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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
43+ 0.42% |
$2.6K - $2.73K
|
10.4K
$822K
|
|
|
Jul 20, 2023
Q2 2023
|
Powers Advisory Group, LLC
|
BUY
|
- |
38+ 0.63% |
$2.29K - $2.42K
|
6.09K
$481K
|
|
|
Jul 17, 2023
Q2 2023
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
38+ 1.01% |
$2.29K - $2.42K
|
3.8K
$300K
|
|
|
Aug 08, 2024
Q2 2023
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
36+ 0.64% |
$2.17K - $2.29K
|
5.67K
$449K
|
|
|
Jul 11, 2023
Q2 2023
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
36+ 0.42% |
$2.17K - $2.29K
|
8.56K
$677K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
30+ 8.13% |
$1.81K - $1.91K
|
399
$31.5K
|
|
|
Aug 11, 2023
Q2 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
20+ 0.6% |
$1.21K - $1.27K
|
3.35K
$265K
|
|
|
Aug 14, 2023
Q2 2023
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
17+ 0.13% |
$1.03K - $1.08K
|
13.5K
$1.07M
|
|
|
Jul 17, 2023
Q2 2023
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
15+ 0.19% |
$905 - $954
|
8.1K
$640K
|
|
|
Jul 25, 2023
Q2 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
14+ 0.31% |
$845 - $890
|
4.49K
$355K
|
|
|
Aug 01, 2023
Q2 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
13+ 0.21% |
$785 - $827
|
6.15K
$486K
|
|
|
Aug 15, 2023
Q2 2023
|
Staley Capital Advisers Inc
|
BUY
|
- |
5+ 0.05% |
$302 - $318
|
9.86K
$780K
|
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
3+ 0.04% |
$181 - $191
|
7.53K
$595K
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2+ 0.17% |
$121 - $127
|
1.19K
$93.8K
|
|
|
Aug 02, 2023
Q2 2023
|
Mai Capital Management
|
BUY
|
- |
2+ 0.03% |
$121 - $127
|
6.97K
$551K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2+ 0.5% |
$121 - $127
|
402
$31.8K
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1+ 0.07% |
$60.4 - $63.6
|
1.41K
$111K
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1+ 0.54% |
$60.4 - $63.6
|
187
$14.8K
|
|
|
Aug 01, 2023
Q2 2023
|
Spinnaker Trust
|
BUY
|
- |
1+ 0.02% |
$60.4 - $63.6
|
5.65K
$446K
|
|
|
Aug 11, 2023
Q2 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1New |
$60.4 - $63.6
|
1
$79.1
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-3- 0.09% |
$181 - $191
|
3.31K
$262K
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
SELL
|
- |
-7- 0.04% |
$422 - $445
|
16.1K
$1.28M
|
|
|
Jul 10, 2023
Q2 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-9- 0.25% |
$543 - $572
|
3.54K
$280K
|
|
|
Aug 08, 2023
Q2 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-14- 0.25% |
$845 - $890
|
5.54K
$438K
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-20- 0.04% |
$1.21K - $1.27K
|
54.5K
$4.31M
|
|
|
Aug 01, 2023
Q2 2023
|
Keybank National Association
|
SELL
|
- |
-26- 0.09% |
$1.57K - $1.65K
|
30.2K
$2.39M
|
|
|
Aug 14, 2023
Q2 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-26- 0.53% |
$1.57K - $1.65K
|
4.89K
$387K
|
|
|
Aug 04, 2023
Q2 2023
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-35- 0.56% |
$2.11K - $2.23K
|
6.21K
$491K
|
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-40- 0.44% |
$2.41K - $2.54K
|
9.15K
$723K
|
|
|
Jul 26, 2023
Q2 2023
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-44- 61.11% |
$2.66K - $2.8K
|
28
$2.21K
|
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
SELL
|
- |
-53- 0.23% |
$3.2K - $3.37K
|
22.9K
$1.81M
|
|
|
Apr 16, 2024
Q2 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-55- 0.37% |
$3.32K - $3.5K
|
14.7K
$1.16M
|
|
|
Jul 10, 2023
Q2 2023
|
Gunderson Capital Management Inc.
|
SELL
|
- |
-60- 0.79% |
$3.62K - $3.82K
|
7.55K
$597K
|
|
|
Aug 14, 2023
Q2 2023
|
Redwood Financial Network Corp
|
SELL
|
- |
-78- 2.01% |
$4.71K - $4.96K
|
3.8K
$301K
|
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-100- 5.8% |
$6.04K - $6.36K
|
1.63K
$128K
|
|
|
Jul 31, 2023
Q2 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-113- 0.28% |
$6.82K - $7.19K
|
39.8K
$3.15M
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-115- 2.71% |
$6.94K - $7.31K
|
4.13K
$327K
|
|
|
Jul 21, 2023
Q2 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-118- 8.89% |
$7.12K - $7.5K
|
1.21K
$95.7K
|
|
|
Aug 04, 2023
Q2 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-120- 0.3% |
$7.24K - $7.63K
|
40.5K
$3.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-134- 3.36% |
$8.09K - $8.52K
|
3.86K
$305K
|
|
|
Jul 27, 2023
Q2 2023
|
Financial Counselors Inc
|
SELL
|
- |
-137- 3.09% |
$8.27K - $8.71K
|
4.3K
$340K
|
|
|
Jul 31, 2023
Q2 2023
|
Brighton Jones LLC
|
SELL
|
- |
-139- 3.37% |
$8.39K - $8.84K
|
3.99K
$315K
|
|
|
Aug 31, 2023
Q2 2023
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-142- 2.07% |
$8.57K - $9.03K
|
6.72K
$531K
|
|
|
Aug 01, 2023
Q2 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-147- 0.75% |
$8.87K - $9.35K
|
19.6K
$1.55M
|
|
|
Jul 31, 2023
Q2 2023
|
Brown Advisory Inc
|
SELL
|
- |
-150- 2.26% |
$9.05K - $9.54K
|
6.49K
$513K
|
|
|
Aug 14, 2023
Q2 2023
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-200- 4.11% |
$12.1K - $12.7K
|
4.66K
$369K
|
|
|
Aug 11, 2023
Q2 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-200- 3.85% |
$12.1K - $12.7K
|
4.99K
$394K
|
|
|
Aug 09, 2023
Q2 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-205- 5.43% |
$12.4K - $13K
|
3.57K
$282K
|
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-224- 1.17% |
$13.5K - $14.2K
|
18.9K
$1.49M
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
SELL
|
- |
-229- 4.89% |
$13.8K - $14.6K
|
4.46K
$352K
|