Purchases and Sales Made in Q3 2021 in Wisdomtree Tr Intl Largecap Di (DOL)
This table provides information about the institutional ownership of Wisdomtree Tr Intl Largecap Di (DOL) during Q3 2021. 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 |
---|---|---|---|---|---|---|---|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
262KNew |
$12.5M - $13.3M
|
262K
$12.9M
|
|
Nov 10, 2021
Q3 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
192K+ 9.33% |
$9.14M - $9.78M
|
2.25M
$111M
|
|
Nov 16, 2021
Q3 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
107K+ 250.02% |
$5.08M - $5.44M
|
150K
$7.38M
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
100KNew |
$4.75M - $5.09M
|
100K
$4.93M
|
|
Oct 28, 2021
Q3 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
40.7K+ 7.89% |
$1.93M - $2.07M
|
557K
$27.4M
|
|
Nov 15, 2021
Q3 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
31.3KNew |
$1.49M - $1.59M
|
31.3K
$1.54M
|
|
Nov 10, 2021
Q3 2021
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
26.6K+ 29.55% |
$1.27M - $1.36M
|
117K
$5.76M
|
|
Oct 28, 2021
Q3 2021
|
M&T Bank Corp
|
BUY
|
- |
21.5K+ 35.37% |
$1.02M - $1.09M
|
82.3K
$4.06M
|
|
Nov 01, 2021
Q3 2021
|
Key F Inancial Inc
|
BUY
|
- |
12.8K+ 10.04% |
$607K - $649K
|
140K
$6.89M
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
9.97K+ 34.39% |
$474K - $507K
|
39K
$1.92M
|
|
Nov 12, 2021
Q3 2021
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
9.29K+ 115.37% |
$441K - $472K
|
17.3K
$854K
|
|
Nov 15, 2021
Q3 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
7.73K+ 6.09% |
$368K - $393K
|
135K
$6.64M
|
|
Jun 07, 2022
Q3 2021
|
True North Advisors, LLC
|
BUY
|
- |
5.66KNew |
$269K - $288K
|
5.66K
$279K
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
5.33K+ 19.06% |
$253K - $271K
|
33.3K
$1.64M
|
|
Oct 12, 2021
Q3 2021
|
Windsor Group LTD
|
BUY
|
- |
4.94KNew |
$235K - $251K
|
4.94K
$244K
|
|
Nov 16, 2021
Q3 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.78KNew |
$227K - $243K
|
4.78K
$236K
|
|
Nov 12, 2021
Q3 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
3.72K+ 3.26% |
$177K - $189K
|
118K
$5.8M
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
BUY
|
- |
1.96K+ 2.51% |
$93.4K - $99.9K
|
80.1K
$3.95M
|
|
Nov 16, 2021
Q3 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.96K+ 834.04% |
$93.2K - $99.7K
|
2.2K
$108K
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.44K+ 16.6% |
$68.6K - $73.4K
|
10.1K
$499K
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.44K+ 2.97% |
$68.2K - $73K
|
49.7K
$2.45M
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.34K+ 2.29% |
$63.9K - $68.4K
|
60.1K
$2.96M
|
|
Oct 21, 2021
Q3 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.22K+ 10.58% |
$57.9K - $61.9K
|
12.7K
$627K
|
|
Oct 28, 2021
Q3 2021
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
1.17KNew |
$55.8K - $59.7K
|
1.17K
$57.9K
|
|
Nov 12, 2021
Q3 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
680New |
$32.3K - $34.6K
|
680
$33.5K
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
654+ 0.74% |
$31.1K - $33.3K
|
88.6K
$4.37M
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
499+ 4.51% |
$23.7K - $25.4K
|
11.6K
$570K
|
|
Nov 12, 2021
Q3 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
260+ 31.86% |
$12.4K - $13.2K
|
1.08K
$53K
|
|
Nov 15, 2021
Q3 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
201+ 4.85% |
$9.56K - $10.2K
|
4.35K
$214K
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
40+ 1.86% |
$1.9K - $2.03K
|
2.19K
$108K
|
|
Nov 09, 2021
Q3 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
24+ 0.37% |
$1.14K - $1.22K
|
6.44K
$317K
|
|
Oct 19, 2021
Q3 2021
|
Newton One Investments LLC
|
BUY
|
- |
23+ 1.04% |
$1.09K - $1.17K
|
2.23K
$110K
|
|
Nov 12, 2021
Q3 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
15+ 0.17% |
$713 - $763
|
8.61K
$424K
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
5+ 1.11% |
$238 - $254
|
454
$22.4K
|
|
Nov 09, 2021
Q3 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
4+ 0.27% |
$190 - $203
|
1.5K
$74.1K
|
|
Nov 05, 2021
Q3 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
3+ 0.27% |
$143 - $153
|
1.11K
$54.8K
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-6- 0.05% |
$285 - $305
|
12K
$590K
|
|
Nov 15, 2021
Q3 2021
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-36- 0.38% |
$1.71K - $1.83K
|
9.43K
$465K
|
|
Nov 12, 2021
Q3 2021
|
Assetmark, Inc
|
SELL
|
- |
-42- 97.67% |
$2K - $2.14K
|
1
$49.3
|
|
Nov 15, 2021
Q3 2021
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-87- 0.71% |
$4.14K - $4.43K
|
12.2K
$602K
|
|
Nov 04, 2021
Q3 2021
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-101- 1.73% |
$4.8K - $5.14K
|
5.75K
$283K
|
|
Nov 12, 2021
Q3 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-106- 1.5% |
$5.04K - $5.39K
|
6.98K
$344K
|
|
Nov 12, 2021
Q3 2021
|
Evoke Wealth, LLC
|
SELL
|
- |
-156- 4.49% |
$7.42K - $7.94K
|
3.32K
$163K
|
|
Nov 10, 2021
Q3 2021
|
Us Bancorp \De\
|
SELL
|
- |
-199- 29.66% |
$9.46K - $10.1K
|
472
$23.3K
|
|
Oct 07, 2021
Q3 2021
|
Kwmg, LLC
|
SELL
|
- |
-208- 1.04% |
$9.89K - $10.6K
|
19.7K
$972K
|
|
Nov 02, 2021
Q3 2021
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-248- 4.56% |
$11.8K - $12.6K
|
5.19K
$256K
|
|
Oct 07, 2021
Q3 2021
|
Envestnet Asset Management Inc
|
SELL
|
- |
-610- 4.33% |
$29K - $31K
|
13.5K
$664K
|
|
Nov 03, 2021
Q3 2021
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-635- 1.2% |
$30.2K - $32.3K
|
52.3K
$2.58M
|
|
Oct 12, 2021
Q3 2021
|
Ifg Advisory, LLC
|
SELL
|
- |
-699- 8.04% |
$33.2K - $35.6K
|
7.99K
$394K
|