Latest Institutional Purchases of Wisdomtree Tr Intl Largecap Di (DOL)
This list provides information on the latest institutional transactions involving Wisdomtree Tr Intl Largecap Di (DOL) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
75New |
$3.3K - $3.7K
|
75
$3.88K
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
6+ 0.7% |
$264 - $296
|
862
$44.6K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1New |
$43.9 - $49.3
|
1
$51.8
|
|
| Q3 2023 | |||||||
|
Oct 17, 2023
Q3 2023
|
Cx Institutional
|
BUY
|
- |
131KNew |
$5.95M - $6.36M
|
131K
$6.78M
|
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
35.3KNew |
$1.6M - $1.71M
|
35.3K
$1.83M
|
|
|
Oct 27, 2023
Q3 2023
|
Sym Financial Corp
|
BUY
|
- |
1.98KNew |
$89.9K - $96.2K
|
1.98K
$103K
|
|
|
Oct 27, 2023
Q3 2023
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
1.06KNew |
$47.9K - $51.3K
|
1.06K
$54.7K
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
835New |
$37.9K - $40.5K
|
835
$43.2K
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
150New |
$6.8K - $7.28K
|
150
$7.76K
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
100New |
$4.54K - $4.85K
|
100
$5.18K
|
|
|
Oct 17, 2023
Q3 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
97New |
$4.4K - $4.71K
|
97
$5.02K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
4.52KNew |
$206K - $220K
|
4.52K
$234K
|
|
|
Aug 10, 2023
Q2 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
4.51KNew |
$206K - $219K
|
4.51K
$233K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
433New |
$19.8K - $21.1K
|
433
$22.4K
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
380New |
$17.3K - $18.5K
|
380
$19.7K
|
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
7New |
$319 - $341
|
7
$362
|
|
| Q1 2023 | |||||||
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.82KNew |
$213K - $230K
|
4.82K
$249K
|
|
| 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
$1.58M
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
2.86KNew |
$107K - $129K
|
2.86K
$148K
|
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
BUY
|
- |
546New |
$20.3K - $24.7K
|
546
$28.3K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
740New |
$27.4K - $32.4K
|
740
$38.3K
|
|
| Q2 2022 | |||||||
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
406New |
$17K - $20K
|
406
$21K
|
|
|
Aug 09, 2022
Q2 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
14New |
$586 - $689
|
14
$725
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
8+ 0.41% |
$335 - $394
|
1.97K
$102K
|
|
| Q1 2022 | |||||||
|
Apr 29, 2022
Q1 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
340New |
$15.2K - $17.4K
|
340
$17.6K
|
|
|
May 16, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
148+ 25.87% |
$6.63K - $7.57K
|
720
$37.3K
|
|
| Q4 2021 | |||||||
|
Feb 18, 2022
Q4 2021
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
6.15KNew |
$288K - $306K
|
6.15K
$318K
|
|
| Q3 2021 | |||||||
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
100KNew |
$4.75M - $5.09M
|
100K
$5.18M
|
|
|
Oct 28, 2021
Q3 2021
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
1.17KNew |
$55.8K - $59.7K
|
1.17K
$60.8K
|
|
| Q1 2021 | |||||||
|
May 21, 2021
Q1 2021
|
Spire Wealth Management
|
BUY
|
- |
42New |
$1.92K - $2.02K
|
42
$2.17K
|
|
| Q4 2020 | |||||||
|
Feb 13, 2024
Q4 2020
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
903New |
$35.6K - $41.7K
|
903
$46.7K
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
215+ 7.07% |
$7.56K - $9.31K
|
3.26K
$168K
|
|
| Q3 2019 | |||||||
|
Oct 25, 2019
Q3 2019
|
Brooks, Moore & Associates, Inc.
|
BUY
|
- |
14.5K+ 240.17% |
$665K - $679K
|
20.6K
$1.07M
|
|
| Q3 2017 | |||||||
|
Nov 14, 2017
Q3 2017
|
Old Mission Capital LLC
|
BUY
|
CALL |
13.4KNew |
N/A
|
13.4K
$692K
|
|
|
Nov 14, 2017
Q3 2017
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
N/A
|
1
$51.8
|
|