Purchases and Sales Made in Q2 2022 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 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 22, 2022
Q2 2022
|
Element Wealth, LLC
|
SELL
|
- |
-81- 1.29% |
$4.63K - $5.42K
|
6.19K
$475K
|
|
Aug 15, 2022
Q2 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-89- 0.95% |
$5.09K - $5.95K
|
9.3K
$714K
|
|
Aug 10, 2022
Q2 2022
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-99- 0.65% |
$5.66K - $6.62K
|
15.1K
$1.16M
|
|
Aug 23, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-100- 0.1% |
$5.72K - $6.69K
|
105K
$8.03M
|
|
Aug 12, 2022
Q2 2022
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-114- 0.59% |
$6.52K - $7.63K
|
19.2K
$1.47M
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
SELL
|
- |
-165- 12.88% |
$9.44K - $11K
|
1.12K
$85.7K
|
|
Aug 01, 2022
Q2 2022
|
Us Bancorp \De\
|
SELL
|
- |
-184- 1.17% |
$10.5K - $12.3K
|
15.5K
$1.19M
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-193- 1.41% |
$11K - $12.9K
|
13.5K
$1.03M
|
|
Jul 15, 2022
Q2 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-195- 1.32% |
$11.2K - $13K
|
14.6K
$1.12M
|
|
Aug 15, 2022
Q2 2022
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-229- 0.47% |
$13.1K - $15.3K
|
48.3K
$3.71M
|
|
Jul 27, 2022
Q2 2022
|
Mission Wealth Management, LP
|
SELL
|
- |
-235- 0.55% |
$13.4K - $15.7K
|
42.7K
$3.28M
|
|
Aug 11, 2022
Q2 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-290- 5.35% |
$16.6K - $19.4K
|
5.13K
$394K
|
|
Jul 13, 2022
Q2 2022
|
Sarasin & Partners LLP
|
SELL
|
- |
-300- 0.37% |
$17.2K - $20.1K
|
80.9K
$6.21M
|
|
Jul 13, 2022
Q2 2022
|
Traverso Chambers Private Wealth Management, LLC
|
SELL
|
- |
-314- 0.23% |
$18K - $21K
|
137K
$10.5M
|
|
Jul 22, 2022
Q2 2022
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-315- 4.22% |
$18K - $21.1K
|
7.16K
$549K
|
|
Aug 15, 2022
Q2 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-345Closed |
$19.7K - $23.1K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-350Closed |
$20K - $23.4K
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-366- 1.97% |
$20.9K - $24.5K
|
18.2K
$1.4M
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-398- 0.2% |
$22.8K - $26.6K
|
202K
$15.5M
|
|
Aug 02, 2022
Q2 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-406- 4.08% |
$23.2K - $27.2K
|
9.53K
$732K
|
|
Feb 24, 2023
Q2 2022
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-412- 5.2% |
$23.6K - $27.6K
|
7.52K
$577K
|
|
Aug 16, 2022
Q2 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-448- 0.14% |
$25.6K - $30K
|
320K
$24.6M
|
|
Jul 22, 2022
Q2 2022
|
Truist Financial Corp
|
SELL
|
- |
-448- 1.16% |
$25.6K - $30K
|
38.1K
$2.93M
|
|
Aug 08, 2022
Q2 2022
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-463- 6.9% |
$26.5K - $31K
|
6.25K
$479K
|
|
Aug 11, 2022
Q2 2022
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-488- 5.38% |
$27.9K - $32.7K
|
8.58K
$659K
|
|
Jul 21, 2022
Q2 2022
|
Moller Financial Services
|
SELL
|
- |
-523- 0.49% |
$29.9K - $35K
|
107K
$8.22M
|
|
Jul 21, 2022
Q2 2022
|
Culbertson A N & CO Inc
|
SELL
|
- |
-600- 2.6% |
$34.3K - $40.1K
|
22.5K
$1.73M
|
|
Aug 11, 2022
Q2 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-601- 1.53% |
$34.4K - $40.2K
|
38.7K
$2.97M
|
|
Aug 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-620- 0.37% |
$35.5K - $41.5K
|
166K
$12.7M
|
|
Jul 11, 2022
Q2 2022
|
Grandview Asset Management LLC
|
SELL
|
- |
-666- 8.5% |
$38.1K - $44.6K
|
7.17K
$550K
|
|
Jul 27, 2022
Q2 2022
|
Allen Capital Group, LLC
|
SELL
|
- |
-670- 1.38% |
$38.3K - $44.8K
|
47.8K
$3.67M
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-918- 26.18% |
$52.5K - $61.4K
|
2.59K
$199K
|
|
Aug 11, 2022
Q2 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-962- 21.88% |
$55K - $64.4K
|
3.43K
$264K
|
|
Aug 04, 2022
Q2 2022
|
Brighton Jones LLC
|
SELL
|
- |
-1.41K- 25.83% |
$80.9K - $94.6K
|
4.06K
$312K
|
|
Aug 17, 2022
Q2 2022
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-1.45K- 20.96% |
$82.8K - $96.8K
|
5.46K
$419K
|
|
Aug 01, 2022
Q2 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-1.5KClosed |
$85.8K - $100K
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Powers Advisory Group, LLC
|
SELL
|
- |
-1.54K- 15.72% |
$88.2K - $103K
|
8.26K
$634K
|
|
Jul 26, 2022
Q2 2022
|
Key F Inancial Inc
|
SELL
|
- |
-1.57K- 2.26% |
$89.8K - $105K
|
67.9K
$5.21M
|
|
Aug 02, 2022
Q2 2022
|
Brown Advisory Inc
|
SELL
|
- |
-1.57K- 16.48% |
$89.9K - $105K
|
7.96K
$611K
|
|
Nov 14, 2022
Q2 2022
|
Brown Advisory Inc
|
SELL
|
- |
-1.57K- 16.48% |
$89.9K - $105K
|
7.96K
$611K
|
|
Aug 12, 2022
Q2 2022
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-1.6K- 30.19% |
$91.6K - $107K
|
3.7K
$284K
|
|
Aug 15, 2022
Q2 2022
|
Options Solutions, LLC
Chevy Chase, MD |
SELL
|
- |
-1.65K- 15.45% |
$94.1K - $110K
|
9.01K
$691K
|
|
Aug 12, 2022
Q2 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.95KClosed |
$112K - $131K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Staley Capital Advisers Inc
|
SELL
|
- |
-2K- 17.3% |
$114K - $134K
|
9.56K
$734K
|
|
Aug 15, 2022
Q2 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-2K- 24.11% |
$114K - $134K
|
6.29K
$483K
|
|
Aug 10, 2022
Q2 2022
|
Vicus Capital
State College, PA |
SELL
|
- |
-2.09K- 9.54% |
$119K - $140K
|
19.8K
$1.52M
|
|
Aug 12, 2022
Q2 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.77K- 0.07% |
$158K - $185K
|
4.1M
$315M
|
|
Jul 13, 2022
Q2 2022
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-3.2KClosed |
$183K - $214K
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-3.22KClosed |
$184K - $215K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-3.3K- 23.46% |
$189K - $221K
|
10.8K
$828K
|