Purchases and Sales Made in Q1 2023 in Wisdomtree Tr U.S Largecap Div (DLN)
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
$20.9M
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
193K+ 89.0% |
$11.5M - $12.4M
|
411K
$33.4M
|
|
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
173K+ 12584.59% |
$10.3M - $11.1M
|
175K
$14.2M
|
|
|
May 09, 2023
Q1 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
121K+ 6.01% |
$7.16M - $7.73M
|
2.13M
$173M
|
|
|
Apr 14, 2023
Q1 2023
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
73.9KNew |
$4.39M - $4.74M
|
73.9K
$6.02M
|
|
|
Apr 28, 2023
Q1 2023
|
Allen Capital Group, LLC
|
BUY
|
- |
47.3KNew |
$2.81M - $3.03M
|
47.3K
$3.85M
|
|
|
Apr 27, 2023
Q1 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
33.5K+ 15.64% |
$1.99M - $2.15M
|
248K
$20.2M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
30.3K+ 4.95% |
$1.8M - $1.95M
|
643K
$52.4M
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
28.7K+ 10.46% |
$1.7M - $1.84M
|
303K
$24.7M
|
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
27.7K+ 5.83% |
$1.65M - $1.78M
|
504K
$41M
|
|
|
Apr 26, 2023
Q1 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
26.3K+ 19.65% |
$1.56M - $1.69M
|
160K
$13M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
24.9K+ 21.95% |
$1.48M - $1.6M
|
138K
$11.3M
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
24.1KNew |
$1.43M - $1.55M
|
24.1K
$1.97M
|
|
|
May 12, 2023
Q1 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
21.7KNew |
$1.29M - $1.39M
|
21.7K
$1.77M
|
|
|
May 01, 2023
Q1 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
21K+ 441.97% |
$1.24M - $1.34M
|
25.7K
$2.09M
|
|
|
May 05, 2023
Q1 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
20.7K+ 3.37% |
$1.23M - $1.33M
|
636K
$51.8M
|
|
|
Apr 25, 2023
Q1 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
17.9K+ 5.03% |
$1.06M - $1.15M
|
374K
$30.4M
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
15.5K+ 292.48% |
$919K - $993K
|
20.8K
$1.69M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
15.4K+ 2.03% |
$913K - $987K
|
774K
$63.1M
|
|
|
Apr 16, 2024
Q1 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
14.8KNew |
$877K - $948K
|
14.8K
$1.2M
|
|
|
May 10, 2023
Q1 2023
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
14.5K+ 2752.47% |
$860K - $929K
|
15K
$1.22M
|
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
14.5K+ 5.76% |
$859K - $928K
|
266K
$21.6M
|
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
14.5K+ 5.76% |
$859K - $928K
|
266K
$21.6M
|
|
|
Apr 26, 2023
Q1 2023
|
Fidelis I M, LLC
Medford, OR |
BUY
|
- |
12.7K+ 8.58% |
$756K - $817K
|
161K
$13.1M
|
|
|
Apr 25, 2023
Q1 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
11.2K+ 157.41% |
$663K - $716K
|
18.3K
$1.49M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
10.5K+ 54.3% |
$624K - $674K
|
29.8K
$2.43M
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
9.97K+ 20.37% |
$592K - $640K
|
58.9K
$4.8M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
9.9K+ 1.73% |
$587K - $635K
|
582K
$47.4M
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
BUY
|
- |
9.79K+ 17.31% |
$581K - $628K
|
66.3K
$5.4M
|
|
|
May 15, 2023
Q1 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
9.02KNew |
$536K - $579K
|
9.02K
$735K
|
|
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
8.94K+ 18.98% |
$531K - $574K
|
56K
$4.56M
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
8.6K+ 2.77% |
$510K - $552K
|
318K
$25.9M
|
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
8.35KNew |
$496K - $536K
|
8.35K
$680K
|
|
|
May 11, 2023
Q1 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
7.99KNew |
$475K - $513K
|
7.99K
$651K
|
|
|
May 12, 2023
Q1 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
7.8KNew |
$463K - $501K
|
7.8K
$635K
|
|
|
Apr 17, 2023
Q1 2023
|
Lake Street Financial LLC
|
BUY
|
- |
7.02K+ 3.97% |
$417K - $450K
|
184K
$15M
|
|
|
May 08, 2023
Q1 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
6.95KNew |
$412K - $446K
|
6.95K
$566K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
6.65K+ 15.43% |
$395K - $427K
|
49.8K
$4.05M
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
6.61KNew |
$392K - $424K
|
6.61K
$538K
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
5.71K+ 10.89% |
$339K - $366K
|
58.1K
$4.73M
|
|
|
Apr 24, 2023
Q1 2023
|
Rockland Trust CO
|
BUY
|
- |
5.68KNew |
$337K - $364K
|
5.68K
$463K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
5.43KNew |
$322K - $348K
|
5.43K
$442K
|
|
|
May 08, 2023
Q1 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
5.41KNew |
$321K - $347K
|
5.41K
$440K
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
5.38K+ 34.13% |
$319K - $345K
|
21.1K
$1.72M
|
|
|
Apr 20, 2023
Q1 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
4.65K+ 2.7% |
$276K - $298K
|
177K
$14.4M
|
|
|
May 02, 2023
Q1 2023
|
Financial Counselors Inc
|
BUY
|
- |
4.44KNew |
$264K - $285K
|
4.44K
$362K
|
|
|
Apr 07, 2023
Q1 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
4.39KNew |
$260K - $281K
|
4.39K
$357K
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.03K+ 0.16% |
$239K - $259K
|
2.53M
$206M
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
4.01KNew |
$238K - $257K
|
4.01K
$327K
|
|
|
May 10, 2023
Q1 2023
|
Redwood Financial Network Corp
|
BUY
|
- |
3.88KNew |
$230K - $249K
|
3.88K
$316K
|