Purchases and Sales Made in Q1 2025 in Wisdomtree Tr Intl Largecap Di (DOL)
This table provides information about the institutional ownership of Wisdomtree Tr Intl Largecap Di (DOL) during Q1 2025. 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 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-279- 2.57% |
$13.7K - $15.9K
|
10.6K
$631K
|
|
|
May 13, 2025
Q1 2025
|
Herold Advisors, Inc.
|
SELL
|
- |
-300- 7.01% |
$14.7K - $17K
|
3.98K
$238K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-340- 4.19% |
$16.7K - $19.3K
|
7.77K
$464K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-426- 3.23% |
$20.9K - $24.2K
|
12.8K
$762K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-627- 1.9% |
$30.8K - $35.6K
|
32.5K
$1.94M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-658- 13.2% |
$32.3K - $37.4K
|
4.33K
$258K
|
|
|
Apr 16, 2025
Q1 2025
|
Powers Advisory Group, LLC
|
SELL
|
- |
-1.1K- 1.32% |
$53.9K - $62.4K
|
81.8K
$4.89M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.24K- 99.84% |
$60.9K - $70.5K
|
2
$120
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-1.7K- 4.94% |
$83.3K - $96.4K
|
32.7K
$1.95M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-2.15K- 4.4% |
$105K - $122K
|
46.7K
$2.79M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.36K- 20.7% |
$116K - $134K
|
9.03K
$540K
|
|
|
May 09, 2025
Q1 2025
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-2.55K- 2.86% |
$125K - $145K
|
86.6K
$5.17M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-2.62K- 5.48% |
$128K - $149K
|
45.1K
$2.7M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-4.13K- 3.28% |
$203K - $235K
|
122K
$7.28M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-4.81K- 15.67% |
$236K - $273K
|
25.9K
$1.55M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-5.86K- 8.47% |
$288K - $333K
|
63.3K
$3.78M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-8.05K- 12.89% |
$395K - $457K
|
54.4K
$3.25M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-8.79K- 18.02% |
$431K - $500K
|
40K
$2.39M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-21K- 10.19% |
$1.03M - $1.19M
|
185K
$11M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-28.8K- 1.06% |
$1.41M - $1.64M
|
2.69M
$161M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-35.5K- 39.37% |
$1.74M - $2.02M
|
54.7K
$3.27M
|