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 |
|---|---|---|---|---|---|---|---|
|
Apr 21, 2020
Q1 2020
|
Webster Bank, N. A.
|
SELL
|
- |
-745Closed |
$24K - $36.8K
|
0
$0
|
|
|
Apr 02, 2020
Q1 2020
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-1.05K- 49.98% |
$33.6K - $51.6K
|
1.05K
$58.4K
|
|
| Q4 2019 | |||||||
|
Jan 30, 2020
Q4 2019
|
Parallel Advisors, LLC
|
SELL
|
- |
-145Closed |
$6.47K - $7.15K
|
0
$0
|
|
|
Jan 22, 2020
Q4 2019
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-1.5KClosed |
$66.9K - $73.9K
|
0
$0
|
|
|
Jan 08, 2020
Q4 2019
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-3.92KClosed |
$175K - $193K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 15, 2019
Q3 2019
|
Wealthsource Partners, LLC
|
SELL
|
- |
-48.8KClosed |
$2.24M - $2.28M
|
0
$0
|
|
|
Nov 14, 2019
Q3 2019
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-11.2KClosed |
$513K - $524K
|
0
$0
|
|
|
Nov 12, 2019
Q3 2019
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-4.3KClosed |
$197K - $201K
|
0
$0
|
|
|
Oct 25, 2019
Q3 2019
|
Brooks, Moore & Associates, Inc.
|
BUY
|
- |
14.5K+ 240.17% |
$665K - $679K
|
20.6K
$1.15M
|
|
| Q2 2019 | |||||||
|
Jul 24, 2019
Q2 2019
|
Lindbrook Capital, LLC
|
SELL
|
- |
-5.05KClosed |
N/A
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 17, 2019
Q1 2019
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-4.82KClosed |
N/A
|
0
$0
|
|
|
May 16, 2019
Q1 2019
|
Wealthpoint, LLC
|
SELL
|
- |
-100Closed |
N/A
|
0
$0
|
|
|
May 15, 2019
Q1 2019
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-5.55KClosed |
N/A
|
0
$0
|
|
|
May 03, 2019
Q1 2019
|
Focused Wealth Management, Inc
|
SELL
|
- |
-1.44KClosed |
N/A
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 14, 2019
Q4 2018
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-120Closed |
N/A
|
0
$0
|
|
|
Feb 08, 2019
Q4 2018
|
Courier Capital LLC
|
SELL
|
- |
-4.25KClosed |
N/A
|
0
$0
|
|
|
Feb 07, 2019
Q4 2018
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-200Closed |
N/A
|
0
$0
|
|
|
Jan 18, 2019
Q4 2018
|
Fusion Family Wealth LLC
|
SELL
|
- |
-300Closed |
N/A
|
0
$0
|
|
|
Jan 15, 2019
Q4 2018
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-1.71KClosed |
N/A
|
0
$0
|
|
| Q3 2018 | |||||||
|
Jan 07, 2019
Q3 2018
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-21KClosed |
N/A
|
0
$0
|
|
|
Nov 14, 2018
Q3 2018
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-253KClosed |
N/A
|
0
$0
|
|
|
Nov 08, 2018
Q3 2018
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-869Closed |
N/A
|
0
$0
|
|
|
Nov 05, 2018
Q3 2018
|
Centaurus Financial, Inc.
|
SELL
|
- |
-780Closed |
N/A
|
0
$0
|
|
| Q2 2018 | |||||||
|
Aug 16, 2018
Q2 2018
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-1.61KClosed |
N/A
|
0
$0
|
|
|
Aug 14, 2018
Q2 2018
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-2.01KClosed |
N/A
|
0
$0
|
|
|
Aug 14, 2018
Q2 2018
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-200Closed |
N/A
|
0
$0
|
|
|
Aug 13, 2018
Q2 2018
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-100Closed |
N/A
|
0
$0
|
|
|
Aug 08, 2018
Q2 2018
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-7.29KClosed |
N/A
|
0
$0
|
|
| Q1 2018 | |||||||
|
Apr 30, 2018
Q1 2018
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-3.22KClosed |
N/A
|
0
$0
|
|
|
Apr 25, 2018
Q1 2018
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-5.06KClosed |
N/A
|
0
$0
|
|
| Q4 2017 | |||||||
|
Feb 08, 2018
Q4 2017
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-6.37KClosed |
N/A
|
0
$0
|
|
| Q3 2017 | |||||||
|
Nov 14, 2017
Q3 2017
|
Old Mission Capital LLC
|
BUY
|
CALL |
13.4KNew |
N/A
|
13.4K
$746K
|
|
|
Nov 14, 2017
Q3 2017
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
N/A
|
1
$55.8
|
|
|
Nov 08, 2017
Q3 2017
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-14.9KClosed |
N/A
|
0
$0
|
|