Purchases and Sales Made in Q3 2024 in Wisdomtree Tr Intl Largecap Di (DOL)
This table provides information about the institutional ownership of Wisdomtree Tr Intl Largecap Di (DOL) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2024
Q3 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
42.6K+ 18.09% |
$2.09M - $2.33M
|
278K
$13.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
40.9K+ 95.92% |
$2.01M - $2.23M
|
83.5K
$4.11M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
25.6K+ 4.82% |
$1.26M - $1.4M
|
557K
$27.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
16.4KNew |
$808K - $897K
|
16.4K
$810K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
16.2K+ 192.53% |
$794K - $881K
|
24.5K
$1.21M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
10.1K+ 11.42% |
$495K - $550K
|
98.4K
$4.85M
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
BUY
|
- |
7.59K+ 5.38% |
$373K - $414K
|
149K
$7.32M
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
4.94K+ 14.59% |
$243K - $270K
|
38.8K
$1.91M
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
3.87KNew |
$190K - $211K
|
3.87K
$191K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
3.74KNew |
$184K - $204K
|
3.74K
$184K
|
|
|
Oct 15, 2024
Q3 2024
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
3.72KNew |
$183K - $203K
|
3.72K
$183K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.51K+ 25.81% |
$172K - $192K
|
17.1K
$843K
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
BUY
|
- |
2.82K+ 1.01% |
$139K - $154K
|
283K
$14M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.68K+ 2.64% |
$82.7K - $91.9K
|
65.5K
$3.23M
|
|
|
Oct 21, 2024
Q3 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
1.66K+ 1.87% |
$81.3K - $90.3K
|
90K
$4.43M
|
|
|
Oct 18, 2024
Q3 2024
|
Powers Advisory Group, LLC
|
BUY
|
- |
1.19K+ 1.44% |
$58.7K - $65.1K
|
83.9K
$4.13M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.03K+ 2.01% |
$50.7K - $56.2K
|
52.5K
$2.58M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
938+ 3.12% |
$46.1K - $51.2K
|
31K
$1.53M
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
400+ 0.67% |
$19.7K - $21.8K
|
60.4K
$2.98M
|
|
|
Nov 14, 2024
Q3 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
300+ 7.54% |
$14.7K - $16.4K
|
4.28K
$211K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
143+ 1.34% |
$7.03K - $7.8K
|
10.8K
$533K
|
|
|
Nov 06, 2024
Q3 2024
|
Altrius Capital Management Inc
New Bern, NC |
BUY
|
- |
23+ 0.13% |
$1.13K - $1.25K
|
17.1K
$843K
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
16+ 0.45% |
$786 - $873
|
3.55K
$175K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
15New |
$737 - $818
|
15
$739
|
|
|
Oct 07, 2024
Q3 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
13+ 0.11% |
$639 - $709
|
11.5K
$567K
|
|
|
Nov 14, 2024
Q3 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
10+ 0.43% |
$491 - $546
|
2.33K
$115K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
5+ 0.08% |
$246 - $273
|
6.03K
$297K
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1+ 0.02% |
$49.1 - $54.6
|
4.62K
$228K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-10- 0.11% |
$491 - $546
|
9.16K
$451K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-75- 0.23% |
$3.68K - $4.09K
|
33.1K
$1.63M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-76- 11.46% |
$3.73K - $4.15K
|
587
$28.9K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-161- 2.24% |
$7.91K - $8.78K
|
7.02K
$346K
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-163- 1.26% |
$8.01K - $8.89K
|
12.7K
$628K
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-165- 0.13% |
$8.11K - $9K
|
130K
$6.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-176- 1.49% |
$8.65K - $9.6K
|
11.6K
$573K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-192- 3.87% |
$9.43K - $10.5K
|
4.77K
$235K
|
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-211- 4.79% |
$10.4K - $11.5K
|
4.19K
$207K
|
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-214- 3.89% |
$10.5K - $11.7K
|
5.29K
$260K
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-241- 0.68% |
$11.8K - $13.1K
|
35K
$1.72M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-298- 4.23% |
$14.6K - $16.3K
|
6.74K
$332K
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-325- 19.1% |
$16K - $17.7K
|
1.38K
$67.9K
|
|
|
Oct 25, 2024
Q3 2024
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-363- 5.56% |
$17.8K - $19.8K
|
6.17K
$304K
|
|
|
Nov 08, 2024
Q3 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-409- 3.19% |
$20.1K - $22.3K
|
12.4K
$612K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-442- 55.32% |
$21.7K - $24.1K
|
357
$17.6K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-526- 0.41% |
$25.8K - $28.7K
|
128K
$6.32M
|
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-773- 24.53% |
$38K - $42.2K
|
2.38K
$117K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-923- 6.16% |
$45.3K - $50.3K
|
14.1K
$693K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-929- 6.75% |
$45.6K - $50.7K
|
12.8K
$632K
|
|
|
Oct 25, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-1.05K- 3.55% |
$51.3K - $57K
|
28.4K
$1.4M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.08K- 8.04% |
$53.1K - $59K
|
12.4K
$609K
|