Purchases and Sales Made in Q2 2023 in Wisdomtree Tr Intl Largecap Di (DOL)
This table provides information about the institutional ownership of Wisdomtree Tr Intl Largecap Di (DOL) during Q2 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 |
---|---|---|---|---|---|---|---|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
175K+ 6.06% |
$7.99M - $8.52M
|
3.06M
$159M
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
68.4KNew |
$3.12M - $3.33M
|
68.4K
$3.54M
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
46.2K+ 11.6% |
$2.11M - $2.25M
|
444K
$23M
|
|
Aug 09, 2023
Q2 2023
|
Old Mission Capital LLC
|
BUY
|
- |
43.7K+ 307.45% |
$1.99M - $2.13M
|
57.9K
$3M
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
35.5KNew |
$1.62M - $1.73M
|
35.5K
$1.84M
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
33.4K+ 18.64% |
$1.52M - $1.62M
|
212K
$11M
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
31.2K+ 30.45% |
$1.42M - $1.52M
|
134K
$6.92M
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
30.6KNew |
$1.4M - $1.49M
|
30.6K
$1.58M
|
|
Jul 27, 2023
Q2 2023
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
22.7K+ 12.43% |
$1.04M - $1.11M
|
205K
$10.6M
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
12K+ 105.9% |
$546K - $583K
|
23.3K
$1.2M
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
11.9K+ 33.92% |
$541K - $578K
|
46.8K
$2.42M
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
11.6KNew |
$531K - $566K
|
11.6K
$602K
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
10.6K+ 98.19% |
$484K - $517K
|
21.4K
$1.11M
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
9.12K+ 6.53% |
$416K - $444K
|
149K
$7.7M
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.45K+ 4.74% |
$249K - $266K
|
120K
$6.24M
|
|
Aug 09, 2023
Q2 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
4.96K+ 19.96% |
$226K - $241K
|
29.8K
$1.54M
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
4.52KNew |
$206K - $220K
|
4.52K
$234K
|
|
Aug 10, 2023
Q2 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
4.51KNew |
$206K - $219K
|
4.51K
$233K
|
|
Aug 14, 2023
Q2 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
4.26KNew |
$195K - $208K
|
4.26K
$221K
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
3.58K+ 0.99% |
$164K - $175K
|
364K
$18.8M
|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2.72K+ 17.85% |
$124K - $132K
|
17.9K
$928K
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.58K+ 5.23% |
$118K - $126K
|
51.9K
$2.69M
|
|
Aug 14, 2023
Q2 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
2.1K+ 17.51% |
$95.7K - $102K
|
14.1K
$729K
|
|
Jul 20, 2023
Q2 2023
|
Powers Advisory Group, LLC
|
BUY
|
- |
1.44K+ 1.8% |
$65.7K - $70.1K
|
81.2K
$4.2M
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
1.28KNew |
$58.5K - $62.4K
|
1.28K
$66.3K
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
964+ 1.72% |
$44K - $46.9K
|
57.1K
$2.96M
|
|
Jul 28, 2023
Q2 2023
|
Key F Inancial Inc
|
BUY
|
- |
484+ 0.19% |
$22.1K - $23.6K
|
257K
$13.3M
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
433New |
$19.8K - $21.1K
|
433
$22.4K
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
380New |
$17.3K - $18.5K
|
380
$19.7K
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
245+ 1.95% |
$11.2K - $11.9K
|
12.8K
$662K
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
218+ 1.95% |
$9.95K - $10.6K
|
11.4K
$590K
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
169+ 28.79% |
$7.71K - $8.23K
|
756
$39.1K
|
|
Jul 21, 2023
Q2 2023
|
Psi Advisors, LLC
|
BUY
|
- |
63+ 1.58% |
$2.88K - $3.07K
|
4.06K
$210K
|
|
Jul 20, 2023
Q2 2023
|
Newton One Investments LLC
|
BUY
|
- |
43+ 1.9% |
$1.96K - $2.09K
|
2.31K
$120K
|
|
Aug 14, 2023
Q2 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
42+ 1.92% |
$1.92K - $2.04K
|
2.23K
$116K
|
|
Aug 07, 2023
Q2 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
20+ 0.25% |
$913 - $974
|
7.86K
$407K
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
16+ 0.21% |
$730 - $779
|
7.53K
$389K
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
15+ 1.16% |
$685 - $730
|
1.31K
$67.6K
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
7New |
$319 - $341
|
7
$362
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
4+ 0.36% |
$183 - $195
|
1.13K
$58.4K
|
|
Jul 26, 2023
Q2 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
1+ 4.17% |
$45.6 - $48.7
|
25
$1.29K
|
|
Jul 25, 2023
Q2 2023
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
1+ 0.01% |
$45.6 - $48.7
|
12K
$620K
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-10- 0.2% |
$456 - $487
|
5.07K
$263K
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-41- 0.69% |
$1.87K - $2K
|
5.94K
$307K
|
|
Jul 07, 2023
Q2 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-120- 3.31% |
$5.48K - $5.84K
|
3.51K
$181K
|
|
Jul 24, 2023
Q2 2023
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-214- 3.03% |
$9.77K - $10.4K
|
6.85K
$355K
|
|
Aug 09, 2023
Q2 2023
|
M&T Bank Corp
|
SELL
|
- |
-283- 0.39% |
$12.9K - $13.8K
|
71.9K
$3.72M
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-306- 2.51% |
$14K - $14.9K
|
11.9K
$615K
|
|
Aug 14, 2023
Q2 2023
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-386- 3.13% |
$17.6K - $18.8K
|
11.9K
$618K
|