Ifg Advisory, LLC Wisdomtree Tr Intl Largecap Di Transaction History

Ifg Advisory, LLC

$1.75 Billion
Q4 2024

A detailed history of Ifg Advisory, LLC transactions in Wisdomtree Tr Intl Largecap Di stock. As of the latest transaction made, Ifg Advisory, LLC holds 6,978 shares of DOL stock, worth $386,511. This represents 0.02% of its overall portfolio holdings.

Number of Shares

6,978

Holding current value

$386,511

% of portfolio

0.02%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$49.25 - $53.57 $343,666 - $373,811	6,978 New	6,978 $344,000
Q2 2024 Jul 30, 2024	BUY	$49.5 - $53.37 $345,411 - $372,415	6,978 New	6,978 $353,000
Q3 2023 Nov 13, 2023	BUY	$45.36 - $48.51 $316,522 - $338,502	6,978 New	6,978 $318,000
Q4 2022 Jan 31, 2023	BUY	$37.25 - $45.18 $265,406 - $321,907	7,125 New	7,125 $313,000
Q2 2022 Aug 04, 2022	BUY	$41.84 - $49.19 $4,686 - $5,509	112 Added 1.28%	8,870 $371,000
Q1 2022 May 04, 2022	BUY	$44.79 - $51.16 $34,309 - $39,188	766 Added 9.58%	8,758 $425,000
Q3 2021 Oct 12, 2021	SELL	$47.54 - $50.87 $33,230 - $35,558	-699 Reduced 8.04%	7,992 $379,000
Q4 2020 Feb 08, 2021	SELL	$39.37 - $46.23 $51,417 - $60,376	-1,306 Reduced 13.06%	8,691 $399,000
Q3 2020 Nov 02, 2020	BUY	$40.75 - $43.59 $34,433 - $36,833	845 Added 9.23%	9,997 $413,000
Q2 2020 Aug 10, 2020	BUY	$35.15 - $43.29 $30,229 - $37,229	860 Added 10.37%	9,152 $373,000
Q1 2020 May 11, 2020	SELL	$32.2 - $49.37 $11,431 - $17,526	-355 Reduced 4.11%	8,292 $306,000
Q4 2019 Feb 07, 2020	BUY	$44.62 - $49.28 $133,056 - $146,952	2,982 Added 52.64%	8,647 $423,000
Q3 2019 Nov 06, 2019	BUY	$45.78 - $46.76 $259,343 - $264,895	5,665 New	5,665 $260,000

Others Institutions Holding DOL

# of Institutions

103

Shares Held

8.09M

Call Options Held

Put Options Held

Creative Planning Overland Park, KS

2.72M
Shares

$151 Million
0.13% of portfolio
Huntington National Bank Columbus, OH

783K
Shares

$43.4 Million
0.28% of portfolio
Morgan Stanley New York, NY

628K
Shares

$34.8 Million
0.0% of portfolio
First Republic Investment Management, Inc. San Francisco, CA

362K
Shares

$20.1 Million
0.05% of portfolio
Jpmorgan Chase & CO New York, NY

357K
Shares

$19.7 Million
0.0% of portfolio

View Full List

About WISDOMTREE TR INTL LARGECAP DI

Ticker DOL
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