Latest Institutional Transactions on Wisdomtree Tr Intl Largecap Di (DOL)
This table provides information on the latest institutional transactions involving Wisdomtree Tr Intl Largecap Di (DOL) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-480- 9.08% |
$23.6K - $25.7K
|
4.81K
$251K
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2.62K+ 6.75% |
$129K - $140K
|
41.4K
$2.16M
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-11.8K- 9.06% |
$580K - $630K
|
118K
$6.17M
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
9.74KNew |
$479K - $522K
|
9.74K
$509K
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
21New |
$1.03K - $1.12K
|
21
$1.1K
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
23+ 0.65% |
$1.13K - $1.23K
|
3.57K
$187K
|
|
Jan 24, 2025
Q4 2024
|
Newton One Investments LLC
|
BUY
|
- |
2.34KNew |
$115K - $125K
|
2.34K
$122K
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
26.9KNew |
$1.32M - $1.44M
|
26.9K
$1.4M
|
|
Jan 24, 2025
Q4 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
27+ 0.44% |
$1.33K - $1.45K
|
6.2K
$324K
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-94- 0.8% |
$4.63K - $5.04K
|
11.7K
$612K
|
|
Jan 23, 2025
Q4 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-867- 0.96% |
$42.7K - $46.4K
|
89.1K
$4.65M
|
|
Jan 23, 2025
Q4 2024
|
Powers Advisory Group, LLC
|
SELL
|
- |
-970- 1.16% |
$47.8K - $52K
|
82.9K
$4.33M
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1+ 0.02% |
$49.3 - $53.6
|
4.62K
$241K
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.06K- 22.23% |
$52.2K - $56.8K
|
3.71K
$194K
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
287New |
$14.1K - $15.4K
|
287
$15K
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
20+ 0.17% |
$985 - $1.07K
|
11.5K
$602K
|
|
Jan 14, 2025
Q4 2024
|
Meridian Financial Partners LLC
|
SELL
|
- |
-163- 2.02% |
$8.03K - $8.73K
|
7.91K
$413K
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-1.08K- 45.46% |
$53.2K - $57.9K
|
1.3K
$67.7K
|
|
Q3 2024 | |||||||
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-20.4K- 5.64% |
$1M - $1.11M
|
340K
$17.8M
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.68K+ 2.64% |
$82.7K - $91.9K
|
65.5K
$3.42M
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
BUY
|
- |
7.59K+ 5.38% |
$373K - $414K
|
149K
$7.76M
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-241- 0.68% |
$11.8K - $13.1K
|
35K
$1.83M
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-1.65K- 2.88% |
$80.9K - $89.8K
|
55.6K
$2.91M
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.96K- 3.86% |
$96.1K - $107K
|
48.8K
$2.55M
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.46K- 1.14% |
$71.6K - $79.5K
|
126K
$6.6M
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-929- 6.75% |
$45.6K - $50.7K
|
12.8K
$670K
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
3.87KNew |
$190K - $211K
|
3.87K
$202K
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-10- 0.11% |
$491 - $546
|
9.16K
$478K
|
|
Nov 14, 2024
Q3 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
10+ 0.43% |
$491 - $546
|
2.33K
$122K
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-13.7K- 7.17% |
$673K - $747K
|
177K
$9.26M
|
|
Nov 14, 2024
Q3 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
300+ 7.54% |
$14.7K - $16.4K
|
4.28K
$224K
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
25.6K+ 4.82% |
$1.26M - $1.4M
|
557K
$29.1M
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-47.9K- 68.78% |
$2.36M - $2.61M
|
21.8K
$1.14M
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-24.3K- 77.87% |
$1.2M - $1.33M
|
6.92K
$361K
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
16.2K+ 192.53% |
$794K - $881K
|
24.5K
$1.28M
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-10.3K- 3.77% |
$507K - $562K
|
263K
$13.7M
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-4.91K- 47.33% |
$241K - $268K
|
5.46K
$285K
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
16.4KNew |
$808K - $897K
|
16.4K
$859K
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-1.59K- 15.77% |
$77.9K - $86.5K
|
8.47K
$442K
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.51K+ 25.81% |
$172K - $192K
|
17.1K
$894K
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-2.08K- 1.33% |
$102K - $113K
|
155K
$8.07M
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-75- 0.23% |
$3.68K - $4.09K
|
33.1K
$1.73M
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.03K+ 2.01% |
$50.7K - $56.2K
|
52.5K
$2.74M
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
40.9K+ 95.92% |
$2.01M - $2.23M
|
83.5K
$4.36M
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-176- 1.49% |
$8.65K - $9.6K
|
11.6K
$607K
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
400+ 0.67% |
$19.7K - $21.8K
|
60.4K
$3.16M
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
10.1K+ 11.42% |
$495K - $550K
|
98.4K
$5.14M
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.25K- 50.02% |
$61.5K - $68.3K
|
1.25K
$65.3K
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
143+ 1.34% |
$7.03K - $7.8K
|
10.8K
$565K
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2.83K- 1.45% |
$139K - $154K
|
193K
$10.1M
|