Latest Institutional Transactions on Wisdomtree Tr Intl Largecap Di (DOL)
This table provides information on the latest institutional transactions involving Wisdomtree Tr Intl Largecap Di (DOL) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-7- 0.12% |
$310 - $335
|
5.72K
$365K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
30.6KNew |
$1.14M - $1.38M
|
30.6K
$1.95M
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
2.86KNew |
$107K - $129K
|
2.86K
$183K
|
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
BUY
|
- |
546New |
$20.3K - $24.7K
|
546
$34.9K
|
|
| Q3 2022 | |||||||
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-1.03KClosed |
$38.2K - $45.2K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
740New |
$27.4K - $32.4K
|
740
$47.2K
|
|
|
Oct 27, 2022
Q3 2022
|
Us Bancorp \De\
|
SELL
|
- |
-247- 52.33% |
$9.15K - $10.8K
|
225
$14.4K
|
|
|
Oct 24, 2022
Q3 2022
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-440- 4.74% |
$16.3K - $19.3K
|
8.85K
$565K
|
|
|
Oct 14, 2022
Q3 2022
|
Pacifica Partners Inc.
|
SELL
|
- |
-1.05K- 33.49% |
$39K - $46.1K
|
2.09K
$133K
|
|
| Q2 2022 | |||||||
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
8+ 0.41% |
$335 - $394
|
1.97K
$126K
|
|
|
Aug 16, 2022
Q2 2022
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-1.51K- 77.92% |
$63.2K - $74.3K
|
428
$27.3K
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
406New |
$17K - $20K
|
406
$25.9K
|
|
|
Aug 09, 2022
Q2 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
14New |
$586 - $689
|
14
$894
|
|
|
Aug 08, 2022
Q2 2022
|
Windsor Group LTD
|
SELL
|
- |
-4.98KClosed |
$208K - $245K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-2.19KClosed |
$91.5K - $108K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
True North Advisors, LLC
|
SELL
|
- |
-5.66KClosed |
$237K - $278K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-70Closed |
$3.14K - $3.58K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
148+ 25.87% |
$6.63K - $7.57K
|
720
$46K
|
|
|
May 16, 2022
Q1 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-4.43KClosed |
$198K - $227K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-751Closed |
$33.6K - $38.4K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Corda Investment Management, Llc.
Houston, TX |
SELL
|
- |
-29.1KClosed |
$1.3M - $1.49M
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-29.1KClosed |
$1.3M - $1.49M
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-750Closed |
$33.6K - $38.4K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
340New |
$15.2K - $17.4K
|
340
$21.7K
|
|
| Q4 2021 | |||||||
|
Feb 18, 2022
Q4 2021
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
6.15KNew |
$288K - $306K
|
6.15K
$393K
|
|
|
Feb 10, 2022
Q4 2021
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-6.04KClosed |
$283K - $300K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-4.24KClosed |
$199K - $211K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 12, 2021
Q3 2021
|
Evoke Wealth, LLC
|
SELL
|
- |
-156- 4.49% |
$7.42K - $7.94K
|
3.32K
$212K
|
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
100KNew |
$4.75M - $5.09M
|
100K
$6.38M
|
|
|
Oct 28, 2021
Q3 2021
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
1.17KNew |
$55.8K - $59.7K
|
1.17K
$74.9K
|
|
|
Oct 19, 2021
Q3 2021
|
Falcon Wealth Planning
|
SELL
|
- |
-5.21KClosed |
$247K - $265K
|
0
$0
|
|
|
Oct 19, 2021
Q3 2021
|
Capital City Trust CO
|
SELL
|
- |
-7.34KClosed |
$349K - $373K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-37.3KClosed |
$1.78M - $1.92M
|
0
$0
|
|
|
Aug 11, 2021
Q2 2021
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-7.71KClosed |
$368K - $396K
|
0
$0
|
|
|
Jul 28, 2021
Q2 2021
|
Camelot Portfolios, LLC
|
SELL
|
- |
-9.45KClosed |
$451K - $486K
|
0
$0
|
|
| Q1 2021 | |||||||
|
Jun 02, 2021
Q1 2021
|
Regions Financial Corp
|
SELL
|
- |
-10.7KClosed |
$488K - $514K
|
0
$0
|
|
|
May 21, 2021
Q1 2021
|
Spire Wealth Management
|
BUY
|
- |
42New |
$1.92K - $2.02K
|
42
$2.68K
|
|
|
May 12, 2021
Q1 2021
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-25.9K- 50.0% |
$1.18M - $1.24M
|
25.9K
$1.65M
|
|
|
Apr 19, 2021
Q1 2021
|
Bartlett & Co. LLC
|
SELL
|
- |
-903Closed |
$41.2K - $43.4K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 13, 2024
Q4 2020
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
903New |
$35.6K - $41.7K
|
903
$57.6K
|
|
|
Feb 16, 2021
Q4 2020
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-4.85KClosed |
$191K - $224K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-36Closed |
$1.42K - $1.66K
|
0
$0
|
|
|
Feb 02, 2021
Q4 2020
|
Duncker Streett & CO Inc
|
SELL
|
- |
-296Closed |
$11.7K - $13.7K
|
0
$0
|
|
|
Jan 29, 2021
Q4 2020
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-5.34KClosed |
$210K - $247K
|
0
$0
|
|
|
Jan 20, 2021
Q4 2020
|
Tsfg, LLC
|
SELL
|
- |
-27- 23.48% |
$1.06K - $1.25K
|
88
$5.62K
|
|
|
Jan 11, 2021
Q4 2020
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-7.15KClosed |
$281K - $330K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 02, 2020
Q3 2020
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-360Closed |
$14.7K - $15.7K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
215+ 7.07% |
$7.56K - $9.31K
|
3.26K
$208K
|
|
|
Feb 11, 2021
Q2 2020
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-1.31KClosed |
$46K - $56.7K
|
0
$0
|
|
|
Aug 07, 2020
Q2 2020
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-2.02K- 23.61% |
$70.9K - $87.4K
|
6.53K
$417K
|
|