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 $9.19M
May 10, 2023 Q1 2023
Huntington National Bank

Columbus, OH
BUY
 -
87.8K
+ 5.08%
$3.89M - $4.2M
1.82M $91.3M
May 12, 2023 Q1 2023
Wells Fargo & Company

San Francisco, CA
BUY
 -
70.8K
+ 102.84%
$3.13M - $3.39M
140K $7.02M
May 08, 2023 Q1 2023
Avidian Wealth Solutions, LLC

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

San Francisco, CA
BUY
 -
37.2K
+ 11.49%
$1.65M - $1.78M
360K $18.1M
May 11, 2023 Q1 2023
Commonwealth Equity Services, LLC

BUY
 -
17.8K
+ 18.35%
$790K - $854K
115K $5.79M
May 02, 2023 Q1 2023
Key F Inancial Inc

BUY
 -
12.5K
+ 5.14%
$555K - $600K
257K $12.9M
May 15, 2023 Q1 2023
Morgan Stanley

New York, NY
BUY
 -
11.7K
+ 3.02%
$516K - $558K
398K $20M
May 10, 2023 Q1 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
11.5K
+ 12.64%
$510K - $551K
103K $5.16M
May 11, 2023 Q1 2023
Jpmorgan Chase & CO

New York, NY
BUY
 -
8.13K
+ 11.49%
$360K - $389K
78.9K $3.97M
Apr 14, 2023 Q1 2023
Raymond James & Associates

St Petersburg, FL
BUY
 -
5.85K
+ 87.34%
$259K - $280K
12.5K $631K
May 15, 2023 Q1 2023
Howe & Rusling Inc

Rochester, NY
BUY
 -
5.32K
+ 79.84%
$235K - $255K
12K $603K
Apr 13, 2023 Q1 2023
Powers Advisory Group, LLC

BUY
 -
5.08K
+ 6.8%
$225K - $243K
79.7K $4.01M
May 12, 2023 Q1 2023
Kestra Advisory Services, LLC

BUY
 -
5.04K
+ 67.7%
$223K - $241K
12.5K $628K
May 11, 2023 Q1 2023
Cambridge Investment Research Advisors, Inc.

BUY
 -
4.82K
New
$213K - $230K
4.82K $242K
May 12, 2023 Q1 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
4.52K
+ 10.09%
$200K - $217K
49.3K $2.48M
May 15, 2023 Q1 2023
Northwestern Mutual Wealth Management CO

BUY
 -
4.06K
+ 13.13%
$180K - $194K
35K $1.76M
Apr 25, 2023 Q1 2023
Psi Advisors, LLC

BUY
 -
3.99K
New
$177K - $191K
3.99K $201K
May 12, 2023 Q1 2023
Old Mission Capital LLC

BUY
 -
2.81K
+ 24.61%
$124K - $134K
14.2K $715K
May 12, 2023 Q1 2023
Bank Of America Corp

Charlotte, NC
BUY
 -
2.77K
+ 1.57%
$123K - $133K
179K $9M
Apr 14, 2023 Q1 2023
Congress Wealth Management LLC

Boston, MA
BUY
 -
2.33K
+ 5.15%
$103K - $111K
47.6K $2.39M
May 15, 2023 Q1 2023
Cardiff Park Advisors, LLC

San Marcos, CA
BUY
 -
2.19K
New
$97.1K - $105K
2.19K $110K
Apr 25, 2023 Q1 2023
Geneos Wealth Management Inc.

BUY
 -
1.84K
+ 32.55%
$81.7K - $88.3K
7.51K $378K
May 12, 2023 Q1 2023
Ubs Group Ag

BUY
 -
1.27K
+ 2.2%
$56.1K - $60.7K
58.9K $2.96M
May 05, 2023 Q1 2023
Global Retirement Partners, LLC

BUY
 -
1.24K
+ 2482.0%
$55K - $59.4K
1.29K $64.9K
May 15, 2023 Q1 2023
Royal Bank Of Canada

Toronto, A6
BUY
 -
1.24K
+ 0.55%
$54.8K - $59.3K
224K $11.3M
May 12, 2023 Q1 2023
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
1.14K
+ 8.08%
$50.3K - $54.4K
15.2K $765K
May 15, 2023 Q1 2023
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
607
+ 9.01%
$26.9K - $29.1K
7.34K $369K
Apr 27, 2023 Q1 2023
Pb Mares Wealth Management LLC

BUY
 -
422
+ 6.35%
$18.7K - $20.2K
7.07K $355K
Apr 17, 2023 Q1 2023
Ronald Blue Trust, Inc.

Brentwood, TN
BUY
 -
301
+ 9.85%
$13.3K - $14.4K
3.36K $169K
May 12, 2023 Q1 2023
Stifel Financial Corp

St. Louis, MO
BUY
 -
61
+ 1.03%
$2.7K - $2.92K
5.98K $301K
May 10, 2023 Q1 2023
Resources Investment Advisors, Llc.

Overland Park, KS
BUY
 -
25
+ 0.22%
$1.11K - $1.2K
11.2K $562K
Apr 18, 2023 Q1 2023
Newton One Investments LLC

BUY
 -
21
+ 0.93%
$930 - $1.01K
2.27K $114K
Apr 19, 2023 Q1 2023
Jfs Wealth Advisors, LLC

BUY
 -
10
+ 0.2%
$443 - $479
5.08K $256K
May 15, 2023 Q1 2023
Resurgent Financial Advisors LLC

Atlanta, GA
BUY
 -
8
+ 0.97%
$354 - $383
834 $42K
May 12, 2023 Q1 2023
True Wealth Design, LLC

Akron, OH
BUY
 -
1
+ 0.01%
$44.3 - $47.9
12.3K $620K
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 $288K
Apr 26, 2023 Q1 2023
Chicago Partners Investment Group LLC

SELL
 -
-11
- 0.14%
$487 - $527
7.84K $395K
May 11, 2023 Q1 2023
High Tower Advisors, LLC

Chicago, IL
SELL
 -
-24
- 0.21%
$1.06K - $1.15K
11.3K $568K
May 15, 2023 Q1 2023
Founders Financial Alliance, LLC

Raleigh, NC
SELL
 -
-48
- 34.53%
$2.13K - $2.3K
91 $4.58K
Apr 19, 2023 Q1 2023
Strateg Iq Financial Group, LLC

SELL
 -
-80
- 0.17%
$3.54K - $3.83K
47.9K $2.41M
Apr 20, 2023 Q1 2023
Institute For Wealth Management, Llc.

SELL
 -
-128
- 1.06%
$5.67K - $6.13K
12K $602K
Apr 28, 2023 Q1 2023
Soa Wealth Advisors, Llc.

SELL
 -
-393
- 9.78%
$17.4K - $18.8K
3.63K $182K
Apr 19, 2023 Q1 2023
Meridian Financial Partners LLC

SELL
 -
-643
- 6.25%
$28.5K - $30.8K
9.64K $485K
Apr 18, 2023 Q1 2023
Ifp Advisors, Inc

SELL
 -
-1.25K
- 38.08%
$55.2K - $59.7K
2.03K $102K
Apr 12, 2023 Q1 2023
Evanson Asset Management, LLC

SELL
 -
-1.33K
- 8.44%
$59K - $63.8K
14.4K $727K
May 12, 2023 Q1 2023
Mml Investors Services, LLC

Springfield, MA
SELL
 -
-1.59K
- 12.8%
$70.3K - $76K
10.8K $544K
May 15, 2023 Q1 2023
Ameriprise Financial Inc

Minneapolis, MN
SELL
 -
-1.68K
- 15.6%
$74.2K - $80.2K
9.07K $456K

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