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 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-128- 3.11% |
$7.6K - $8.21K
|
3.99K
$320K
|
|
|
May 15, 2023
Q1 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-159- 1.73% |
$9.44K - $10.2K
|
9.04K
$726K
|
|
|
May 03, 2023
Q1 2023
|
Hallmark Capital Management Inc
|
SELL
|
- |
-160- 22.6% |
$9.5K - $10.3K
|
548
$44K
|
|
|
Apr 17, 2023
Q1 2023
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-163- 2.44% |
$9.68K - $10.5K
|
6.52K
$523K
|
|
|
May 15, 2023
Q1 2023
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-177- 4.12% |
$10.5K - $11.4K
|
4.12K
$330K
|
|
|
May 01, 2023
Q1 2023
|
Virginia National Bank
|
SELL
|
- |
-184- 3.48% |
$10.9K - $11.8K
|
5.11K
$410K
|
|
|
May 15, 2023
Q1 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-204- 2.54% |
$12.1K - $13.1K
|
7.83K
$628K
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-207- 2.42% |
$12.3K - $13.3K
|
8.36K
$671K
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-226- 2.4% |
$13.4K - $14.5K
|
9.19K
$738K
|
|
|
Apr 20, 2023
Q1 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-230- 5.22% |
$13.7K - $14.8K
|
4.18K
$335K
|
|
|
May 02, 2023
Q1 2023
|
Vicus Capital
State College, PA |
SELL
|
- |
-232- 3.1% |
$13.8K - $14.9K
|
7.25K
$582K
|
|
|
Apr 12, 2023
Q1 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-237- 0.2% |
$14.1K - $15.2K
|
117K
$9.4M
|
|
|
May 26, 2023
Q1 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-250Closed |
$14.8K - $16K
|
0
$0
|
|
|
Apr 11, 2023
Q1 2023
|
Gunderson Capital Management Inc.
|
SELL
|
- |
-275- 3.49% |
$16.3K - $17.6K
|
7.61K
$611K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-306- 4.92% |
$18.2K - $19.6K
|
5.92K
$475K
|
|
|
Apr 25, 2023
Q1 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-318- 19.32% |
$18.9K - $20.4K
|
1.33K
$107K
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-350- 16.87% |
$20.8K - $22.5K
|
1.73K
$138K
|
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-361- 13.83% |
$21.4K - $23.2K
|
2.25K
$181K
|
|
|
May 02, 2023
Q1 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-375- 8.81% |
$22.3K - $24.1K
|
3.88K
$312K
|
|
|
Apr 17, 2023
Q1 2023
|
Moller Financial Services
|
SELL
|
- |
-487- 0.45% |
$28.9K - $31.2K
|
107K
$8.57M
|
|
|
May 15, 2023
Q1 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-518- 4.59% |
$30.8K - $33.2K
|
10.8K
$865K
|
|
|
May 18, 2023
Q1 2023
|
Courier Capital LLC
|
SELL
|
- |
-532- 10.02% |
$31.6K - $34.1K
|
4.78K
$384K
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
SELL
|
- |
-633- 3.77% |
$37.6K - $40.6K
|
16.1K
$1.3M
|
|
|
Apr 28, 2023
Q1 2023
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-643- 4.33% |
$38.2K - $41.3K
|
14.2K
$1.14M
|
|
|
May 15, 2023
Q1 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-661- 1.45% |
$39.2K - $42.4K
|
45.1K
$3.62M
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-690- 0.69% |
$41K - $44.3K
|
99.1K
$7.95M
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-815- 0.87% |
$48.4K - $52.3K
|
92.5K
$7.43M
|
|
|
Apr 12, 2023
Q1 2023
|
626 Financial, LLC
|
SELL
|
- |
-822- 6.83% |
$48.8K - $52.7K
|
11.2K
$901K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-877- 46.67% |
$52.1K - $56.3K
|
1K
$80.4K
|
|
|
Apr 25, 2023
Q1 2023
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-878- 2.26% |
$52.1K - $56.3K
|
38K
$3.05M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-885- 16.5% |
$52.5K - $56.8K
|
4.48K
$359K
|
|
|
Apr 07, 2023
Q1 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-940- 2.26% |
$55.8K - $60.3K
|
40.7K
$3.26M
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
SELL
|
- |
-1.06K- 6.15% |
$63.2K - $68.3K
|
16.2K
$1.3M
|
|
|
May 04, 2023
Q1 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-1.34K- 3.25% |
$79.7K - $86.1K
|
40K
$3.21M
|
|
|
May 03, 2023
Q1 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-1.53K- 21.54% |
$90.5K - $97.8K
|
5.56K
$446K
|
|
|
May 11, 2023
Q1 2023
|
Peninsula Wealth, LLC
San Francisco, CA |
SELL
|
- |
-1.61K- 25.68% |
$95.6K - $103K
|
4.66K
$374K
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-1.83K- 3.1% |
$109K - $117K
|
57.1K
$4.59M
|
|
|
Apr 20, 2023
Q1 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1.87K- 5.75% |
$111K - $120K
|
30.6K
$2.46M
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.95K- 16.7% |
$115K - $125K
|
9.7K
$779K
|
|
|
May 15, 2023
Q1 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-1.95K- 28.35% |
$116K - $125K
|
4.92K
$395K
|
|
|
May 03, 2023
Q1 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-2K- 28.2% |
$119K - $128K
|
5.1K
$409K
|
|
|
May 03, 2023
Q1 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-2.01K- 12.49% |
$119K - $129K
|
14.1K
$1.13M
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-2.01K- 2.16% |
$119K - $129K
|
91.2K
$7.32M
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.39K- 2.58% |
$142K - $153K
|
90.1K
$7.24M
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.43K- 2.54% |
$144K - $156K
|
93.1K
$7.47M
|
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-2.8K- 3.58% |
$166K - $180K
|
75.4K
$6.05M
|
|
|
May 05, 2023
Q1 2023
|
Sarasin & Partners LLP
|
SELL
|
- |
-2.81K- 3.46% |
$167K - $180K
|
78.4K
$6.29M
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.94K- 1.46% |
$174K - $188K
|
198K
$15.9M
|
|
|
Apr 27, 2023
Q1 2023
|
Aspiriant, LLC
|
SELL
|
- |
-3.12K- 5.77% |
$185K - $200K
|
50.9K
$4.08M
|
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-3.12K- 47.09% |
$185K - $200K
|
3.51K
$281K
|