Purchases and Sales Made in Q3 2022 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 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 |
---|---|---|---|---|---|---|---|
Oct 31, 2022
Q3 2022
|
Nadler Financial Group, Inc.
|
BUY
|
- |
315+ 0.66% |
$17.4K - $20.3K
|
47.9K
$3.79M
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
310+ 18.9% |
$17.1K - $19.9K
|
1.95K
$154K
|
|
Nov 10, 2022
Q3 2022
|
Staley Capital Advisers Inc
|
BUY
|
- |
286+ 2.99% |
$15.8K - $18.4K
|
9.85K
$778K
|
|
Nov 09, 2022
Q3 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
260+ 2.9% |
$14.4K - $16.7K
|
9.23K
$729K
|
|
Oct 24, 2022
Q3 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
234New |
$12.9K - $15.1K
|
234
$18.5K
|
|
Oct 18, 2022
Q3 2022
|
Wbh Advisory Inc
|
BUY
|
- |
221+ 4.19% |
$12.2K - $14.2K
|
5.49K
$434K
|
|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
214New |
$11.8K - $13.8K
|
214
$16.9K
|
|
Nov 14, 2022
Q3 2022
|
M&T Bank Corp
|
BUY
|
- |
214+ 3.14% |
$11.8K - $13.8K
|
7.03K
$556K
|
|
Oct 28, 2022
Q3 2022
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
205+ 5.93% |
$11.3K - $13.2K
|
3.66K
$289K
|
|
Nov 10, 2022
Q3 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
202+ 1.18% |
$11.2K - $13K
|
17.3K
$1.37M
|
|
Nov 14, 2022
Q3 2022
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
196+ 3.59% |
$10.8K - $12.6K
|
5.65K
$447K
|
|
Nov 08, 2022
Q3 2022
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
176New |
$9.73K - $11.3K
|
176
$13.9K
|
|
Nov 14, 2022
Q3 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
176+ 1.85% |
$9.73K - $11.3K
|
9.71K
$768K
|
|
Nov 10, 2022
Q3 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
157+ 0.49% |
$8.68K - $10.1K
|
32.2K
$2.54M
|
|
Nov 14, 2022
Q3 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
BUY
|
- |
123+ 1.88% |
$6.8K - $7.91K
|
6.66K
$526K
|
|
Oct 27, 2022
Q3 2022
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
102+ 0.25% |
$5.64K - $6.56K
|
40.3K
$3.19M
|
|
Nov 14, 2022
Q3 2022
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
87+ 1.09% |
$4.81K - $5.6K
|
8.08K
$639K
|
|
Nov 14, 2022
Q3 2022
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
75+ 0.44% |
$4.14K - $4.83K
|
16.9K
$1.34M
|
|
Oct 14, 2022
Q3 2022
|
Powers Advisory Group, LLC
|
BUY
|
- |
59+ 0.71% |
$3.26K - $3.8K
|
8.32K
$658K
|
|
Nov 14, 2022
Q3 2022
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
56+ 0.7% |
$3.09K - $3.6K
|
8.05K
$636K
|
|
Nov 09, 2022
Q3 2022
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
56+ 0.1% |
$3.09K - $3.6K
|
58.1K
$4.59M
|
|
Nov 10, 2022
Q3 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
52+ 0.7% |
$2.87K - $3.35K
|
7.52K
$594K
|
|
Oct 11, 2022
Q3 2022
|
Grandview Asset Management LLC
|
BUY
|
- |
50+ 0.7% |
$2.76K - $3.22K
|
7.22K
$571K
|
|
Oct 20, 2022
Q3 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
29+ 0.72% |
$1.6K - $1.87K
|
4.04K
$319K
|
|
Nov 14, 2022
Q3 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
26+ 0.62% |
$1.44K - $1.67K
|
4.19K
$331K
|
|
Nov 09, 2022
Q3 2022
|
Brighton Jones LLC
|
BUY
|
- |
24+ 0.59% |
$1.33K - $1.54K
|
4.09K
$323K
|
|
Nov 14, 2022
Q3 2022
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
22+ 0.52% |
$1.22K - $1.42K
|
4.27K
$338K
|
|
Nov 14, 2022
Q3 2022
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
20+ 0.11% |
$1.11K - $1.29K
|
18.4K
$1.46M
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
16+ 0.36% |
$884 - $1.03K
|
4.45K
$352K
|
|
Nov 14, 2022
Q3 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
4+ 0.05% |
$221 - $257
|
7.52K
$595K
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
3+ 0.15% |
$166 - $193
|
1.96K
$155K
|
|
Nov 14, 2022
Q3 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
3+ 0.77% |
$166 - $193
|
395
$31.2K
|
|
Oct 28, 2022
Q3 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
3+ 0.24% |
$166 - $193
|
1.24K
$98.3K
|
|
Oct 17, 2022
Q3 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
3+ 0.79% |
$166 - $193
|
382
$30.2K
|
|
Nov 08, 2022
Q3 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
2+ 0.05% |
$111 - $129
|
4.06K
$321K
|
|
Oct 28, 2022
Q3 2022
|
Spinnaker Trust
|
BUY
|
- |
2+ 0.03% |
$111 - $129
|
7.03K
$556K
|
|
Nov 14, 2022
Q3 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
1+ 0.68% |
$55.3 - $64.3
|
148
$11.7K
|
|
Nov 03, 2022
Q3 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-4- 6.78% |
$221 - $257
|
55
$4.35K
|
|
Nov 14, 2022
Q3 2022
|
Options Solutions, LLC
Chevy Chase, MD |
SELL
|
- |
-5- 0.06% |
$276 - $322
|
9K
$711K
|
|
Nov 10, 2022
Q3 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-5- 1.2% |
$276 - $322
|
411
$32.5K
|
|
Nov 14, 2022
Q3 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-27- 69.23% |
$1.49K - $1.74K
|
12
$949
|
|
Nov 15, 2022
Q3 2022
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-35- 0.79% |
$1.93K - $2.25K
|
4.38K
$347K
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-64- 1.02% |
$3.54K - $4.12K
|
6.21K
$491K
|
|
Oct 31, 2022
Q3 2022
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-79- 1.16% |
$4.37K - $5.08K
|
6.73K
$532K
|
|
Nov 14, 2022
Q3 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-112- 2.11% |
$6.19K - $7.21K
|
5.19K
$410K
|
|
Oct 13, 2022
Q3 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-114- 0.78% |
$6.3K - $7.33K
|
14.5K
$1.15M
|
|
Oct 21, 2022
Q3 2022
|
626 Financial, LLC
|
SELL
|
- |
-114- 0.95% |
$6.3K - $7.33K
|
11.9K
$938K
|
|
Nov 08, 2022
Q3 2022
|
Camden Capital, LLC
|
SELL
|
- |
-129- 2.32% |
$7.13K - $8.3K
|
5.44K
$430K
|
|
Nov 09, 2022
Q3 2022
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-132- 2.59% |
$7.29K - $8.49K
|
4.96K
$392K
|
|
Nov 15, 2022
Q3 2022
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-146- 0.84% |
$8.07K - $9.39K
|
17.2K
$1.36M
|