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

Jfs Wealth Advisors, LLC

$1.56 Billion
Q2 2025

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 5,421 shares of DOL stock, worth $330,030. This represents 0.02% of its overall portfolio holdings.

Number of Shares

5,421

Previous 5,051 7.33%

Holding current value

$330,030

Previous $278,000 15.83%

% of portfolio

0.02%

Previous 0.02%

32 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 24, 2025	BUY	$49.55 - $60.46 $18,333 - $22,370	370 Added 7.33%	5,421 $322,000
Q1 2025 Apr 22, 2025	BUY	$49.06 - $56.82 $245 - $284	5 Added 0.1%	5,051 $278,000
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

105

Shares Held

8.75M

Call Options Held

Put Options Held

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About WISDOMTREE TR INTL LARGECAP DI

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