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 08, 2024
Q2 2024
|
Element Wealth, LLC
|
SELL
|
- |
-130- 1.56% |
$8.93K - $9.53K
|
8.2K
$654K
|
|
|
Jul 19, 2024
Q2 2024
|
Meridian Financial Partners LLC
|
SELL
|
- |
-136- 0.36% |
$9.34K - $9.97K
|
37.9K
$3.02M
|
|
|
Jul 25, 2024
Q2 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-160- 1.98% |
$11K - $11.7K
|
7.93K
$633K
|
|
|
Aug 01, 2024
Q2 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-176- 1.87% |
$12.1K - $12.9K
|
9.23K
$736K
|
|
|
Jul 25, 2024
Q2 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-200- 13.11% |
$13.7K - $14.7K
|
1.33K
$106K
|
|
|
Jul 11, 2024
Q2 2024
|
Old National Bancorp
|
SELL
|
- |
-210- 6.96% |
$14.4K - $15.4K
|
2.81K
$224K
|
|
|
Aug 09, 2024
Q2 2024
|
Absolute Capital Management, LLC
|
SELL
|
- |
-217- 3.61% |
$14.9K - $15.9K
|
5.79K
$462K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-288- 0.85% |
$19.8K - $21.1K
|
33.4K
$2.67M
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-335- 0.56% |
$23K - $24.6K
|
59K
$4.71M
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-344- 4.51% |
$23.6K - $25.2K
|
7.28K
$581K
|
|
|
Aug 12, 2024
Q2 2024
|
Brighton Jones LLC
|
SELL
|
- |
-399- 7.89% |
$27.4K - $29.3K
|
4.66K
$372K
|
|
|
Jul 29, 2024
Q2 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
SELL
|
- |
-403- 6.09% |
$27.7K - $29.5K
|
6.21K
$496K
|
|
|
Jul 24, 2024
Q2 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-410- 0.12% |
$28.2K - $30.1K
|
339K
$27.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
SELL
|
- |
-417- 0.16% |
$28.6K - $30.6K
|
267K
$21.3M
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-419- 22.04% |
$28.8K - $30.7K
|
1.48K
$118K
|
|
|
Aug 01, 2024
Q2 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-447- 6.1% |
$30.7K - $32.8K
|
6.88K
$549K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-457- 0.33% |
$31.4K - $33.5K
|
138K
$11M
|
|
|
Jul 30, 2024
Q2 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-459- 5.52% |
$31.5K - $33.6K
|
7.86K
$627K
|
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-486- 10.91% |
$33.4K - $35.6K
|
3.97K
$317K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-560- 22.55% |
$38.5K - $41.1K
|
1.92K
$153K
|
|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-609- 14.42% |
$41.8K - $44.6K
|
3.61K
$288K
|
|
|
Jul 12, 2024
Q2 2024
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-632- 6.64% |
$43.4K - $46.3K
|
8.88K
$709K
|
|
|
Jul 19, 2024
Q2 2024
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-632- 0.29% |
$43.4K - $46.3K
|
218K
$17.4M
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-658- 0.34% |
$45.2K - $48.2K
|
194K
$15.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-670- 15.85% |
$46K - $49.1K
|
3.56K
$284K
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-687- 1.44% |
$47.2K - $50.4K
|
47.2K
$3.76M
|
|
|
Jul 23, 2024
Q2 2024
|
Rockland Trust CO
|
SELL
|
- |
-700- 14.96% |
$48.1K - $51.3K
|
3.98K
$318K
|
|
|
Jul 30, 2024
Q2 2024
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-702- 5.19% |
$48.2K - $51.5K
|
12.8K
$1.02M
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-764- 1.1% |
$52.5K - $56K
|
68.4K
$5.46M
|
|
|
Aug 05, 2024
Q2 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-766- 43.47% |
$52.6K - $56.2K
|
996
$79.5K
|
|
|
Jul 11, 2024
Q2 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-799- 2.6% |
$54.9K - $58.6K
|
30K
$2.39M
|
|
|
Aug 15, 2024
Q2 2024
|
Rockport Wealth LLC
Fairview Park, OH |
SELL
|
- |
-810- 2.13% |
$55.6K - $59.4K
|
37.3K
$2.97M
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-841- 4.15% |
$57.8K - $61.7K
|
19.4K
$1.55M
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-856- 62.3% |
$58.8K - $62.8K
|
518
$41.3K
|
|
|
Jul 22, 2024
Q2 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-866- 3.06% |
$59.5K - $63.5K
|
27.4K
$2.19M
|
|
|
Aug 02, 2024
Q2 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-887- 4.57% |
$60.9K - $65K
|
18.5K
$1.48M
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-892- 18.74% |
$61.3K - $65.4K
|
3.87K
$309K
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-936- 1.07% |
$64.3K - $68.6K
|
86.8K
$6.93M
|
|
|
Aug 06, 2024
Q2 2024
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-997- 22.91% |
$68.5K - $73.1K
|
3.36K
$268K
|
|
|
Jul 24, 2024
Q2 2024
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-1K- 8.28% |
$69K - $73.6K
|
11.1K
$887K
|
|
|
Aug 06, 2024
Q2 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-1.02K- 1.34% |
$69.8K - $74.5K
|
74.6K
$5.96M
|
|
|
Aug 12, 2024
Q2 2024
|
Allen Capital Group, LLC
|
SELL
|
- |
-1.11K- 2.63% |
$75.9K - $81K
|
41K
$3.27M
|
|
|
Aug 02, 2024
Q2 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-1.15K- 2.9% |
$79.1K - $84.4K
|
38.6K
$3.08M
|
|
|
Aug 07, 2024
Q2 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-1.16K- 3.5% |
$79.5K - $84.9K
|
31.9K
$2.55M
|
|
|
Aug 13, 2024
Q2 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-1.29K- 2.15% |
$88.5K - $94.4K
|
58.6K
$4.67M
|
|
|
Jul 01, 2024
Q2 2024
|
Moller Financial Services
|
SELL
|
- |
-1.31K- 1.35% |
$90.2K - $96.3K
|
96.2K
$7.68M
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.34K- 8.41% |
$91.8K - $98K
|
14.6K
$1.16M
|
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-1.46K- 5.78% |
$100K - $107K
|
23.8K
$1.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-1.75K- 1.31% |
$120K - $128K
|
131K
$10.5M
|
|
|
Jul 16, 2024
Q2 2024
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-1.76K- 13.12% |
$121K - $129K
|
11.7K
$930K
|