Purchases and Sales Made in Q4 2023 in Wisdomtree Tr Intl Largecap Di (DOL)
This table provides information about the institutional ownership of Wisdomtree Tr Intl Largecap Di (DOL) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2024
Q4 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-216- 16.86% |
$9.49K - $10.7K
|
1.07K
$55.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-233- 2.06% |
$10.2K - $11.5K
|
11.1K
$574K
|
|
|
Jan 19, 2024
Q4 2023
|
Meridian Financial Partners LLC
|
SELL
|
- |
-249- 3.0% |
$10.9K - $12.3K
|
8.04K
$416K
|
|
|
Feb 07, 2024
Q4 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-277- 4.74% |
$12.2K - $13.7K
|
5.57K
$288K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-320- 2.92% |
$14.1K - $15.8K
|
10.6K
$550K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-346- 0.42% |
$15.2K - $17.1K
|
82.1K
$4.25M
|
|
|
Feb 06, 2024
Q4 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-387- 8.15% |
$17K - $19.1K
|
4.36K
$226K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-394- 6.97% |
$17.3K - $19.4K
|
5.26K
$272K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-422- 3.55% |
$18.5K - $20.8K
|
11.5K
$594K
|
|
|
Feb 05, 2024
Q4 2023
|
Altrius Capital Management Inc
New Bern, NC |
SELL
|
- |
-435- 2.52% |
$19.1K - $21.5K
|
16.8K
$870K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.29K- 17.11% |
$56.8K - $63.8K
|
6.26K
$324K
|
|
|
Feb 05, 2024
Q4 2023
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-1.31K- 9.09% |
$57.4K - $64.5K
|
13.1K
$676K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-1.42K- 3.12% |
$62.4K - $70K
|
44K
$2.28M
|
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.52K- 12.06% |
$66.6K - $74.8K
|
11K
$572K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1.66K- 49.3% |
$72.7K - $81.7K
|
1.7K
$88.1K
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-2.06K- 29.26% |
$90.4K - $102K
|
4.98K
$258K
|
|
|
Aug 08, 2024
Q4 2023
|
Syntrinsic LLC
Denver, CO |
SELL
|
- |
-2.38K- 57.05% |
$105K - $118K
|
1.79K
$92.8K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-2.94K- 4.57% |
$129K - $145K
|
61.3K
$3.17M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-5.43K- 3.81% |
$239K - $268K
|
137K
$7.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-8.19K- 9.2% |
$360K - $404K
|
80.8K
$4.18M
|
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-10.4K- 7.17% |
$457K - $513K
|
135K
$6.98M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-16.6K- 28.89% |
$728K - $818K
|
40.8K
$2.11M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-24.2K- 11.41% |
$1.06M - $1.19M
|
188K
$9.74M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-26.3K- 6.91% |
$1.16M - $1.3M
|
355K
$18.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-38.4K- 77.73% |
$1.69M - $1.89M
|
11K
$569K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-45.3K- 1.55% |
$1.99M - $2.24M
|
2.89M
$150M
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-58.1K- 3.56% |
$2.55M - $2.87M
|
1.57M
$81.4M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-62K- 11.68% |
$2.72M - $3.06M
|
469K
$24.3M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-78.9K- 83.12% |
$3.47M - $3.89M
|
16K
$829K
|