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 |
|---|---|---|---|---|---|---|---|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.11K- 0.81% |
$73.3K - $80.3K
|
137K
$11M
|
|
|
May 10, 2024
Q1 2024
|
Kuhn & CO Investment Counsel
Chicago, IL |
SELL
|
- |
-1.15K- 27.25% |
$75.7K - $83K
|
3.07K
$247K
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-1.3K- 4.89% |
$85.3K - $93.5K
|
25.2K
$2.03M
|
|
|
Apr 24, 2024
Q1 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-1.32K- 1.75% |
$86.6K - $94.9K
|
73.7K
$5.93M
|
|
|
May 14, 2024
Q1 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-1.41K- 22.57% |
$92.5K - $101K
|
4.82K
$387K
|
|
|
May 10, 2024
Q1 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-1.46K- 11.49% |
$96.3K - $106K
|
11.3K
$906K
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-1.47K- 4.12% |
$96.7K - $106K
|
34.2K
$2.75M
|
|
|
Apr 12, 2024
Q1 2024
|
Sarasin & Partners LLP
|
SELL
|
- |
-1.5K- 2.08% |
$98.5K - $108K
|
70.4K
$5.66M
|
|
|
May 03, 2024
Q1 2024
|
Fox Financial, Inc
Wyomissing, PA |
SELL
|
- |
-1.53K- 0.61% |
$101K - $111K
|
251K
$20.2M
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.86K- 10.46% |
$122K - $134K
|
15.9K
$1.28M
|
|
|
May 13, 2024
Q1 2024
|
Mason Investment Advisory Services, Inc.
Reston, VA |
SELL
|
- |
-1.91K- 33.86% |
$126K - $138K
|
3.74K
$300K
|
|
|
May 14, 2024
Q1 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-2.05K- 13.79% |
$135K - $148K
|
12.8K
$1.03M
|
|
|
May 09, 2024
Q1 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-2.1K- 34.02% |
$138K - $152K
|
4.08K
$328K
|
|
|
May 07, 2024
Q1 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-2.13K- 23.48% |
$140K - $153K
|
6.93K
$557K
|
|
|
Apr 17, 2024
Q1 2024
|
Meridian Financial Partners LLC
|
SELL
|
- |
-2.15K- 5.36% |
$142K - $155K
|
38K
$3.06M
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-2.38K- 13.14% |
$157K - $172K
|
15.7K
$1.27M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.56K- 2.67% |
$169K - $185K
|
93.3K
$7.51M
|
|
|
May 09, 2024
Q1 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-2.6K- 3.32% |
$171K - $188K
|
75.6K
$6.08M
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-2.95K- 37.36% |
$194K - $213K
|
4.95K
$398K
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-3.02K- 0.42% |
$199K - $218K
|
725K
$58.3M
|
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-3.04K- 31.36% |
$200K - $220K
|
6.66K
$535K
|
|
|
May 14, 2024
Q1 2024
|
Keybank National Association
|
SELL
|
- |
-3.29K- 10.07% |
$217K - $237K
|
29.4K
$2.36M
|
|
|
Apr 18, 2024
Q1 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-3.64K- 5.73% |
$239K - $262K
|
59.9K
$4.81M
|
|
|
Apr 11, 2024
Q1 2024
|
Moller Financial Services
|
SELL
|
- |
-3.82K- 3.76% |
$251K - $275K
|
97.5K
$7.84M
|
|
|
Apr 09, 2024
Q1 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-3.91K- 9.55% |
$258K - $282K
|
37.1K
$2.98M
|
|
|
May 14, 2024
Q1 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-4.01K- 7.62% |
$264K - $290K
|
48.6K
$3.91M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-4.14K- 10.62% |
$272K - $299K
|
34.8K
$2.8M
|
|
|
Apr 15, 2024
Q1 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-4.17K- 8.39% |
$275K - $301K
|
45.5K
$3.66M
|
|
|
May 02, 2024
Q1 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-4.22K- 4.48% |
$278K - $304K
|
89.9K
$7.22M
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-4.61K- 5.87% |
$304K - $333K
|
73.9K
$5.94M
|
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-5.39K- 39.24% |
$355K - $389K
|
8.34K
$671K
|
|
|
May 13, 2024
Q1 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-6.26K- 4.49% |
$412K - $452K
|
133K
$10.7M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-6.84K- 0.25% |
$451K - $494K
|
2.76M
$222M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-6.84K- 0.25% |
$451K - $494K
|
2.76M
$222M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-7.03K- 1.6% |
$463K - $508K
|
433K
$34.9M
|
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-7.66K- 18.81% |
$504K - $553K
|
33.1K
$2.66M
|
|
|
Apr 23, 2024
Q1 2024
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-7.72K- 10.59% |
$508K - $557K
|
65.2K
$5.24M
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-8.38K- 51.99% |
$552K - $605K
|
7.74K
$622K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-9.08K- 25.1% |
$598K - $655K
|
27.1K
$2.18M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-10.7K- 29.75% |
$707K - $776K
|
25.4K
$2.04M
|
|
|
May 08, 2024
Q1 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-11.5K- 73.09% |
$756K - $829K
|
4.23K
$340K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-13.5K- 6.83% |
$888K - $973K
|
184K
$14.8M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-15.3K- 4.44% |
$1.01M - $1.11M
|
330K
$26.5M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-16.5K- 2.03% |
$1.08M - $1.19M
|
795K
$63.9M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-18.4K- 3.8% |
$1.21M - $1.33M
|
464K
$37.3M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-20.7K- 3.54% |
$1.36M - $1.5M
|
565K
$45.4M
|
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-21K- 79.91% |
$1.38M - $1.52M
|
5.29K
$425K
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-21.8K- 1.47% |
$1.43M - $1.57M
|
1.46M
$117M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-23.2K- 9.99% |
$1.53M - $1.67M
|
209K
$16.8M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-29.9K- 69.66% |
$1.97M - $2.16M
|
13K
$1.05M
|