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 14, 2022
Q2 2022
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-3.38KClosed |
$193K - $226K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-3.45K- 30.33% |
$197K - $231K
|
7.92K
$632K
|
|
|
Jul 18, 2022
Q2 2022
|
Carlson Capital Management
|
SELL
|
- |
-3.52KClosed |
$201K - $235K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-3.59K- 6.6% |
$205K - $240K
|
50.8K
$4.05M
|
|
|
Aug 02, 2022
Q2 2022
|
Financial Counselors Inc
|
SELL
|
- |
-3.72KClosed |
$213K - $249K
|
0
$0
|
|
|
Jul 06, 2022
Q2 2022
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-3.96KClosed |
$227K - $265K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-4.27K- 19.99% |
$245K - $286K
|
17.1K
$1.37M
|
|
|
Aug 10, 2022
Q2 2022
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-4.82KClosed |
$276K - $322K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-4.9K- 10.57% |
$280K - $328K
|
41.5K
$3.31M
|
|
|
Jul 28, 2022
Q2 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-4.93K- 5.17% |
$282K - $330K
|
90.4K
$7.22M
|
|
|
Aug 05, 2022
Q2 2022
|
South State Corp
|
SELL
|
- |
-5KClosed |
$286K - $335K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-5.14K- 2.68% |
$294K - $344K
|
187K
$14.9M
|
|
|
Aug 10, 2022
Q2 2022
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-5.16KClosed |
$295K - $346K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-5.17K- 11.4% |
$296K - $346K
|
40.2K
$3.21M
|
|
|
Aug 11, 2022
Q2 2022
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-5.48K- 8.44% |
$313K - $367K
|
59.4K
$4.74M
|
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-5.48K- 20.19% |
$314K - $367K
|
21.7K
$1.73M
|
|
|
Jul 21, 2022
Q2 2022
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-5.55K- 4.42% |
$318K - $371K
|
120K
$9.58M
|
|
|
Jul 27, 2022
Q2 2022
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-5.96K- 37.97% |
$341K - $399K
|
9.74K
$777K
|
|
|
Aug 15, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-6.97K- 0.24% |
$399K - $466K
|
2.91M
$232M
|
|
|
Oct 27, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-6.97K- 0.24% |
$399K - $466K
|
2.91M
$232M
|
|
|
Aug 12, 2022
Q2 2022
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-7.2K- 3.37% |
$412K - $481K
|
206K
$16.5M
|
|
|
Aug 12, 2022
Q2 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-7.2KClosed |
$412K - $482K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-7.61KClosed |
$436K - $509K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-7.72K- 11.74% |
$442K - $516K
|
58K
$4.63M
|
|
|
Aug 15, 2022
Q2 2022
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-8.31K- 55.23% |
$476K - $556K
|
6.74K
$538K
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-9.79K- 61.32% |
$560K - $655K
|
6.17K
$493K
|
|
|
Aug 03, 2022
Q2 2022
|
Assetmark, Inc
|
SELL
|
- |
-9.81K- 11.75% |
$561K - $656K
|
73.7K
$5.88M
|
|
|
Aug 01, 2022
Q2 2022
|
1900 Wealth Management LLC
|
SELL
|
- |
-10.1K- 7.18% |
$579K - $677K
|
131K
$10.4M
|
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-11.5K- 2.2% |
$657K - $768K
|
511K
$40.8M
|
|
|
Jul 27, 2022
Q2 2022
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-14.1K- 34.14% |
$805K - $942K
|
27.2K
$2.17M
|
|
|
Aug 12, 2022
Q2 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-15.7K- 8.49% |
$897K - $1.05M
|
169K
$13.5M
|
|
|
Aug 15, 2022
Q2 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-18.5KClosed |
$1.06M - $1.24M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-20.6K- 3.62% |
$1.18M - $1.38M
|
547K
$43.7M
|
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-21.8K- 1.16% |
$1.25M - $1.46M
|
1.86M
$149M
|
|
|
Jul 27, 2022
Q2 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-25.4K- 22.52% |
$1.45M - $1.7M
|
87.4K
$6.97M
|
|
|
Aug 15, 2022
Q2 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-37K- 96.03% |
$2.12M - $2.48M
|
1.53K
$122K
|
|
|
Aug 15, 2022
Q2 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-41.9K- 30.2% |
$2.4M - $2.8M
|
96.8K
$7.72M
|
|
|
Jul 29, 2022
Q2 2022
|
Meridian Financial Partners LLC
|
SELL
|
- |
-50.4K- 47.02% |
$2.89M - $3.38M
|
56.8K
$4.53M
|
|
|
Aug 12, 2022
Q2 2022
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-50.6K- 49.51% |
$2.89M - $3.38M
|
51.6K
$4.11M
|
|
|
Aug 15, 2022
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-56.7K- 18.42% |
$3.25M - $3.8M
|
251K
$20M
|
|
|
Aug 16, 2022
Q2 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-105KClosed |
$6.02M - $7.04M
|
0
$0
|