Purchases and Sales Made in Q2 2024 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 2024. 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 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
688K+ 43968.88% |
$47.3M - $50.4M
|
690K
$55M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
167K+ 38.62% |
$11.5M - $12.3M
|
601K
$47.9M
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
141KNew |
$9.69M - $10.3M
|
141K
$11.3M
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
62K+ 8.56% |
$4.26M - $4.55M
|
787K
$62.8M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
52.8K+ 1.84% |
$3.62M - $3.87M
|
2.92M
$233M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
49K+ 46.12% |
$3.36M - $3.59M
|
155K
$12.4M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
44K+ 8.3% |
$3.02M - $3.23M
|
574K
$45.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
41.9K+ 1.52% |
$2.88M - $3.07M
|
2.8M
$224M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
41.9K+ 1.52% |
$2.88M - $3.07M
|
2.8M
$224M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
39.5K+ 8.42% |
$2.71M - $2.89M
|
508K
$40.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
37.2KNew |
$2.55M - $2.72M
|
37.2K
$2.97M
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
32.1K+ 9.23% |
$2.2M - $2.35M
|
380K
$30.3M
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
25.7K+ 33.98% |
$1.77M - $1.89M
|
101K
$8.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
23.3KNew |
$1.6M - $1.71M
|
23.3K
$1.86M
|
|
|
Aug 06, 2024
Q2 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
21.2K+ 253.66% |
$1.45M - $1.55M
|
29.5K
$2.35M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
20.7K+ 3.67% |
$1.42M - $1.52M
|
586K
$46.7M
|
|
|
Jul 16, 2024
Q2 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
19.6K+ 5.04% |
$1.35M - $1.44M
|
409K
$32.7M
|
|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
15.8KNew |
$1.09M - $1.16M
|
15.8K
$1.26M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
13.2K+ 450.36% |
$903K - $964K
|
16.1K
$1.28M
|
|
|
Jul 29, 2024
Q2 2024
|
Key F Inancial Inc
|
BUY
|
- |
12K+ 13.78% |
$827K - $883K
|
99.5K
$7.94M
|
|
|
Aug 09, 2024
Q2 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
11.9KNew |
$820K - $875K
|
11.9K
$953K
|
|
|
Aug 09, 2024
Q2 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
11.5K+ 11.32% |
$790K - $844K
|
113K
$9.03M
|
|
|
Aug 08, 2024
Q2 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
11.2K+ 16.68% |
$772K - $824K
|
78.7K
$6.28M
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
11.2KNew |
$771K - $823K
|
11.2K
$896K
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
10.7K+ 3.19% |
$733K - $782K
|
345K
$27.5M
|
|
|
Aug 28, 2024
Q2 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
10.1KNew |
$695K - $742K
|
10.1K
$807K
|
|
|
Jul 09, 2024
Q2 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
9.77K+ 21.46% |
$671K - $716K
|
55.3K
$4.41M
|
|
|
Aug 14, 2024
Q2 2024
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
8.2K+ 0.73% |
$563K - $601K
|
1.13M
$90.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
6.9K+ 506.61% |
$474K - $506K
|
8.26K
$659K
|
|
|
Aug 07, 2024
Q2 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
6.87K+ 4.62% |
$472K - $504K
|
155K
$12.4M
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
6.69K+ 24.69% |
$459K - $490K
|
33.8K
$2.69M
|
|
|
Aug 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
6.49KNew |
$446K - $476K
|
6.49K
$518K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
6.47K+ 152.21% |
$444K - $474K
|
10.7K
$855K
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
5.3K+ 6.06% |
$364K - $389K
|
92.8K
$7.4M
|
|
|
Aug 23, 2024
Q2 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
5.11K+ 29.92% |
$351K - $375K
|
22.2K
$1.77M
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
5.02K+ 83.49% |
$345K - $368K
|
11K
$880K
|
|
|
Jul 12, 2024
Q2 2024
|
Lake Street Financial LLC
|
BUY
|
- |
4.86K+ 3.57% |
$334K - $356K
|
141K
$11.3M
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
3.91KNew |
$268K - $286K
|
3.91K
$312K
|
|
|
Aug 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
3.72K+ 9.64% |
$256K - $273K
|
42.3K
$3.38M
|
|
|
Aug 02, 2024
Q2 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
3.62KNew |
$248K - $265K
|
3.62K
$289K
|
|
|
Aug 01, 2024
Q2 2024
|
Spc Financial, Inc.
|
BUY
|
- |
3.6KNew |
$247K - $264K
|
3.6K
$287K
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3.58K+ 108.22% |
$246K - $262K
|
6.89K
$550K
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
3.47K+ 6.96% |
$238K - $254K
|
53.3K
$4.25M
|
|
|
Jul 15, 2024
Q2 2024
|
Wedmont Private Capital
|
BUY
|
- |
3.28K+ 67.15% |
$225K - $241K
|
8.17K
$652K
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
3.22K+ 247.46% |
$221K - $236K
|
4.52K
$360K
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
3.15K+ 29.78% |
$217K - $231K
|
13.7K
$1.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.95K+ 4.51% |
$203K - $216K
|
68.4K
$5.46M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.88K+ 6.92% |
$197K - $211K
|
44.4K
$3.54M
|
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
2.81KNew |
$193K - $206K
|
2.81K
$224K
|
|
|
Aug 13, 2024
Q2 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
2.8KNew |
$192K - $205K
|
2.8K
$224K
|