Purchases and Sales Made in Q1 2024 in Wisdomtree Tr Intl Largecap Di (DOL)
This table provides information about the institutional ownership of Wisdomtree Tr Intl Largecap Di (DOL) during Q1 2024. 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 01, 2024
Q1 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-184- 17.28% |
$8.83K - $9.56K
|
881
$44.2K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-203- 19.5% |
$9.74K - $10.6K
|
838
$42K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-262- 0.21% |
$12.6K - $13.6K
|
124K
$6.24M
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-284- 50.0% |
$13.6K - $14.8K
|
284
$14.2K
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-364- 7.32% |
$17.5K - $18.9K
|
4.61K
$231K
|
|
|
May 03, 2024
Q1 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-444- 0.33% |
$21.3K - $23.1K
|
134K
$6.73M
|
|
|
May 13, 2024
Q1 2024
|
Altrius Capital Management Inc
New Bern, NC |
SELL
|
- |
-570- 3.39% |
$27.3K - $29.6K
|
16.2K
$814K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-758- 12.1% |
$36.4K - $39.4K
|
5.5K
$276K
|
|
|
Apr 24, 2024
Q1 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-1.07K- 16.45% |
$51.4K - $55.7K
|
5.44K
$273K
|
|
|
Apr 10, 2024
Q1 2024
|
Lantz Financial LLC
|
SELL
|
- |
-1.58K- 23.68% |
$75.8K - $82.1K
|
5.09K
$255K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.69K- 0.62% |
$81K - $87.7K
|
272K
$13.6M
|
|
|
Aug 08, 2024
Q1 2024
|
Syntrinsic LLC
Denver, CO |
SELL
|
- |
-1.79KClosed |
$86K - $93.2K
|
0
$0
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.99K- 9.92% |
$95.4K - $103K
|
18.1K
$905K
|
|
|
Apr 18, 2024
Q1 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-2K- 3.23% |
$96.1K - $104K
|
60K
$3.01M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-4.11K- 6.64% |
$197K - $213K
|
57.7K
$2.89M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-4.17K- 39.26% |
$200K - $217K
|
6.46K
$324K
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-7.5K- 12.08% |
$360K - $390K
|
54.6K
$2.74M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-9.26K- 22.7% |
$444K - $481K
|
31.5K
$1.58M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-27.6K- 34.14% |
$1.32M - $1.43M
|
53.2K
$2.67M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-30.2K- 5.69% |
$1.45M - $1.57M
|
501K
$25.1M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-40.9K- 20.61% |
$1.96M - $2.13M
|
158K
$7.9M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-67.1K- 15.26% |
$3.22M - $3.49M
|
372K
$18.7M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-110K- 3.8% |
$5.27M - $5.7M
|
2.78M
$139M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-156K- 75.3% |
$7.48M - $8.1M
|
51.1K
$2.56M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-327K- 92.17% |
$15.7M - $17M
|
27.8K
$1.39M
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-697K- 44.33% |
$33.5M - $36.2M
|
876K
$43.9M
|