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 |
---|---|---|---|---|---|---|---|
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
$19.3K
|
|
Q4 2021 | |||||||
Feb 18, 2022
Q4 2021
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
6.15KNew |
$288K - $306K
|
6.15K
$349K
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-434- 95.59% |
$20.4K - $21.6K
|
20
$1.14K
|
|
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
$188K
|
|
Nov 12, 2021
Q3 2021
|
Assetmark, Inc
|
SELL
|
- |
-42- 97.67% |
$2K - $2.14K
|
1
$56.8
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
100KNew |
$4.75M - $5.09M
|
100K
$5.68M
|
|
Oct 28, 2021
Q3 2021
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
1.17KNew |
$55.8K - $59.7K
|
1.17K
$66.7K
|
|
Oct 19, 2021
Q3 2021
|
Falcon Wealth Planning
|
SELL
|
- |
-5.21KClosed |
$247K - $265K
|
0
$0
|
|
Oct 19, 2021
Q3 2021
|
Capital City Trust CO
|
SELL
|
- |
-7.34KClosed |
$349K - $373K
|
0
$0
|
|
Q2 2021 | |||||||
Aug 16, 2021
Q2 2021
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-37.3KClosed |
$1.78M - $1.92M
|
0
$0
|
|
Aug 11, 2021
Q2 2021
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-7.71KClosed |
$368K - $396K
|
0
$0
|
|
Jul 28, 2021
Q2 2021
|
Camelot Portfolios, LLC
|
SELL
|
- |
-9.45KClosed |
$451K - $486K
|
0
$0
|
|
Q1 2021 | |||||||
Jun 02, 2021
Q1 2021
|
Regions Financial Corp
|
SELL
|
- |
-10.7KClosed |
$488K - $514K
|
0
$0
|
|
May 21, 2021
Q1 2021
|
Spire Wealth Management
|
BUY
|
- |
42New |
$1.92K - $2.02K
|
42
$2.39K
|
|
May 12, 2021
Q1 2021
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-25.9K- 50.0% |
$1.18M - $1.24M
|
25.9K
$1.47M
|
|
Apr 19, 2021
Q1 2021
|
Bartlett & Co. LLC
|
SELL
|
- |
-903Closed |
$41.2K - $43.4K
|
0
$0
|
|
Q4 2020 | |||||||
Feb 13, 2024
Q4 2020
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
903New |
$35.6K - $41.7K
|
903
$51.3K
|
|
Feb 16, 2021
Q4 2020
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-4.85KClosed |
$191K - $224K
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-36Closed |
$1.42K - $1.66K
|
0
$0
|
|
Feb 02, 2021
Q4 2020
|
Duncker Streett & CO Inc
|
SELL
|
- |
-296Closed |
$11.7K - $13.7K
|
0
$0
|
|
Jan 29, 2021
Q4 2020
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-5.34KClosed |
$210K - $247K
|
0
$0
|
|
Jan 20, 2021
Q4 2020
|
Tsfg, LLC
|
SELL
|
- |
-27- 23.48% |
$1.06K - $1.25K
|
88
$5K
|
|
Jan 11, 2021
Q4 2020
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-7.15KClosed |
$281K - $330K
|
0
$0
|
|
Q3 2020 | |||||||
Nov 09, 2020
Q3 2020
|
Fifth Third Bancorp
|
SELL
|
- |
-261Closed |
$10.6K - $11.4K
|
0
$0
|
|
Nov 02, 2020
Q3 2020
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-360Closed |
$14.7K - $15.7K
|
0
$0
|
|
Nov 02, 2020
Q3 2020
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.93KClosed |
$78.5K - $84K
|
0
$0
|
|
Q2 2020 | |||||||
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
215+ 7.07% |
$7.56K - $9.31K
|
3.26K
$185K
|
|
Feb 11, 2021
Q2 2020
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-1.31KClosed |
$46K - $56.7K
|
0
$0
|
|
Aug 07, 2020
Q2 2020
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-2.02K- 23.61% |
$70.9K - $87.4K
|
6.53K
$371K
|
|
Aug 05, 2020
Q2 2020
|
Biltmore Family Office, LLC
|
SELL
|
- |
-12.5KClosed |
$439K - $541K
|
0
$0
|
|
Aug 05, 2020
Q2 2020
|
Beacon Financial Group
|
SELL
|
- |
-194KClosed |
$6.83M - $8.41M
|
0
$0
|
|
Aug 04, 2020
Q2 2020
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-8.23KClosed |
$289K - $356K
|
0
$0
|
|
Jul 31, 2020
Q2 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-698Closed |
$24.5K - $30.2K
|
0
$0
|
|
Jul 24, 2020
Q2 2020
|
Private Ocean, LLC
|
SELL
|
- |
-3.55KClosed |
$125K - $154K
|
0
$0
|
|
Jul 21, 2020
Q2 2020
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-51KClosed |
$1.79M - $2.21M
|
0
$0
|
|
Jul 20, 2020
Q2 2020
|
Provident Wealth Management, LLC
|
SELL
|
- |
-664Closed |
$23.3K - $28.7K
|
0
$0
|
|
Jul 16, 2020
Q2 2020
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-2.9KClosed |
$102K - $126K
|
0
$0
|
|
Jul 16, 2020
Q2 2020
|
Optimum Investment Advisors
|
SELL
|
- |
-120Closed |
$4.22K - $5.19K
|
0
$0
|
|
Jul 09, 2020
Q2 2020
|
Arden Trust CO
|
SELL
|
- |
-3.31KClosed |
$116K - $143K
|
0
$0
|
|
Q1 2020 | |||||||
May 22, 2020
Q1 2020
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-4.87KClosed |
$157K - $240K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-8.76KClosed |
$282K - $433K
|
0
$0
|
|
May 13, 2020
Q1 2020
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-1.23KClosed |
$39.4K - $60.5K
|
0
$0
|
|
May 11, 2020
Q1 2020
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
SELL
|
- |
-4.75KClosed |
$153K - $235K
|
0
$0
|
|
May 08, 2020
Q1 2020
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-6.59KClosed |
$212K - $325K
|
0
$0
|
|
May 07, 2020
Q1 2020
|
Ae Wealth Management LLC
|
SELL
|
- |
-9.1KClosed |
$293K - $449K
|
0
$0
|
|
May 04, 2020
Q1 2020
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-1.38KClosed |
$44.3K - $67.9K
|
0
$0
|