Purchases and Sales Made in Q4 2024 in Wisdomtree Tr Intl Largecap Di (DOL)
This table provides information about the institutional ownership of Wisdomtree Tr Intl Largecap Di (DOL) during Q4 2024. 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, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
70.8K+ 12.73% |
$3.49M - $3.8M
|
628K
$35M
|
|
|
Feb 14, 2025
Q4 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
42.1K+ 15.14% |
$2.07M - $2.26M
|
320K
$17.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
26.9KNew |
$1.32M - $1.44M
|
26.9K
$1.5M
|
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
21.6K+ 169.13% |
$1.06M - $1.15M
|
34.3K
$1.91M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
20K+ 161.71% |
$985K - $1.07M
|
32.4K
$1.81M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
17.2K+ 248.63% |
$847K - $921K
|
24.1K
$1.35M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
16.2K+ 4.77% |
$799K - $869K
|
357K
$19.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
13.7K+ 4.82% |
$672K - $731K
|
297K
$16.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
13.2KNew |
$649K - $706K
|
13.2K
$735K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
13.2K+ 6.83% |
$648K - $704K
|
206K
$11.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
9.74KNew |
$479K - $522K
|
9.74K
$543K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
8.54K+ 8.68% |
$420K - $457K
|
107K
$5.97M
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
6.98KNew |
$344K - $374K
|
6.98K
$389K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
6.76K+ 8.1% |
$333K - $362K
|
90.2K
$5.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
4.98KNew |
$245K - $267K
|
4.98K
$278K
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
4.93KNew |
$243K - $264K
|
4.93K
$275K
|
|
|
Feb 03, 2025
Q4 2024
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
4.82KNew |
$238K - $258K
|
4.82K
$269K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.32K+ 25.21% |
$213K - $231K
|
21.4K
$1.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.65K+ 5.56% |
$180K - $195K
|
69.2K
$3.86M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2.62K+ 6.75% |
$129K - $140K
|
41.4K
$2.31M
|
|
|
Jan 24, 2025
Q4 2024
|
Newton One Investments LLC
|
BUY
|
- |
2.34KNew |
$115K - $125K
|
2.34K
$131K
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
1.99K+ 3.29% |
$98K - $107K
|
62.4K
$3.48M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
1.86K+ 3.34% |
$91.5K - $99.5K
|
57.5K
$3.21M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.01K+ 0.38% |
$49.6K - $53.9K
|
264K
$14.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
622+ 16.09% |
$30.6K - $33.3K
|
4.49K
$250K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
509+ 0.02% |
$25.1K - $27.3K
|
2.72M
$152M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
287New |
$14.1K - $15.4K
|
287
$16K
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
225New |
$11.1K - $12.1K
|
225
$12.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
160+ 1.38% |
$7.88K - $8.57K
|
11.8K
$658K
|
|
|
Feb 13, 2025
Q4 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
94+ 1.16% |
$4.63K - $5.04K
|
8.22K
$459K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
69+ 3.44% |
$3.4K - $3.7K
|
2.08K
$116K
|
|
|
Feb 05, 2025
Q4 2024
|
Altrius Capital Management Inc
New Bern, NC |
BUY
|
- |
68+ 0.4% |
$3.35K - $3.64K
|
17.2K
$959K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
27+ 0.25% |
$1.33K - $1.45K
|
10.8K
$605K
|
|
|
Jan 24, 2025
Q4 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
27+ 0.44% |
$1.33K - $1.45K
|
6.2K
$346K
|
|
|
Feb 03, 2025
Q4 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
25New |
$1.23K - $1.34K
|
25
$1.4K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
23+ 0.65% |
$1.13K - $1.23K
|
3.57K
$199K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
21New |
$1.03K - $1.12K
|
21
$1.17K
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
20+ 0.17% |
$985 - $1.07K
|
11.5K
$644K
|
|
|
Feb 14, 2025
Q4 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
16+ 0.69% |
$788 - $857
|
2.35K
$131K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
2+ 0.02% |
$98.5 - $107
|
8.47K
$473K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1+ 0.02% |
$49.3 - $53.6
|
4.62K
$258K
|
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-32- 0.26% |
$1.58K - $1.71K
|
12.4K
$691K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-76- 15.42% |
$3.74K - $4.07K
|
417
$23.3K
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-94- 0.8% |
$4.63K - $5.04K
|
11.7K
$654K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-105- 29.41% |
$5.17K - $5.62K
|
252
$14.1K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-119- 2.73% |
$5.86K - $6.37K
|
4.24K
$237K
|
|
|
Jan 14, 2025
Q4 2024
|
Meridian Financial Partners LLC
|
SELL
|
- |
-163- 2.02% |
$8.03K - $8.73K
|
7.91K
$441K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-327- 1.06% |
$16.1K - $17.5K
|
30.7K
$1.71M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-330- 26.38% |
$16.3K - $17.7K
|
921
$51.4K
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
SELL
|
- |
-345- 0.23% |
$17K - $18.5K
|
148K
$8.28M
|