Purchases and Sales Made in Q4 2022 in Wisdomtree Tr Intl Largecap Di (DOL)
This table provides information about the institutional ownership of Wisdomtree Tr Intl Largecap Di (DOL) during Q4 2022. 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 14, 2023
Q4 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-974- 17.02% |
$36.3K - $44K
|
4.75K
$268K
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.22K- 9.08% |
$45.3K - $55K
|
12.2K
$687K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.36K- 67.23% |
$50.5K - $61.3K
|
661
$37.3K
|
|
|
Jan 10, 2023
Q4 2022
|
Kwmg, LLC
|
SELL
|
- |
-1.38K- 10.51% |
$51.3K - $62.2K
|
11.7K
$660K
|
|
|
Jan 12, 2023
Q4 2022
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-2.03K- 4.06% |
$75.7K - $91.8K
|
48K
$2.71M
|
|
|
Jan 25, 2023
Q4 2022
|
Evanson Asset Management, LLC
|
SELL
|
- |
-2.18K- 12.13% |
$81.1K - $98.4K
|
15.8K
$890K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.49K- 25.05% |
$92.6K - $112K
|
7.44K
$420K
|
|
|
Jan 10, 2023
Q4 2022
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-2.82K- 41.23% |
$105K - $127K
|
4.02K
$227K
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-2.89K- 21.18% |
$108K - $130K
|
10.7K
$606K
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.72K- 24.71% |
$138K - $168K
|
11.3K
$638K
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-3.72K- 17.07% |
$138K - $168K
|
18.1K
$1.02M
|
|
|
Jan 23, 2023
Q4 2022
|
Lantz Financial LLC
|
SELL
|
- |
-4.77K- 37.45% |
$178K - $216K
|
7.97K
$449K
|
|
|
Feb 06, 2023
Q4 2022
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-5.22K- 2.92% |
$194K - $236K
|
173K
$9.77M
|
|
|
Jan 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
SELL
|
- |
-6.61K- 10.45% |
$246K - $299K
|
56.7K
$3.2M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-14.4K- 2.53% |
$537K - $651K
|
556K
$31.4M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
SELL
|
- |
-28.6K- 33.17% |
$1.07M - $1.29M
|
57.6K
$3.25M
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
SELL
|
- |
-72.7K- 63.48% |
$2.71M - $3.28M
|
41.8K
$2.36M
|