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 |
|---|---|---|---|---|---|---|---|
|
Jul 16, 2024
Q2 2024
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-1.76K- 13.12% |
$121K - $129K
|
11.7K
$925K
|
|
|
Aug 09, 2024
Q2 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-1.81K- 16.03% |
$124K - $132K
|
9.46K
$752K
|
|
|
Aug 14, 2024
Q2 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-1.98K- 5.33% |
$136K - $145K
|
35.2K
$2.79M
|
|
|
Jul 25, 2024
Q2 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-2.02K- 0.9% |
$139K - $148K
|
222K
$17.7M
|
|
|
Aug 12, 2024
Q2 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-2.17K- 25.8% |
$149K - $159K
|
6.23K
$495K
|
|
|
Jul 15, 2024
Q2 2024
|
Aspiriant, LLC
|
SELL
|
- |
-2.41K- 5.39% |
$166K - $177K
|
42.3K
$3.36M
|
|
|
Aug 06, 2024
Q2 2024
|
Beacon Financial Group
|
SELL
|
- |
-2.5K- 10.74% |
$172K - $183K
|
20.8K
$1.65M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.82K- 1.73% |
$194K - $207K
|
160K
$12.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-2.99K- 4.47% |
$205K - $219K
|
63.9K
$5.08M
|
|
|
Jul 11, 2024
Q2 2024
|
Cx Institutional
|
SELL
|
- |
-3.39K- 3.31% |
$233K - $249K
|
99.1K
$7.87M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-3.68K- 20.14% |
$253K - $270K
|
14.6K
$1.16M
|
|
|
Aug 06, 2024
Q2 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-4.01K- 12.69% |
$275K - $294K
|
27.6K
$2.19M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-4.1K- 7.58% |
$282K - $301K
|
50K
$3.97M
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-4.51K- 20.34% |
$310K - $331K
|
17.7K
$1.4M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-4.59K- 13.19% |
$315K - $337K
|
30.2K
$2.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-6.36K- 7.08% |
$437K - $466K
|
83.5K
$6.63M
|
|
|
Aug 13, 2024
Q2 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-7.47K- 58.29% |
$513K - $548K
|
5.35K
$425K
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-7.8K- 10.55% |
$535K - $572K
|
66.1K
$5.25M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-8.47K- 65.15% |
$582K - $621K
|
4.53K
$360K
|
|
|
Nov 08, 2024
Q2 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-8.59K- 30.08% |
$590K - $629K
|
20K
$1.59M
|
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-11.3K- 3.93% |
$774K - $826K
|
275K
$21.9M
|
|
|
Jul 30, 2024
Q2 2024
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
SELL
|
- |
-12.8K- 54.19% |
$880K - $939K
|
10.8K
$860K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-13.1K- 1.04% |
$900K - $961K
|
1.25M
$99.5M
|
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-14K- 19.2% |
$963K - $1.03M
|
59K
$4.69M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-14.2K- 1.79% |
$975K - $1.04M
|
781K
$62M
|
|
|
Jul 26, 2024
Q2 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-14.5K- 19.71% |
$998K - $1.07M
|
59.2K
$4.7M
|
|
|
Jul 19, 2024
Q2 2024
|
Sarasin & Partners LLP
|
SELL
|
- |
-18K- 25.54% |
$1.24M - $1.32M
|
52.5K
$4.17M
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
SELL
|
- |
-20.4K- 29.2% |
$1.4M - $1.5M
|
49.5K
$3.93M
|
|
|
Jul 30, 2024
Q2 2024
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-21.2K- 10.42% |
$1.45M - $1.55M
|
182K
$14.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-24.2K- 51.06% |
$1.66M - $1.78M
|
23.2K
$1.84M
|
|
|
Aug 09, 2024
Q2 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-24.4K- 65.95% |
$1.68M - $1.79M
|
12.6K
$1M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-26.1K- 14.17% |
$1.79M - $1.91M
|
158K
$12.5M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-28.5K- 4.69% |
$1.96M - $2.09M
|
580K
$46M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-29.8K- 6.42% |
$2.05M - $2.19M
|
435K
$34.5M
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-32K- 2.19% |
$2.2M - $2.34M
|
1.43M
$114M
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-50.5K- 1.27% |
$3.47M - $3.7M
|
3.94M
$313M
|
|
|
Jul 23, 2024
Q2 2024
|
Bank Hapoalim Bm
|
SELL
|
- |
-94.5K- 50.0% |
$6.49M - $6.93M
|
94.5K
$7.51M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-127K- 8.32% |
$8.73M - $9.32M
|
1.4M
$111M
|
|
|
Jul 25, 2024
Q2 2024
|
Waterway Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-145K- 21.94% |
$9.95M - $10.6M
|
516K
$41M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-170K- 51.67% |
$11.7M - $12.5M
|
159K
$12.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-253K- 16.38% |
$17.4M - $18.6M
|
1.29M
$103M
|