Purchases and Sales Made in Q4 2024 in Wisdomtree Tr Intl Largecap Di (DOL)
This table provides information about the institutional ownership of Wisdomtree Tr Intl Largecap Di (DOL) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-480- 9.08% |
$23.6K - $25.7K
|
4.81K
$299K
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-597- 1.71% |
$29.4K - $32K
|
34.4K
$2.14M
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-839- 2.58% |
$41.3K - $44.9K
|
31.6K
$1.97M
|
|
|
Jan 23, 2025
Q4 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-867- 0.96% |
$42.7K - $46.4K
|
89.1K
$5.55M
|
|
|
Jan 23, 2025
Q4 2024
|
Powers Advisory Group, LLC
|
SELL
|
- |
-970- 1.16% |
$47.8K - $52K
|
82.9K
$5.16M
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-986- 16.35% |
$48.6K - $52.8K
|
5.05K
$314K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.04K- 11.4% |
$51.4K - $55.9K
|
8.11K
$505K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.05K- 2.15% |
$51.7K - $56.2K
|
47.7K
$2.97M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.06K- 22.23% |
$52.2K - $56.8K
|
3.71K
$231K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-1.08K- 45.46% |
$53.2K - $57.9K
|
1.3K
$80.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-1.35K- 24.77% |
$66.6K - $72.5K
|
4.11K
$256K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.44K- 11.21% |
$70.8K - $77K
|
11.4K
$709K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.26K- 1.76% |
$111K - $121K
|
126K
$7.84M
|
|
|
Feb 07, 2025
Q4 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-3.02K- 1.49% |
$148K - $162K
|
200K
$12.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-3.65K- 6.96% |
$180K - $195K
|
48.8K
$3.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-5.87K- 26.96% |
$289K - $314K
|
15.9K
$989K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-6.86K- 3.87% |
$338K - $367K
|
170K
$10.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-11.8K- 9.06% |
$580K - $630K
|
118K
$7.35M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-19.9K- 81.06% |
$980K - $1.07M
|
4.65K
$289K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-27.7K- 3.41% |
$1.36M - $1.48M
|
783K
$48.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-106K- 68.4% |
$5.2M - $5.66M
|
48.8K
$3.04M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-125K- 99.02% |
$6.16M - $6.7M
|
1.24K
$77.3K
|