Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-269- 3.58% |
$16.5K - $17.7K
|
7.24K
$581K
|
|
|
Nov 08, 2023
Q3 2023
|
Spinnaker Trust
|
SELL
|
- |
-282- 4.99% |
$17.3K - $18.5K
|
5.37K
$431K
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-326- 0.8% |
$20K - $21.4K
|
40.6K
$3.26M
|
|
|
Oct 25, 2023
Q3 2023
|
Brighton Jones LLC
|
SELL
|
- |
-335- 8.39% |
$20.6K - $22K
|
3.66K
$293K
|
|
|
Oct 26, 2023
Q3 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-358- 1.26% |
$22K - $23.5K
|
28K
$2.25M
|
|
|
Nov 14, 2023
Q3 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-362- 9.64% |
$22.3K - $23.8K
|
3.39K
$272K
|
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-383- 0.83% |
$23.5K - $25.1K
|
46K
$3.69M
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-399Closed |
$24.5K - $26.2K
|
0
$0
|
|
|
Nov 03, 2023
Q3 2023
|
Coulter & Justus Financial Services, LLC
|
SELL
|
- |
-405- 8.98% |
$24.9K - $26.6K
|
4.11K
$330K
|
|
|
Nov 13, 2023
Q3 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-442- 6.4% |
$27.2K - $29K
|
6.46K
$519K
|
|
|
Oct 16, 2023
Q3 2023
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-445- 0.61% |
$27.4K - $29.2K
|
72.7K
$5.84M
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-449- 10.87% |
$27.6K - $29.5K
|
3.68K
$296K
|
|
|
Nov 08, 2023
Q3 2023
|
Redwood Financial Network Corp
|
SELL
|
- |
-485- 12.75% |
$29.8K - $31.8K
|
3.32K
$266K
|
|
|
Nov 08, 2023
Q3 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-487- 2.49% |
$29.9K - $32K
|
19.1K
$1.53M
|
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-490- 9.85% |
$30.1K - $32.2K
|
4.49K
$360K
|
|
|
Nov 20, 2023
Q3 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-524- 7.9% |
$32.2K - $34.4K
|
6.11K
$490K
|
|
|
Oct 13, 2023
Q3 2023
|
Cra Financial Services, LLC
|
SELL
|
- |
-536- 1.68% |
$32.9K - $35.2K
|
31.3K
$2.52M
|
|
|
Oct 31, 2023
Q3 2023
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-560- 3.97% |
$34.4K - $36.8K
|
13.5K
$1.09M
|
|
|
Oct 10, 2023
Q3 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-569- 12.05% |
$35K - $37.4K
|
4.15K
$333K
|
|
|
Nov 08, 2023
Q3 2023
|
Keybank National Association
|
SELL
|
- |
-578- 1.91% |
$35.5K - $38K
|
29.6K
$2.38M
|
|
|
Nov 08, 2023
Q3 2023
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-705- 5.66% |
$43.3K - $46.3K
|
11.7K
$943K
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-728- 18.87% |
$44.8K - $47.8K
|
3.13K
$251K
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-732- 0.37% |
$45K - $48.1K
|
196K
$15.8M
|
|
|
Oct 24, 2023
Q3 2023
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-900- 1.84% |
$55.3K - $59.1K
|
47.9K
$3.85M
|
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.04K- 19.6% |
$63.8K - $68.2K
|
4.26K
$342K
|
|
|
Oct 20, 2023
Q3 2023
|
Meridian Financial Partners LLC
|
SELL
|
- |
-1.04K- 2.46% |
$64.2K - $68.5K
|
41.4K
$3.32M
|
|
|
Nov 02, 2023
Q3 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-1.07K- 7.79% |
$65.5K - $70K
|
12.6K
$1.01M
|
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.09K- 9.43% |
$67K - $71.6K
|
10.5K
$840K
|
|
|
Oct 24, 2023
Q3 2023
|
Brown Advisory Inc
|
SELL
|
- |
-1.1K- 16.96% |
$67.6K - $72.2K
|
5.39K
$432K
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.12K- 1.18% |
$68.8K - $73.5K
|
94K
$7.54M
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-1.15K- 4.21% |
$70.6K - $75.4K
|
26.1K
$2.09M
|
|
|
Nov 07, 2023
Q3 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.42K- 6.07% |
$87.2K - $93.1K
|
21.9K
$1.76M
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.49K- 1.84% |
$91.4K - $97.6K
|
79.4K
$6.38M
|
|
|
Oct 24, 2023
Q3 2023
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-1.49K- 13.6% |
$91.8K - $98K
|
9.49K
$762K
|
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.62K- 3.1% |
$99.4K - $106K
|
50.5K
$4.05M
|
|
|
Nov 14, 2023
Q3 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-1.62K- 12.73% |
$99.6K - $106K
|
11.1K
$892K
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.74K- 8.76% |
$107K - $114K
|
18.1K
$1.45M
|
|
|
Oct 16, 2023
Q3 2023
|
Moller Financial Services
|
SELL
|
- |
-1.98K- 1.92% |
$122K - $130K
|
101K
$8.12M
|
|
|
Nov 01, 2023
Q3 2023
|
Allen Capital Group, LLC
|
SELL
|
- |
-2K- 4.32% |
$123K - $132K
|
44.4K
$3.57M
|
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-2.17K- 4.6% |
$133K - $142K
|
45K
$3.61M
|
|
|
Oct 23, 2023
Q3 2023
|
Vicus Capital
State College, PA |
SELL
|
- |
-2.19K- 36.17% |
$134K - $144K
|
3.86K
$310K
|
|
|
Nov 03, 2023
Q3 2023
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-2.28K- 5.78% |
$140K - $149K
|
37.1K
$2.98M
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.44K- 9.57% |
$150K - $160K
|
23K
$1.85M
|
|
|
Oct 17, 2023
Q3 2023
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-2.47K- 7.86% |
$152K - $162K
|
28.9K
$2.32M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-2.89K- 1.98% |
$178K - $190K
|
143K
$11.5M
|
|
|
Nov 13, 2023
Q3 2023
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-2.93K- 6.05% |
$180K - $192K
|
45.5K
$3.65M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-2.97K- 4.97% |
$182K - $195K
|
56.7K
$4.55M
|
|
|
Nov 30, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-3.5K- 35.55% |
$215K - $229K
|
6.34K
$509K
|
|
|
Nov 09, 2023
Q3 2023
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-3.5K- 35.0% |
$215K - $230K
|
6.5K
$522K
|
|
|
Nov 13, 2023
Q3 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-3.78K- 2.3% |
$232K - $248K
|
160K
$12.9M
|