Purchases and Sales Made in Q2 2022 in Wisdomtree Tr U.S Largecap Div (DLN)

DLN Quotes by TradingView

This table provides information about the institutional ownership of Wisdomtree Tr U.S Largecap Div (DLN) during Q2 2022. 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
Jul 26, 2022 Q2 2022
Mirae Asset Global Investments Co., Ltd.

BUY
 -
1.04M
New
$59.4M - $69.5M
1.04M $82.9M
Jul 21, 2022 Q2 2022
Amplius Wealth Advisors, LLC

BUY
 -
404K
+ 1925.88%
$23.1M - $27M
425K $33.9M
Aug 15, 2022 Q2 2022
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
311K
+ 20.81%
$17.8M - $20.8M
1.81M $144M
Aug 15, 2022 Q2 2022
One Capital Management, LLC

Westlake Village, CA
BUY
 -
231K
+ 4053.43%
$13.2M - $15.5M
237K $18.9M
Aug 15, 2022 Q2 2022
Creative Planning

Overland Park, KS
BUY
 -
229K
+ 20.66%
$13.1M - $15.3M
1.34M $107M
Jul 27, 2022 Q2 2022
Main Street Financial Solutions, LLC

BUY
 -
158K
New
$9.04M - $10.6M
158K $12.6M
Jul 19, 2022 Q2 2022
Great Valley Advisor Group, Inc.

BUY
 -
124K
+ 52.62%
$7.09M - $8.29M
359K $28.7M
Aug 12, 2022 Q2 2022
Bank Of America Corp

Charlotte, NC
BUY
 -
90.8K
+ 5.62%
$5.2M - $6.08M
1.71M $136M
Aug 01, 2022 Q2 2022
Shore Haven Wealth Partners, LLC

BUY
 -
90.3K
+ 93.16%
$5.17M - $6.04M
187K $14.9M
Aug 09, 2022 Q2 2022
Wade G W & Inc

Wellesley, MA
BUY
 -
87.7K
+ 6.24%
$5.02M - $5.87M
1.49M $119M
Jul 19, 2022 Q2 2022
Commonwealth Equity Services, LLC

BUY
 -
68.3K
+ 10.74%
$3.91M - $4.57M
705K $56.2M
Aug 08, 2022 Q2 2022
Rollins Financial

BUY
 -
45K
+ 1225.14%
$2.57M - $3.01M
48.7K $3.88M
Aug 15, 2022 Q2 2022
Evercore Wealth Management, LLC

New York, NY
BUY
 -
43.2K
+ 4.85%
$2.47M - $2.89M
936K $74.7M
Aug 10, 2022 Q2 2022
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
37.9K
+ 23.33%
$2.17M - $2.54M
200K $16M
Aug 12, 2022 Q2 2022
Wells Fargo & Company

San Francisco, CA
BUY
 -
35K
+ 9.59%
$2M - $2.34M
399K $31.9M
Jul 19, 2022 Q2 2022
Comerica Securities,Inc.

BUY
 -
33K
+ 18.28%
$1.89M - $2.21M
214K $17M
Aug 12, 2022 Q2 2022
Hrt Financial LP

New York, NY
BUY
 -
32.1K
New
$1.84M - $2.15M
32.1K $2.56M
Aug 12, 2022 Q2 2022
Raymond James & Associates

St Petersburg, FL
BUY
 -
30.8K
+ 12.48%
$1.76M - $2.06M
277K $22.1M
Jul 25, 2022 Q2 2022
Bristlecone Advisors, LLC

BUY
 -
29.8K
+ 17.18%
$1.71M - $1.99M
203K $16.2M
Jul 12, 2022 Q2 2022
Calton & Associates, Inc.

BUY
 -
25.8K
New
$1.47M - $1.72M
25.8K $2.06M
Aug 15, 2022 Q2 2022
Stifel Financial Corp

St. Louis, MO
BUY
 -
25.4K
+ 12.45%
$1.45M - $1.7M
229K $18.3M
Aug 12, 2022 Q2 2022
55 I, LLC

Boston, MA
BUY
 -
22.6K
New
$1.29M - $1.51M
22.6K $1.8M
Jul 13, 2022 Q2 2022
Private Advisor Group, LLC

BUY
 -
22.4K
+ 14.98%
$1.28M - $1.5M
172K $13.7M
Aug 02, 2022 Q2 2022
Cx Institutional

BUY
 -
20K
+ 20.96%
$1.15M - $1.34M
116K $9.23M
Aug 16, 2022 Q2 2022
Mather Group, Llc.

Chicago, IL
BUY
 -
19.8K
New
$1.13M - $1.32M
19.8K $1.58M
Aug 12, 2022 Q2 2022
Mml Investors Services, LLC

Springfield, MA
BUY
 -
19.7K
+ 42.68%
$1.12M - $1.32M
65.7K $5.24M
Jul 21, 2022 Q2 2022
Cra Financial Services, LLC

BUY
 -
17.8K
New
$1.02M - $1.19M
17.8K $1.42M
Jul 11, 2022 Q2 2022
Revolve Wealth Partners, LLC

BUY
 -
17.7K
+ 3.34%
$1.01M - $1.18M
547K $43.7M
Jul 27, 2022 Q2 2022
Fifth Third Securities, Inc.

BUY
 -
17.4K
New
$998K - $1.17M
17.4K $1.39M
Aug 15, 2022 Q2 2022
Royal Bank Of Canada

Toronto, A6
BUY
 -
15.5K
+ 3.3%
$889K - $1.04M
486K $38.8M
Aug 08, 2022 Q2 2022
Wealth Trust Asset Management, LLC

Destin, FL
BUY
 -
14.4K
+ 281.37%
$824K - $964K
19.5K $1.56M
Aug 03, 2022 Q2 2022
Iag Wealth Partners, LLC

BUY
 -
14K
+ 4.3%
$801K - $936K
339K $27.1M
Aug 11, 2022 Q2 2022
Cetera Advisors LLC

Denver, CO
BUY
 -
14K
+ 57.06%
$800K - $935K
38.5K $3.07M
Sep 06, 2024 Q2 2022
World Equity Group, Inc.

Schaumburg, IL
BUY
 -
12.9K
New
$736K - $861K
12.9K $1.03M
Aug 03, 2022 Q2 2022
Wilbanks Smith & Thomas Asset Management LLC

BUY
 -
12.3K
+ 2.28%
$706K - $825K
552K $44.1M
Aug 05, 2022 Q2 2022
Old Mission Capital LLC

BUY
 -
12K
New
$687K - $804K
12K $959K
Aug 11, 2022 Q2 2022
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
10.7K
+ 7.07%
$615K - $719K
163K $13M
Jul 13, 2022 Q2 2022
Hbw Advisory Services LLC

BUY
 -
10.6K
New
$608K - $711K
10.6K $848K
May 14, 2024 Q2 2022
Goldman Sachs Group Inc

New York, NY
BUY
 -
10.3K
+ 4.26%
$588K - $687K
251K $20M
Jul 22, 2022 Q2 2022
Geneos Wealth Management Inc.

BUY
 -
9.03K
+ 64.67%
$517K - $604K
23K $1.84M
Aug 15, 2022 Q2 2022
Wetherby Asset Management Inc

San Francisco, CA
BUY
 -
8.85K
New
$506K - $592K
8.85K $706K
Aug 09, 2022 Q2 2022
Tiaa, Fsb

St. Louis, MO
BUY
 -
8.61K
New
$492K - $576K
8.61K $687K
Oct 03, 2022 Q2 2022
American Trust

Lexington, KY
BUY
 -
8.47K
New
$485K - $567K
8.47K $676K
Aug 12, 2022 Q2 2022
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
8.26K
+ 40.17%
$473K - $553K
28.8K $2.3M
Jul 27, 2022 Q2 2022
Advisor Resource Council

BUY
 -
7.32K
New
$419K - $489K
7.32K $584K
Jul 25, 2022 Q2 2022
Aspiriant, LLC

BUY
 -
7.02K
New
$402K - $470K
7.02K $560K
Aug 10, 2022 Q2 2022
Prestige Wealth Management Group LLC

BUY
 -
7.01K
+ 3.96%
$401K - $469K
184K $14.7M
Aug 09, 2022 Q2 2022
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
6.89K
New
$394K - $461K
6.89K $550K
Aug 08, 2022 Q2 2022
One Ascent Financial Services LLC

Birmingham, AL
BUY
 -
6.53K
New
$373K - $437K
6.53K $521K

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