Purchases and Sales Made in Q1 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 Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
4.67KNew |
$308K - $337K
|
4.67K
$376K
|
|
|
May 30, 2024
Q1 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
4.66KNew |
$307K - $337K
|
4.66K
$375K
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
4.51KNew |
$297K - $326K
|
4.51K
$363K
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
3.73K+ 0.24% |
$245K - $269K
|
1.53M
$123M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
3.5K+ 0.72% |
$230K - $253K
|
490K
$39.4M
|
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
3.42KNew |
$225K - $247K
|
3.42K
$275K
|
|
|
May 06, 2024
Q1 2024
|
Empowered Funds, LLC
|
BUY
|
- |
2.98KNew |
$196K - $215K
|
2.98K
$240K
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
2.97KNew |
$196K - $215K
|
2.97K
$239K
|
|
|
Apr 30, 2024
Q1 2024
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
2.94KNew |
$194K - $212K
|
2.94K
$236K
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2.91K+ 8.15% |
$192K - $210K
|
38.6K
$3.1M
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
BUY
|
- |
2.88KNew |
$190K - $208K
|
2.88K
$232K
|
|
|
May 13, 2024
Q1 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
2.82KNew |
$186K - $204K
|
2.82K
$227K
|
|
|
May 08, 2024
Q1 2024
|
Ledyard National Bank
|
BUY
|
- |
2.82KNew |
$186K - $203K
|
2.82K
$227K
|
|
|
May 10, 2024
Q1 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
2.79KNew |
$184K - $201K
|
2.79K
$224K
|
|
|
Apr 16, 2024
Q1 2024
|
Dixon Fnancial Services, Inc.
|
BUY
|
- |
2.79KNew |
$183K - $201K
|
2.79K
$224K
|
|
|
May 03, 2024
Q1 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
2.79KNew |
$183K - $201K
|
2.79K
$224K
|
|
|
May 14, 2024
Q1 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
2.63K+ 3.02% |
$173K - $190K
|
89.7K
$7.21M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
2.47K+ 2.47% |
$163K - $178K
|
102K
$8.24M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.43K+ 2.86% |
$160K - $176K
|
87.5K
$7.03M
|
|
|
Apr 17, 2024
Q1 2024
|
Fidelis I M, LLC
Medford, OR |
BUY
|
- |
2.24K+ 1.32% |
$147K - $162K
|
172K
$13.8M
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
2.06K+ 4.55% |
$135K - $148K
|
47.2K
$3.8M
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.9KNew |
$125K - $137K
|
1.9K
$153K
|
|
|
May 13, 2024
Q1 2024
|
Key F Inancial Inc
|
BUY
|
- |
1.58K+ 1.84% |
$104K - $114K
|
87.4K
$7.03M
|
|
|
May 10, 2024
Q1 2024
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
1.5K+ 6.91% |
$98.5K - $108K
|
23.1K
$1.86M
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.43K+ 13.21% |
$94.4K - $104K
|
12.3K
$988K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.34K+ 1.27% |
$88K - $96.4K
|
106K
$8.54M
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.25K+ 1116.07% |
$82.3K - $90.2K
|
1.36K
$110K
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.22KNew |
$80.6K - $88.4K
|
1.22K
$98.4K
|
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
1.2KNew |
$79K - $86.6K
|
1.2K
$96.5K
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.16K+ 283.58% |
$76.2K - $83.5K
|
1.57K
$126K
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
1.03K+ 7.0% |
$68.1K - $74.6K
|
15.8K
$1.27M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
915+ 0.56% |
$60.2K - $66.1K
|
163K
$13.1M
|
|
|
May 10, 2024
Q1 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
766+ 76.91% |
$50.4K - $55.3K
|
1.76K
$142K
|
|
|
Apr 10, 2024
Q1 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
756+ 24.67% |
$49.8K - $54.6K
|
3.82K
$307K
|
|
|
May 14, 2024
Q1 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
735+ 2.95% |
$48.4K - $53.1K
|
25.6K
$2.06M
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
709+ 1.21% |
$46.7K - $51.2K
|
59.4K
$4.77M
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
620+ 6.22% |
$40.8K - $44.8K
|
10.6K
$851K
|
|
|
Apr 16, 2024
Q1 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
583+ 1.59% |
$38.4K - $42.1K
|
37.2K
$2.99M
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
567+ 8.12% |
$37.3K - $40.9K
|
7.55K
$607K
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
557+ 8.54% |
$36.7K - $40.2K
|
7.08K
$569K
|
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
535+ 1.61% |
$35.2K - $38.6K
|
33.7K
$2.71M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
528+ 34.65% |
$34.8K - $38.1K
|
2.05K
$165K
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
508+ 7.51% |
$33.4K - $36.7K
|
7.27K
$584K
|
|
|
May 09, 2024
Q1 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
453+ 4.37% |
$29.8K - $32.7K
|
10.8K
$869K
|
|
|
Apr 25, 2024
Q1 2024
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
BUY
|
- |
429+ 1.85% |
$28.2K - $31K
|
23.6K
$1.9M
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
420+ 0.61% |
$27.7K - $30.3K
|
69.2K
$5.56M
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
406+ 5.63% |
$26.7K - $29.3K
|
7.62K
$613K
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
396+ 0.72% |
$26.1K - $28.6K
|
55.6K
$4.47M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
250+ 6.25% |
$16.5K - $18K
|
4.25K
$342K
|
|
|
May 03, 2024
Q1 2024
|
Trust CO Of Vermont
|
BUY
|
- |
246New |
$16.2K - $17.8K
|
246
$19.8K
|