Institute For Wealth Management, Llc. Wisdomtree Tr Intl Largecap Di Transaction History

Institute For Wealth Management, Llc.

  • $766 Million
  • Q1 2024

A detailed history of Institute For Wealth Management, Llc. transactions in Wisdomtree Tr Intl Largecap Di stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 11,863 shares of DOL stock, worth $604,301. This represents 0.08% of its overall portfolio holdings.

Number of Shares
11,863
Previous 11,809 0.46%
Holding current value
$604,301
Previous $581,000 5.51%
% of portfolio
0.08%
Previous 0.1%

Shares

25 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 30, 2024
BUY
$47.98 - $51.98 $2,590 - $2,806
54 Added 0.46%
11,863 $613,000
Q4 2023

Jan 31, 2024
SELL
$43.94 - $49.34 $4,921 - $5,526
-112 Reduced 0.94%
11,809 $581,000
Q3 2023

Oct 13, 2023
SELL
$45.36 - $48.51 $2,630 - $2,813
-58 Reduced 0.48%
11,921 $543,000
Q2 2023

Jul 25, 2023
BUY
$45.64 - $48.69 $45 - $48
1 Added 0.01%
11,979 $565,000
Q1 2023

Apr 20, 2023
SELL
$44.28 - $47.87 $5,667 - $6,127
-128 Reduced 1.06%
11,978 $559,000
Q4 2022

Feb 02, 2023
BUY
$39.21 - $45.18 $12,978 - $14,954
331 Added 2.81%
12,106 $532,000
Q2 2022

Jul 25, 2022
SELL
N/A
-165 Reduced 1.38%
11,775 $493,000
Q4 2021

Jan 21, 2022
SELL
N/A
-35 Reduced 0.29%
11,940 $590,000
Q3 2021

Nov 15, 2021
SELL
N/A
-6 Reduced 0.05%
11,975 $569,000
Q4 2020

Feb 01, 2021
SELL
N/A
-329 Reduced 2.67%
11,981 $550,000
Q3 2020

Nov 03, 2020
SELL
N/A
-821 Reduced 6.25%
12,310 $509,000
Q2 2020

Jul 30, 2020
SELL
N/A
-2 Reduced 0.02%
13,131 $536,000
Q1 2020

Apr 29, 2020
SELL
N/A
-2,733 Reduced 17.23%
13,133 $485,000
Q4 2019

Feb 27, 2020
BUY
N/A
15,089 Added 1941.96%
15,866 $777,000
Q4 2019

Jan 27, 2020
SELL
N/A
-15,089 Reduced 95.1%
777 $777,000
Q3 2019

Oct 28, 2019
BUY
N/A
127 Added 0.81%
15,866 $729,000
Q2 2019

Aug 02, 2019
SELL
N/A
-252 Reduced 1.58%
15,739 $741,000
Q1 2019

May 15, 2019
BUY
N/A
723 Added 4.74%
15,991 $741,000
Q4 2018

Feb 08, 2019
BUY
N/A
201 Added 1.33%
15,268 $649,000
Q3 2018

Oct 29, 2018
SELL
N/A
-21 Reduced 0.14%
15,067 $723,000
Q2 2018

Aug 10, 2018
BUY
N/A
7 Added 0.05%
15,088 $719,000
Q1 2018

May 15, 2018
SELL
N/A
-274 Reduced 1.78%
15,081 $763,000
Q4 2017

Feb 12, 2018
SELL
N/A
-355 Reduced 2.26%
15,355 $776,000
Q3 2017

Nov 14, 2017
SELL
N/A
-318 Reduced 1.98%
15,710 $773,000
Q2 2017

Aug 14, 2017
BUY
N/A
16,028
16,028 $755,000

Others Institutions Holding DOL

# of Institutions
94
Shares Held
8.17M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE TR INTL LARGECAP DI

DOL Quotes by TradingView
  • Ticker DOL
  • Sector ETFs
  • Industry ETFs
More about DOL
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