Purchases and Sales Made in Q1 2023 in Wisdomtree Tr U.S Largecap Div (DLN)

DLN Quotes by TradingView

This table provides information about the institutional ownership of Wisdomtree Tr U.S Largecap Div (DLN) during Q1 2023. The information is specifically focused on institutions that hold shares of WISDOMTREE TR U.S LARGECAP DIV.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
May 17, 2023 Q1 2023
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
224K
+ 692.59%
$13.3M - $14.4M
257K $20.6M
May 11, 2023 Q1 2023
Jpmorgan Chase & CO

New York, NY
BUY
 -
193K
+ 89.0%
$11.5M - $12.4M
411K $33M
Apr 26, 2024 Q1 2023
Prestige Wealth Management Group LLC

BUY
 -
173K
+ 12584.59%
$10.3M - $11.1M
175K $14M
May 09, 2023 Q1 2023
Wade G W & Inc

Wellesley, MA
BUY
 -
121K
+ 6.01%
$7.16M - $7.73M
2.13M $171M
Apr 14, 2023 Q1 2023
H&H Retirement Design & Management Inc

BUY
 -
73.9K
New
$4.39M - $4.74M
73.9K $5.93M
Apr 28, 2023 Q1 2023
Allen Capital Group, LLC

BUY
 -
47.3K
New
$2.81M - $3.03M
47.3K $3.79M
Apr 27, 2023 Q1 2023
Comerica Securities,Inc.

BUY
 -
33.5K
+ 15.64%
$1.99M - $2.15M
248K $19.9M
May 11, 2023 Q1 2023
Envestnet Asset Management Inc

BUY
 -
30.3K
+ 4.95%
$1.8M - $1.95M
643K $51.6M
May 10, 2023 Q1 2023
Private Advisor Group, LLC

BUY
 -
28.7K
+ 10.46%
$1.7M - $1.84M
303K $24.3M
May 02, 2023 Q1 2023
Great Valley Advisor Group, Inc.

BUY
 -
27.7K
+ 5.83%
$1.65M - $1.78M
504K $40.4M
May 15, 2023 Q1 2023
Cetera Advisors LLC

Denver, CO
BUY
 -
24.9K
+ 21.95%
$1.48M - $1.6M
138K $11.1M
May 15, 2023 Q1 2023
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
24.1K
New
$1.43M - $1.55M
24.1K $1.94M
May 12, 2023 Q1 2023
Flow Traders U.S. LLC

New York, NY
BUY
 -
21.7K
New
$1.29M - $1.39M
21.7K $1.74M
May 01, 2023 Q1 2023
Truadvice, LLC

Sarasota, FL
BUY
 -
21K
+ 441.97%
$1.24M - $1.34M
25.7K $2.06M
May 05, 2023 Q1 2023
Wilbanks Smith & Thomas Asset Management LLC

BUY
 -
20.7K
+ 3.37%
$1.23M - $1.33M
636K $51M
Apr 25, 2023 Q1 2023
Iag Wealth Partners, LLC

BUY
 -
17.9K
+ 5.03%
$1.06M - $1.15M
374K $30M
May 09, 2023 Q1 2023
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
15.5K
+ 292.48%
$919K - $993K
20.8K $1.67M
May 11, 2023 Q1 2023
Commonwealth Equity Services, LLC

BUY
 -
15.4K
+ 2.03%
$913K - $987K
774K $62.2M
Apr 16, 2024 Q1 2023
Arrowroot Family Office, LLC

Marina Del Rey, CA
BUY
 -
14.8K
New
$877K - $948K
14.8K $1.19M
May 10, 2023 Q1 2023
Vestor Capital, LLC

Chicago, IL
BUY
 -
14.5K
+ 2752.47%
$860K - $929K
15K $1.2M
May 14, 2024 Q1 2023
Goldman Sachs Group Inc

New York, NY
BUY
 -
14.5K
+ 5.76%
$859K - $928K
266K $21.3M
May 11, 2023 Q1 2023
Goldman Sachs Group Inc

New York, NY
BUY
 -
14.5K
+ 5.76%
$859K - $928K
266K $21.3M
Apr 26, 2023 Q1 2023
Fidelis I M, LLC

Medford, OR
BUY
 -
12.7K
+ 8.58%
$756K - $817K
161K $12.9M
Apr 25, 2023 Q1 2023
Wealth Enhancement Advisory Services, LLC

BUY
 -
11.2K
+ 157.41%
$663K - $716K
18.3K $1.47M
May 16, 2023 Q1 2023
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
10.5K
+ 54.3%
$624K - $674K
29.8K $2.4M
Apr 28, 2023 Q1 2023
Avantax Advisory Services, Inc.

BUY
 -
9.97K
+ 20.37%
$592K - $640K
58.9K $4.73M
May 15, 2023 Q1 2023
Royal Bank Of Canada

Toronto, A6
BUY
 -
9.9K
+ 1.73%
$587K - $635K
582K $46.7M
May 05, 2023 Q1 2023
Assetmark, Inc

BUY
 -
9.79K
+ 17.31%
$581K - $628K
66.3K $5.32M
May 15, 2023 Q1 2023
Two Sigma Securities, LLC

New York, NY
BUY
 -
9.02K
New
$536K - $579K
9.02K $724K
May 15, 2023 Q1 2023
Lido Advisors, LLC

Los Angeles, CA
BUY
 -
8.94K
+ 18.98%
$531K - $574K
56K $4.5M
May 15, 2023 Q1 2023
Baird Financial Group, Inc.

Milwaukee, WI
BUY
 -
8.6K
+ 2.77%
$510K - $552K
318K $25.6M
May 12, 2023 Q1 2023
Sowell Financial Services LLC

North Little Rock, AR
BUY
 -
8.35K
New
$496K - $536K
8.35K $671K
May 11, 2023 Q1 2023
Pfg Investments, LLC

Woodbury, NY
BUY
 -
7.99K
New
$475K - $513K
7.99K $642K
May 12, 2023 Q1 2023
Haverford Trust CO

Radnor, PA
BUY
 -
7.8K
New
$463K - $501K
7.8K $626K
Apr 17, 2023 Q1 2023
Lake Street Financial LLC

BUY
 -
7.02K
+ 3.97%
$417K - $450K
184K $14.8M
May 08, 2023 Q1 2023
Collaborative Wealth Managment Inc.

Lake Mary, FL
BUY
 -
6.95K
New
$412K - $446K
6.95K $558K
May 15, 2023 Q1 2023
Northwestern Mutual Wealth Management CO

BUY
 -
6.65K
+ 15.43%
$395K - $427K
49.8K $3.99M
May 15, 2023 Q1 2023
Fiduciary Group LLC

Savannah, GA
BUY
 -
6.61K
New
$392K - $424K
6.61K $530K
May 15, 2023 Q1 2023
Equitable Holdings, Inc.

New York, NY
BUY
 -
5.71K
+ 10.89%
$339K - $366K
58.1K $4.66M
Apr 24, 2023 Q1 2023
Rockland Trust CO

BUY
 -
5.68K
New
$337K - $364K
5.68K $456K
May 12, 2023 Q1 2023
Kestra Private Wealth Services, LLC

BUY
 -
5.43K
New
$322K - $348K
5.43K $435K
May 08, 2023 Q1 2023
New Edge Wealth, LLC

Pittsburgh, PA
BUY
 -
5.41K
New
$321K - $347K
5.41K $434K
May 20, 2024 Q1 2023
Parallel Advisors, LLC

BUY
 -
5.38K
+ 34.13%
$319K - $345K
21.1K $1.7M
Apr 20, 2023 Q1 2023
Main Street Financial Solutions, LLC

BUY
 -
4.65K
+ 2.7%
$276K - $298K
177K $14.2M
May 02, 2023 Q1 2023
Financial Counselors Inc

BUY
 -
4.44K
New
$264K - $285K
4.44K $356K
Apr 07, 2023 Q1 2023
Hbw Advisory Services LLC

BUY
 -
4.39K
New
$260K - $281K
4.39K $352K
May 10, 2023 Q1 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
4.03K
+ 0.16%
$239K - $259K
2.53M $203M
May 03, 2023 Q1 2023
Integrated Wealth Concepts LLC

BUY
 -
4.01K
New
$238K - $257K
4.01K $322K
May 10, 2023 Q1 2023
Redwood Financial Network Corp

BUY
 -
3.88K
New
$230K - $249K
3.88K $312K

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