United Advisor Group, LLC Wisdomtree Tr Intl Largecap Di Transaction History

United Advisor Group, LLC

$689 Million
Q3 2025

A detailed history of United Advisor Group, LLC transactions in Wisdomtree Tr Intl Largecap Di stock. As of the latest transaction made, United Advisor Group, LLC holds 4,210 shares of DOL stock, worth $268,766. This represents 0.04% of its overall portfolio holdings.

Number of Shares

4,210

Holding current value

$268,766

% of portfolio

0.04%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Nov 12, 2025	BUY	$58.7 - $62.94 $247,127 - $264,977	4,210 New	4,210 $262,000

Others Institutions Holding DOL

# of Institutions

112

Shares Held

8.98M

Call Options Held

Put Options Held

Creative Planning Overland Park, KS

2.68M
Shares

$171 Million
0.13% of portfolio
Morgan Stanley New York, NY

990K
Shares

$63.2 Million
0.0% of portfolio
Huntington National Bank Columbus, OH

832K
Shares

$53.1 Million
0.33% of portfolio
Jpmorgan Chase & CO New York, NY

369K
Shares

$23.5 Million
0.0% of portfolio
First Republic Investment Management, Inc. San Francisco, CA

362K
Shares

$23.1 Million
0.05% of portfolio

View Full List

About WISDOMTREE TR INTL LARGECAP DI

Ticker DOL
Sector ETFs
Industry ETFs

More about DOL

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of United Advisor Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on United Advisor Group, LLC with notifications on news.

Account

United Advisor Group, LLC Wisdomtree Tr Intl Largecap Di Transaction History