Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 01, 2024
Q4 2023
|
1900 Wealth Management LLC
|
SELL
|
- |
-17.2K- 18.6% |
$1.01M - $1.14M
|
75.1K
$6.03M
|
|
|
Feb 14, 2024
Q4 2023
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-18.1K- 1.66% |
$1.07M - $1.21M
|
1.07M
$86.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-18.4K- 1.37% |
$1.09M - $1.23M
|
1.33M
$107M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-18.5K- 14.98% |
$1.09M - $1.23M
|
105K
$8.43M
|
|
|
Nov 12, 2024
Q4 2023
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-18.5K- 64.78% |
$1.09M - $1.23M
|
10.1K
$807K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-19.4K- 99.43% |
$1.14M - $1.29M
|
112
$9K
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-20.2K- 43.87% |
$1.19M - $1.34M
|
25.8K
$2.07M
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-23K- 56.52% |
$1.35M - $1.53M
|
17.7K
$1.42M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-29.8K- 2.05% |
$1.75M - $1.98M
|
1.42M
$114M
|
|
|
Feb 14, 2024
Q4 2023
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-30.2K- 24.33% |
$1.78M - $2.01M
|
94.1K
$7.56M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-35.1K- 1.25% |
$2.07M - $2.33M
|
2.77M
$222M
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-39.4K- 14.04% |
$2.32M - $2.62M
|
241K
$19.4M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-53.4K- 9.89% |
$3.15M - $3.56M
|
487K
$39.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-53.9K- 18.85% |
$3.17M - $3.58M
|
232K
$18.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-60K- 8.97% |
$3.53M - $3.99M
|
609K
$48.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-84.8K- 5.41% |
$4.99M - $5.64M
|
1.48M
$119M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-87.1K- 30.6% |
$5.13M - $5.79M
|
198K
$15.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-102K- 2.46% |
$6.03M - $6.81M
|
4.05M
$325M
|
|
|
Jan 24, 2024
Q4 2023
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-136K- 69.09% |
$8.03M - $9.07M
|
61K
$4.9M
|
|
|
Jan 25, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-2.17M- 98.49% |
$128M - $144M
|
33.2K
$2.66M
|