Purchases and Sales Made in Q3 2023 in Wisdomtree Tr Intl Largecap Di (DOL)
This table provides information about the institutional ownership of Wisdomtree Tr Intl Largecap Di (DOL) during Q3 2023. 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 13, 2023
Q3 2023
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-315- 2.64% |
$14.3K - $15.3K
|
11.6K
$573K
|
|
|
Oct 19, 2023
Q3 2023
|
Evanson Asset Management, LLC
|
SELL
|
- |
-375- 3.18% |
$17K - $18.2K
|
11.4K
$562K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-400- 33.96% |
$18.1K - $19.4K
|
778
$38.3K
|
|
|
Oct 26, 2023
Q3 2023
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-453- 6.61% |
$20.5K - $22K
|
6.4K
$315K
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-640- 10.78% |
$29K - $31K
|
5.3K
$261K
|
|
|
Oct 18, 2023
Q3 2023
|
Powers Advisory Group, LLC
|
SELL
|
- |
-716- 0.88% |
$32.5K - $34.7K
|
80.5K
$3.96M
|
|
|
Oct 26, 2023
Q3 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-830- 10.55% |
$37.6K - $40.3K
|
7.03K
$346K
|
|
|
Oct 19, 2023
Q3 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-956- 2.06% |
$43.4K - $46.4K
|
45.5K
$2.24M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-1.77K- 0.49% |
$80.3K - $85.9K
|
362K
$17.8M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.83K- 14.32% |
$83.1K - $88.8K
|
11K
$539K
|
|
|
Oct 30, 2023
Q3 2023
|
Altrius Capital Management Inc
New Bern, NC |
SELL
|
- |
-2.25K- 11.54% |
$102K - $109K
|
17.2K
$849K
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-4.13K- 6.04% |
$187K - $200K
|
64.3K
$3.16M
|
|
|
Jan 12, 2024
Q3 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-4.52K- 26.47% |
$205K - $219K
|
12.6K
$619K
|
|
|
Nov 09, 2023
Q3 2023
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-5.44K- 2.65% |
$247K - $264K
|
200K
$9.85M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-6.22K- 4.18% |
$282K - $302K
|
143K
$7.02M
|
|
|
Oct 13, 2023
Q3 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-14.6K- 9.15% |
$663K - $709K
|
145K
$7.15M
|
|
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-16.3K- 54.86% |
$741K - $793K
|
13.4K
$662K
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-32.6K- 7.87% |
$1.48M - $1.58M
|
381K
$18.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-43.9K- 72.61% |
$1.99M - $2.13M
|
16.5K
$815K
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-119K- 6.78% |
$5.38M - $5.75M
|
1.63M
$80.3M
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-131K- 4.27% |
$5.93M - $6.35M
|
2.93M
$144M
|