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 15, 2023
Q1 2023
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-3.17K- 3.65% |
$188K - $203K
|
83.6K
$6.73M
|
|
|
Apr 21, 2023
Q1 2023
|
Redmont Wealth Advisors LLC
Chicago, IL |
SELL
|
- |
-3.35K- 37.19% |
$199K - $215K
|
5.65K
$455K
|
|
|
May 08, 2023
Q1 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-3.65K- 1.51% |
$216K - $234K
|
237K
$19.1M
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-3.83K- 0.09% |
$228K - $246K
|
4.33M
$348M
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-4.3K- 10.75% |
$255K - $276K
|
35.7K
$2.87M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-4.38K- 0.76% |
$260K - $281K
|
575K
$46.2M
|
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-4.6K- 1.39% |
$273K - $295K
|
326K
$26.2M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-5.37K- 1.04% |
$319K - $345K
|
513K
$41.3M
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-6.41K- 4.14% |
$380K - $411K
|
148K
$11.9M
|
|
|
May 16, 2023
Q1 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-6.61K- 3.65% |
$392K - $424K
|
175K
$14M
|
|
|
May 03, 2023
Q1 2023
|
Rollins Financial
|
SELL
|
- |
-6.71K- 10.18% |
$398K - $430K
|
59.2K
$4.76M
|
|
|
May 02, 2023
Q1 2023
|
1900 Wealth Management LLC
|
SELL
|
- |
-6.93K- 5.7% |
$411K - $445K
|
115K
$9.22M
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-7.31K- 97.44% |
$434K - $469K
|
192
$15.4K
|
|
|
May 15, 2023
Q1 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-7.86K- 4.53% |
$467K - $504K
|
166K
$13.3M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-8.45K- 16.98% |
$501K - $542K
|
41.3K
$3.32M
|
|
|
Jun 05, 2023
Q1 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-8.64K- 15.92% |
$513K - $554K
|
45.6K
$3.67M
|
|
|
May 11, 2023
Q1 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-8.71K- 13.61% |
$517K - $559K
|
55.3K
$4.45M
|
|
|
May 15, 2023
Q1 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-9.17K- 91.13% |
$544K - $588K
|
892
$71.8K
|
|
|
May 11, 2023
Q1 2023
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-9.35K- 3.91% |
$555K - $600K
|
230K
$18.5M
|
|
|
May 15, 2023
Q1 2023
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-10.5K- 0.99% |
$624K - $674K
|
1.05M
$84.4M
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-10.8K- 0.75% |
$642K - $694K
|
1.43M
$115M
|
|
|
May 10, 2023
Q1 2023
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-13.1K- 10.74% |
$777K - $839K
|
109K
$8.75M
|
|
|
Apr 26, 2023
Q1 2023
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-14.1K- 96.39% |
$835K - $902K
|
526
$42.3K
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-16.3K- 16.62% |
$968K - $1.05M
|
81.8K
$6.58M
|
|
|
May 04, 2023
Q1 2023
|
Cx Institutional
|
SELL
|
- |
-26.6K- 20.91% |
$1.58M - $1.71M
|
101K
$8.1M
|
|
|
Apr 24, 2023
Q1 2023
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-27.2K- 12.63% |
$1.62M - $1.75M
|
188K
$15.2M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-35.4K- 8.36% |
$2.1M - $2.27M
|
388K
$31.2M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-35.4K- 16.09% |
$2.1M - $2.27M
|
185K
$14.9M
|
|
|
Apr 14, 2023
Q1 2023
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-42.3K- 18.43% |
$2.51M - $2.71M
|
187K
$15.1M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-92.9K- 3.18% |
$5.51M - $5.96M
|
2.83M
$227M
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-111K- 19.44% |
$6.61M - $7.14M
|
461K
$37.1M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-138K- 10.35% |
$8.2M - $8.86M
|
1.2M
$96.2M
|
|
|
Apr 06, 2023
Q1 2023
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-166K- 31.54% |
$9.84M - $10.6M
|
360K
$29M
|
|
|
May 04, 2023
Q1 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-174K- 97.01% |
$10.3M - $11.2M
|
5.36K
$431K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-203K- 37.86% |
$12.1M - $13M
|
333K
$26.8M
|
|
|
May 10, 2023
Q1 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-250K- 98.21% |
$14.9M - $16.1M
|
4.58K
$368K
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-317K- 17.85% |
$18.8M - $20.4M
|
1.46M
$118M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-411K- 21.27% |
$24.4M - $26.4M
|
1.52M
$123M
|