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 12, 2023
Q1 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
62New |
$3.68K - $3.98K
|
62
$4.98K
|
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
62New |
$3.68K - $3.98K
|
62
$4.98K
|
|
|
May 02, 2023
Q1 2023
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
59+ 0.54% |
$3.5K - $3.79K
|
11K
$883K
|
|
|
Apr 10, 2023
Q1 2023
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
54+ 0.67% |
$3.21K - $3.46K
|
8.08K
$649K
|
|
|
May 24, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
52+ 41.94% |
$3.09K - $3.34K
|
176
$14.1K
|
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
50+ 1.43% |
$2.97K - $3.21K
|
3.54K
$284K
|
|
|
May 15, 2023
Q1 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
50+ 0.21% |
$2.97K - $3.21K
|
24.2K
$1.94M
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
41+ 3.01% |
$2.43K - $2.63K
|
1.41K
$113K
|
|
|
Apr 13, 2023
Q1 2023
|
Powers Advisory Group, LLC
|
BUY
|
- |
35+ 0.58% |
$2.08K - $2.25K
|
6.05K
$486K
|
|
|
Apr 14, 2023
Q1 2023
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
34+ 0.4% |
$2.02K - $2.18K
|
8.52K
$684K
|
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
30+ 10.0% |
$1.78K - $1.92K
|
330
$26.5K
|
|
|
Apr 27, 2023
Q1 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
29+ 0.48% |
$1.72K - $1.86K
|
6.13K
$492K
|
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
BUY
|
- |
23+ 0.49% |
$1.37K - $1.48K
|
4.69K
$376K
|
|
|
May 08, 2023
Q1 2023
|
Brighton Jones LLC
|
BUY
|
- |
20+ 0.49% |
$1.19K - $1.28K
|
4.13K
$332K
|
|
|
May 10, 2023
Q1 2023
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
20+ 0.16% |
$1.19K - $1.28K
|
12.4K
$996K
|
|
|
Apr 24, 2023
Q1 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
18+ 0.28% |
$1.07K - $1.15K
|
6.48K
$520K
|
|
|
May 12, 2023
Q1 2023
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
16+ 0.12% |
$950 - $1.03K
|
13.5K
$1.09M
|
|
|
Apr 19, 2023
Q1 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
16New |
$950 - $1.03K
|
16
$1.28K
|
|
|
Apr 06, 2023
Q1 2023
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
5+ 0.13% |
$297 - $321
|
3.76K
$302K
|
|
|
May 10, 2023
Q1 2023
|
Staley Capital Advisers Inc
|
BUY
|
- |
4+ 0.04% |
$237 - $257
|
9.86K
$791K
|
|
|
May 15, 2023
Q1 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
4+ 0.05% |
$237 - $257
|
7.53K
$604K
|
|
|
May 01, 2023
Q1 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
3+ 0.09% |
$178 - $192
|
3.45K
$277K
|
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
3+ 0.76% |
$178 - $192
|
400
$32.1K
|
|
|
May 05, 2023
Q1 2023
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$59.4 - $64.2
|
4.15K
$333K
|
|
|
Apr 13, 2023
Q1 2023
|
Spinnaker Trust
|
BUY
|
- |
1+ 0.02% |
$59.4 - $64.2
|
5.65K
$453K
|
|
|
Apr 28, 2023
Q1 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 06, 2023
Q1 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-1- 0.05% |
$59.4 - $64.2
|
1.9K
$152K
|
|
|
Feb 14, 2024
Q1 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-1- 0.05% |
$59.4 - $64.2
|
1.9K
$152K
|
|
|
May 12, 2023
Q1 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-12- 0.16% |
$712 - $770
|
7.69K
$617K
|
|
|
May 09, 2023
Q1 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-20- 0.06% |
$1.19K - $1.28K
|
36.3K
$2.91M
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-21- 0.1% |
$1.25K - $1.35K
|
21.1K
$1.7M
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-22- 1.97% |
$1.31K - $1.41K
|
1.09K
$87.8K
|
|
|
Apr 14, 2023
Q1 2023
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-25- 0.41% |
$1.48K - $1.6K
|
6.05K
$485K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-31- 2.55% |
$1.84K - $1.99K
|
1.18K
$95K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-38- 0.4% |
$2.26K - $2.44K
|
9.56K
$768K
|
|
|
May 03, 2023
Q1 2023
|
Element Wealth, LLC
|
SELL
|
- |
-40- 0.48% |
$2.37K - $2.57K
|
8.27K
$664K
|
|
|
May 12, 2023
Q1 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-40- 0.91% |
$2.37K - $2.57K
|
4.34K
$349K
|
|
|
May 16, 2023
Q1 2023
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-45- 38.46% |
$2.67K - $2.89K
|
72
$5.78K
|
|
|
Apr 24, 2023
Q1 2023
|
Toth Financial Advisory Corp
|
SELL
|
- |
-50- 15.72% |
$2.97K - $3.21K
|
268
$21.5K
|
|
|
May 23, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-52- 29.55% |
$3.09K - $3.34K
|
124
$9.95K
|
|
|
Apr 20, 2023
Q1 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-53- 0.97% |
$3.15K - $3.4K
|
5.44K
$437K
|
|
|
Apr 26, 2023
Q1 2023
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-62- 33.33% |
$3.68K - $3.98K
|
124
$9.95K
|
|
|
May 12, 2023
Q1 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-63- 0.13% |
$3.74K - $4.04K
|
47.4K
$3.81M
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-68- 1.07% |
$4.04K - $4.36K
|
6.31K
$507K
|
|
|
Apr 19, 2023
Q1 2023
|
Meridian Financial Partners LLC
|
SELL
|
- |
-71- 0.15% |
$4.22K - $4.56K
|
47.8K
$3.84M
|
|
|
May 10, 2023
Q1 2023
|
Keybank National Association
|
SELL
|
- |
-78- 0.26% |
$4.63K - $5K
|
30.2K
$2.43M
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-90- 0.16% |
$5.34K - $5.77K
|
54.5K
$4.38M
|
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-108- 0.78% |
$6.41K - $6.93K
|
13.7K
$1.1M
|
|
|
Apr 13, 2023
Q1 2023
|
Grandview Asset Management LLC
|
SELL
|
- |
-118- 1.63% |
$7.01K - $7.57K
|
7.12K
$572K
|
|
|
Apr 19, 2023
Q1 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-118- 3.27% |
$7.01K - $7.57K
|
3.49K
$280K
|