Jfs Wealth Advisors, LLC Wisdomtree Tr Intl Largecap Di Transaction History

Jfs Wealth Advisors, LLC

  • $1.46 Billion
  • Q4 2024

A detailed history of Jfs Wealth Advisors, LLC transactions in Wisdomtree Tr Intl Largecap Di stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 5,046 shares of DOL stock, worth $261,180. This represents 0.02% of its overall portfolio holdings.

Number of Shares
5,046
Previous 6,032 16.35%
Holding current value
$261,180
Previous $325,000 23.38%
% of portfolio
0.02%
Previous 0.02%

Shares

30 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 30, 2025
SELL
$49.25 - $53.57 $48,560 - $52,820
-986 Reduced 16.35%
5,046 $249,000
Q3 2024

Oct 25, 2024
BUY
$49.13 - $54.55 $245 - $272
5 Added 0.08%
6,032 $325,000
Q2 2024

Jul 15, 2024
SELL
$49.5 - $53.37 $20,740 - $22,362
-419 Reduced 6.5%
6,027 $305,000
Q1 2024

Apr 30, 2024
SELL
$47.98 - $51.98 $7,580 - $8,212
-158 Reduced 2.39%
6,446 $333,000
Q4 2023

Feb 07, 2024
SELL
$43.94 - $49.34 $3,778 - $4,243
-86 Reduced 1.29%
6,604 $325,000
Q3 2023

Nov 02, 2023
BUY
$45.36 - $48.51 $73,347 - $78,440
1,617 Added 31.87%
6,690 $305,000
Q2 2023

Aug 07, 2023
SELL
$45.64 - $48.69 $456 - $486
-10 Reduced 0.2%
5,073 $239,000
Q1 2023

Apr 19, 2023
BUY
$44.28 - $47.87 $442 - $478
10 Added 0.2%
5,083 $237,000
Q4 2022

Feb 13, 2023
BUY
$37.25 - $45.18 $186 - $225
5 Added 0.1%
5,073 $223,000
Q3 2022

Oct 21, 2022
SELL
$37.03 - $43.77 $50,212 - $59,352
-1,356 Reduced 21.11%
5,068 $190,000
Q2 2022

Aug 02, 2022
BUY
$41.84 - $49.19 $2,343 - $2,754
56 Added 0.88%
6,424 $269,000
Q1 2022

May 02, 2022
SELL
$44.79 - $51.16 $4,075 - $4,655
-91 Reduced 1.41%
6,368 $310,000
Q4 2021

Feb 03, 2022
BUY
$46.91 - $49.68 $797 - $844
17 Added 0.26%
6,459 $319,000
Q3 2021

Nov 09, 2021
BUY
$47.54 - $50.87 $1,140 - $1,220
24 Added 0.37%
6,442 $306,000
Q2 2021

Aug 04, 2021
BUY
$47.77 - $51.41 $1,337 - $1,439
28 Added 0.44%
6,418 $317,000
Q1 2021

Apr 28, 2021
SELL
$45.63 - $48.02 $12,183 - $12,821
-267 Reduced 4.01%
6,390 $302,000
Q4 2020

Feb 01, 2021
BUY
$39.37 - $46.23 $10,078 - $11,834
256 Added 4.0%
6,657 $306,000
Q3 2020

Oct 28, 2020
BUY
$40.75 - $43.59 $774 - $828
19 Added 0.3%
6,401 $265,000
Q2 2020

Aug 05, 2020
SELL
$35.15 - $43.29 $35,712 - $43,982
-1,016 Reduced 13.73%
6,382 $260,000
Q1 2020

Apr 29, 2020
BUY
$32.2 - $49.37 $354 - $543
11 Added 0.15%
7,398 $273,000
Q4 2019

Feb 03, 2020
BUY
$44.62 - $49.28 $9,593 - $10,595
215 Added 3.0%
7,387 $362,000
Q3 2019

Oct 31, 2019
BUY
$45.78 - $46.76 $1,831 - $1,870
40 Added 0.56%
7,172 $330,000
Q2 2019

Aug 06, 2019
SELL
N/A
-16 Reduced 0.22%
7,132 $336,000
Q1 2019

Apr 23, 2019
BUY
N/A
3 Added 0.04%
7,148 $331,000
Q4 2018

Jan 28, 2019
BUY
N/A
24 Added 0.34%
7,145 $304,000
Q3 2018

Nov 09, 2018
BUY
N/A
3 Added 0.04%
7,121 $343,000
Q2 2018

Jul 26, 2018
BUY
N/A
41 Added 0.58%
7,118 $340,000
Q1 2018

Apr 26, 2018
SELL
N/A
-231 Reduced 3.16%
7,077 $352,000
Q4 2017

Jan 31, 2018
SELL
N/A
-2,321 Reduced 24.1%
7,308 $370,000
Q3 2017

Oct 20, 2017
BUY
N/A
9,629
9,629 $477,000

Others Institutions Holding DOL

# of Institutions
98
Shares Held
8.15M
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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