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 |
---|---|---|---|---|---|---|---|
Feb 13, 2024
Q4 2020
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
903New |
N/A
|
903
$46K
|
|
Feb 16, 2021
Q4 2020
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-4.85KClosed |
N/A
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-36Closed |
N/A
|
0
$0
|
|
Feb 02, 2021
Q4 2020
|
Duncker Streett & CO Inc
|
SELL
|
- |
-296Closed |
N/A
|
0
$0
|
|
Jan 29, 2021
Q4 2020
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-5.34KClosed |
N/A
|
0
$0
|
|
Jan 20, 2021
Q4 2020
|
Tsfg, LLC
|
SELL
|
- |
-27- 23.48% |
N/A
|
88
$4.48K
|
|
Jan 11, 2021
Q4 2020
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-7.15KClosed |
N/A
|
0
$0
|
|
Q3 2020 | |||||||
Nov 09, 2020
Q3 2020
|
Fifth Third Bancorp
|
SELL
|
- |
-261Closed |
N/A
|
0
$0
|
|
Nov 02, 2020
Q3 2020
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.93KClosed |
N/A
|
0
$0
|
|
Nov 02, 2020
Q3 2020
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-360Closed |
N/A
|
0
$0
|
|
Q2 2020 | |||||||
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
215+ 7.07% |
N/A
|
3.26K
$166K
|
|
Feb 11, 2021
Q2 2020
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-1.31KClosed |
N/A
|
0
$0
|
|
Aug 07, 2020
Q2 2020
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-2.02K- 23.61% |
N/A
|
6.53K
$333K
|
|
Aug 05, 2020
Q2 2020
|
Beacon Financial Group
|
SELL
|
- |
-194KClosed |
N/A
|
0
$0
|
|
Aug 05, 2020
Q2 2020
|
Biltmore Family Office, LLC
|
SELL
|
- |
-12.5KClosed |
N/A
|
0
$0
|
|
Aug 04, 2020
Q2 2020
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-8.23KClosed |
N/A
|
0
$0
|
|
Jul 31, 2020
Q2 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-698Closed |
N/A
|
0
$0
|
|
Jul 24, 2020
Q2 2020
|
Private Ocean, LLC
|
SELL
|
- |
-3.55KClosed |
N/A
|
0
$0
|
|
Jul 21, 2020
Q2 2020
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-51KClosed |
N/A
|
0
$0
|
|
Jul 20, 2020
Q2 2020
|
Provident Wealth Management, LLC
|
SELL
|
- |
-664Closed |
N/A
|
0
$0
|
|
Jul 16, 2020
Q2 2020
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-2.9KClosed |
N/A
|
0
$0
|
|
Jul 16, 2020
Q2 2020
|
Optimum Investment Advisors
|
SELL
|
- |
-120Closed |
N/A
|
0
$0
|
|
Jul 09, 2020
Q2 2020
|
Arden Trust CO
|
SELL
|
- |
-3.31KClosed |
N/A
|
0
$0
|
|
Q1 2020 | |||||||
May 22, 2020
Q1 2020
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-4.87KClosed |
N/A
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-8.76KClosed |
N/A
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-5.22KClosed |
N/A
|
0
$0
|
|
May 13, 2020
Q1 2020
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-1.23KClosed |
N/A
|
0
$0
|
|
May 11, 2020
Q1 2020
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
SELL
|
- |
-4.75KClosed |
N/A
|
0
$0
|
|
May 08, 2020
Q1 2020
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-6.59KClosed |
N/A
|
0
$0
|
|
May 07, 2020
Q1 2020
|
Ae Wealth Management LLC
|
SELL
|
- |
-9.1KClosed |
N/A
|
0
$0
|
|
May 04, 2020
Q1 2020
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-1.38KClosed |
N/A
|
0
$0
|
|
Apr 21, 2020
Q1 2020
|
Webster Bank, N. A.
|
SELL
|
- |
-745Closed |
N/A
|
0
$0
|
|
Apr 02, 2020
Q1 2020
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-1.05K- 49.98% |
N/A
|
1.05K
$53.3K
|
|
Q4 2019 | |||||||
Jan 30, 2020
Q4 2019
|
Parallel Advisors, LLC
|
SELL
|
- |
-145Closed |
N/A
|
0
$0
|
|
Jan 22, 2020
Q4 2019
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-1.5KClosed |
N/A
|
0
$0
|
|
Jan 08, 2020
Q4 2019
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-3.92KClosed |
N/A
|
0
$0
|
|
Q3 2019 | |||||||
Nov 15, 2019
Q3 2019
|
Wealthsource Partners, LLC
|
SELL
|
- |
-48.8KClosed |
N/A
|
0
$0
|
|
Nov 14, 2019
Q3 2019
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-11.2KClosed |
N/A
|
0
$0
|
|
Nov 12, 2019
Q3 2019
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-4.3KClosed |
N/A
|
0
$0
|
|
Oct 25, 2019
Q3 2019
|
Brooks, Moore & Associates, Inc.
|
BUY
|
- |
14.5K+ 240.17% |
N/A
|
20.6K
$1.05M
|
|
Q2 2019 | |||||||
Jul 24, 2019
Q2 2019
|
Lindbrook Capital, LLC
|
SELL
|
- |
-5.05KClosed |
N/A
|
0
$0
|
|
Q1 2019 | |||||||
May 17, 2019
Q1 2019
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-4.82KClosed |
N/A
|
0
$0
|
|
May 16, 2019
Q1 2019
|
Wealthpoint, LLC
|
SELL
|
- |
-100Closed |
N/A
|
0
$0
|
|
May 15, 2019
Q1 2019
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-5.55KClosed |
N/A
|
0
$0
|
|
May 03, 2019
Q1 2019
|
Focused Wealth Management, Inc
|
SELL
|
- |
-1.44KClosed |
N/A
|
0
$0
|
|
Q4 2018 | |||||||
Feb 14, 2019
Q4 2018
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-120Closed |
N/A
|
0
$0
|
|
Feb 08, 2019
Q4 2018
|
Courier Capital LLC
|
SELL
|
- |
-4.25KClosed |
N/A
|
0
$0
|
|
Feb 07, 2019
Q4 2018
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-200Closed |
N/A
|
0
$0
|
|
Jan 18, 2019
Q4 2018
|
Fusion Family Wealth LLC
|
SELL
|
- |
-300Closed |
N/A
|
0
$0
|
|
Jan 15, 2019
Q4 2018
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-1.71KClosed |
N/A
|
0
$0
|