Purchases and Sales Made in Q1 2023 in Wisdomtree Tr Intl Largecap Di (DOL)

DOL Quotes by TradingView

This table provides information about the institutional ownership of Wisdomtree Tr Intl Largecap Di (DOL) during Q1 2023. 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 10, 2023 Q1 2023
Bip Wealth, LLC

Atlanta, GA
BUY
 -
183K
New
$8.09M - $8.75M
183K $9M
May 10, 2023 Q1 2023
Huntington National Bank

Columbus, OH
BUY
 -
87.8K
+ 5.08%
$3.89M - $4.2M
1.82M $89.5M
May 12, 2023 Q1 2023
Wells Fargo & Company

San Francisco, CA
BUY
 -
70.8K
+ 102.84%
$3.13M - $3.39M
140K $6.88M
May 08, 2023 Q1 2023
Avidian Wealth Solutions, LLC

BUY
 -
45.4K
+ 26.18%
$2.01M - $2.17M
219K $10.8M
May 11, 2023 Q1 2023
First Republic Investment Management, Inc.

San Francisco, CA
BUY
 -
37.2K
+ 11.49%
$1.65M - $1.78M
360K $17.8M
May 11, 2023 Q1 2023
Commonwealth Equity Services, LLC

BUY
 -
17.8K
+ 18.35%
$790K - $854K
115K $5.67M
May 02, 2023 Q1 2023
Key F Inancial Inc

BUY
 -
12.5K
+ 5.14%
$555K - $600K
257K $12.6M
May 15, 2023 Q1 2023
Morgan Stanley

New York, NY
BUY
 -
11.7K
+ 3.02%
$516K - $558K
398K $19.6M
May 10, 2023 Q1 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
11.5K
+ 12.64%
$510K - $551K
103K $5.05M
May 11, 2023 Q1 2023
Jpmorgan Chase & CO

New York, NY
BUY
 -
8.13K
+ 11.49%
$360K - $389K
78.9K $3.89M
Apr 14, 2023 Q1 2023
Raymond James & Associates

St Petersburg, FL
BUY
 -
5.85K
+ 87.34%
$259K - $280K
12.5K $618K
May 15, 2023 Q1 2023
Howe & Rusling Inc

Rochester, NY
BUY
 -
5.32K
+ 79.84%
$235K - $255K
12K $590K
Apr 13, 2023 Q1 2023
Powers Advisory Group, LLC

BUY
 -
5.08K
+ 6.8%
$225K - $243K
79.7K $3.93M
May 12, 2023 Q1 2023
Kestra Advisory Services, LLC

BUY
 -
5.04K
+ 67.7%
$223K - $241K
12.5K $615K
May 11, 2023 Q1 2023
Cambridge Investment Research Advisors, Inc.

BUY
 -
4.82K
New
$213K - $230K
4.82K $237K
May 12, 2023 Q1 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
4.52K
+ 10.09%
$200K - $217K
49.3K $2.43M
May 15, 2023 Q1 2023
Northwestern Mutual Wealth Management CO

BUY
 -
4.06K
+ 13.13%
$180K - $194K
35K $1.72M
Apr 25, 2023 Q1 2023
Psi Advisors, LLC

BUY
 -
3.99K
New
$177K - $191K
3.99K $197K
May 12, 2023 Q1 2023
Old Mission Capital LLC

BUY
 -
2.81K
+ 24.61%
$124K - $134K
14.2K $700K
May 12, 2023 Q1 2023
Bank Of America Corp

Charlotte, NC
BUY
 -
2.77K
+ 1.57%
$123K - $133K
179K $8.82M
Apr 14, 2023 Q1 2023
Congress Wealth Management LLC

Boston, MA
BUY
 -
2.33K
+ 5.15%
$103K - $111K
47.6K $2.34M
May 15, 2023 Q1 2023
Cardiff Park Advisors, LLC

San Marcos, CA
BUY
 -
2.19K
New
$97.1K - $105K
2.19K $108K
Apr 25, 2023 Q1 2023
Geneos Wealth Management Inc.

BUY
 -
1.84K
+ 32.55%
$81.7K - $88.3K
7.51K $370K
May 12, 2023 Q1 2023
Ubs Group Ag

BUY
 -
1.27K
+ 2.2%
$56.1K - $60.7K
58.9K $2.9M
May 05, 2023 Q1 2023
Global Retirement Partners, LLC

BUY
 -
1.24K
+ 2482.0%
$55K - $59.4K
1.29K $63.6K
May 15, 2023 Q1 2023
Royal Bank Of Canada

Toronto, A6
BUY
 -
1.24K
+ 0.55%
$54.8K - $59.3K
224K $11.1M
May 12, 2023 Q1 2023
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
1.14K
+ 8.08%
$50.3K - $54.4K
15.2K $750K
May 15, 2023 Q1 2023
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
607
+ 9.01%
$26.9K - $29.1K
7.34K $362K
Apr 27, 2023 Q1 2023
Pb Mares Wealth Management LLC

BUY
 -
422
+ 6.35%
$18.7K - $20.2K
7.07K $348K
Apr 17, 2023 Q1 2023
Ronald Blue Trust, Inc.

Brentwood, TN
BUY
 -
301
+ 9.85%
$13.3K - $14.4K
3.36K $165K
May 12, 2023 Q1 2023
Stifel Financial Corp

St. Louis, MO
BUY
 -
61
+ 1.03%
$2.7K - $2.92K
5.98K $295K
May 10, 2023 Q1 2023
Resources Investment Advisors, Llc.

Overland Park, KS
BUY
 -
25
+ 0.22%
$1.11K - $1.2K
11.2K $551K
Apr 18, 2023 Q1 2023
Newton One Investments LLC

BUY
 -
21
+ 0.93%
$930 - $1.01K
2.27K $112K
Apr 19, 2023 Q1 2023
Jfs Wealth Advisors, LLC

BUY
 -
10
+ 0.2%
$443 - $479
5.08K $250K
May 15, 2023 Q1 2023
Resurgent Financial Advisors LLC

Atlanta, GA
BUY
 -
8
+ 0.97%
$354 - $383
834 $41.1K
May 12, 2023 Q1 2023
True Wealth Design, LLC

Akron, OH
BUY
 -
1
+ 0.01%
$44.3 - $47.9
12.3K $608K
May 15, 2023 Q1 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
May 15, 2023 Q1 2023
Baird Financial Group, Inc.

Milwaukee, WI
SELL
 -
-7
- 0.12%
$310 - $335
5.72K $282K
Apr 26, 2023 Q1 2023
Chicago Partners Investment Group LLC

SELL
 -
-11
- 0.14%
$487 - $527
7.84K $387K
May 11, 2023 Q1 2023
High Tower Advisors, LLC

Chicago, IL
SELL
 -
-24
- 0.21%
$1.06K - $1.15K
11.3K $557K
May 15, 2023 Q1 2023
Founders Financial Alliance, LLC

Raleigh, NC
SELL
 -
-48
- 34.53%
$2.13K - $2.3K
91 $4.48K
Apr 19, 2023 Q1 2023
Strateg Iq Financial Group, LLC

SELL
 -
-80
- 0.17%
$3.54K - $3.83K
47.9K $2.36M
Apr 20, 2023 Q1 2023
Institute For Wealth Management, Llc.

SELL
 -
-128
- 1.06%
$5.67K - $6.13K
12K $590K
Apr 28, 2023 Q1 2023
Soa Wealth Advisors, Llc.

SELL
 -
-393
- 9.78%
$17.4K - $18.8K
3.63K $179K
Apr 19, 2023 Q1 2023
Meridian Financial Partners LLC

SELL
 -
-643
- 6.25%
$28.5K - $30.8K
9.64K $475K
Apr 18, 2023 Q1 2023
Ifp Advisors, Inc

SELL
 -
-1.25K
- 38.08%
$55.2K - $59.7K
2.03K $99.9K
Apr 12, 2023 Q1 2023
Evanson Asset Management, LLC

SELL
 -
-1.33K
- 8.44%
$59K - $63.8K
14.4K $712K
May 12, 2023 Q1 2023
Mml Investors Services, LLC

Springfield, MA
SELL
 -
-1.59K
- 12.8%
$70.3K - $76K
10.8K $533K
May 15, 2023 Q1 2023
Ameriprise Financial Inc

Minneapolis, MN
SELL
 -
-1.68K
- 15.6%
$74.2K - $80.2K
9.07K $447K

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