Purchases and Sales Made in Q3 2022 in Wisdomtree Tr Intl Largecap Di (DOL)
This table provides information about the institutional ownership of Wisdomtree Tr Intl Largecap Di (DOL) during Q3 2022. 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 07, 2022
Q3 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
979K+ 177.43% |
$36.3M - $42.9M
|
1.53M
$75.4M
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
566K+ 11696.96% |
$21M - $24.8M
|
571K
$28.1M
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
259K+ 9.83% |
$9.61M - $11.4M
|
2.9M
$143M
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
180K+ 96.83% |
$6.68M - $7.89M
|
366K
$18.1M
|
|
Nov 03, 2022
Q3 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
165K+ 160.41% |
$6.11M - $7.22M
|
268K
$13.2M
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
100K+ 109.41% |
$3.72M - $4.39M
|
192K
$9.47M
|
|
Oct 28, 2022
Q3 2022
|
Key F Inancial Inc
|
BUY
|
- |
55.3K+ 29.3% |
$2.05M - $2.42M
|
244K
$12M
|
|
Nov 03, 2022
Q3 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
23.4K+ 15.11% |
$868K - $1.03M
|
178K
$8.8M
|
|
Nov 14, 2022
Q3 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
18.3K+ 265.52% |
$676K - $799K
|
25.1K
$1.24M
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
17K+ 22.21% |
$629K - $744K
|
93.5K
$4.61M
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
13.2K+ 22.35% |
$489K - $578K
|
72.3K
$3.56M
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
11.6K+ 7.91% |
$431K - $509K
|
159K
$7.82M
|
|
Nov 14, 2022
Q3 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
9.37KNew |
$347K - $410K
|
9.37K
$462K
|
|
Oct 25, 2022
Q3 2022
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
5.95KNew |
$220K - $260K
|
5.95K
$293K
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
5.6KNew |
$207K - $245K
|
5.6K
$276K
|
|
Oct 17, 2022
Q3 2022
|
Lantz Financial LLC
|
BUY
|
- |
5.22K+ 69.34% |
$193K - $228K
|
12.7K
$628K
|
|
Jan 27, 2023
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
5.12K+ 105.5% |
$190K - $224K
|
9.98K
$492K
|
|
Oct 20, 2022
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
5.12K+ 105.5% |
$190K - $224K
|
9.98K
$492K
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.4K+ 16.96% |
$163K - $193K
|
30.3K
$1.5M
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.48K+ 11.75% |
$91.9K - $109K
|
23.6K
$1.16M
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
2.15KNew |
$79.4K - $93.9K
|
2.15K
$106K
|
|
Oct 14, 2022
Q3 2022
|
Powers Advisory Group, LLC
|
BUY
|
- |
1.7K+ 2.37% |
$62.8K - $74.2K
|
73.2K
$3.61M
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
1.65K+ 73.25% |
$61.1K - $72.3K
|
3.91K
$192K
|
|
Nov 14, 2022
Q3 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
998+ 7.9% |
$37K - $43.7K
|
13.6K
$672K
|
|
Nov 14, 2022
Q3 2022
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
740New |
$27.4K - $32.4K
|
740
$36.5K
|
|
Oct 24, 2022
Q3 2022
|
Meridian Financial Partners LLC
|
BUY
|
- |
310+ 3.11% |
$11.5K - $13.6K
|
10.3K
$506K
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
115+ 2.12% |
$4.26K - $5.03K
|
5.54K
$273K
|
|
Nov 14, 2022
Q3 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
98+ 1.57% |
$3.63K - $4.29K
|
6.35K
$313K
|
|
Oct 12, 2022
Q3 2022
|
Evanson Asset Management, LLC
|
BUY
|
- |
27+ 0.15% |
$1K - $1.18K
|
18K
$885K
|
|
Nov 09, 2022
Q3 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
10+ 0.12% |
$370 - $438
|
8.6K
$424K
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
BUY
|
- |
10+ 0.95% |
$370 - $438
|
1.06K
$52.1K
|
|
Nov 10, 2022
Q3 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2+ 0.18% |
$74.1 - $87.5
|
1.12K
$55.2K
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 31, 2022
Q3 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-26- 0.45% |
$963 - $1.14K
|
5.72K
$282K
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-37- 0.53% |
$1.37K - $1.62K
|
6.93K
$342K
|
|
Oct 26, 2022
Q3 2022
|
Kwmg, LLC
|
SELL
|
- |
-196- 1.48% |
$7.26K - $8.58K
|
13.1K
$645K
|
|
Oct 27, 2022
Q3 2022
|
Us Bancorp \De\
|
SELL
|
- |
-247- 52.33% |
$9.15K - $10.8K
|
225
$11.1K
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-249- 1.99% |
$9.22K - $10.9K
|
12.3K
$604K
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-284- 2.78% |
$10.5K - $12.4K
|
9.93K
$489K
|
|
Oct 07, 2022
Q3 2022
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-404- 5.58% |
$15K - $17.7K
|
6.84K
$337K
|
|
Oct 24, 2022
Q3 2022
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-440- 4.74% |
$16.3K - $19.3K
|
8.85K
$436K
|
|
Nov 14, 2022
Q3 2022
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-688- 9.09% |
$25.5K - $30.1K
|
6.88K
$339K
|
|
Oct 21, 2022
Q3 2022
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-712- 1.4% |
$26.4K - $31.2K
|
50K
$2.46M
|
|
Nov 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-757- 2.82% |
$28K - $33.1K
|
26K
$1.28M
|
|
Feb 10, 2023
Q3 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-907- 4.0% |
$33.6K - $39.7K
|
21.8K
$1.07M
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
SELL
|
- |
-928- 1.06% |
$34.4K - $40.6K
|
86.2K
$4.25M
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-1.03KClosed |
$38.2K - $45.2K
|
0
$0
|
|
Oct 14, 2022
Q3 2022
|
Pacifica Partners Inc.
|
SELL
|
- |
-1.05K- 33.49% |
$39K - $46.1K
|
2.09K
$103K
|
|
Nov 08, 2022
Q3 2022
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-1.2K- 2.59% |
$44.4K - $52.5K
|
45.2K
$2.23M
|
|
Oct 21, 2022
Q3 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1.36K- 21.11% |
$50.2K - $59.4K
|
5.07K
$250K
|