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 22, 2024
Q1 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-31.8K- 17.65% |
$2.1M - $2.3M
|
149K
$11.9M
|
|
|
Apr 15, 2024
Q1 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-35.8K- 81.41% |
$2.36M - $2.58M
|
8.17K
$657K
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-38.2K- 92.9% |
$2.52M - $2.76M
|
2.92K
$235K
|
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-40.6K- 35.75% |
$2.68M - $2.93M
|
73.1K
$5.87M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-41.9K- 1.5% |
$2.76M - $3.03M
|
2.76M
$222M
|
|
|
Apr 19, 2024
Q1 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-50.6K- 27.09% |
$3.33M - $3.65M
|
136K
$11M
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-58.3K- 1.44% |
$3.84M - $4.21M
|
3.99M
$321M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-63.4K- 4.77% |
$4.18M - $4.58M
|
1.27M
$102M
|
|
|
Apr 18, 2024
Q1 2024
|
Waterway Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-68.4K- 9.38% |
$4.5M - $4.94M
|
661K
$53.1M
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-97.5K- 95.98% |
$6.42M - $7.04M
|
4.08K
$328K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-105K- 35.47% |
$6.92M - $7.59M
|
191K
$15.4M
|
|
|
May 06, 2024
Q1 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-108K- 66.61% |
$7.11M - $7.79M
|
54.1K
$4.35M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-402K- 12.3% |
$26.5M - $29.1M
|
2.87M
$231M
|