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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2024
Q2 2024
|
Walden Wealth Partners LLC
Beachwood, OH |
BUY
|
- |
111+ 1.35% |
$7.62K - $8.14K
|
8.36K
$667K
|
|
|
Jul 17, 2024
Q2 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
82+ 0.56% |
$5.63K - $6.01K
|
14.8K
$1.18M
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
78New |
$5.36K - $5.72K
|
78
$6.22K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
75+ 35.05% |
$5.15K - $5.5K
|
289
$23.1K
|
|
|
Jul 16, 2024
Q2 2024
|
Grandview Asset Management LLC
|
BUY
|
- |
57+ 0.79% |
$3.91K - $4.18K
|
7.26K
$579K
|
|
|
Aug 06, 2024
Q2 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
45+ 0.45% |
$3.09K - $3.3K
|
10K
$801K
|
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
38New |
$2.61K - $2.79K
|
38
$3.03K
|
|
|
Jul 24, 2024
Q2 2024
|
Powers Advisory Group, LLC
|
BUY
|
- |
37+ 0.6% |
$2.54K - $2.71K
|
6.24K
$498K
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
32+ 1.03% |
$2.2K - $2.35K
|
3.15K
$251K
|
|
|
Jul 12, 2024
Q2 2024
|
626 Financial, LLC
|
BUY
|
- |
30+ 0.3% |
$2.06K - $2.2K
|
9.89K
$789K
|
|
|
Jul 16, 2024
Q2 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
29+ 0.34% |
$1.99K - $2.13K
|
8.54K
$681K
|
|
|
Aug 09, 2024
Q2 2024
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
22+ 0.59% |
$1.51K - $1.61K
|
3.76K
$300K
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
21+ 1.49% |
$1.44K - $1.54K
|
1.43K
$114K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
19+ 0.6% |
$1.3K - $1.39K
|
3.19K
$254K
|
|
|
Jul 16, 2024
Q2 2024
|
Dixon Fnancial Services, Inc.
|
BUY
|
- |
17+ 0.61% |
$1.17K - $1.25K
|
2.8K
$224K
|
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
16+ 0.34% |
$1.1K - $1.17K
|
4.66K
$372K
|
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
15+ 0.44% |
$1.03K - $1.1K
|
3.4K
$271K
|
|
|
Aug 07, 2024
Q2 2024
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
12+ 0.02% |
$824 - $880
|
48.6K
$3.88M
|
|
|
Aug 07, 2024
Q2 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
10+ 0.18% |
$687 - $733
|
5.57K
$444K
|
|
|
Jul 22, 2024
Q2 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
8+ 0.14% |
$549 - $586
|
5.9K
$471K
|
|
|
Jul 19, 2024
Q2 2024
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
5+ 0.1% |
$343 - $367
|
5.15K
$411K
|
|
|
Aug 13, 2024
Q2 2024
|
Staley Capital Advisers Inc
|
BUY
|
- |
4+ 0.05% |
$275 - $293
|
7.74K
$618K
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
4+ 0.08% |
$275 - $293
|
5.08K
$405K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2+ 0.17% |
$137 - $147
|
1.19K
$95.3K
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2+ 1.05% |
$137 - $147
|
192
$15.3K
|
|
|
Jul 16, 2024
Q2 2024
|
Tsfg, LLC
|
BUY
|
- |
2+ 0.35% |
$137 - $147
|
574
$45.8K
|
|
|
Jul 30, 2024
Q2 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
2+ 0.06% |
$137 - $147
|
3.56K
$284K
|
|
|
Aug 05, 2024
Q2 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
2+ 0.02% |
$137 - $147
|
11K
$879K
|
|
|
Jul 16, 2024
Q2 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1+ 0.02% |
$68.7 - $73.3
|
5.36K
$428K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-2- 0.01% |
$137 - $147
|
25.8K
$2.06M
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-5- 0.01% |
$343 - $367
|
52.1K
$4.16M
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-7- 0.24% |
$481 - $513
|
2.89K
$231K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
SELL
|
- |
-11- 0.07% |
$755 - $806
|
15.8K
$1.26M
|
|
|
Jul 26, 2024
Q2 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-21- 16.8% |
$1.44K - $1.54K
|
104
$8.3K
|
|
|
Aug 01, 2024
Q2 2024
|
Financial Counselors Inc
|
SELL
|
- |
-24- 0.56% |
$1.65K - $1.76K
|
4.28K
$341K
|
|
|
Aug 01, 2024
Q2 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-38- 0.31% |
$2.61K - $2.79K
|
12K
$961K
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-40- 0.86% |
$2.75K - $2.93K
|
4.63K
$370K
|
|
|
Jul 15, 2024
Q2 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-47- 1.23% |
$3.23K - $3.45K
|
3.77K
$301K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-48- 1.18% |
$3.3K - $3.52K
|
4.03K
$321K
|
|
|
Aug 14, 2024
Q2 2024
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-50- 0.11% |
$3.43K - $3.67K
|
44.6K
$3.56M
|
|
|
Jul 17, 2024
Q2 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-50- 50.0% |
$3.43K - $3.67K
|
50
$3.99K
|
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-63- 0.81% |
$4.33K - $4.62K
|
7.67K
$612K
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-68- 0.62% |
$4.67K - $4.99K
|
10.9K
$866K
|
|
|
Jul 22, 2024
Q2 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-76- 13.57% |
$5.22K - $5.57K
|
484
$38.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-98- 1.13% |
$6.73K - $7.18K
|
8.58K
$684K
|
|
|
Jul 30, 2024
Q2 2024
|
Culbertson A N & CO Inc
|
SELL
|
- |
-100- 0.44% |
$6.87K - $7.33K
|
22.9K
$1.82M
|
|
|
Jul 25, 2024
Q2 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-107- 2.2% |
$7.35K - $7.84K
|
4.76K
$380K
|
|
|
Jul 23, 2024
Q2 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-112- 3.31% |
$7.69K - $8.21K
|
3.27K
$261K
|
|
|
Sep 11, 2024
Q2 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-118- 1.11% |
$8.1K - $8.65K
|
10.5K
$838K
|