Purchases and Sales Made in Q1 2022 in Wisdomtree Tr Intl Largecap Di (DOL)
This table provides information about the institutional ownership of Wisdomtree Tr Intl Largecap Di (DOL) during Q1 2022. The information is specifically focused on institutions that hold shares of WISDOMTREE TR INTL LARGECAP DI.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 16, 2022
Q1 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
187K+ 8.05% |
$8.38M - $9.57M
|
2.51M
$124M
|
|
May 11, 2022
Q1 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
98.4KNew |
$4.41M - $5.03M
|
98.4K
$4.85M
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
74.6K+ 40.05% |
$3.34M - $3.81M
|
261K
$12.9M
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
17.9K+ 12.9% |
$803K - $918K
|
157K
$7.74M
|
|
May 10, 2022
Q1 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
14.7K+ 11.34% |
$659K - $753K
|
144K
$7.12M
|
|
Apr 27, 2022
Q1 2022
|
Key F Inancial Inc
|
BUY
|
- |
13.4K+ 8.45% |
$602K - $687K
|
172K
$8.5M
|
|
May 16, 2022
Q1 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
11.7KNew |
$524K - $598K
|
11.7K
$576K
|
|
May 13, 2022
Q1 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
11.3KNew |
$505K - $577K
|
11.3K
$555K
|
|
May 17, 2022
Q1 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
9.64KNew |
$432K - $493K
|
9.64K
$475K
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
8.48K+ 13.17% |
$380K - $434K
|
72.8K
$3.59M
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
BUY
|
- |
4.14K+ 5.03% |
$186K - $212K
|
86.5K
$4.26M
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.97K+ 34.29% |
$178K - $203K
|
15.5K
$766K
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.1K+ 203.21% |
$139K - $159K
|
4.63K
$228K
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.96K+ 1.15% |
$133K - $151K
|
261K
$12.9M
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.85K+ 6.59% |
$127K - $146K
|
46K
$2.27M
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.05K+ 6.54% |
$91.7K - $105K
|
33.4K
$1.65M
|
|
May 16, 2022
Q1 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
1.66KNew |
$74.2K - $84.8K
|
1.66K
$81.7K
|
|
May 11, 2022
Q1 2022
|
Powers Advisory Group, LLC
|
BUY
|
- |
1.3K+ 1.91% |
$58.1K - $66.4K
|
69.1K
$3.41M
|
|
May 28, 2024
Q1 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
1.03KNew |
$46.2K - $52.8K
|
1.03K
$50.9K
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
868+ 9.79% |
$38.9K - $44.4K
|
9.73K
$480K
|
|
May 04, 2022
Q1 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
766+ 9.58% |
$34.3K - $39.2K
|
8.76K
$432K
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
444+ 27.91% |
$19.9K - $22.7K
|
2.04K
$100K
|
|
May 16, 2022
Q1 2022
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
406+ 0.85% |
$18.2K - $20.8K
|
48.4K
$2.38M
|
|
Apr 29, 2022
Q1 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
340New |
$15.2K - $17.4K
|
340
$16.8K
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
275+ 1.24% |
$12.3K - $14.1K
|
22.5K
$1.11M
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
156+ 1.28% |
$6.99K - $7.98K
|
12.3K
$608K
|
|
May 16, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
148+ 25.87% |
$6.63K - $7.57K
|
720
$35.5K
|
|
May 13, 2022
Q1 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
123+ 2.94% |
$5.51K - $6.29K
|
4.31K
$212K
|
|
May 02, 2022
Q1 2022
|
Meridian Financial Partners LLC
|
BUY
|
- |
109+ 1.43% |
$4.88K - $5.58K
|
7.73K
$381K
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
21+ 0.44% |
$941 - $1.07K
|
4.78K
$236K
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
BUY
|
- |
8+ 0.79% |
$358 - $409
|
1.02K
$50.5K
|
|
May 12, 2022
Q1 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2+ 0.18% |
$89.6 - $102
|
1.12K
$54.9K
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-11- 0.01% |
$493 - $563
|
91.9K
$4.53M
|
|
May 16, 2022
Q1 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-70Closed |
$3.14K - $3.58K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-91- 1.41% |
$4.08K - $4.66K
|
6.37K
$314K
|
|
Apr 22, 2022
Q1 2022
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-140- 1.48% |
$6.27K - $7.16K
|
9.29K
$458K
|
|
Apr 21, 2022
Q1 2022
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-145- 0.28% |
$6.49K - $7.42K
|
51.7K
$2.55M
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-233- 10.6% |
$10.4K - $11.9K
|
1.97K
$96.8K
|
|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-260- 1.05% |
$11.6K - $13.3K
|
24.5K
$1.21M
|
|
May 13, 2022
Q1 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-273- 3.91% |
$12.2K - $14K
|
6.71K
$330K
|
|
May 20, 2022
Q1 2022
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-308- 3.3% |
$13.8K - $15.8K
|
9.03K
$445K
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-362- 4.94% |
$16.2K - $18.5K
|
6.97K
$343K
|
|
Apr 26, 2022
Q1 2022
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-728- 13.98% |
$32.6K - $37.2K
|
4.48K
$221K
|
|
Apr 19, 2022
Q1 2022
|
Baystate Wealth Management LLC
|
SELL
|
- |
-750- 1.0% |
$33.6K - $38.4K
|
74.1K
$3.65M
|
|
May 05, 2022
Q1 2022
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-750Closed |
$33.6K - $38.4K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-751Closed |
$33.6K - $38.4K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-916- 0.89% |
$41K - $46.9K
|
102K
$5.03M
|
|
May 10, 2022
Q1 2022
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-1.14K- 14.59% |
$51K - $58.3K
|
6.67K
$329K
|
|
Apr 11, 2022
Q1 2022
|
Evanson Asset Management, LLC
|
SELL
|
- |
-1.63K- 8.35% |
$72.9K - $83.3K
|
17.9K
$880K
|