A detailed history of Cascade Financial Partners, LLC transactions in Wisdomtree Tr Intl Largecap Di stock. As of the latest transaction made, Cascade Financial Partners, LLC holds 203,001 shares of DOL stock, worth $10.2 Million. This represents 1.33% of its overall portfolio holdings.

Number of Shares
203,001
Previous 204,662 0.81%
Holding current value
$10.2 Million
Previous $10.4 Billion 2.6%
% of portfolio
1.33%
Previous 1.36%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 24, 2024

SELL
$49.13 - $54.55 $81,604 - $90,607
-1,661 Reduced 0.81%
203,001 $10.7 Billion
Q2 2024

Jul 31, 2024

BUY
$49.5 - $53.37 $495 - $533
10 Added 0.0%
204,662 $10.4 Billion
Q1 2024

May 14, 2024

BUY
$47.98 - $51.98 $9.82 Million - $10.6 Million
204,652 New
204,652 $10.3 Billion

Others Institutions Holding DOL

About WISDOMTREE TR INTL LARGECAP DI


  • Ticker DOL
  • Sector ETFs
  • Industry ETFs
More about DOL
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