Purchases and Sales Made in Q2 2024 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 Q2 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
2.8KNew |
$192K - $205K
|
2.8K
$218K
|
|
|
Jul 22, 2024
Q2 2024
|
Fox Financial, Inc
Wyomissing, PA |
BUY
|
- |
2.79K+ 1.11% |
$191K - $204K
|
254K
$19.7M
|
|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.78KNew |
$191K - $204K
|
2.78K
$216K
|
|
|
Jul 22, 2024
Q2 2024
|
Nadler Financial Group, Inc.
|
BUY
|
- |
2.76K+ 6.16% |
$189K - $202K
|
47.5K
$3.69M
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.75K+ 2.94% |
$189K - $201K
|
96.1K
$7.46M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.61K+ 1.37% |
$179K - $191K
|
194K
$15.1M
|
|
|
Aug 08, 2024
Q2 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
2.58K+ 37.18% |
$177K - $189K
|
9.51K
$738K
|
|
|
Aug 13, 2024
Q2 2024
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
2.13K+ 9.21% |
$146K - $156K
|
25.3K
$1.96M
|
|
|
Sep 12, 2024
Q2 2024
|
Fidelis I M, LLC
Medford, OR |
BUY
|
- |
2.1K+ 1.22% |
$144K - $154K
|
174K
$13.5M
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2.01K+ 21.76% |
$138K - $147K
|
11.2K
$873K
|
|
|
Aug 13, 2024
Q2 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
1.84K+ 27.62% |
$126K - $135K
|
8.49K
$660K
|
|
|
Aug 14, 2024
Q2 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
1.77K+ 1.97% |
$121K - $129K
|
91.5K
$7.11M
|
|
|
Jul 31, 2024
Q2 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
1.64KNew |
$112K - $120K
|
1.64K
$127K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.55K+ 0.32% |
$107K - $114K
|
492K
$38.2M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.46K+ 1.43% |
$100K - $107K
|
104K
$8.07M
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.38K+ 18.92% |
$94.4K - $101K
|
8.64K
$671K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
1.32K+ 64.33% |
$90.7K - $96.8K
|
3.37K
$262K
|
|
|
Aug 09, 2024
Q2 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
1.2K+ 0.85% |
$82.6K - $88.1K
|
143K
$11.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
1.14K+ 18.14% |
$78.6K - $83.9K
|
7.45K
$579K
|
|
|
Jul 23, 2024
Q2 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
1.09K+ 7.65% |
$75K - $80.1K
|
15.4K
$1.19M
|
|
|
Aug 05, 2024
Q2 2024
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
1.09K+ 7.15% |
$74.7K - $79.7K
|
16.3K
$1.27M
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.08K+ 0.79% |
$74.3K - $79.3K
|
138K
$10.7M
|
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.08K+ 36.2% |
$73.9K - $78.9K
|
4.05K
$314K
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.03K+ 4.73% |
$70.9K - $75.7K
|
22.9K
$1.78M
|
|
|
Jul 23, 2024
Q2 2024
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
939+ 1.44% |
$64.5K - $68.8K
|
66.1K
$5.13M
|
|
|
Aug 02, 2024
Q2 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
865+ 11.52% |
$59.4K - $63.4K
|
8.37K
$650K
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
752+ 0.36% |
$51.6K - $55.1K
|
209K
$16.3M
|
|
|
Jul 11, 2024
Q2 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
745+ 9.64% |
$51.2K - $54.6K
|
8.47K
$658K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
693+ 13.48% |
$47.6K - $50.8K
|
5.83K
$453K
|
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
550New |
$37.8K - $40.3K
|
550
$42.7K
|
|
|
Aug 13, 2024
Q2 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
410+ 8.51% |
$28.2K - $30.1K
|
5.23K
$406K
|
|
|
Aug 14, 2024
Q2 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
357+ 1.39% |
$24.5K - $26.2K
|
26K
$2.02M
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
349+ 2.31% |
$24K - $25.6K
|
15.4K
$1.2M
|
|
|
Jul 25, 2024
Q2 2024
|
Tranquility Partners, LLC
|
BUY
|
- |
324+ 2.07% |
$22.3K - $23.8K
|
16K
$1.24M
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
322+ 0.58% |
$22.1K - $23.6K
|
55.9K
$4.34M
|
|
|
Aug 14, 2024
Q2 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
229+ 2.59% |
$15.7K - $16.8K
|
9.08K
$705K
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
216+ 4.42% |
$14.8K - $15.8K
|
5.1K
$396K
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
211+ 2.8% |
$14.5K - $15.5K
|
7.76K
$603K
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
206+ 2.91% |
$14.1K - $15.1K
|
7.29K
$566K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
184New |
$12.6K - $13.5K
|
184
$14.3K
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
BUY
|
- |
184+ 0.84% |
$12.6K - $13.5K
|
22K
$1.71M
|
|
|
Jul 09, 2024
Q2 2024
|
Marion Wealth Management
|
BUY
|
- |
183+ 3.88% |
$12.6K - $13.4K
|
4.89K
$380K
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
172+ 0.36% |
$11.8K - $12.6K
|
47.4K
$3.68M
|
|
|
Aug 09, 2024
Q2 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
169+ 4.94% |
$11.6K - $12.4K
|
3.59K
$279K
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
167+ 0.49% |
$11.5K - $12.2K
|
34.3K
$2.67M
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
159+ 3.9% |
$10.9K - $11.7K
|
4.24K
$329K
|
|
|
Aug 12, 2024
Q2 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
157+ 1.45% |
$10.8K - $11.5K
|
11K
$852K
|
|
|
Aug 02, 2024
Q2 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
150+ 2.54% |
$10.3K - $11K
|
6.06K
$470K
|
|
|
Aug 14, 2024
Q2 2024
|
Brown Advisory Inc
|
BUY
|
- |
150+ 3.32% |
$10.3K - $11K
|
4.67K
$363K
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
133+ 3.61% |
$9.13K - $9.75K
|
3.81K
$296K
|