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 09, 2022 Q2 2022
Sea Crest Wealth Management, LLC

Purchase, NY
BUY
 -
454
New
$26K - $30.4K
454 $34.9K
Jul 25, 2022 Q2 2022
Toth Financial Advisory Corp

BUY
 -
418
New
$23.9K - $28K
418 $32.1K
Aug 10, 2022 Q2 2022
Kovack Advisors, Inc.

BUY
 -
398
+ 1.33%
$22.8K - $26.6K
30.4K $2.33M
Aug 15, 2022 Q2 2022
Gm Advisory Group, Inc.

Melville, NY
BUY
 -
344
+ 1.9%
$19.7K - $23K
18.4K $1.41M
Aug 10, 2022 Q2 2022
Citigroup Inc

BUY
 -
330
+ 1.61%
$18.9K - $22.1K
20.9K $1.6M
Jul 29, 2022 Q2 2022
Total Clarity Wealth Management, Inc.

BUY
 -
286
New
$16.4K - $19.1K
286 $22K
Aug 16, 2022 Q2 2022
Fidelis I M, LLC

Medford, OR
BUY
 -
271
+ 0.2%
$15.5K - $18.1K
138K $10.6M
Aug 15, 2022 Q2 2022
Harbour Investments, Inc.

Madison, WI
BUY
 -
267
+ 8.42%
$15.3K - $17.9K
3.44K $264K
Jul 20, 2022 Q2 2022
Trust CO Of Vermont

BUY
 -
246
New
$14.1K - $16.5K
246 $18.9K
Jul 25, 2022 Q2 2022
Institute For Wealth Management, Llc.

BUY
 -
230
+ 5.51%
$13.2K - $15.4K
4.41K $338K
Aug 15, 2022 Q2 2022
Prudential Financial Inc

Newark, NJ
BUY
 -
216
+ 3.67%
$12.4K - $14.5K
6.1K $469K
Jul 18, 2022 Q2 2022
Western Wealth Management, LLC

BUY
 -
205
+ 4.26%
$11.7K - $13.7K
5.01K $385K
Jul 11, 2022 Q2 2022
American National Bank

BUY
 -
200
New
$11.4K - $13.4K
200 $15.4K
Aug 15, 2022 Q2 2022
Ancora Advisors, LLC

Cleveland, OH
BUY
 -
189
+ 7.16%
$10.8K - $12.6K
2.83K $217K
Aug 02, 2022 Q2 2022
Avantax Advisory Services, Inc.

BUY
 -
98
+ 0.34%
$5.61K - $6.56K
28.9K $2.22M
Aug 04, 2022 Q2 2022
Capital Advisors Wealth Management, LLC

BUY
 -
86
+ 1.09%
$4.92K - $5.75K
7.99K $614K
Aug 07, 2024 Q2 2022
Mason Investment Advisory Services, Inc.

Reston, VA
BUY
 -
85
+ 0.68%
$4.86K - $5.69K
12.5K $961K
Jul 13, 2022 Q2 2022
Kmg Fiduciary Partners, LLC

BUY
 -
80
+ 0.6%
$4.58K - $5.35K
13.4K $1.03M
Aug 03, 2022 Q2 2022
Valeo Financial Advisors, LLC

BUY
 -
79
+ 0.48%
$4.52K - $5.29K
16.7K $1.28M
Aug 15, 2022 Q2 2022
Avant Capital LLC

Lafayette, LA
BUY
 -
74
+ 0.44%
$4.23K - $4.95K
16.9K $1.29M
Aug 09, 2022 Q2 2022
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
64
+ 0.86%
$3.66K - $4.28K
7.47K $573K
Aug 04, 2022 Q2 2022
Fifth Third Bancorp

BUY
 -
56
New
$3.2K - $3.75K
56 $4.3K
Aug 05, 2022 Q2 2022
Lebenthal Global Advisors, LLC

BUY
 -
53
+ 1.41%
$3.03K - $3.55K
3.8K $292K
Aug 15, 2022 Q2 2022
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
49
+ 0.66%
$2.8K - $3.28K
7.51K $577K
Jul 12, 2022 Q2 2022
626 Financial, LLC

BUY
 -
46
+ 0.39%
$2.63K - $3.08K
12K $919K
Aug 12, 2022 Q2 2022
Black Rock Inc.

New York, NY
BUY
 -
39
New
$2.23K - $2.61K
39 $2.99K
Aug 09, 2022 Q2 2022
Ntb Financial Corp

Centennial, CO
BUY
 -
28
+ 0.42%
$1.6K - $1.87K
6.7K $514K
Aug 11, 2022 Q2 2022
Cribstone Capital Management, LLC

Augusta, ME
BUY
 -
27
+ 22.5%
$1.54K - $1.81K
147 $11.3K
Aug 03, 2022 Q2 2022
Hazlett, Burt & Watson, Inc.

BUY
 -
26
+ 0.65%
$1.49K - $1.74K
4.01K $308K
Aug 01, 2022 Q2 2022
Valmark Advisers, Inc.

BUY
 -
17
+ 0.49%
$973 - $1.14K
3.52K $270K
Aug 10, 2022 Q2 2022
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
15
+ 0.34%
$858 - $1K
4.43K $340K
Jul 27, 2022 Q2 2022
Marion Wealth Management

BUY
 -
12
+ 0.22%
$687 - $803
5.45K $418K
Aug 15, 2022 Q2 2022
Founders Financial Alliance, LLC

Raleigh, NC
BUY
 -
4
+ 0.05%
$229 - $268
7.52K $577K
Aug 12, 2022 Q2 2022
Clearstead Advisors, LLC

Cleveland, OH
BUY
 -
3
+ 0.77%
$172 - $201
392 $30.1K
Jul 19, 2022 Q2 2022
Gps Wealth Strategies Group, LLC

BUY
 -
3
+ 0.8%
$172 - $201
379 $29.1K
Aug 12, 2022 Q2 2022
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
BUY
 -
2
+ 0.16%
$114 - $134
1.24K $95.2K
Jul 12, 2022 Q2 2022
Optimum Investment Advisors

BUY
 -
1
+ 0.08%
$57.2 - $66.9
1.2K $92.4K
Aug 11, 2022 Q2 2022
Aspire Wealth Management Corp

Waltham, MA
BUY
 -
1
+ 0.47%
$57.2 - $66.9
216 $16.6K
Aug 11, 2022 Q2 2022
Exencial Wealth Advisors, LLC

Oklahoma City, OK
BUY
 -
1
+ 0.02%
$57.2 - $66.9
4.05K $311K
Jul 25, 2022 Q2 2022
Spinnaker Trust

BUY
 -
1
+ 0.01%
$57.2 - $66.9
7.03K $539K
Aug 05, 2022 Q2 2022
Financial Gravity Asset Management, Inc.

SELL
 -
-7
- 10.61%
$401 - $468
59 $4.53K
Jul 18, 2022 Q2 2022
Psi Advisors, LLC

SELL
 -
-8
- 0.34%
$458 - $535
2.33K $179K
Aug 12, 2022 Q2 2022
Intrua Financial, LLC

Houston, TX
SELL
 -
-9
- 0.21%
$515 - $602
4.25K $326K
Jul 25, 2022 Q2 2022
Signal Point Asset Management, LLC

SELL
 -
-12
- 0.18%
$687 - $803
6.53K $501K
Jul 25, 2022 Q2 2022
Washington Trust Advisors, Inc.

SELL
 -
-35
- 1.66%
$2K - $2.34K
2.08K $159K
Aug 09, 2022 Q2 2022
Concourse Financial Group Securities, Inc.

Birmingham, AL
SELL
 -
-35
- 8.66%
$2K - $2.34K
369 $28.3K
Aug 15, 2022 Q2 2022
Tower Research Capital LLC (Trc)

New York, NY
SELL
 -
-59
- 12.42%
$3.38K - $3.95K
416 $31.9K
Aug 12, 2022 Q2 2022
Capital Analysts, LLC

Fort Washington, PA
SELL
 -
-74
- 1.75%
$4.23K - $4.95K
4.17K $320K
Aug 09, 2022 Q2 2022
Ausdal Financial Partners, Inc.

Davenport, IA
SELL
 -
-74
- 0.18%
$4.23K - $4.95K
40.6K $3.12M

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