|
|
|
Feb 09, 2022
Q4 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1+ 0.01% |
$46.9 - $49.7
|
6.98K
$359K
|
|
|
Feb 08, 2022
Q4 2021
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
1+ 0.02% |
$46.9 - $49.7
|
5.75K
$296K
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-20- 0.88% |
$938 - $994
|
2.25K
$116K
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-22- 0.18% |
$1.03K - $1.09K
|
12.2K
$627K
|
|
|
Jan 21, 2022
Q4 2021
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-35- 0.29% |
$1.64K - $1.74K
|
11.9K
$615K
|
|
|
Jan 20, 2022
Q4 2021
|
Kwmg, LLC
|
SELL
|
- |
-278- 1.41% |
$13K - $13.8K
|
19.4K
$1M
|
|
|
Feb 15, 2022
Q4 2021
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-340Closed |
$15.9K - $16.9K
|
0
$0
|
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-434- 95.59% |
$20.4K - $21.6K
|
20
$1.03K
|
|
|
Jan 13, 2022
Q4 2021
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-469- 4.37% |
$22K - $23.3K
|
10.3K
$528K
|