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
Equitable Holdings, Inc.

New York, NY
BUY
 -
7.59K
+ 16.37%
$419K - $488K
54K $4.27M
Nov 04, 2022 Q3 2022
Cx Institutional

BUY
 -
7.42K
+ 6.42%
$410K - $477K
123K $9.73M
Nov 07, 2022 Q3 2022
Mitchell Mcleod Pugh & Williams Inc

BUY
 -
5.73K
New
$317K - $369K
5.73K $453K
Nov 14, 2022 Q3 2022
Jim Simons Renaissance Technologies LLC | New York, Ny
BUY
 -
5.7K
New
$315K - $367K
5.7K $451K
Oct 25, 2022 Q3 2022
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
5.43K
+ 0.99%
$300K - $349K
553K $43.7M
Oct 28, 2022 Q3 2022
Key F Inancial Inc

BUY
 -
5.33K
+ 7.84%
$294K - $343K
73.2K $5.79M
Nov 10, 2022 Q3 2022
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
4.97K
+ 24.25%
$274K - $320K
25.5K $2.01M
Oct 24, 2022 Q3 2022
Stratos Wealth Advisors, LLC

BUY
 -
4.44K
+ 4.9%
$245K - $286K
95.1K $7.52M
Nov 01, 2022 Q3 2022
Clearwater Capital Advisors, LLC

BUY
 -
4.36K
+ 3.64%
$241K - $281K
124K $9.83M
Oct 21, 2022 Q3 2022
Cra Financial Services, LLC

BUY
 -
4.3K
+ 24.1%
$237K - $276K
22.1K $1.75M
Oct 27, 2022 Q3 2022
Synovus Financial Corp

Columbus, GA
BUY
 -
3.66K
New
$202K - $235K
3.66K $289K
Nov 03, 2022 Q3 2022
First Republic Investment Management, Inc.

San Francisco, CA
BUY
 -
3.57K
+ 3.98%
$197K - $229K
93.1K $7.36M
Nov 14, 2022 Q3 2022
Buckingham Strategic Partners

Saint Louis, MO
BUY
 -
3.46K
+ 68.77%
$191K - $223K
8.5K $672K
Nov 14, 2022 Q3 2022
Geneos Wealth Management Inc.

BUY
 -
3.38K
+ 14.71%
$187K - $218K
26.4K $2.09M
Nov 01, 2022 Q3 2022
Gyl Financial Synergies, LLC

BUY
 -
3.34K
+ 38.83%
$184K - $215K
11.9K $943K
Nov 14, 2022 Q3 2022
Financial Advocates Investment Management

Olympia, WA
BUY
 -
2.63K
+ 40.9%
$145K - $169K
9.07K $717K
Nov 14, 2022 Q3 2022
Stifel Financial Corp

St. Louis, MO
BUY
 -
2.37K
+ 1.04%
$131K - $153K
232K $18.3M
Nov 10, 2022 Q3 2022
Strategic Family Wealth Counselors, L.L.C.

Fairfield, NJ
BUY
 -
2.34K
+ 2.73%
$129K - $150K
87.9K $6.95M
Nov 22, 2022 Q3 2022
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
2.2K
+ 29.27%
$122K - $141K
9.71K $768K
Nov 10, 2022 Q3 2022
Dakota Wealth Management

BUY
 -
2.18K
+ 16.92%
$120K - $140K
15.1K $1.19M
Nov 08, 2022 Q3 2022
Element Wealth, LLC

BUY
 -
2.08K
+ 33.58%
$115K - $134K
8.26K $653K
Nov 14, 2022 Q3 2022
Hbk Sorce Advisory LLC

Erie, PA
BUY
 -
2K
+ 31.78%
$111K - $129K
8.29K $656K
Nov 04, 2022 Q3 2022
Western Wealth Management, LLC

BUY
 -
1.99K
+ 39.76%
$110K - $128K
7.01K $554K
Oct 17, 2022 Q3 2022
Procyon Advisors, LLC

BUY
 -
1.98K
+ 5.1%
$109K - $127K
40.8K $3.22M
Nov 14, 2022 Q3 2022
United Capital Financial Advisers, LLC

Newport Beach, CA
BUY
 -
1.96K
+ 38.23%
$108K - $126K
7.09K $560K
Nov 14, 2022 Q3 2022
Northwestern Mutual Wealth Management CO

BUY
 -
1.95K
+ 9.01%
$108K - $126K
23.6K $1.87M
Nov 14, 2022 Q3 2022
One Capital Management, LLC

Westlake Village, CA
BUY
 -
1.92K
+ 0.81%
$106K - $123K
239K $18.9M
Oct 26, 2022 Q3 2022
Truist Financial Corp

BUY
 -
1.85K
+ 4.84%
$102K - $119K
40K $3.16M
Oct 20, 2022 Q3 2022
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
1.66K
+ 18.77%
$92K - $107K
10.5K $832K
Jan 27, 2023 Q3 2022
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
1.66K
+ 18.77%
$92K - $107K
10.5K $832K
Nov 14, 2022 Q3 2022
Axxcess Wealth Management, LLC

Carlsbad, CA
BUY
 -
1.6K
+ 21.06%
$88.4K - $103K
9.2K $727K
Oct 21, 2022 Q3 2022
Lake Street Financial LLC

BUY
 -
1.51K
+ 0.84%
$83.6K - $97.3K
181K $14.3M
Nov 14, 2022 Q3 2022
Resurgent Financial Advisors LLC

Atlanta, GA
BUY
 -
1.51K
+ 6.79%
$83.6K - $97.3K
23.8K $1.88M
Nov 14, 2022 Q3 2022
Kovack Advisors, Inc.

BUY
 -
1.41K
+ 4.65%
$78.1K - $90.9K
31.8K $2.51M
Oct 11, 2022 Q3 2022
Householder Group Estate & Retirement Specialist, LLC

BUY
 -
1.4K
New
$77.1K - $89.8K
1.4K $110K
Oct 28, 2022 Q3 2022
Ifg Advisory, LLC

BUY
 -
1.36K
+ 9.54%
$74.9K - $87.2K
15.6K $1.23M
Nov 09, 2022 Q3 2022
Allen Capital Group, LLC

BUY
 -
1.23K
+ 2.58%
$68.1K - $79.3K
49K $3.88M
Oct 25, 2022 Q3 2022
Fifth Third Bancorp

BUY
 -
1.15K
+ 2053.57%
$63.5K - $74K
1.21K $95.3K
Nov 07, 2022 Q3 2022
Comerica Securities,Inc.

BUY
 -
1.15K
+ 0.54%
$63.3K - $73.7K
215K $17M
Oct 31, 2022 Q3 2022
Calton & Associates, Inc.

BUY
 -
856
+ 3.32%
$47.3K - $55.1K
26.6K $2.1M
Nov 01, 2022 Q3 2022
Prestige Wealth Management Group LLC

BUY
 -
561
+ 0.3%
$31K - $36.1K
185K $14.6M
Nov 09, 2022 Q3 2022
Guardian Wealth Advisors, LLC

Bloomington, MN
BUY
 -
558
New
$30.8K - $35.9K
558 $44.1K
Oct 27, 2022 Q3 2022
Money Concepts Capital Corp

BUY
 -
558
+ 9.04%
$30.8K - $35.9K
6.73K $532K
Oct 27, 2022 Q3 2022
Thoroughbred Financial Services, LLC

BUY
 -
486
+ 9.97%
$26.9K - $31.3K
5.36K $424K
Nov 10, 2022 Q3 2022
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
464
+ 0.91%
$25.6K - $29.9K
51.3K $4.05M
Feb 24, 2023 Q3 2022
Kaydan Wealth Management, Inc.

Fenton, MI
BUY
 -
463
+ 6.16%
$25.6K - $29.8K
7.98K $631K
Oct 27, 2022 Q3 2022
Kmg Fiduciary Partners, LLC

BUY
 -
414
+ 3.08%
$22.9K - $26.6K
13.8K $1.09M
Nov 14, 2022 Q3 2022
Oppenheimer & CO Inc

New York, NY
BUY
 -
385
+ 2.83%
$21.3K - $24.8K
14K $1.1M
Nov 14, 2022 Q3 2022
Ancora Advisors, LLC

Cleveland, OH
BUY
 -
332
+ 11.74%
$18.3K - $21.4K
3.16K $250K

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