Latest Institutional Purchases of Wisdomtree Tr U.S Largecap Div (DLN)

DLN Quotes by TradingView

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
Apr 28, 2023 Q1 2023
Soa Wealth Advisors, Llc.

BUY
 -
0
New
$0 - $0
0 $0
Q4 2022
Jan 20, 2023 Q4 2022
Pennsylvania Capital Management Inc

BUY
 -
36.5K
New
$2.04M - $2.36M
36.5K $2.86M
Feb 13, 2023 Q4 2022
Cora Capital Advisors LLC

Marlton, NJ
BUY
 -
10.7K
New
$597K - $691K
10.7K $837K
Feb 14, 2023 Q4 2022
Bank Of New York Mellon Corp

New York, NY
BUY
 -
8.96K
New
$500K - $579K
8.96K $701K
Jan 12, 2023 Q4 2022
Sharper & Granite LLC

El Segundo, CA
BUY
 -
6.47K
New
$361K - $418K
6.47K $506K
Feb 03, 2023 Q4 2022
St. Louis Trust CO

BUY
 -
4.72K
New
$263K - $305K
4.72K $369K
Feb 14, 2023 Q4 2022
Choate Investment Advisors

Boston, MA
BUY
 -
4.71K
New
$263K - $304K
4.71K $369K
Feb 15, 2023 Q4 2022
Gateway Wealth Partners, LLC

Appleton, WI
BUY
 -
4.7K
New
$262K - $304K
4.7K $367K
Feb 08, 2023 Q4 2022
Seven Springs Wealth Group, LLC

BUY
 -
3.6K
New
$201K - $233K
3.6K $282K
Feb 13, 2023 Q4 2022
Geo Wealth Management, LLC

Chicago, IL
BUY
 -
3.31K
New
$185K - $214K
3.31K $259K
Jan 09, 2023 Q4 2022
Minich Mac Gregor Wealth Management, LLC

BUY
 -
670
New
$37.4K - $43.3K
670 $52.4K
Feb 03, 2023 Q4 2022
U.S. Capital Wealth Advisors, LLC

Austin, TX
BUY
 -
600
New
$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
 -
404
New
$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
 -
350
New
$19.5K - $22.6K
350 $27.4K
Feb 14, 2023 Q4 2022
Fortis Capital Advisors, LLC

Reno, NV
BUY
 -
200
New
$11.2K - $12.9K
200 $15.6K
Feb 14, 2023 Q4 2022
Colonial Trust CO / Sc

Spartanburg, SC
BUY
 -
164
New
$9.15K - $10.6K
164 $12.8K
Feb 06, 2023 Q4 2022
Glass Jacobson Investment Advisors LLC

Owings Mills, MD
BUY
 -
120
New
$6.69K - $7.76K
120 $9.39K
Feb 06, 2023 Q4 2022
New Square Capital LLC

BUY
 -
84
New
$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
 -
88.4K
New
$4.89M - $5.69M
88.4K $6.92M
Oct 17, 2022 Q3 2022
Mayflower Financial Advisors, LLC

BUY
 -
40.8K
New
$2.25M - $2.62M
40.8K $3.19M
Oct 26, 2022 Q3 2022
Udine Wealth Management, Inc.

BUY
 -
18.2K
New
$1.01M - $1.17M
18.2K $1.42M
Nov 14, 2022 Q3 2022
55 I, LLC

Boston, MA
BUY
 -
8.61K
+ 38.13%
$476K - $554K
31.2K $2.44M
Nov 09, 2022 Q3 2022
Guardian Wealth Advisors, LLC

Bloomington, MN
BUY
 -
558
New
$30.8K - $35.9K
558 $43.7K
Oct 27, 2022 Q3 2022
Money Concepts Capital Corp

BUY
 -
558
+ 9.04%
$30.8K - $35.9K
6.73K $527K
Nov 14, 2022 Q3 2022
Ancora Advisors, LLC

Cleveland, OH
BUY
 -
332
+ 11.74%
$18.3K - $21.4K
3.16K $247K
Oct 24, 2022 Q3 2022
Bergan Kdv Wealth Management, LLC

BUY
 -
234
New
$12.9K - $15.1K
234 $18.3K
Nov 14, 2022 Q3 2022
Advisory Research Inc

Chicago, IL
BUY
 -
196
+ 3.59%
$10.8K - $12.6K
5.65K $442K
Nov 14, 2022 Q3 2022
Capital Group Private Client Services, Inc.

Los Angeles, CA
BUY
 -
56
+ 0.7%
$3.09K - $3.6K
8.05K $630K
Q2 2022
Jul 26, 2022 Q2 2022
Mirae Asset Global Investments Co., Ltd.

BUY
 -
1.04M
New
$59.4M - $69.5M
1.04M $81.2M
Aug 05, 2022 Q2 2022
Old Mission Capital LLC

BUY
 -
12K
New
$687K - $804K
12K $940K
Aug 09, 2022 Q2 2022
Summit Trail Advisors, LLC

New York, NY
BUY
 -
5.5K
New
$315K - $368K
5.5K $430K
Jul 20, 2022 Q2 2022
Lutz Financial Services LLC

BUY
 -
4.05K
New
$232K - $271K
4.05K $317K
Jul 19, 2022 Q2 2022
Heritage Financial Services, LLC

BUY
 -
1.3K
New
$74.4K - $87K
1.3K $102K
Aug 09, 2022 Q2 2022
Ronald Blue Trust, Inc.

Brentwood, TN
BUY
 -
1.23K
New
$70.5K - $82.4K
1.23K $96.4K
Aug 25, 2022 Q2 2022
Bdo Wealth Advisors, LLC

Jacksonville, FL
BUY
 -
910
+ 20.33%
$52.1K - $60.9K
5.39K $421K
Aug 09, 2022 Q2 2022
Sea Crest Wealth Management, LLC

Purchase, NY
BUY
 -
454
New
$26K - $30.4K
454 $35.5K
Jul 29, 2022 Q2 2022
Total Clarity Wealth Management, Inc.

BUY
 -
286
New
$16.4K - $19.1K
286 $22.4K
Jul 11, 2022 Q2 2022
American National Bank

BUY
 -
200
New
$11.4K - $13.4K
200 $15.6K
Aug 03, 2022 Q2 2022
Valeo Financial Advisors, LLC

BUY
 -
79
+ 0.48%
$4.52K - $5.29K
16.7K $1.31M
Aug 09, 2022 Q2 2022
Ntb Financial Corp

Centennial, CO
BUY
 -
28
+ 0.42%
$1.6K - $1.87K
6.7K $524K
Aug 11, 2022 Q2 2022
Aspire Wealth Management Corp

Waltham, MA
BUY
 -
1
+ 0.47%
$57.2 - $66.9
216 $16.9K
Q1 2022
Apr 27, 2022 Q1 2022
Alta Wealth Advisors LLC

BUY
 -
17.4K
New
$1.09M - $1.16M
17.4K $1.36M
Feb 08, 2024 Q1 2022
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
14.8K
New
$925K - $991K
14.8K $1.16M
May 02, 2022 Q1 2022
Hnp Capital LLC

BUY
 -
5.31K
New
$331K - $354K
5.31K $416K
May 05, 2022 Q1 2022
Mcf Advisors LLC

Covington, KY
BUY
 -
3K
New
$187K - $200K
3K $235K

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