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 |
---|---|---|---|---|---|---|---|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
7.25K+ 2.44% |
$355K - $412K
|
304K
$17.3M
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
32.5K+ 5532.88% |
$1.59M - $1.85M
|
33.1K
$1.88M
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-123- 2.5% |
$6.03K - $6.99K
|
4.81K
$274K
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
BUY
|
- |
2.55K+ 1.72% |
$125K - $145K
|
151K
$8.59M
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-4.81K- 15.67% |
$236K - $273K
|
25.9K
$1.47M
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
51+ 0.04% |
$2.5K - $2.9K
|
118K
$6.73M
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
SELL
|
- |
-143- 1.47% |
$7.02K - $8.13K
|
9.59K
$546K
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-21- 50.0% |
$1.03K - $1.19K
|
21
$1.2K
|
|
Apr 23, 2025
Q1 2025
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
18+ 0.29% |
$883 - $1.02K
|
6.21K
$354K
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
13.9KNew |
$681K - $789K
|
13.9K
$791K
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
5+ 0.1% |
$245 - $284
|
5.05K
$288K
|
|
Apr 22, 2025
Q1 2025
|
Altrius Capital Management Inc
New Bern, NC |
BUY
|
- |
306+ 1.78% |
$15K - $17.4K
|
17.5K
$996K
|
|
Apr 22, 2025
Q1 2025
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
3.93KNew |
$193K - $224K
|
3.93K
$224K
|
|
Apr 21, 2025
Q1 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-45- 0.38% |
$2.21K - $2.56K
|
11.7K
$665K
|
|
Apr 21, 2025
Q1 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
13+ 0.11% |
$638 - $739
|
11.5K
$657K
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-11- 1.25% |
$540 - $625
|
870
$49.5K
|
|
Apr 16, 2025
Q1 2025
|
Powers Advisory Group, LLC
|
SELL
|
- |
-1.1K- 1.32% |
$53.9K - $62.4K
|
81.8K
$4.66M
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-232- 6.49% |
$11.4K - $13.2K
|
3.34K
$190K
|
|
Apr 14, 2025
Q1 2025
|
Meridian Financial Partners LLC
|
SELL
|
- |
-219- 2.77% |
$10.7K - $12.4K
|
7.69K
$438K
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.2KNew |
$108K - $125K
|
2.2K
$125K
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
1+ 1.33% |
$49.1 - $56.8
|
76
$4.33K
|
|
Q4 2024 | |||||||
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.01K+ 0.38% |
$49.6K - $53.9K
|
264K
$15M
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
27+ 0.25% |
$1.33K - $1.45K
|
10.8K
$617K
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
1.86K+ 3.34% |
$91.5K - $99.5K
|
57.5K
$3.27M
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
6.98KNew |
$344K - $374K
|
6.98K
$397K
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-6.86K- 3.87% |
$338K - $367K
|
170K
$9.7M
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-597- 1.71% |
$29.4K - $32K
|
34.4K
$1.96M
|
|
Feb 14, 2025
Q4 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
16+ 0.69% |
$788 - $857
|
2.35K
$134K
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-19.9K- 81.06% |
$980K - $1.07M
|
4.65K
$265K
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
4.98KNew |
$245K - $267K
|
4.98K
$284K
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
509+ 0.02% |
$25.1K - $27.3K
|
2.72M
$155M
|
|
Feb 14, 2025
Q4 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
42.1K+ 15.14% |
$2.07M - $2.26M
|
320K
$18.2M
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
2+ 0.02% |
$98.5 - $107
|
8.47K
$482K
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-1.35K- 24.77% |
$66.6K - $72.5K
|
4.11K
$234K
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
21.6K+ 169.13% |
$1.06M - $1.15M
|
34.3K
$1.95M
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-5.87K- 26.96% |
$289K - $314K
|
15.9K
$905K
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
17.2K+ 248.63% |
$847K - $921K
|
24.1K
$1.37M
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
70.8K+ 12.73% |
$3.49M - $3.8M
|
628K
$35.7M
|
|
Feb 13, 2025
Q4 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
94+ 1.16% |
$4.63K - $5.04K
|
8.22K
$468K
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.05K- 2.15% |
$51.7K - $56.2K
|
47.7K
$2.72M
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-76- 15.42% |
$3.74K - $4.07K
|
417
$23.7K
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.65K+ 5.56% |
$180K - $195K
|
69.2K
$3.94M
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-3.65K- 6.96% |
$180K - $195K
|
48.8K
$2.78M
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.04K- 11.4% |
$51.4K - $55.9K
|
8.11K
$462K
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
6.76K+ 8.1% |
$333K - $362K
|
90.2K
$5.14M
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
16.2K+ 4.77% |
$799K - $869K
|
357K
$20.3M
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-32- 0.26% |
$1.58K - $1.71K
|
12.4K
$705K
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
622+ 16.09% |
$30.6K - $33.3K
|
4.49K
$256K
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-27.7K- 3.41% |
$1.36M - $1.48M
|
783K
$44.6M
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-106K- 68.4% |
$5.2M - $5.66M
|
48.8K
$2.78M
|