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 27, 2023
Q2 2023
|
Northern Capital Management, Inc.
|
SELL
|
- |
-240- 6.21% |
$14.5K - $15.3K
|
3.62K
$286K
|
|
|
Jul 14, 2023
Q2 2023
|
626 Financial, LLC
|
SELL
|
- |
-246- 2.19% |
$14.8K - $15.6K
|
11K
$867K
|
|
|
Jul 26, 2023
Q2 2023
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-259- 3.97% |
$15.6K - $16.5K
|
6.26K
$495K
|
|
|
Aug 14, 2023
Q2 2023
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-259- 0.53% |
$15.6K - $16.5K
|
48.4K
$3.83M
|
|
|
Aug 14, 2023
Q2 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-276- 0.58% |
$16.7K - $17.6K
|
47.1K
$3.73M
|
|
|
Jul 17, 2023
Q2 2023
|
Procyon Advisors, LLC
|
SELL
|
- |
-356- 0.84% |
$21.5K - $22.6K
|
42.1K
$3.33M
|
|
|
Jul 27, 2023
Q2 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-366- 2.6% |
$22.1K - $23.3K
|
13.7K
$1.08M
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-526- 1.56% |
$31.7K - $33.5K
|
33.1K
$2.62M
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-584- 0.59% |
$35.2K - $37.1K
|
98.5K
$7.78M
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-595- 6.13% |
$35.9K - $37.8K
|
9.1K
$720K
|
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-668- 1.42% |
$40.3K - $42.5K
|
46.4K
$3.67M
|
|
|
Aug 10, 2023
Q2 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-695- 17.9% |
$41.9K - $44.2K
|
3.19K
$252K
|
|
|
Aug 04, 2023
Q2 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-702- 7.76% |
$42.4K - $44.6K
|
8.34K
$659K
|
|
|
Jul 31, 2023
Q2 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-708- 9.21% |
$42.7K - $45K
|
6.98K
$552K
|
|
|
Jul 12, 2023
Q2 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-716- 13.17% |
$43.2K - $45.5K
|
4.72K
$373K
|
|
|
Jul 14, 2023
Q2 2023
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-724- 0.98% |
$43.7K - $46K
|
73.2K
$5.78M
|
|
|
Jul 24, 2023
Q2 2023
|
Allen Capital Group, LLC
|
SELL
|
- |
-825- 1.75% |
$49.8K - $52.5K
|
46.4K
$3.67M
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-890- 1.09% |
$53.7K - $56.6K
|
80.9K
$6.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-997- 0.5% |
$60.2K - $63.4K
|
197K
$15.6M
|
|
|
Apr 22, 2024
Q2 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-1.01K- 5.37% |
$60.7K - $64K
|
17.7K
$1.4M
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-1.01K- 84.08% |
$61.2K - $64.5K
|
192
$15.2K
|
|
|
Aug 07, 2023
Q2 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-1.1K- 21.49% |
$66.1K - $69.6K
|
4K
$316K
|
|
|
Jul 28, 2023
Q2 2023
|
Key F Inancial Inc
|
SELL
|
- |
-1.18K- 1.57% |
$71.2K - $75K
|
73.8K
$5.83M
|
|
|
Aug 17, 2023
Q2 2023
|
Vicus Capital
State College, PA |
SELL
|
- |
-1.2K- 16.51% |
$72.2K - $76.1K
|
6.05K
$478K
|
|
|
Aug 09, 2023
Q2 2023
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-1.2K- 5.52% |
$72.4K - $76.3K
|
20.5K
$1.62M
|
|
|
Aug 09, 2023
Q2 2023
|
Camden Capital, LLC
|
SELL
|
- |
-1.22K- 22.47% |
$73.7K - $77.7K
|
4.21K
$333K
|
|
|
Aug 14, 2023
Q2 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-1.28K- 16.31% |
$77.1K - $81.2K
|
6.55K
$518K
|
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-1.3K- 9.49% |
$78.7K - $82.9K
|
12.4K
$983K
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-1.32K- 20.94% |
$79.7K - $84K
|
4.99K
$394K
|
|
|
Jul 12, 2023
Q2 2023
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-1.43K- 11.52% |
$86.3K - $90.9K
|
11K
$868K
|
|
|
Aug 04, 2023
Q2 2023
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-1.74K- 12.26% |
$105K - $111K
|
12.5K
$984K
|
|
|
Jul 14, 2023
Q2 2023
|
Pacifica Partners Inc.
|
SELL
|
- |
-1.75K- 69.06% |
$106K - $111K
|
784
$62K
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.95K- 9.23% |
$118K - $124K
|
19.2K
$1.52M
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.95K- 9.23% |
$118K - $124K
|
19.2K
$1.52M
|
|
|
Aug 04, 2023
Q2 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-2.59K- 9.98% |
$156K - $165K
|
23.4K
$1.85M
|
|
|
Jul 19, 2023
Q2 2023
|
Aspiriant, LLC
|
SELL
|
- |
-2.61K- 5.13% |
$157K - $166K
|
48.3K
$3.81M
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-2.75K- 32.89% |
$166K - $175K
|
5.61K
$443K
|
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
SELL
|
- |
-2.92K- 4.4% |
$176K - $186K
|
63.4K
$5.01M
|
|
|
Jul 13, 2023
Q2 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-3.38K- 5.51% |
$204K - $215K
|
58K
$4.58M
|
|
|
Jul 17, 2023
Q2 2023
|
Moller Financial Services
|
SELL
|
- |
-3.52K- 3.3% |
$212K - $224K
|
103K
$8.16M
|
|
|
Jul 21, 2023
Q2 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-3.88K- 21.26% |
$234K - $247K
|
14.4K
$1.14M
|
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-3.95K- 7.04% |
$238K - $251K
|
52.1K
$4.12M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-4K- 9.69% |
$241K - $254K
|
37.3K
$2.95M
|
|
|
Aug 03, 2023
Q2 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-4.07K- 9.03% |
$246K - $259K
|
41K
$3.24M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.62K- 0.9% |
$279K - $294K
|
508K
$40.2M
|
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-4.85K- 39.21% |
$292K - $308K
|
7.51K
$594K
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-4.92K- 16.19% |
$297K - $313K
|
25.5K
$2.01M
|
|
|
Jul 24, 2023
Q2 2023
|
Meridian Financial Partners LLC
|
SELL
|
- |
-5.37K- 11.24% |
$324K - $342K
|
42.4K
$3.36M
|
|
|
Jul 26, 2023
Q2 2023
|
Cx Institutional
|
SELL
|
- |
-6.22K- 6.17% |
$375K - $396K
|
94.5K
$7.47M
|
|
|
Jul 26, 2023
Q2 2023
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-6.63K- 17.44% |
$400K - $422K
|
31.4K
$2.48M
|