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
Aug 16, 2022 Q2 2022
Captrust Financial Advisors

Raleigh, NC
BUY
 -
6.33K
+ 6.43%
$362K - $423K
105K $8.04M
Aug 16, 2022 Q2 2022
First Republic Investment Management, Inc.

San Francisco, CA
BUY
 -
6.3K
+ 7.57%
$360K - $421K
89.6K $6.88M
Aug 09, 2022 Q2 2022
Summit Trail Advisors, LLC

New York, NY
BUY
 -
5.5K
New
$315K - $368K
5.5K $422K
Aug 11, 2022 Q2 2022
Jpmorgan Chase & CO

New York, NY
BUY
 -
5.45K
+ 2.23%
$312K - $365K
250K $19.2M
Jul 12, 2022 Q2 2022
Wbh Advisory Inc

BUY
 -
5.27K
New
$302K - $353K
5.27K $405K
Aug 15, 2022 Q2 2022
Equitable Holdings, Inc.

New York, NY
BUY
 -
5.14K
+ 12.48%
$294K - $344K
46.4K $3.56M
Aug 08, 2022 Q2 2022
Oppenheimer & CO Inc

New York, NY
BUY
 -
5.1K
+ 60.12%
$292K - $341K
13.6K $1.04M
Aug 03, 2022 Q2 2022
Thoroughbred Financial Services, LLC

BUY
 -
4.88K
New
$279K - $326K
4.88K $374K
Aug 15, 2022 Q2 2022
Resurgent Financial Advisors LLC

Atlanta, GA
BUY
 -
4.65K
+ 26.41%
$266K - $311K
22.3K $1.71M
Aug 03, 2022 Q2 2022
Envestnet Asset Management Inc

BUY
 -
4.53K
+ 0.76%
$259K - $303K
600K $46M
Aug 15, 2022 Q2 2022
Neuberger Berman Group LLC

New York, NY
BUY
 -
4.42K
New
$253K - $296K
4.42K $339K
Aug 11, 2022 Q2 2022
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
4.36K
+ 27.05%
$250K - $292K
20.5K $1.57M
Jul 11, 2022 Q2 2022
Procyon Advisors, LLC

BUY
 -
4.33K
+ 12.57%
$248K - $290K
38.8K $2.98M
Aug 12, 2022 Q2 2022
Prime Capital Investment Advisors, LLC

Overland Park, KS
BUY
 -
4.1K
New
$234K - $274K
4.1K $315K
Jul 22, 2022 Q2 2022
Stratos Wealth Advisors, LLC

BUY
 -
4.08K
+ 4.71%
$234K - $273K
90.7K $6.96M
Jul 20, 2022 Q2 2022
Lutz Financial Services LLC

BUY
 -
4.05K
New
$232K - $271K
4.05K $311K
Aug 15, 2022 Q2 2022
Capital Group Private Client Services, Inc.

Los Angeles, CA
BUY
 -
3.96K
+ 98.04%
$226K - $265K
7.99K $614K
Aug 11, 2022 Q2 2022
Strategic Family Wealth Counselors, L.L.C.

Fairfield, NJ
BUY
 -
3.93K
+ 4.81%
$225K - $263K
85.5K $6.57M
Jul 12, 2022 Q2 2022
Lake Street Financial LLC

BUY
 -
3.77K
+ 2.15%
$216K - $252K
179K $13.8M
Jul 24, 2024 Q2 2022
Focus Financial Network, Inc.

Minneapolis, MN
BUY
 -
3.41K
New
$195K - $228K
3.41K $262K
Jul 13, 2022 Q2 2022
Cambridge Investment Research Advisors, Inc.

BUY
 -
3.25K
+ 0.7%
$186K - $217K
470K $36.1M
Aug 08, 2022 Q2 2022
Baird Financial Group, Inc.

Milwaukee, WI
BUY
 -
2.83K
+ 1.09%
$162K - $189K
261K $20.1M
Aug 10, 2022 Q2 2022
Cerity Partners LLC

New York, NY
BUY
 -
2.59K
+ 8.8%
$148K - $173K
32K $2.46M
Aug 13, 2024 Q2 2022
Glen Eagle Advisors, LLC

Kingston, NJ
BUY
 -
2.59K
+ 147.16%
$148K - $173K
4.35K $334K
Aug 15, 2022 Q2 2022
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
2.54K
+ 40.09%
$145K - $170K
8.87K $681K
Jan 27, 2023 Q2 2022
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
2.54K
+ 40.09%
$145K - $170K
8.87K $681K
Aug 12, 2022 Q2 2022
Northern Trust Corp

Chicago, IL
BUY
 -
2.27K
+ 23.11%
$130K - $152K
12.1K $929K
Sep 06, 2022 Q2 2022
Ifp Advisors, Inc

BUY
 -
1.95K
New
$112K - $131K
1.95K $150K
Jul 13, 2022 Q2 2022
Carnegie Capital Asset Management, LLC

BUY
 -
1.8K
New
$103K - $120K
1.8K $138K
Aug 01, 2022 Q2 2022
Tranquility Partners, LLC

BUY
 -
1.79K
+ 13.79%
$102K - $120K
14.7K $1.13M
Sep 16, 2022 Q2 2022
Private Trust CO Na

BUY
 -
1.77K
New
$101K - $118K
1.77K $136K
Aug 03, 2022 Q2 2022
Janney Montgomery Scott LLC

BUY
 -
1.62K
+ 3.01%
$92.6K - $108K
55.4K $4.25M
Aug 04, 2022 Q2 2022
Ifg Advisory, LLC

BUY
 -
1.36K
+ 10.59%
$77.9K - $91.1K
14.2K $1.09M
Jul 19, 2022 Q2 2022
Heritage Financial Services, LLC

BUY
 -
1.3K
New
$74.4K - $87K
1.3K $99.8K
Aug 09, 2022 Q2 2022
Ronald Blue Trust, Inc.

Brentwood, TN
BUY
 -
1.23K
New
$70.5K - $82.4K
1.23K $94.6K
Jul 19, 2022 Q2 2022
Mai Capital Management

BUY
 -
1.05K
+ 18.93%
$60.2K - $70.4K
6.61K $507K
Aug 11, 2022 Q2 2022
Atria Investments LLC

Charlotte, NC
BUY
 -
991
+ 3.55%
$56.7K - $66.3K
28.9K $2.22M
Aug 24, 2022 Q2 2022
Stock Yards Bank & Trust CO

Louisville, KY
BUY
 -
940
+ 15.09%
$53.8K - $62.9K
7.17K $550K
Aug 25, 2022 Q2 2022
Bdo Wealth Advisors, LLC

Jacksonville, FL
BUY
 -
910
+ 20.33%
$52.1K - $60.9K
5.39K $413K
Jul 12, 2022 Q2 2022
Koshinski Asset Management, Inc.

BUY
 -
831
+ 0.73%
$47.5K - $55.6K
115K $8.83M
Aug 01, 2022 Q2 2022
Hallmark Capital Management Inc

BUY
 -
708
New
$40.5K - $47.4K
708 $54.4K
Aug 08, 2022 Q2 2022
Keybank National Association

BUY
 -
670
+ 2.24%
$38.3K - $44.8K
30.6K $2.35M
Aug 04, 2022 Q2 2022
Chicago Partners Investment Group LLC

BUY
 -
645
+ 2.27%
$36.9K - $43.2K
29K $2.23M
Aug 03, 2022 Q2 2022
Moloney Securities Asset Management, LLC

BUY
 -
629
+ 10.17%
$36K - $42.1K
6.81K $523K
Aug 16, 2022 Q2 2022
Cambridge Trust CO

Boston, MA
BUY
 -
599
+ 12.06%
$34.3K - $40.1K
5.57K $427K
Jul 20, 2022 Q2 2022
Nadler Financial Group, Inc.

BUY
 -
535
+ 1.14%
$30.6K - $35.8K
47.6K $3.66M
Aug 16, 2022 Q2 2022
Willow Creek Wealth Management Inc.

Sebastopol, CA
BUY
 -
524
+ 8.58%
$30K - $35.1K
6.63K $509K
Aug 12, 2022 Q2 2022
Financial Advocates Investment Management

Olympia, WA
BUY
 -
506
+ 8.53%
$29K - $33.9K
6.44K $494K
Jul 20, 2022 Q2 2022
Weaver Consulting Group

BUY
 -
500
+ 12.98%
$28.6K - $33.5K
4.35K $334K

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