Soa Wealth Advisors, Llc. Wisdomtree Tr Intl Largecap Di Transaction History

Soa Wealth Advisors, Llc.

$850 Million
Q1 2025

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 3,340 shares of DOL stock, worth $187,340. This represents 0.02% of its overall portfolio holdings.

Number of Shares

3,340

Previous 3,572 6.49%

Holding current value

$187,340

Previous $176,000 5.11%

% of portfolio

0.02%

Previous 0.03%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 14, 2025	SELL	$49.06 - $56.82 $11,381 - $13,182	-232 Reduced 6.49%	3,340 $185,000
Q4 2024 Jan 28, 2025	BUY	$49.25 - $53.57 $1,132 - $1,232	23 Added 0.65%	3,572 $176,000
Q3 2024 Oct 08, 2024	BUY	$49.13 - $54.55 $786 - $872	16 Added 0.45%	3,549 $191,000
Q2 2024 Jul 17, 2024	SELL	$49.5 - $53.37 $792 - $853	-16 Reduced 0.45%	3,533 $179,000
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	$37.25 - $45.18 $105,007 - $127,362	-2,819 Reduced 41.23%	4,018 $0
Q3 2022 Oct 07, 2022	SELL	$37.03 - $43.77 $14,960 - $17,683	-404 Reduced 5.58%	6,837 $255,000
Q2 2022 Jul 13, 2022	SELL	$41.84 - $49.19 $57,488 - $67,587	-1,374 Reduced 15.95%	7,241 $302,000
Q1 2022 Apr 07, 2022	SELL	$44.79 - $51.16 $73,634 - $84,107	-1,644 Reduced 16.02%	8,615 $418,000
Q4 2021 Jan 13, 2022	SELL	$46.91 - $49.68 $22,000 - $23,299	-469 Reduced 4.37%	10,259 $506,000
Q3 2021 Oct 12, 2021	SELL	$47.54 - $50.87 $296,982 - $317,784	-6,247 Reduced 36.8%	10,728 $510,000
Q2 2021 Jul 14, 2021	SELL	$47.77 - $51.41 $854,318 - $919,416	-17,884 Reduced 51.3%	16,975 $837,000
Q1 2021 Apr 26, 2021	SELL	$45.63 - $48.02 $897,542 - $944,553	-19,670 Reduced 36.07%	34,859 $1.65 Million
Q4 2020 Mar 10, 2021	BUY	$39.37 - $46.23 $2.15 Million - $2.52 Million	54,529 New	54,529 $2.56 Million

Others Institutions Holding DOL

# of Institutions

101

Shares Held

8.08M

Call Options Held

Put Options Held

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About WISDOMTREE TR INTL LARGECAP DI

Ticker DOL
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Soa Wealth Advisors, Llc. Wisdomtree Tr Intl Largecap Di Transaction History