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 |
---|---|---|---|---|---|---|---|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-123- 2.5% |
$6.03K - $6.99K
|
4.81K
$287K
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
BUY
|
- |
2.55K+ 1.72% |
$125K - $145K
|
151K
$9.01M
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-4.81K- 15.67% |
$236K - $273K
|
25.9K
$1.55M
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
51+ 0.04% |
$2.5K - $2.9K
|
118K
$7.06M
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
SELL
|
- |
-143- 1.47% |
$7.02K - $8.13K
|
9.59K
$573K
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-21- 50.0% |
$1.03K - $1.19K
|
21
$1.25K
|
|
Apr 23, 2025
Q1 2025
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
18+ 0.29% |
$883 - $1.02K
|
6.21K
$371K
|
|
Apr 22, 2025
Q1 2025
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
3.93KNew |
$193K - $224K
|
3.93K
$235K
|
|
Apr 22, 2025
Q1 2025
|
Altrius Capital Management Inc
New Bern, NC |
BUY
|
- |
306+ 1.78% |
$15K - $17.4K
|
17.5K
$1.04M
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
13.9KNew |
$681K - $789K
|
13.9K
$830K
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
5+ 0.1% |
$245 - $284
|
5.05K
$302K
|
|
Apr 21, 2025
Q1 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-45- 0.38% |
$2.21K - $2.56K
|
11.7K
$698K
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-11- 1.25% |
$540 - $625
|
870
$52K
|
|
Apr 21, 2025
Q1 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
13+ 0.11% |
$638 - $739
|
11.5K
$690K
|
|
Apr 16, 2025
Q1 2025
|
Powers Advisory Group, LLC
|
SELL
|
- |
-1.1K- 1.32% |
$53.9K - $62.4K
|
81.8K
$4.89M
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.2KNew |
$108K - $125K
|
2.2K
$132K
|
|
Apr 14, 2025
Q1 2025
|
Meridian Financial Partners LLC
|
SELL
|
- |
-219- 2.77% |
$10.7K - $12.4K
|
7.69K
$459K
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-232- 6.49% |
$11.4K - $13.2K
|
3.34K
$200K
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
1+ 1.33% |
$49.1 - $56.8
|
76
$4.54K
|
|
Q4 2024 | |||||||
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-839- 2.58% |
$41.3K - $44.9K
|
31.6K
$1.89M
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-19.9K- 81.06% |
$980K - $1.07M
|
4.65K
$278K
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
6.98KNew |
$344K - $374K
|
6.98K
$417K
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
17.2K+ 248.63% |
$847K - $921K
|
24.1K
$1.44M
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
21.6K+ 169.13% |
$1.06M - $1.15M
|
34.3K
$2.05M
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-76- 15.42% |
$3.74K - $4.07K
|
417
$24.9K
|
|
Feb 13, 2025
Q4 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
94+ 1.16% |
$4.63K - $5.04K
|
8.22K
$491K
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
622+ 16.09% |
$30.6K - $33.3K
|
4.49K
$268K
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-119- 2.73% |
$5.86K - $6.37K
|
4.24K
$254K
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
225New |
$11.1K - $12.1K
|
225
$13.4K
|
|
Feb 03, 2025
Q4 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
25New |
$1.23K - $1.34K
|
25
$1.49K
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-105- 29.41% |
$5.17K - $5.62K
|
252
$15.1K
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-480- 9.08% |
$23.6K - $25.7K
|
4.81K
$287K
|
|
Jan 24, 2025
Q4 2024
|
Newton One Investments LLC
|
BUY
|
- |
2.34KNew |
$115K - $125K
|
2.34K
$140K
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
26.9KNew |
$1.32M - $1.44M
|
26.9K
$1.61M
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
287New |
$14.1K - $15.4K
|
287
$17.1K
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-1.08K- 45.46% |
$53.2K - $57.9K
|
1.3K
$77.5K
|
|
Q3 2024 | |||||||
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-211- 4.79% |
$10.4K - $11.5K
|
4.19K
$251K
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-923- 6.16% |
$45.3K - $50.3K
|
14.1K
$841K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-161- 2.24% |
$7.91K - $8.78K
|
7.02K
$419K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-298- 4.23% |
$14.6K - $16.3K
|
6.74K
$403K
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-325- 19.1% |
$16K - $17.7K
|
1.38K
$82.3K
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
3.74KNew |
$184K - $204K
|
3.74K
$224K
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
15New |
$737 - $818
|
15
$896
|
|
Q2 2024 | |||||||
Mar 04, 2025
Q2 2024
|
Brighton Jones LLC
|
BUY
|
- |
3.96KNew |
$196K - $211K
|
3.96K
$237K
|
|
Aug 14, 2024
Q2 2024
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-487- 4.26% |
$24.1K - $26K
|
10.9K
$654K
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
912New |
$45.1K - $48.7K
|
912
$54.5K
|
|
Aug 12, 2024
Q2 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-1.62K- 27.69% |
$80.2K - $86.5K
|
4.23K
$253K
|
|
Aug 05, 2024
Q2 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-576- 8.92% |
$28.5K - $30.7K
|
5.89K
$352K
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-20- 2.57% |
$990 - $1.07K
|
758
$45.3K
|
|
Jul 29, 2024
Q2 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
1+ 4.0% |
$49.5 - $53.4
|
26
$1.55K
|