Purchases and Sales Made in Q4 2023 in Wisdomtree Tr Intl Largecap Di (DOL)
This table provides information about the institutional ownership of Wisdomtree Tr Intl Largecap Di (DOL) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
363K+ 473.77% |
$15.9M - $17.9M
|
439K
$21.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
190K+ 1150.51% |
$8.36M - $9.39M
|
207K
$10.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
46.8K+ 30.86% |
$2.06M - $2.31M
|
199K
$9.79M
|
|
|
Feb 06, 2024
Q4 2023
|
M&T Bank Corp
|
BUY
|
- |
25.7K+ 28.79% |
$1.13M - $1.27M
|
115K
$5.66M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
25.2K+ 10.78% |
$1.11M - $1.24M
|
259K
$12.8M
|
|
|
Feb 02, 2024
Q4 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
21.1KNew |
$925K - $1.04M
|
21.1K
$1.04M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
14.4K+ 36.06% |
$633K - $711K
|
54.4K
$2.68M
|
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
14KNew |
$615K - $690K
|
14K
$689K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
14K+ 25.49% |
$613K - $688K
|
68.7K
$3.38M
|
|
|
Feb 02, 2024
Q4 2023
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
9.52K+ 4.76% |
$418K - $470K
|
210K
$10.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
8.58K+ 16.05% |
$377K - $423K
|
62K
$3.06M
|
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
8.51K+ 63.32% |
$374K - $420K
|
22K
$1.08M
|
|
|
Jan 31, 2024
Q4 2023
|
Key F Inancial Inc
|
BUY
|
- |
8.02K+ 3.06% |
$352K - $396K
|
271K
$13.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
7.17K+ 1.55% |
$315K - $354K
|
469K
$23.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
7KNew |
$308K - $345K
|
7K
$345K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
6.59KNew |
$290K - $325K
|
6.59K
$325K
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
5.99KNew |
$263K - $296K
|
5.99K
$295K
|
|
|
May 10, 2024
Q4 2023
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
5.98K+ 6.88% |
$263K - $295K
|
92.9K
$4.58M
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
5.85KNew |
$257K - $289K
|
5.85K
$288K
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
5.66K+ 24.49% |
$249K - $279K
|
28.8K
$1.42M
|
|
|
Feb 09, 2024
Q4 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
4.83KNew |
$212K - $238K
|
4.83K
$238K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
4.29KNew |
$189K - $212K
|
4.29K
$212K
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
3.35K+ 20.05% |
$147K - $165K
|
20K
$988K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
2.56K+ 4.33% |
$113K - $126K
|
61.8K
$3.05M
|
|
|
Jan 17, 2024
Q4 2023
|
Powers Advisory Group, LLC
|
BUY
|
- |
2.4K+ 2.98% |
$106K - $119K
|
82.9K
$4.08M
|
|
|
Jan 12, 2024
Q4 2023
|
Lantz Financial LLC
|
BUY
|
- |
1.95K+ 41.37% |
$85.7K - $96.3K
|
6.67K
$329K
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
791+ 14.94% |
$34.8K - $39K
|
6.09K
$300K
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
400New |
$17.6K - $19.7K
|
400
$19.7K
|
|
|
Feb 01, 2024
Q4 2023
|
Psi Advisors, LLC
|
BUY
|
- |
105+ 1.64% |
$4.61K - $5.18K
|
6.51K
$321K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
102+ 1.53% |
$4.48K - $5.03K
|
6.76K
$333K
|
|
|
Feb 09, 2024
Q4 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
91+ 100.0% |
$4K - $4.49K
|
182
$8.97K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
75New |
$3.3K - $3.7K
|
75
$3.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
74+ 0.12% |
$3.25K - $3.65K
|
62.1K
$3.06M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
72+ 0.06% |
$3.16K - $3.55K
|
125K
$6.15M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
48+ 7.77% |
$2.11K - $2.37K
|
666
$32.8K
|
|
|
Jan 26, 2024
Q4 2023
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
26+ 0.41% |
$1.14K - $1.28K
|
6.42K
$317K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
25+ 2.42% |
$1.1K - $1.23K
|
1.06K
$52.1K
|
|
|
Jan 10, 2024
Q4 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
23+ 0.65% |
$1.01K - $1.13K
|
3.55K
$175K
|
|
|
Jan 18, 2024
Q4 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
18+ 0.16% |
$791 - $888
|
11.4K
$563K
|
|
|
Jan 22, 2024
Q4 2023
|
Newton One Investments LLC
|
BUY
|
- |
15+ 0.64% |
$659 - $740
|
2.34K
$115K
|
|
|
Feb 14, 2024
Q4 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
14+ 0.62% |
$615 - $691
|
2.26K
$112K
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
6+ 0.7% |
$264 - $296
|
862
$42.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2+ 0.16% |
$87.9 - $98.7
|
1.25K
$61.4K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1New |
$43.9 - $49.3
|
1
$49.3
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-86- 1.29% |
$3.78K - $4.24K
|
6.6K
$325K
|
|
|
Jan 31, 2024
Q4 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-112- 0.94% |
$4.92K - $5.53K
|
11.8K
$582K
|
|
|
Feb 14, 2024
Q4 2023
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-131- 1.13% |
$5.76K - $6.46K
|
11.5K
$567K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-168- 13.9% |
$7.38K - $8.29K
|
1.04K
$51.3K
|
|
|
Feb 06, 2024
Q4 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-216- 16.86% |
$9.49K - $10.7K
|
1.07K
$52.5K
|