Purchases and Sales Made in Q3 2022 in Wisdomtree Tr U.S Largecap Div (DLN)

DLN Quotes by TradingView

This table provides information about the institutional ownership of Wisdomtree Tr U.S Largecap Div (DLN) during Q3 2022. 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
Nov 14, 2022 Q3 2022
Lpl Financial LLC

Fort Mill, SC
BUY
 -
376K
+ 20.2%
$20.8M - $24.2M
2.24M $181M
Oct 25, 2022 Q3 2022
Raymond James & Associates

St Petersburg, FL
BUY
 -
243K
+ 87.55%
$13.4M - $15.6M
520K $42M
Nov 14, 2022 Q3 2022
Almanack Investment Partners, Llc.

Wayne, PA
BUY
 -
238K
New
$13.1M - $15.3M
238K $19.2M
Nov 14, 2022 Q3 2022
Bank Of America Corp

Charlotte, NC
BUY
 -
236K
+ 13.81%
$13M - $15.2M
1.94M $157M
Nov 10, 2022 Q3 2022
Ubs Group Ag

BUY
 -
190K
+ 17.37%
$10.5M - $12.2M
1.28M $104M
Nov 10, 2022 Q3 2022
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
172K
+ 4.2%
$9.51M - $11.1M
4.27M $345M
Oct 12, 2022 Q3 2022
Traverso Chambers Private Wealth Management, LLC

BUY
 -
107K
+ 77.98%
$5.92M - $6.89M
244K $19.7M
Nov 14, 2022 Q3 2022
Wells Fargo & Company

San Francisco, CA
BUY
 -
104K
+ 26.13%
$5.77M - $6.71M
504K $40.7M
Nov 03, 2022 Q3 2022
Creative Planning

Overland Park, KS
BUY
 -
101K
+ 7.53%
$5.56M - $6.47M
1.44M $116M
Oct 31, 2022 Q3 2022
Cfs Investment Advisory Services, LLC

Totowa, NJ
BUY
 -
88.4K
New
$4.89M - $5.69M
88.4K $7.14M
Oct 24, 2022 Q3 2022
Stratos Wealth Partners, Ltd.

BUY
 -
73.3K
+ 14.35%
$4.05M - $4.72M
584K $47.1M
Oct 21, 2022 Q3 2022
Great Valley Advisor Group, Inc.

BUY
 -
69.6K
+ 19.37%
$3.85M - $4.48M
429K $34.6M
May 14, 2024 Q3 2022
Goldman Sachs Group Inc

New York, NY
BUY
 -
66.7K
+ 26.56%
$3.69M - $4.29M
318K $25.7M
Nov 10, 2022 Q3 2022
Goldman Sachs Group Inc

New York, NY
BUY
 -
66.7K
+ 26.56%
$3.69M - $4.29M
318K $25.7M
Nov 14, 2022 Q3 2022
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
58.1K
New
$3.21M - $3.74M
58.1K $4.69M
Nov 10, 2022 Q3 2022
Wade G W & Inc

Wellesley, MA
BUY
 -
53.9K
+ 3.61%
$2.98M - $3.47M
1.55M $125M
Nov 16, 2022 Q3 2022
Advisors Capital Management, LLC

Ridgewood, NJ
BUY
 -
53.4K
New
$2.95M - $3.43M
53.4K $4.31M
Nov 14, 2022 Q3 2022
Baird Financial Group, Inc.

Milwaukee, WI
BUY
 -
49.5K
+ 18.91%
$2.73M - $3.18M
311K $25.1M
Oct 17, 2022 Q3 2022
Mayflower Financial Advisors, LLC

BUY
 -
40.8K
New
$2.25M - $2.62M
40.8K $3.29M
Oct 14, 2022 Q3 2022
Private Advisor Group, LLC

BUY
 -
38.3K
+ 22.3%
$2.11M - $2.46M
210K $16.9M
Oct 31, 2022 Q3 2022
Wilbanks Smith & Thomas Asset Management LLC

BUY
 -
34.8K
+ 6.3%
$1.92M - $2.24M
587K $47.4M
Nov 09, 2022 Q3 2022
Shore Haven Wealth Partners, LLC

BUY
 -
33.7K
+ 17.97%
$1.86M - $2.17M
221K $17.8M
Nov 16, 2022 Q3 2022
M Holdings Securities, Inc.

Portland, OR
BUY
 -
27.5K
+ 8.58%
$1.52M - $1.77M
348K $28.1M
Oct 17, 2022 Q3 2022
Cambridge Investment Research Advisors, Inc.

BUY
 -
24.8K
+ 5.28%
$1.37M - $1.6M
495K $39.9M
Nov 14, 2022 Q3 2022
Evercore Wealth Management, LLC

New York, NY
BUY
 -
23.7K
+ 2.54%
$1.31M - $1.53M
959K $77.4M
Nov 14, 2022 Q3 2022
Commonwealth Equity Services, LLC

BUY
 -
23.3K
+ 3.31%
$1.29M - $1.5M
728K $58.8M
Nov 14, 2022 Q3 2022
Bank Of New York Mellon Corp

New York, NY
BUY
 -
19.6K
+ 291.24%
$1.08M - $1.26M
26.4K $2.13M
Oct 26, 2022 Q3 2022
Udine Wealth Management, Inc.

BUY
 -
18.2K
New
$1.01M - $1.17M
18.2K $1.47M
Oct 26, 2022 Q3 2022
Iag Wealth Partners, LLC

BUY
 -
17.9K
+ 5.26%
$987K - $1.15M
357K $28.8M
Oct 19, 2022 Q3 2022
Hb Wealth Management, LLC

BUY
 -
17.7K
New
$979K - $1.14M
17.7K $1.43M
Dec 02, 2022 Q3 2022
Ep Wealth Advisors, LLC

Torrance, CA
BUY
 -
15.5K
+ 40.1%
$858K - $999K
54.3K $4.38M
Oct 27, 2022 Q3 2022
Bristlecone Advisors, LLC

BUY
 -
14K
+ 6.9%
$775K - $902K
217K $17.5M
Sep 06, 2024 Q3 2022
World Equity Group, Inc.

Schaumburg, IL
BUY
 -
13.8K
New
$764K - $890K
13.8K $1.12M
Mar 17, 2023 Q3 2022
American Portfolios Advisors

Holbrook, NY
BUY
 -
13.7K
New
$754K - $878K
13.7K $1.1M
Nov 01, 2022 Q3 2022
Kestra Advisory Services, LLC

BUY
 -
13.4K
+ 7.94%
$741K - $863K
182K $14.7M
Nov 10, 2022 Q3 2022
Cetera Advisors LLC

Denver, CO
BUY
 -
12.8K
+ 33.31%
$708K - $825K
51.3K $4.14M
Oct 17, 2022 Q3 2022
Private Trust CO Na

BUY
 -
12K
+ 678.37%
$662K - $771K
13.7K $1.11M
Nov 14, 2022 Q3 2022
National Asset Management, Inc.

Boca Raton, FL
BUY
 -
10.7K
New
$594K - $691K
10.7K $867K
Nov 14, 2022 Q3 2022
Royal Bank Of Canada

Toronto, A6
BUY
 -
10.6K
+ 2.19%
$587K - $684K
496K $40.1M
Oct 26, 2022 Q3 2022
Fidelis I M, LLC

Medford, OR
BUY
 -
10.6K
+ 7.64%
$584K - $680K
149K $12M
Nov 10, 2022 Q3 2022
Envestnet Asset Management Inc

BUY
 -
9.51K
+ 1.59%
$525K - $612K
609K $49.2M
Nov 10, 2022 Q3 2022
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
8.87K
+ 5.44%
$490K - $570K
172K $13.9M
Nov 14, 2022 Q3 2022
Tobias Financial Advisors, Inc.

Plantation, FL
BUY
 -
8.84K
+ 4.29%
$489K - $569K
215K $17.4M
Nov 14, 2022 Q3 2022
55 I, LLC

Boston, MA
BUY
 -
8.61K
+ 38.13%
$476K - $554K
31.2K $2.52M
Oct 12, 2022 Q3 2022
Revolve Wealth Partners, LLC

BUY
 -
8.36K
+ 1.53%
$462K - $538K
556K $44.9M
Oct 24, 2022 Q3 2022
Main Street Financial Solutions, LLC

BUY
 -
8.27K
+ 5.24%
$457K - $532K
166K $13.4M
Apr 19, 2024 Q3 2022
Ashton Thomas Private Wealth, LLC

Scottsdale, AZ
BUY
 -
8K
New
$442K - $515K
8K $646K
Nov 09, 2022 Q3 2022
Rollins Financial

BUY
 -
7.79K
+ 16.0%
$430K - $501K
56.4K $4.56M
Nov 14, 2022 Q3 2022
Mather Group, Llc.

Chicago, IL
BUY
 -
7.69K
+ 38.91%
$425K - $495K
27.4K $2.22M

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