Cascade Financial Partners, LLC Wisdomtree Tr Intl Largecap Di Transaction History

Cascade Financial Partners, LLC

$793 Billion
Q1 2025

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 216,164 shares of DOL stock, worth $12.8 Million. This represents 1.5% of its overall portfolio holdings.

Number of Shares

216,164

Previous 199,986 8.09%

Holding current value

$12.8 Million

Previous $9.89 Billion 20.4%

% of portfolio

1.5%

Previous 1.29%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	BUY	$49.06 - $56.82 $793,692 - $919,233	16,178 Added 8.09%	216,164 $11.9 Billion
Q4 2024 Feb 07, 2025	SELL	$49.25 - $53.57 $148,488 - $161,513	-3,015 Reduced 1.49%	199,986 $9.89 Billion
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

# of Institutions

100

Shares Held

8.09M

Call Options Held

Put Options Held

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About WISDOMTREE TR INTL LARGECAP DI

Ticker DOL
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Cascade Financial Partners, LLC Wisdomtree Tr Intl Largecap Di Transaction History