Latest Institutional Purchases of Wisdomtree Tr U.S Largecap Div (DLN)
This list provides information on the latest institutional transactions involving Wisdomtree Tr U.S Largecap Div (DLN) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 08, 2024
Q3 2023
|
Syntrinsic LLC
Denver, CO |
BUY
|
- |
171New |
$10.5K - $11.2K
|
171
$13.4K
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
12New |
$738 - $788
|
12
$939
|
|
Oct 30, 2023
Q3 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
5New |
$307 - $328
|
5
$391
|
|
Q2 2023 | |||||||
Jul 31, 2023
Q2 2023
|
Bms Financial Advisors, LLC
|
BUY
|
- |
148KNew |
$8.92M - $9.4M
|
148K
$11.6M
|
|
Aug 02, 2023
Q2 2023
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
10.7KNew |
$645K - $680K
|
10.7K
$836K
|
|
Jul 19, 2023
Q2 2023
|
Weaver Consulting Group
|
BUY
|
- |
3.3KNew |
$199K - $210K
|
3.3K
$258K
|
|
Jul 20, 2023
Q2 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
3.21KNew |
$194K - $204K
|
3.21K
$251K
|
|
Jul 20, 2023
Q2 2023
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
808+ 14.29% |
$48.8K - $51.4K
|
6.46K
$505K
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
534+ 79.7% |
$32.2K - $34K
|
1.2K
$94.2K
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
BUY
|
- |
183+ 32.8% |
$11K - $11.6K
|
741
$58K
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
180New |
$10.9K - $11.4K
|
180
$14.1K
|
|
Aug 11, 2023
Q2 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1New |
$60.4 - $63.6
|
1
$78.2
|
|
Q1 2023 | |||||||
May 15, 2023
Q1 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
9.02KNew |
$536K - $579K
|
9.02K
$706K
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
8.35KNew |
$496K - $536K
|
8.35K
$653K
|
|
May 12, 2023
Q1 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
7.8KNew |
$463K - $501K
|
7.8K
$610K
|
|
May 15, 2023
Q1 2023
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
6.61KNew |
$392K - $424K
|
6.61K
$517K
|
|
Apr 07, 2023
Q1 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
4.39KNew |
$260K - $281K
|
4.39K
$343K
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
2.91KNew |
$173K - $187K
|
2.91K
$228K
|
|
May 08, 2023
Q1 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
1.47KNew |
$87K - $94.1K
|
1.47K
$115K
|
|
May 10, 2023
Q1 2023
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
BUY
|
- |
440New |
$26.1K - $28.2K
|
440
$34.4K
|
|
Apr 21, 2023
Q1 2023
|
Baldwin Brothers LLC
|
BUY
|
- |
132New |
$7.84K - $8.47K
|
132
$10.3K
|
|
May 24, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
52+ 41.94% |
$3.09K - $3.34K
|
176
$13.8K
|
|
Apr 19, 2023
Q1 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
16New |
$950 - $1.03K
|
16
$1.25K
|
|
May 05, 2023
Q1 2023
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$59.4 - $64.2
|
4.15K
$325K
|
|
Apr 28, 2023
Q1 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q4 2022 | |||||||
Jan 20, 2023
Q4 2022
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
36.5KNew |
$2.04M - $2.36M
|
36.5K
$2.86M
|
|
Feb 13, 2023
Q4 2022
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
10.7KNew |
$597K - $691K
|
10.7K
$836K
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
8.96KNew |
$500K - $579K
|
8.96K
$701K
|
|
Jan 12, 2023
Q4 2022
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
6.47KNew |
$361K - $418K
|
6.47K
$506K
|
|
Feb 03, 2023
Q4 2022
|
St. Louis Trust CO
|
BUY
|
- |
4.72KNew |
$263K - $305K
|
4.72K
$369K
|
|
Feb 14, 2023
Q4 2022
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
4.71KNew |
$263K - $304K
|
4.71K
$368K
|
|
Feb 15, 2023
Q4 2022
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
4.7KNew |
$262K - $304K
|
4.7K
$367K
|
|
Feb 08, 2023
Q4 2022
|
Seven Springs Wealth Group, LLC
|
BUY
|
- |
3.6KNew |
$201K - $233K
|
3.6K
$282K
|
|
Feb 13, 2023
Q4 2022
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.31KNew |
$185K - $214K
|
3.31K
$259K
|
|
Feb 14, 2023
Q4 2022
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.29KNew |
$184K - $213K
|
3.29K
$258K
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
670New |
$37.4K - $43.3K
|
670
$52.4K
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
600New |
$33.5K - $38.8K
|
600
$46.9K
|
|
Feb 09, 2023
Q4 2022
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
500+ 10.91% |
$27.9K - $32.3K
|
5.08K
$398K
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
404New |
$22.5K - $26.1K
|
404
$31.6K
|
|
Feb 07, 2023
Q4 2022
|
Dakota Wealth Management
|
BUY
|
- |
395+ 2.62% |
$22K - $25.5K
|
15.5K
$1.21M
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
350New |
$19.5K - $22.6K
|
350
$27.4K
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
200New |
$11.2K - $12.9K
|
200
$15.6K
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
164New |
$9.15K - $10.6K
|
164
$12.8K
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
120New |
$6.69K - $7.76K
|
120
$9.39K
|
|
Feb 06, 2023
Q4 2022
|
New Square Capital LLC
|
BUY
|
- |
84New |
$4.69K - $5.43K
|
84
$6.57K
|
|
Jan 31, 2023
Q4 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
BUY
|
- |
39+ 0.59% |
$2.18K - $2.52K
|
6.7K
$524K
|
|
Feb 14, 2023
Q4 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
1+ 0.68% |
$55.8 - $64.6
|
149
$11.7K
|
|
Q3 2022 | |||||||
Oct 31, 2022
Q3 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
88.4KNew |
$4.89M - $5.69M
|
88.4K
$6.92M
|
|
Oct 17, 2022
Q3 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
40.8KNew |
$2.25M - $2.62M
|
40.8K
$3.19M
|
|
Oct 26, 2022
Q3 2022
|
Udine Wealth Management, Inc.
|
BUY
|
- |
18.2KNew |
$1.01M - $1.17M
|
18.2K
$1.42M
|