Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-705- 1.19% |
$50.7K - $55.4K
|
58.3K
$4.58M
|
|
|
Nov 12, 2024
Q3 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-875- 1.17% |
$62.9K - $68.7K
|
73.8K
$5.79M
|
|
|
Oct 24, 2024
Q3 2024
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-900- 8.09% |
$64.7K - $70.7K
|
10.2K
$803K
|
|
|
Oct 23, 2024
Q3 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-934- 10.12% |
$67.1K - $73.4K
|
8.29K
$651K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-977- 3.23% |
$70.2K - $76.8K
|
29.2K
$2.3M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.06K- 0.77% |
$76.4K - $83.5K
|
137K
$10.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-1.14K- 15.36% |
$82.2K - $89.9K
|
6.31K
$495K
|
|
|
Oct 16, 2024
Q3 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-1.24K- 4.53% |
$89.3K - $97.7K
|
26.2K
$2.06M
|
|
|
Oct 30, 2024
Q3 2024
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
SELL
|
- |
-1.28K- 11.86% |
$92.3K - $101K
|
9.54K
$750K
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
SELL
|
- |
-1.29K- 5.86% |
$92.9K - $102K
|
20.8K
$1.63M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-1.34K- 8.47% |
$96.4K - $105K
|
14.5K
$1.14M
|
|
|
Oct 24, 2024
Q3 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-1.43K- 11.86% |
$103K - $112K
|
10.6K
$834K
|
|
|
Mar 04, 2025
Q3 2024
|
Brighton Jones LLC
|
SELL
|
- |
-1.63K- 34.93% |
$117K - $128K
|
3.03K
$238K
|
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
SELL
|
- |
-1.63K- 34.93% |
$117K - $128K
|
3.03K
$238K
|
|
|
Nov 14, 2024
Q3 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-1.7K- 31.82% |
$122K - $134K
|
3.64K
$286K
|
|
|
Oct 30, 2024
Q3 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-1.92K- 2.3% |
$138K - $151K
|
81.6K
$6.41M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-2.2K- 4.44% |
$158K - $172K
|
47.3K
$3.71M
|
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-2.29K- 14.88% |
$164K - $180K
|
13.1K
$1.03M
|
|
|
Nov 13, 2024
Q3 2024
|
Rockport Wealth LLC
Fairview Park, OH |
SELL
|
- |
-2.31K- 6.2% |
$166K - $182K
|
35K
$2.75M
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-2.36K- 6.11% |
$169K - $185K
|
36.2K
$2.84M
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-2.42K- 10.9% |
$174K - $190K
|
19.8K
$1.55M
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-2.58K- 32.53% |
$185K - $203K
|
5.35K
$420K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.79K- 0.36% |
$200K - $219K
|
778K
$61.1M
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
SELL
|
- |
-3.04K- 1.14% |
$219K - $239K
|
264K
$20.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-3.56K- 2.29% |
$256K - $280K
|
152K
$11.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-3.7K- 5.4% |
$266K - $290K
|
64.7K
$5.08M
|
|
|
Nov 05, 2024
Q3 2024
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-4.13K- 35.45% |
$297K - $324K
|
7.52K
$591K
|
|
|
Oct 31, 2024
Q3 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-4.58K- 3.2% |
$329K - $360K
|
139K
$10.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-4.84K- 5.04% |
$348K - $380K
|
91.3K
$7.17M
|
|
|
Nov 12, 2024
Q3 2024
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-5.4K- 49.25% |
$388K - $424K
|
5.57K
$437K
|
|
|
Oct 09, 2024
Q3 2024
|
Sarasin & Partners LLP
|
SELL
|
- |
-5.88K- 11.2% |
$422K - $462K
|
46.6K
$3.66M
|
|
|
Nov 12, 2024
Q3 2024
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-7.32KClosed |
$526K - $575K
|
0
$0
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-7.8K- 26.43% |
$560K - $613K
|
21.7K
$1.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-8.15K- 0.63% |
$586K - $641K
|
1.29M
$101M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-11K- 0.77% |
$789K - $862K
|
1.42M
$111M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-11.2K- 16.44% |
$808K - $883K
|
57.1K
$4.49M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-13.1K- 8.32% |
$944K - $1.03M
|
145K
$11.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-14.1K- 38.02% |
$1.02M - $1.11M
|
23K
$1.81M
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-14.2K- 8.91% |
$1.02M - $1.11M
|
145K
$11.4M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-14.2K- 8.91% |
$1.02M - $1.11M
|
145K
$11.4M
|
|
|
Nov 14, 2024
Q3 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-15.2K- 20.54% |
$1.09M - $1.19M
|
58.6K
$4.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-17.1K- 2.92% |
$1.23M - $1.34M
|
569K
$44.7M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-18.1K- 3.68% |
$1.3M - $1.42M
|
474K
$37.2M
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-25.7K- 46.42% |
$1.84M - $2.02M
|
29.6K
$2.33M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-26.4K- 9.58% |
$1.89M - $2.07M
|
249K
$19.5M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-26.4K- 4.55% |
$1.9M - $2.07M
|
553K
$43.4M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-37.3K- 20.5% |
$2.68M - $2.93M
|
145K
$11.4M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-37.4K- 0.95% |
$2.69M - $2.94M
|
3.9M
$307M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-46.3K- 49.89% |
$3.33M - $3.64M
|
46.5K
$3.65M
|
|
|
Nov 14, 2024
Q3 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-59.3K- 45.15% |
$4.26M - $4.66M
|
72K
$5.65M
|