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 |
|---|---|---|---|---|---|---|---|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
5.04KNew |
$250K - $305K
|
5.04K
$315K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
377New |
$18.7K - $22.8K
|
377
$23.5K
|
|
|
Jul 28, 2025
Q2 2025
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
6.7K+ 7.74% |
$332K - $405K
|
93.3K
$5.82M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
258+ 0.78% |
$12.8K - $15.6K
|
33.3K
$2.08M
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-340- 36.17% |
$16.8K - $20.6K
|
600
$37.4K
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
370+ 7.33% |
$18.3K - $22.4K
|
5.42K
$338K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
1.73K+ 227.97% |
$85.6K - $104K
|
2.49K
$155K
|
|
|
Jul 24, 2025
Q2 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
SELL
|
- |
-268- 2.79% |
$13.3K - $16.2K
|
9.33K
$582K
|
|
|
Jul 22, 2025
Q2 2025
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
66+ 1.68% |
$3.27K - $3.99K
|
4K
$250K
|
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-24- 0.21% |
$1.19K - $1.45K
|
11.7K
$727K
|
|
|
Jul 18, 2025
Q2 2025
|
Powers Advisory Group, LLC
|
BUY
|
- |
2.39K+ 2.93% |
$119K - $145K
|
84.2K
$5.25M
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-1.29K- 38.68% |
$64K - $78.1K
|
2.05K
$128K
|
|
|
Jul 18, 2025
Q2 2025
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
69+ 1.11% |
$3.42K - $4.17K
|
6.28K
$392K
|
|
|
Jul 15, 2025
Q2 2025
|
Newton One Investments LLC
|
SELL
|
- |
-395- 16.87% |
$19.6K - $23.9K
|
1.95K
$122K
|
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
51+ 0.44% |
$2.53K - $3.08K
|
11.6K
$724K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
2.26KNew |
$112K - $136K
|
2.26K
$141K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
1+ 1.32% |
$49.6 - $60.5
|
77
$4.81K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
6.08KNew |
$301K - $368K
|
6.08K
$380K
|
|
| Q1 2025 | |||||||
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
392+ 3.17% |
$19.2K - $22.3K
|
12.8K
$797K
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.14K+ 27.64% |
$55.7K - $64.5K
|
5.25K
$327K
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
9.1KNew |
$446K - $517K
|
9.1K
$568K
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2.92K+ 7.04% |
$143K - $166K
|
44.3K
$2.77M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-160- 1.36% |
$7.85K - $9.09K
|
11.6K
$726K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.24K- 99.84% |
$60.9K - $70.5K
|
2
$125
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.58K+ 1.0% |
$175K - $203K
|
360K
$22.5M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-231- 25.08% |
$11.3K - $13.1K
|
690
$43.1K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-21- 50.0% |
$1.03K - $1.19K
|
21
$1.31K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.2KNew |
$108K - $125K
|
2.2K
$137K
|
|
|
Apr 14, 2025
Q1 2025
|
Meridian Financial Partners LLC
|
SELL
|
- |
-219- 2.77% |
$10.7K - $12.4K
|
7.69K
$480K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-19.9K- 81.06% |
$980K - $1.07M
|
4.65K
$290K
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
6.98KNew |
$344K - $374K
|
6.98K
$435K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
17.2K+ 248.63% |
$847K - $921K
|
24.1K
$1.51M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-76- 15.42% |
$3.74K - $4.07K
|
417
$26K
|
|
|
Feb 13, 2025
Q4 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
94+ 1.16% |
$4.63K - $5.04K
|
8.22K
$513K
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
622+ 16.09% |
$30.6K - $33.3K
|
4.49K
$280K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-119- 2.73% |
$5.86K - $6.37K
|
4.24K
$265K
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
225New |
$11.1K - $12.1K
|
225
$14K
|
|
|
Feb 03, 2025
Q4 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
25New |
$1.23K - $1.34K
|
25
$1.56K
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-480- 9.08% |
$23.6K - $25.7K
|
4.81K
$300K
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
26.9KNew |
$1.32M - $1.44M
|
26.9K
$1.68M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
287New |
$14.1K - $15.4K
|
287
$17.9K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-1.08K- 45.46% |
$53.2K - $57.9K
|
1.3K
$80.9K
|
|
| Q3 2024 | |||||||
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-211- 4.79% |
$10.4K - $11.5K
|
4.19K
$262K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-923- 6.16% |
$45.3K - $50.3K
|
14.1K
$878K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-161- 2.24% |
$7.91K - $8.78K
|
7.02K
$438K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-298- 4.23% |
$14.6K - $16.3K
|
6.74K
$421K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
15New |
$737 - $818
|
15
$936
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-325- 19.1% |
$16K - $17.7K
|
1.38K
$85.9K
|
|
| Q2 2024 | |||||||
|
Mar 04, 2025
Q2 2024
|
Brighton Jones LLC
|
BUY
|
- |
3.96KNew |
$196K - $211K
|
3.96K
$247K
|
|
|
Aug 14, 2024
Q2 2024
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-487- 4.26% |
$24.1K - $26K
|
10.9K
$683K
|
|