A detailed history of Soa Wealth Advisors, Llc. transactions in Wisdomtree Tr Intl Largecap Di stock. As of the latest transaction made, Soa Wealth Advisors, Llc. holds 3,549 shares of DOL stock, worth $182,667. This represents 0.04% of its overall portfolio holdings.

Number of Shares
3,549
Previous 3,551 0.06%
Holding current value
$182,667
Previous $174,000 5.17%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Apr 10, 2024

SELL
$47.98 - $51.98 $95 - $103
-2 Reduced 0.06%
3,549 $183,000
Q4 2023

Jan 10, 2024

BUY
$43.94 - $49.34 $1,010 - $1,134
23 Added 0.65%
3,551 $174,000
Q3 2023

Oct 10, 2023

BUY
$45.36 - $48.51 $1,043 - $1,115
23 Added 0.66%
3,528 $160,000
Q2 2023

Jul 07, 2023

SELL
$45.64 - $48.69 $5,476 - $5,842
-120 Reduced 3.31%
3,505 $165,000
Q1 2023

Apr 28, 2023

SELL
$44.28 - $47.87 $17,402 - $18,812
-393 Reduced 9.78%
3,625 $169,000
Q4 2022

Jan 10, 2023

SELL
$39.21 - $45.18 $110,532 - $127,362
-2,819 Reduced 41.23%
4,018 $0
Q3 2022

Oct 07, 2022

SELL
N/A
-404 Reduced 5.58%
6,837 $255,000
Q2 2022

Jul 13, 2022

SELL
N/A
-1,374 Reduced 15.95%
7,241 $302,000
Q1 2022

Apr 07, 2022

SELL
N/A
-1,644 Reduced 16.02%
8,615 $418,000
Q4 2021

Jan 13, 2022

SELL
N/A
-469 Reduced 4.37%
10,259 $506,000
Q3 2021

Oct 12, 2021

SELL
N/A
-6,247 Reduced 36.8%
10,728 $510,000
Q2 2021

Jul 14, 2021

SELL
N/A
-17,884 Reduced 51.3%
16,975 $837,000
Q1 2021

Apr 26, 2021

SELL
N/A
-19,670 Reduced 36.07%
34,859 $1.65 Million
Q4 2020

Mar 10, 2021

BUY
N/A
54,529 New
54,529 $2.56 Million

Others Institutions Holding DOL

About WISDOMTREE TR INTL LARGECAP DI


  • Ticker DOL
  • Sector ETFs
  • Industry ETFs
More about DOL
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