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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-636- 56.33% |
$29K - $31K
|
493
$25.5K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-650- 8.85% |
$29.7K - $31.6K
|
6.69K
$346K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-850- 41.91% |
$38.8K - $41.4K
|
1.18K
$61K
|
|
|
Jul 12, 2023
Q2 2023
|
Lantz Financial LLC
|
SELL
|
- |
-906- 15.86% |
$41.3K - $44.1K
|
4.81K
$249K
|
|
|
Jan 12, 2024
Q2 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-984- 5.45% |
$44.9K - $47.9K
|
17.1K
$884K
|
|
|
Aug 10, 2023
Q2 2023
|
Altrius Capital Management Inc
New Bern, NC |
SELL
|
- |
-1.19K- 5.75% |
$54.3K - $57.9K
|
19.5K
$1.01M
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.27K- 10.18% |
$58K - $61.9K
|
11.2K
$580K
|
|
|
Jul 24, 2023
Q2 2023
|
Meridian Financial Partners LLC
|
SELL
|
- |
-1.35K- 13.99% |
$61.5K - $65.6K
|
8.29K
$429K
|
|
|
Jul 17, 2023
Q2 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-1.49K- 3.11% |
$68K - $72.6K
|
46.4K
$2.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-1.6K- 2.72% |
$73.1K - $78K
|
57.3K
$2.97M
|
|
|
Jul 13, 2023
Q2 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-2.11K- 4.44% |
$96.4K - $103K
|
45.5K
$2.35M
|
|
|
Jul 10, 2023
Q2 2023
|
Evanson Asset Management, LLC
|
SELL
|
- |
-2.67K- 18.45% |
$122K - $130K
|
11.8K
$610K
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-3.67K- 1.64% |
$168K - $179K
|
221K
$11.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-3.69K- 4.68% |
$168K - $180K
|
75.2K
$3.89M
|
|
|
Jul 10, 2023
Q2 2023
|
Kwmg, LLC
|
SELL
|
- |
-4.69K- 49.82% |
$214K - $228K
|
4.72K
$244K
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-21.3K- 26.06% |
$972K - $1.04M
|
60.4K
$3.13M
|
|
|
Aug 03, 2023
Q2 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-58.8K- 26.9% |
$2.68M - $2.86M
|
160K
$8.27M
|
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-66.3K- 3.65% |
$3.02M - $3.23M
|
1.75M
$90.6M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-139K- 25.16% |
$6.35M - $6.77M
|
414K
$21.4M
|