Latest Institutional Sells 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 sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-2.94K- 4.57% |
$129K - $145K
|
61.3K
$3.16M
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-1.42K- 3.12% |
$62.4K - $70K
|
44K
$2.27M
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-422- 3.55% |
$18.5K - $20.8K
|
11.5K
$591K
|
|
Feb 06, 2024
Q4 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-387- 8.15% |
$17K - $19.1K
|
4.36K
$225K
|
|
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
$18.7M
|
|
Q2 2023 | |||||||
Jul 10, 2023
Q2 2023
|
Kwmg, LLC
|
SELL
|
- |
-4.69K- 49.82% |
$214K - $228K
|
4.72K
$243K
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-636- 56.33% |
$29K - $31K
|
493
$25.4K
|
|
Q1 2023 | |||||||
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-7- 0.12% |
$310 - $335
|
5.72K
$294K
|
|
Q3 2022 | |||||||
Oct 14, 2022
Q3 2022
|
Pacifica Partners Inc.
|
SELL
|
- |
-1.05K- 33.49% |
$39K - $46.1K
|
2.09K
$108K
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-1.03KClosed |
$38.2K - $45.2K
|
0
$0
|
|
Oct 24, 2022
Q3 2022
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-440- 4.74% |
$16.3K - $19.3K
|
8.85K
$456K
|
|
Oct 27, 2022
Q3 2022
|
Us Bancorp \De\
|
SELL
|
- |
-247- 52.33% |
$9.15K - $10.8K
|
225
$11.6K
|
|
Q2 2022 | |||||||
Jul 28, 2022
Q2 2022
|
True North Advisors, LLC
|
SELL
|
- |
-5.66KClosed |
$237K - $278K
|
0
$0
|
|
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
|
|
Aug 16, 2022
Q2 2022
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-1.51K- 77.92% |
$63.2K - $74.3K
|
428
$22K
|
|
Q1 2022 | |||||||
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 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 05, 2022
Q1 2022
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-750Closed |
$33.6K - $38.4K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-70Closed |
$3.14K - $3.58K
|
0
$0
|
|
Q4 2021 | |||||||
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
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-434- 95.59% |
$20.4K - $21.6K
|
20
$1.03K
|
|
Q3 2021 | |||||||
Oct 19, 2021
Q3 2021
|
Capital City Trust CO
|
SELL
|
- |
-7.34KClosed |
$349K - $373K
|
0
$0
|
|
Oct 19, 2021
Q3 2021
|
Falcon Wealth Planning
|
SELL
|
- |
-5.21KClosed |
$247K - $265K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Evoke Wealth, LLC
|
SELL
|
- |
-156- 4.49% |
$7.42K - $7.94K
|
3.32K
$171K
|
|
Nov 12, 2021
Q3 2021
|
Assetmark, Inc
|
SELL
|
- |
-42- 97.67% |
$2K - $2.14K
|
1
$51.5
|
|
Q2 2021 | |||||||
Aug 16, 2021
Q2 2021
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-37.3KClosed |
$1.78M - $1.92M
|
0
$0
|
|
Jul 28, 2021
Q2 2021
|
Camelot Portfolios, LLC
|
SELL
|
- |
-9.45KClosed |
$451K - $486K
|
0
$0
|
|
Aug 11, 2021
Q2 2021
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-7.71KClosed |
$368K - $396K
|
0
$0
|
|
Q1 2021 | |||||||
May 12, 2021
Q1 2021
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-25.9K- 50.0% |
$1.18M - $1.24M
|
25.9K
$1.33M
|
|
Jun 02, 2021
Q1 2021
|
Regions Financial Corp
|
SELL
|
- |
-10.7KClosed |
$488K - $514K
|
0
$0
|
|
Apr 19, 2021
Q1 2021
|
Bartlett & Co. LLC
|
SELL
|
- |
-903Closed |
$41.2K - $43.4K
|
0
$0
|
|
Q4 2020 | |||||||
Jan 11, 2021
Q4 2020
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-7.15KClosed |
$281K - $330K
|
0
$0
|
|
Jan 29, 2021
Q4 2020
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-5.34KClosed |
$210K - $247K
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-4.85KClosed |
$191K - $224K
|
0
$0
|
|
Feb 02, 2021
Q4 2020
|
Duncker Streett & CO Inc
|
SELL
|
- |
-296Closed |
$11.7K - $13.7K
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-36Closed |
$1.42K - $1.66K
|
0
$0
|
|
Jan 20, 2021
Q4 2020
|
Tsfg, LLC
|
SELL
|
- |
-27- 23.48% |
$1.06K - $1.25K
|
88
$4.53K
|
|
Q3 2020 | |||||||
Nov 02, 2020
Q3 2020
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.93KClosed |
$78.5K - $84K
|
0
$0
|
|
Nov 02, 2020
Q3 2020
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-360Closed |
$14.7K - $15.7K
|
0
$0
|
|
Nov 09, 2020
Q3 2020
|
Fifth Third Bancorp
|
SELL
|
- |
-261Closed |
$10.6K - $11.4K
|
0
$0
|
|
Q2 2020 | |||||||
Aug 05, 2020
Q2 2020
|
Beacon Financial Group
|
SELL
|
- |
-194KClosed |
$6.83M - $8.41M
|
0
$0
|
|
Jul 21, 2020
Q2 2020
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-51KClosed |
$1.79M - $2.21M
|
0
$0
|
|
Aug 05, 2020
Q2 2020
|
Biltmore Family Office, LLC
|
SELL
|
- |
-12.5KClosed |
$439K - $541K
|
0
$0
|
|
Aug 04, 2020
Q2 2020
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-8.23KClosed |
$289K - $356K
|
0
$0
|
|
Jul 24, 2020
Q2 2020
|
Private Ocean, LLC
|
SELL
|
- |
-3.55KClosed |
$125K - $154K
|
0
$0
|
|
Jul 09, 2020
Q2 2020
|
Arden Trust CO
|
SELL
|
- |
-3.31KClosed |
$116K - $143K
|
0
$0
|