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 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
3.88K+ 45.7% |
$230K - $249K
|
12.4K
$994K
|
|
May 26, 2023
Q1 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
3.71K+ 5990.32% |
$221K - $238K
|
3.78K
$304K
|
|
May 08, 2023
Q1 2023
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
3.69KNew |
$219K - $237K
|
3.69K
$297K
|
|
Apr 12, 2023
Q1 2023
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
3.68K+ 1.51% |
$218K - $236K
|
248K
$19.9M
|
|
Apr 22, 2024
Q1 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
3.67K+ 24.34% |
$218K - $235K
|
18.8K
$1.51M
|
|
May 11, 2023
Q1 2023
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
3.64K+ 21.86% |
$216K - $233K
|
20.3K
$1.63M
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.61K+ 13.46% |
$214K - $231K
|
30.4K
$2.45M
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
3.57KNew |
$212K - $229K
|
3.57K
$287K
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
3.31KNew |
$197K - $213K
|
3.31K
$267K
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.25K+ 0.86% |
$193K - $209K
|
382K
$30.7M
|
|
Apr 06, 2023
Q1 2023
|
Cra Financial Services, LLC
|
BUY
|
- |
3.21K+ 11.23% |
$190K - $206K
|
31.8K
$2.56M
|
|
Apr 14, 2023
Q1 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
3.18K+ 5.47% |
$189K - $204K
|
61.4K
$4.94M
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
2.91KNew |
$173K - $187K
|
2.91K
$234K
|
|
May 12, 2023
Q1 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
2.68K+ 57.93% |
$159K - $172K
|
7.3K
$587K
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.64K+ 1.41% |
$157K - $169K
|
190K
$15.3M
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.39K+ 2.65% |
$142K - $153K
|
92.5K
$7.45M
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
BUY
|
- |
2.12K+ 10.13% |
$126K - $136K
|
23K
$1.85M
|
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
2.1K+ 12.35% |
$125K - $135K
|
19.1K
$1.54M
|
|
Aug 08, 2024
Q1 2023
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
1.9K+ 50.87% |
$113K - $122K
|
5.64K
$454K
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.9K+ 13.13% |
$113K - $122K
|
16.4K
$1.32M
|
|
May 02, 2023
Q1 2023
|
Key F Inancial Inc
|
BUY
|
- |
1.69K+ 2.3% |
$100K - $108K
|
74.9K
$6.03M
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.65K+ 66.33% |
$97.8K - $106K
|
4.13K
$332K
|
|
Apr 24, 2023
Q1 2023
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
1.56K+ 4.16% |
$92.9K - $100K
|
39.1K
$3.15M
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.52K+ 4.52% |
$90.5K - $97.8K
|
35.3K
$2.84M
|
|
May 08, 2023
Q1 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
1.47KNew |
$87K - $94.1K
|
1.47K
$118K
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.45K+ 8.36% |
$86.3K - $93.3K
|
18.9K
$1.52M
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1.4KNew |
$82.9K - $89.6K
|
1.4K
$112K
|
|
Apr 10, 2023
Q1 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
1.22K+ 2.96% |
$72.3K - $78.1K
|
42.4K
$3.41M
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.2K+ 2.62% |
$71.4K - $77.2K
|
47K
$3.78M
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.1K+ 32.03% |
$65.3K - $70.6K
|
4.53K
$365K
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.09K+ 4.4% |
$65K - $70.2K
|
25.9K
$2.09M
|
|
Apr 27, 2023
Q1 2023
|
Sarasin & Partners LLP
|
BUY
|
- |
900+ 1.12% |
$53.4K - $57.7K
|
81.2K
$6.53M
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
849+ 2.59% |
$50.4K - $54.5K
|
33.6K
$2.71M
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
742New |
$44.1K - $47.6K
|
742
$59.7K
|
|
May 03, 2023
Q1 2023
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
669+ 4.98% |
$39.7K - $42.9K
|
14.1K
$1.14M
|
|
May 11, 2023
Q1 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
658+ 16.16% |
$39.1K - $42.2K
|
4.73K
$381K
|
|
May 08, 2023
Q1 2023
|
Tranquility Partners, LLC
|
BUY
|
- |
628+ 4.42% |
$37.3K - $40.3K
|
14.8K
$1.19M
|
|
Apr 25, 2023
Q1 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
550New |
$32.7K - $35.3K
|
550
$44.3K
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
527+ 3.25% |
$31.3K - $33.8K
|
16.7K
$1.35M
|
|
May 10, 2023
Q1 2023
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
BUY
|
- |
440New |
$26.1K - $28.2K
|
440
$35.4K
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
440+ 0.88% |
$26.1K - $28.2K
|
50.6K
$4.07M
|
|
May 10, 2023
Q1 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
433+ 2.25% |
$25.7K - $27.8K
|
19.7K
$1.59M
|
|
May 10, 2023
Q1 2023
|
Mai Capital Management
|
BUY
|
- |
359+ 5.43% |
$21.3K - $23K
|
6.97K
$561K
|
|
Apr 13, 2023
Q1 2023
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
258+ 1.85% |
$15.3K - $16.6K
|
14.2K
$1.14M
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
201+ 2.66% |
$11.9K - $12.9K
|
7.77K
$625K
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
186New |
$11K - $11.9K
|
186
$15K
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
180+ 2.09% |
$10.7K - $11.5K
|
8.8K
$708K
|
|
Apr 21, 2023
Q1 2023
|
Baldwin Brothers LLC
|
BUY
|
- |
132New |
$7.84K - $8.47K
|
132
$10.6K
|
|
Apr 26, 2023
Q1 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
105+ 0.37% |
$6.23K - $6.74K
|
28.2K
$2.27M
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
99+ 0.96% |
$5.88K - $6.35K
|
10.4K
$834K
|