Evernest Financial Advisors, LLC Wisdomtree Tr Intl Largecap Di Transaction History

Evernest Financial Advisors, LLC

$275 Million
Q2 2025

A detailed history of Evernest Financial Advisors, LLC transactions in Wisdomtree Tr Intl Largecap Di stock. As of the latest transaction made, Evernest Financial Advisors, LLC holds 93,271 shares of DOL stock, worth $5.68 Million. This represents 2.02% of its overall portfolio holdings.

Number of Shares

93,271

Previous 86,570 7.74%

Holding current value

$5.68 Million

Previous $4.77 Million 16.55%

% of portfolio

2.02%

Previous 1.87%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 28, 2025	BUY	$49.55 - $60.46 $332,034 - $405,142	6,701 Added 7.74%	93,271 $5.56 Million
Q1 2025 May 09, 2025	SELL	$49.06 - $56.82 $125,103 - $144,891	-2,550 Reduced 2.86%	86,570 $4.77 Million
Q4 2024 Jan 23, 2025	SELL	$49.25 - $53.57 $42,699 - $46,445	-867 Reduced 0.96%	89,120 $4.41 Million
Q3 2024 Oct 21, 2024	BUY	$49.13 - $54.55 $81,310 - $90,280	1,655 Added 1.87%	89,987 $4.86 Million
Q2 2024 Aug 07, 2024	BUY	$49.5 - $53.37 $69,943 - $75,411	1,413 Added 1.63%	88,332 $4.48 Million
Q1 2024 May 10, 2024	SELL	$47.98 - $51.98 $5,373 - $5,821	-112 Reduced 0.13%	86,919 $4.34 Billion
Q4 2023 May 10, 2024	BUY	$43.94 - $49.34 $262,805 - $295,102	5,981 Added 6.88%	92,900 $4.58 Billion
Q4 2021 Feb 13, 2024	BUY	$46.91 - $49.68 $4.08 Million - $4.32 Million	87,031 New	87,031 $4.24 Billion

Others Institutions Holding DOL

# of Institutions

104

Shares Held

8.23M

Call Options Held

Put Options Held

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About WISDOMTREE TR INTL LARGECAP DI

Ticker DOL
Sector ETFs
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Evernest Financial Advisors, LLC Wisdomtree Tr Intl Largecap Di Transaction History