Purchases and Sales Made in Q2 2023 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 2023. 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 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
268K+ 10.6% |
$16.2M - $17.1M
|
2.8M
$221M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
244K+ 37.9% |
$14.7M - $15.5M
|
887K
$70.1M
|
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
191K+ 37.96% |
$11.5M - $12.2M
|
695K
$54.9M
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
155K+ 10.85% |
$9.37M - $9.88M
|
1.59M
$125M
|
|
|
Jul 31, 2023
Q2 2023
|
Bms Financial Advisors, LLC
|
BUY
|
- |
148KNew |
$8.92M - $9.4M
|
148K
$11.7M
|
|
|
Aug 04, 2023
Q2 2023
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
68.3KNew |
$4.12M - $4.34M
|
68.3K
$5.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
51.2K+ 171.4% |
$3.09M - $3.25M
|
81K
$6.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
45.1K+ 17.58% |
$2.72M - $2.87M
|
302K
$23.9M
|
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
44.4K+ 819.34% |
$2.68M - $2.83M
|
49.9K
$3.94M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
43.6K+ 5.64% |
$2.63M - $2.78M
|
818K
$64.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
30.9K+ 11.64% |
$1.87M - $1.97M
|
297K
$23.5M
|
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
30.9K+ 11.64% |
$1.87M - $1.97M
|
297K
$23.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
29.6KNew |
$1.79M - $1.88M
|
29.6K
$2.34M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
28.7K+ 15.06% |
$1.73M - $1.82M
|
219K
$17.3M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
27K+ 7.09% |
$1.63M - $1.72M
|
409K
$32.3M
|
|
|
Aug 04, 2023
Q2 2023
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
17.7K+ 1.69% |
$1.07M - $1.13M
|
1.07M
$84.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
15.3K+ 1718.72% |
$925K - $975K
|
16.2K
$1.28M
|
|
|
Aug 07, 2023
Q2 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
14.3KNew |
$865K - $911K
|
14.3K
$1.13M
|
|
|
Aug 21, 2023
Q2 2023
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
14.2K+ 2707.6% |
$860K - $906K
|
14.8K
$1.17M
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
13.4K+ 55.53% |
$809K - $852K
|
37.5K
$2.97M
|
|
|
Aug 10, 2023
Q2 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
12.7KNew |
$768K - $810K
|
12.7K
$1.01M
|
|
|
Jul 18, 2023
Q2 2023
|
Lake Street Financial LLC
|
BUY
|
- |
11.2K+ 6.06% |
$673K - $709K
|
195K
$15.4M
|
|
|
Aug 09, 2023
Q2 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
10.8KNew |
$651K - $686K
|
10.8K
$853K
|
|
|
Aug 02, 2023
Q2 2023
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
10.7KNew |
$645K - $680K
|
10.7K
$845K
|
|
|
Aug 11, 2023
Q2 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
9KNew |
$543K - $572K
|
9K
$711K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
7.83K+ 5.66% |
$473K - $498K
|
146K
$11.6M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
7.74K+ 1.35% |
$467K - $492K
|
583K
$46M
|
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
7.57K+ 21.48% |
$457K - $482K
|
42.8K
$3.39M
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
7.42K+ 5.0% |
$448K - $472K
|
156K
$12.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
7.42K+ 16.26% |
$448K - $472K
|
53.1K
$4.19M
|
|
|
Jul 12, 2023
Q2 2023
|
Signal Point Asset Management, LLC
|
BUY
|
- |
5.99K+ 99.01% |
$361K - $381K
|
12K
$951K
|
|
|
Aug 10, 2023
Q2 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
5.82K+ 1.56% |
$351K - $370K
|
379K
$30M
|
|
|
Jul 19, 2023
Q2 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
5.82KNew |
$351K - $370K
|
5.82K
$460K
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
5.48K+ 1.19% |
$330K - $348K
|
467K
$36.9M
|
|
|
Jul 14, 2023
Q2 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
5.31KNew |
$320K - $338K
|
5.31K
$420K
|
|
|
Aug 07, 2023
Q2 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
5.13K+ 73.87% |
$310K - $326K
|
12.1K
$955K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
5.01K+ 10.07% |
$302K - $319K
|
54.8K
$4.33M
|
|
|
Aug 01, 2023
Q2 2023
|
Fidelis I M, LLC
Medford, OR |
BUY
|
- |
4.33K+ 2.69% |
$262K - $276K
|
165K
$13.1M
|
|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
4.04K+ 24.16% |
$244K - $257K
|
20.8K
$1.64M
|
|
|
Jul 21, 2023
Q2 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
3.93K+ 2.45% |
$237K - $250K
|
164K
$13M
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.91K+ 2036.98% |
$236K - $249K
|
4.1K
$324K
|
|
|
Aug 09, 2023
Q2 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
3.84K+ 71.06% |
$232K - $244K
|
9.25K
$731K
|
|
|
Aug 03, 2023
Q2 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
3.79K+ 48.74% |
$228K - $241K
|
11.6K
$913K
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.78K+ 6.5% |
$228K - $240K
|
61.9K
$4.89M
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
3.76KNew |
$227K - $239K
|
3.76K
$297K
|
|
|
Aug 04, 2023
Q2 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
3.73K+ 2.11% |
$225K - $237K
|
180K
$14.3M
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
3.46K+ 21.15% |
$209K - $220K
|
19.8K
$1.57M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
3.37K+ 0.87% |
$203K - $214K
|
392K
$31M
|
|
|
Jul 19, 2023
Q2 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
3.33KNew |
$201K - $212K
|
3.33K
$263K
|
|
|
Jul 19, 2023
Q2 2023
|
Weaver Consulting Group
|
BUY
|
- |
3.3KNew |
$199K - $210K
|
3.3K
$261K
|