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, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-158- 2.39% |
$7.58K - $8.21K
|
6.45K
$328K
|
|
Apr 30, 2024
Q1 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
54+ 0.46% |
$2.59K - $2.81K
|
11.9K
$604K
|
|
Apr 29, 2024
Q1 2024
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-37- 0.58% |
$1.78K - $1.92K
|
6.39K
$325K
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-262- 0.21% |
$12.6K - $13.6K
|
124K
$6.34M
|
|
Apr 26, 2024
Q1 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-70- 1.26% |
$3.36K - $3.64K
|
5.5K
$280K
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-364- 7.32% |
$17.5K - $18.9K
|
4.61K
$235K
|
|
Apr 24, 2024
Q1 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-1.07K- 16.45% |
$51.4K - $55.7K
|
5.44K
$277K
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-203- 19.5% |
$9.74K - $10.6K
|
838
$42.7K
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.7K+ 51.34% |
$129K - $140K
|
7.96K
$405K
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-4.17K- 39.26% |
$200K - $217K
|
6.46K
$329K
|
|
Apr 19, 2024
Q1 2024
|
Powers Advisory Group, LLC
|
BUY
|
- |
202+ 0.24% |
$9.69K - $10.5K
|
83.1K
$4.23M
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-284- 50.0% |
$13.6K - $14.8K
|
284
$14.5K
|
|
Apr 18, 2024
Q1 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-2K- 3.23% |
$96.1K - $104K
|
60K
$3.06M
|
|
Apr 17, 2024
Q1 2024
|
Meridian Financial Partners LLC
|
BUY
|
- |
159+ 1.98% |
$7.63K - $8.26K
|
8.2K
$418K
|
|
Apr 16, 2024
Q1 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
6.46KNew |
$310K - $336K
|
6.46K
$329K
|
|
Apr 12, 2024
Q1 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
18+ 0.16% |
$864 - $936
|
11.4K
$583K
|
|
Apr 10, 2024
Q1 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-2- 0.06% |
$96 - $104
|
3.55K
$181K
|
|
Apr 10, 2024
Q1 2024
|
Lantz Financial LLC
|
SELL
|
- |
-1.58K- 23.68% |
$75.8K - $82.1K
|
5.09K
$259K
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-4- 0.6% |
$192 - $208
|
662
$33.7K
|
|
Q4 2023 | |||||||
May 10, 2024
Q4 2023
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
5.98K+ 6.88% |
$263K - $295K
|
92.9K
$4.73M
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
400New |
$17.6K - $19.7K
|
400
$20.4K
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-233- 2.06% |
$10.2K - $11.5K
|
11.1K
$565K
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-38.4K- 77.73% |
$1.69M - $1.89M
|
11K
$560K
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1New |
$43.9 - $49.3
|
1
$50.9
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
6+ 0.7% |
$264 - $296
|
862
$43.9K
|
|
Feb 09, 2024
Q4 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
4.83KNew |
$212K - $238K
|
4.83K
$246K
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
5.85KNew |
$257K - $289K
|
5.85K
$298K
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-422- 3.55% |
$18.5K - $20.8K
|
11.5K
$585K
|
|
Feb 06, 2024
Q4 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-387- 8.15% |
$17K - $19.1K
|
4.36K
$222K
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
4.29KNew |
$189K - $212K
|
4.29K
$219K
|
|
Feb 02, 2024
Q4 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
21.1KNew |
$925K - $1.04M
|
21.1K
$1.07M
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-2.94K- 4.57% |
$129K - $145K
|
61.3K
$3.12M
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-1.42K- 3.12% |
$62.4K - $70K
|
44K
$2.24M
|
|
Jan 22, 2024
Q4 2023
|
Newton One Investments LLC
|
BUY
|
- |
15+ 0.64% |
$659 - $740
|
2.34K
$119K
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
75New |
$3.3K - $3.7K
|
75
$3.82K
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1.66K- 49.3% |
$72.7K - $81.7K
|
1.7K
$86.7K
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.52K- 12.06% |
$66.6K - $74.8K
|
11K
$563K
|
|
Q3 2023 | |||||||
Nov 13, 2023
Q3 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
6.98KNew |
$317K - $339K
|
6.98K
$355K
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-1.77K- 0.49% |
$80.3K - $85.9K
|
362K
$18.5M
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
300+ 2.58% |
$13.6K - $14.6K
|
11.9K
$608K
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
150New |
$6.8K - $7.28K
|
150
$7.64K
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
35.3KNew |
$1.6M - $1.71M
|
35.3K
$1.8M
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
835New |
$37.9K - $40.5K
|
835
$42.5K
|
|
Oct 27, 2023
Q3 2023
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
1.06KNew |
$47.9K - $51.3K
|
1.06K
$53.8K
|
|
Oct 27, 2023
Q3 2023
|
Sym Financial Corp
|
BUY
|
- |
1.98KNew |
$89.9K - $96.2K
|
1.98K
$101K
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
100New |
$4.54K - $4.85K
|
100
$5.09K
|
|
Oct 17, 2023
Q3 2023
|
Cx Institutional
|
BUY
|
- |
131KNew |
$5.95M - $6.36M
|
131K
$6.68M
|
|
Oct 17, 2023
Q3 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
97New |
$4.4K - $4.71K
|
97
$4.94K
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-400- 33.96% |
$18.1K - $19.4K
|
778
$39.6K
|
|
Q2 2023 | |||||||
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-636- 56.33% |
$29K - $31K
|
493
$25.1K
|