Purchases and Sales Made in Q2 2024 in Wisdomtree Tr Intl Largecap Di (DOL)
This table provides information about the institutional ownership of Wisdomtree Tr Intl Largecap Di (DOL) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
37.7K+ 23.9% |
$1.87M - $2.01M
|
195K
$9.83M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
30.2K+ 6.03% |
$1.5M - $1.61M
|
531K
$26.7M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
30.2K+ 6.03% |
$1.5M - $1.61M
|
531K
$26.7M
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
22.2K+ 0.8% |
$1.1M - $1.19M
|
2.8M
$141M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
18.6K+ 36.37% |
$920K - $992K
|
69.7K
$3.51M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
15.4K+ 10.92% |
$763K - $823K
|
157K
$7.88M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
13.6KNew |
$673K - $726K
|
13.6K
$684K
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
13.4KNew |
$665K - $718K
|
13.4K
$676K
|
|
|
Jul 31, 2024
Q2 2024
|
M&T Bank Corp
|
BUY
|
- |
13.4K+ 10.49% |
$663K - $714K
|
141K
$7.09M
|
|
|
Jul 25, 2024
Q2 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
12.9KNew |
$639K - $689K
|
12.9K
$649K
|
|
|
Aug 08, 2024
Q2 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
10.6K+ 4.71% |
$525K - $566K
|
236K
$11.9M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
9.34K+ 11.83% |
$462K - $498K
|
88.3K
$4.44M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
8.39KNew |
$415K - $448K
|
8.39K
$422K
|
|
|
Jul 29, 2024
Q2 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
8.34K+ 39.61% |
$413K - $445K
|
29.4K
$1.48M
|
|
|
Jul 29, 2024
Q2 2024
|
Key F Inancial Inc
|
BUY
|
- |
7.03K+ 2.57% |
$348K - $375K
|
280K
$14.1M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
6.98KNew |
$345K - $372K
|
6.98K
$351K
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
4.36KNew |
$216K - $233K
|
4.36K
$219K
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.26K+ 3.42% |
$211K - $227K
|
129K
$6.48M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.25K+ 8.1% |
$112K - $120K
|
30.1K
$1.51M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.23K+ 1.18% |
$110K - $119K
|
191K
$9.61M
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.01KNew |
$99.4K - $107K
|
2.01K
$101K
|
|
|
Aug 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.83K+ 5.7% |
$90.4K - $97.5K
|
33.9K
$1.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.69K+ 0.62% |
$83.6K - $90.1K
|
273K
$13.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.63K+ 5.17% |
$80.6K - $86.9K
|
33.2K
$1.67M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.57K+ 2.52% |
$77.7K - $83.7K
|
63.9K
$3.21M
|
|
|
Aug 07, 2024
Q2 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
1.41K+ 1.63% |
$69.9K - $75.4K
|
88.3K
$4.44M
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.26K+ 100.88% |
$62.2K - $67.1K
|
2.5K
$126K
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
912New |
$45.1K - $48.7K
|
912
$45.9K
|
|
|
Aug 12, 2024
Q2 2024
|
Altrius Capital Management Inc
New Bern, NC |
BUY
|
- |
850+ 5.23% |
$42.1K - $45.4K
|
17.1K
$860K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
579+ 8.96% |
$28.7K - $30.9K
|
7.04K
$354K
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
425New |
$21K - $22.7K
|
425
$21.4K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
387+ 0.3% |
$19.2K - $20.7K
|
128K
$6.43M
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
210New |
$10.4K - $11.2K
|
210
$10.6K
|
|
|
Jul 22, 2024
Q2 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
145+ 2.27% |
$7.18K - $7.74K
|
6.53K
$329K
|
|
|
Jul 12, 2024
Q2 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
57+ 0.5% |
$2.82K - $3.04K
|
11.5K
$578K
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
56+ 0.61% |
$2.77K - $2.99K
|
9.17K
$461K
|
|
|
Aug 14, 2024
Q2 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
44+ 1.93% |
$2.18K - $2.35K
|
2.32K
$117K
|
|
|
Aug 23, 2024
Q2 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
20+ 17.86% |
$990 - $1.07K
|
132
$6.64K
|
|
|
Jul 31, 2024
Q2 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
10+ 0.0% |
$495 - $534
|
205K
$10.3M
|
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
4+ 0.09% |
$198 - $213
|
4.62K
$232K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
1+ 0.15% |
$49.5 - $53.4
|
663
$33.3K
|
|
|
Jul 29, 2024
Q2 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
1+ 4.0% |
$49.5 - $53.4
|
26
$1.31K
|
|
|
Jul 17, 2024
Q2 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-16- 0.45% |
$792 - $854
|
3.53K
$178K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-20- 2.57% |
$990 - $1.07K
|
758
$38.1K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-39- 4.65% |
$1.93K - $2.08K
|
799
$40.2K
|
|
|
Jul 25, 2024
Q2 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-47- 0.4% |
$2.33K - $2.51K
|
11.8K
$594K
|
|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-47- 0.45% |
$2.33K - $2.51K
|
10.4K
$522K
|
|
|
Aug 13, 2024
Q2 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-61- 0.47% |
$3.02K - $3.26K
|
12.8K
$645K
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-124- 1.04% |
$6.14K - $6.62K
|
11.8K
$594K
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-126- 0.44% |
$6.24K - $6.72K
|
28.4K
$1.43M
|