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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2024
Q3 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-1.66K- 0.81% |
$81.6K - $90.6K
|
203K
$10M
|
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-773- 24.53% |
$38K - $42.2K
|
2.38K
$117K
|
|
|
Oct 21, 2024
Q3 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
1.66K+ 1.87% |
$81.3K - $90.3K
|
90K
$4.43M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-298- 4.23% |
$14.6K - $16.3K
|
6.74K
$332K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-161- 2.24% |
$7.91K - $8.78K
|
7.02K
$346K
|
|
|
Oct 18, 2024
Q3 2024
|
Powers Advisory Group, LLC
|
BUY
|
- |
1.19K+ 1.44% |
$58.7K - $65.1K
|
83.9K
$4.13M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-526- 0.41% |
$25.8K - $28.7K
|
128K
$6.32M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
3.74KNew |
$184K - $204K
|
3.74K
$184K
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-325- 19.1% |
$16K - $17.7K
|
1.38K
$67.8K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
15New |
$737 - $818
|
15
$739
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-442- 55.32% |
$21.7K - $24.1K
|
357
$17.6K
|
|
|
Oct 15, 2024
Q3 2024
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
3.72KNew |
$183K - $203K
|
3.72K
$183K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-78.6K- 2.81% |
$3.86M - $4.29M
|
2.72M
$134M
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
16+ 0.45% |
$786 - $873
|
3.55K
$175K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-76- 11.46% |
$3.73K - $4.15K
|
587
$28.9K
|
|
|
Oct 07, 2024
Q3 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
13+ 0.11% |
$639 - $709
|
11.5K
$567K
|
|
| Q2 2024 | |||||||
|
Aug 23, 2024
Q2 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
20+ 17.86% |
$990 - $1.07K
|
132
$6.5K
|
|
|
Aug 14, 2024
Q2 2024
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-487- 4.26% |
$24.1K - $26K
|
10.9K
$539K
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-126- 0.44% |
$6.24K - $6.72K
|
28.4K
$1.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.01KNew |
$99.4K - $107K
|
2.01K
$98.9K
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
912New |
$45.1K - $48.7K
|
912
$44.9K
|
|
|
Aug 12, 2024
Q2 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-1.62K- 27.69% |
$80.2K - $86.5K
|
4.23K
$208K
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
4.36KNew |
$216K - $233K
|
4.36K
$215K
|
|
|
Aug 05, 2024
Q2 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-576- 8.92% |
$28.5K - $30.7K
|
5.89K
$290K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
6.98KNew |
$345K - $372K
|
6.98K
$344K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-20- 2.57% |
$990 - $1.07K
|
758
$37.3K
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
425New |
$21K - $22.7K
|
425
$20.9K
|
|
|
Jul 29, 2024
Q2 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
1+ 4.0% |
$49.5 - $53.4
|
26
$1.28K
|
|
|
Jul 25, 2024
Q2 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-47- 0.4% |
$2.33K - $2.51K
|
11.8K
$582K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
210New |
$10.4K - $11.2K
|
210
$10.3K
|
|
|
Jul 19, 2024
Q2 2024
|
Meridian Financial Partners LLC
|
SELL
|
- |
-132- 1.61% |
$6.53K - $7.04K
|
8.07K
$397K
|
|
| Q1 2024 | |||||||
|
Aug 08, 2024
Q1 2024
|
Syntrinsic LLC
Denver, CO |
SELL
|
- |
-1.79KClosed |
$86K - $93.2K
|
0
$0
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
950New |
$45.6K - $49.4K
|
950
$46.8K
|
|
|
May 14, 2024
Q1 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
6.72KNew |
$322K - $349K
|
6.72K
$331K
|
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
BUY
|
- |
5.08K+ 36.34% |
$244K - $264K
|
19.1K
$939K
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
2.09KNew |
$100K - $108K
|
2.09K
$103K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
8.36KNew |
$401K - $435K
|
8.36K
$412K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-27.6K- 34.14% |
$1.32M - $1.43M
|
53.2K
$2.62M
|
|
|
May 09, 2024
Q1 2024
|
Brighton Jones LLC
|
BUY
|
- |
3.96KNew |
$190K - $206K
|
3.96K
$195K
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
179New |
$8.59K - $9.3K
|
179
$8.82K
|
|
|
May 01, 2024
Q1 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-184- 17.28% |
$8.83K - $9.56K
|
881
$43.4K
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-284- 50.0% |
$13.6K - $14.8K
|
284
$14K
|
|
|
Apr 10, 2024
Q1 2024
|
Lantz Financial LLC
|
SELL
|
- |
-1.58K- 23.68% |
$75.8K - $82.1K
|
5.09K
$251K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
400New |
$17.6K - $19.7K
|
400
$19.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1New |
$43.9 - $49.3
|
1
$49.3
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
6+ 0.7% |
$264 - $296
|
862
$42.5K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-422- 3.55% |
$18.5K - $20.8K
|
11.5K
$565K
|
|
|
Feb 06, 2024
Q4 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-387- 8.15% |
$17K - $19.1K
|
4.36K
$215K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
4.29KNew |
$189K - $212K
|
4.29K
$211K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-2.94K- 4.57% |
$129K - $145K
|
61.3K
$3.02M
|
|