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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-1.42K- 3.12% |
$62.4K - $70K
|
44K
$2.17M
|
|
|
Jan 22, 2024
Q4 2023
|
Newton One Investments LLC
|
BUY
|
- |
15+ 0.64% |
$659 - $740
|
2.34K
$115K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
75New |
$3.3K - $3.7K
|
75
$3.69K
|
|
| Q3 2023 | |||||||
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-1.77K- 0.49% |
$80.3K - $85.9K
|
362K
$17.8M
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
150New |
$6.8K - $7.28K
|
150
$7.39K
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
835New |
$37.9K - $40.5K
|
835
$41.1K
|
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
35.3KNew |
$1.6M - $1.71M
|
35.3K
$1.74M
|
|
|
Oct 27, 2023
Q3 2023
|
Sym Financial Corp
|
BUY
|
- |
1.98KNew |
$89.9K - $96.2K
|
1.98K
$97.7K
|
|
|
Oct 27, 2023
Q3 2023
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
1.06KNew |
$47.9K - $51.3K
|
1.06K
$52.1K
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
100New |
$4.54K - $4.85K
|
100
$4.93K
|
|
|
Oct 17, 2023
Q3 2023
|
Cx Institutional
|
BUY
|
- |
131KNew |
$5.95M - $6.36M
|
131K
$6.46M
|
|
|
Oct 17, 2023
Q3 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
97New |
$4.4K - $4.71K
|
97
$4.78K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
4.52KNew |
$206K - $220K
|
4.52K
$222K
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-636- 56.33% |
$29K - $31K
|
493
$24.3K
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
380New |
$17.3K - $18.5K
|
380
$18.7K
|
|
|
Aug 10, 2023
Q2 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
4.51KNew |
$206K - $219K
|
4.51K
$222K
|
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
7New |
$319 - $341
|
7
$345
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
433New |
$19.8K - $21.1K
|
433
$21.3K
|
|
|
Jul 10, 2023
Q2 2023
|
Kwmg, LLC
|
SELL
|
- |
-4.69K- 49.82% |
$214K - $228K
|
4.72K
$232K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-7- 0.12% |
$310 - $335
|
5.72K
$282K
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.82KNew |
$213K - $230K
|
4.82K
$237K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
30.6KNew |
$1.14M - $1.38M
|
30.6K
$1.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
2.86KNew |
$107K - $129K
|
2.86K
$141K
|
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
BUY
|
- |
546New |
$20.3K - $24.7K
|
546
$26.9K
|
|
| Q3 2022 | |||||||
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-1.03KClosed |
$38.2K - $45.2K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
740New |
$27.4K - $32.4K
|
740
$36.4K
|
|
|
Oct 27, 2022
Q3 2022
|
Us Bancorp \De\
|
SELL
|
- |
-247- 52.33% |
$9.15K - $10.8K
|
225
$11.1K
|
|
|
Oct 24, 2022
Q3 2022
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-440- 4.74% |
$16.3K - $19.3K
|
8.85K
$436K
|
|
|
Oct 14, 2022
Q3 2022
|
Pacifica Partners Inc.
|
SELL
|
- |
-1.05K- 33.49% |
$39K - $46.1K
|
2.09K
$103K
|
|
| Q2 2022 | |||||||
|
Aug 16, 2022
Q2 2022
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-1.51K- 77.92% |
$63.2K - $74.3K
|
428
$21.1K
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
8+ 0.41% |
$335 - $394
|
1.97K
$97.2K
|
|
|
Aug 09, 2022
Q2 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
14New |
$586 - $689
|
14
$690
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
406New |
$17K - $20K
|
406
$20K
|
|
|
Aug 08, 2022
Q2 2022
|
Windsor Group LTD
|
SELL
|
- |
-4.98KClosed |
$208K - $245K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-2.19KClosed |
$91.5K - $108K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
True North Advisors, LLC
|
SELL
|
- |
-5.66KClosed |
$237K - $278K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
148+ 25.87% |
$6.63K - $7.57K
|
720
$35.5K
|
|
|
May 16, 2022
Q1 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-70Closed |
$3.14K - $3.58K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-4.43KClosed |
$198K - $227K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-751Closed |
$33.6K - $38.4K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Corda Investment Management, Llc.
Houston, TX |
SELL
|
- |
-29.1KClosed |
$1.3M - $1.49M
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-29.1KClosed |
$1.3M - $1.49M
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-750Closed |
$33.6K - $38.4K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
340New |
$15.2K - $17.4K
|
340
$16.7K
|
|
| Q4 2021 | |||||||
|
Feb 18, 2022
Q4 2021
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
6.15KNew |
$288K - $306K
|
6.15K
$303K
|
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-434- 95.59% |
$20.4K - $21.6K
|
20
$985
|
|
|
Feb 10, 2022
Q4 2021
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-6.04KClosed |
$283K - $300K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-4.24KClosed |
$199K - $211K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 12, 2021
Q3 2021
|
Evoke Wealth, LLC
|
SELL
|
- |
-156- 4.49% |
$7.42K - $7.94K
|
3.32K
$163K
|
|
|
Nov 12, 2021
Q3 2021
|
Assetmark, Inc
|
SELL
|
- |
-42- 97.67% |
$2K - $2.14K
|
1
$49.3
|
|