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 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-7.76K- 2.33% |
$468K - $494K
|
326K
$25.7M
|
|
|
Aug 04, 2023
Q2 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-8.21K- 50.0% |
$496K - $522K
|
8.21K
$649K
|
|
|
Aug 14, 2023
Q2 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-8.26K- 4.99% |
$499K - $526K
|
157K
$12.4M
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-9.7K- 19.15% |
$585K - $617K
|
40.9K
$3.24M
|
|
|
Aug 08, 2023
Q2 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-13.1K- 2.06% |
$789K - $832K
|
623K
$49.2M
|
|
|
Aug 09, 2023
Q2 2023
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-14.5K- 96.49% |
$874K - $921K
|
526
$41.6K
|
|
|
Aug 21, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-16.3K- 3.98% |
$982K - $1.04M
|
392K
$31M
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-17.4K- 83.6% |
$1.05M - $1.1M
|
3.4K
$269K
|
|
|
Jul 21, 2023
Q2 2023
|
1900 Wealth Management LLC
|
SELL
|
- |
-18.5K- 16.16% |
$1.12M - $1.18M
|
96.1K
$7.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-19.4K- 32.88% |
$1.17M - $1.23M
|
39.5K
$3.13M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-20.6K- 1.72% |
$1.24M - $1.31M
|
1.18M
$92.9M
|
|
|
Aug 08, 2023
Q2 2023
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-24.3K- 22.32% |
$1.46M - $1.54M
|
84.5K
$6.68M
|
|
|
Aug 07, 2023
Q2 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-24.4K- 10.28% |
$1.47M - $1.55M
|
213K
$16.8M
|
|
|
Aug 08, 2023
Q2 2023
|
Rollins Financial
|
SELL
|
- |
-25.6K- 43.25% |
$1.54M - $1.63M
|
33.6K
$2.66M
|
|
|
Jul 21, 2023
Q2 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-26.5K- 86.53% |
$1.6M - $1.69M
|
4.13K
$326K
|
|
|
Jul 19, 2023
Q2 2023
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-28K- 14.98% |
$1.69M - $1.78M
|
159K
$12.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-29.3K- 7.13% |
$1.77M - $1.86M
|
381K
$30.1M
|
|
|
Sep 26, 2023
Q2 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-31.2K- 9.59% |
$1.88M - $1.99M
|
294K
$23.3M
|
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-31.6K- 34.58% |
$1.9M - $2.01M
|
59.7K
$4.72M
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-33.8K- 2.31% |
$2.04M - $2.15M
|
1.43M
$113M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-34.7K- 1.23% |
$2.09M - $2.2M
|
2.79M
$221M
|
|
|
Aug 03, 2023
Q2 2023
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-34.8K- 15.12% |
$2.1M - $2.21M
|
195K
$15.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-37K- 2.43% |
$2.23M - $2.35M
|
1.49M
$117M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-45.2K- 7.77% |
$2.73M - $2.87M
|
536K
$42.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-49.3K- 26.69% |
$2.97M - $3.13M
|
135K
$10.7M
|
|
|
Jul 28, 2023
Q2 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-49.5K- 42.3% |
$2.99M - $3.15M
|
67.6K
$5.34M
|
|
|
Aug 10, 2023
Q2 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-52.7K- 2.48% |
$3.18M - $3.35M
|
2.07M
$164M
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-92.3K- 2.13% |
$5.57M - $5.87M
|
4.24M
$335M
|
|
|
Jul 20, 2023
Q2 2023
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-123K- 34.15% |
$7.42M - $7.82M
|
237K
$18.7M
|
|
|
Apr 26, 2024
Q2 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-173K- 99.19% |
$10.4M - $11M
|
1.42K
$112K
|
|
|
Aug 11, 2023
Q2 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-173K- 99.19% |
$10.4M - $11M
|
1.42K
$112K
|