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 |
---|---|---|---|---|---|---|---|
Nov 04, 2022
Q3 2022
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-177- 2.9% |
$9.78K - $11.4K
|
5.93K
$469K
|
|
Oct 17, 2022
Q3 2022
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-192- 2.42% |
$10.6K - $12.4K
|
7.73K
$611K
|
|
Nov 14, 2022
Q3 2022
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-196- 1.3% |
$10.8K - $12.6K
|
14.9K
$1.18M
|
|
Oct 13, 2022
Q3 2022
|
Culbertson A N & CO Inc
|
SELL
|
- |
-230- 1.02% |
$12.7K - $14.8K
|
22.3K
$1.76M
|
|
Nov 08, 2022
Q3 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-270- 6.59% |
$14.9K - $17.4K
|
3.83K
$303K
|
|
Nov 14, 2022
Q3 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-311- 0.75% |
$17.2K - $20K
|
41.2K
$3.25M
|
|
Nov 02, 2022
Q3 2022
|
Capital Directions Investment Advisors, LLC
|
SELL
|
- |
-350Closed |
$19.3K - $22.5K
|
0
$0
|
|
Oct 27, 2022
Q3 2022
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-368- 5.64% |
$20.3K - $23.7K
|
6.16K
$487K
|
|
Oct 31, 2022
Q3 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-368- 6.74% |
$20.3K - $23.7K
|
5.09K
$402K
|
|
Nov 07, 2022
Q3 2022
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-406- 4.73% |
$22.4K - $26.1K
|
8.18K
$647K
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-476- 0.41% |
$26.3K - $30.6K
|
115K
$9.05M
|
|
Oct 20, 2022
Q3 2022
|
Tsfg, LLC
|
SELL
|
- |
-520- 45.53% |
$28.7K - $33.5K
|
622
$49.2K
|
|
Oct 26, 2022
Q3 2022
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-559- 7.81% |
$30.9K - $36K
|
6.6K
$521K
|
|
Oct 18, 2022
Q3 2022
|
Sarasin & Partners LLP
|
SELL
|
- |
-600- 0.74% |
$33.2K - $38.6K
|
80.3K
$6.35M
|
|
Nov 10, 2022
Q3 2022
|
Citigroup Inc
|
SELL
|
- |
-609- 2.92% |
$33.7K - $39.2K
|
20.3K
$1.6M
|
|
Oct 31, 2022
Q3 2022
|
Tranquility Partners, LLC
|
SELL
|
- |
-615- 4.17% |
$34K - $39.6K
|
14.1K
$1.12M
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-624Closed |
$34.5K - $40.1K
|
0
$0
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-629- 1.14% |
$34.8K - $40.5K
|
54.7K
$4.33M
|
|
Dec 12, 2022
Q3 2022
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-632- 7.36% |
$34.9K - $40.7K
|
7.95K
$628K
|
|
Oct 20, 2022
Q3 2022
|
Psi Advisors, LLC
|
SELL
|
- |
-720- 30.95% |
$39.8K - $46.3K
|
1.61K
$127K
|
|
Nov 14, 2022
Q3 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-759- 8.16% |
$41.9K - $48.8K
|
8.55K
$675K
|
|
Nov 14, 2022
Q3 2022
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-829- 1.72% |
$45.8K - $53.3K
|
47.4K
$3.75M
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-854- 2.95% |
$47.2K - $54.9K
|
28.1K
$2.22M
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-901- 4.95% |
$49.8K - $58K
|
17.3K
$1.37M
|
|
Oct 28, 2022
Q3 2022
|
Aspiriant, LLC
|
SELL
|
- |
-1.04K- 14.84% |
$57.6K - $67K
|
5.98K
$473K
|
|
Oct 20, 2022
Q3 2022
|
Moller Financial Services
|
SELL
|
- |
-1.06K- 0.99% |
$58.5K - $68.1K
|
106K
$8.38M
|
|
Nov 14, 2022
Q3 2022
|
Brown Advisory Inc
|
SELL
|
- |
-1.33K- 16.68% |
$73.4K - $85.4K
|
6.64K
$525K
|
|
Nov 09, 2022
Q3 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-1.35K- 3.33% |
$74.7K - $87K
|
39.3K
$3.1M
|
|
Nov 08, 2022
Q3 2022
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-1.4K- 2.36% |
$77.5K - $90.3K
|
58K
$4.58M
|
|
Nov 09, 2022
Q3 2022
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-1.52K- 5.25% |
$84.2K - $98K
|
27.5K
$2.17M
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.62K- 0.8% |
$89.4K - $104K
|
201K
$15.9M
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.63K- 5.66% |
$90.1K - $105K
|
27.2K
$2.15M
|
|
Nov 16, 2022
Q3 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.64K- 1.57% |
$90.8K - $106K
|
103K
$8.14M
|
|
Nov 10, 2022
Q3 2022
|
Marion Wealth Management
|
SELL
|
- |
-1.79K- 32.84% |
$98.9K - $115K
|
3.66K
$289K
|
|
Aug 13, 2024
Q3 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-1.94K- 44.6% |
$107K - $125K
|
2.41K
$191K
|
|
Nov 08, 2022
Q3 2022
|
Vicus Capital
State College, PA |
SELL
|
- |
-2.17K- 10.97% |
$120K - $140K
|
17.6K
$1.39M
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.25K- 1.35% |
$124K - $145K
|
164K
$12.9M
|
|
Oct 12, 2022
Q3 2022
|
Mission Wealth Management, LP
|
SELL
|
- |
-2.51K- 5.87% |
$139K - $161K
|
40.2K
$3.18M
|
|
Nov 07, 2022
Q3 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-2.61K- 2.88% |
$144K - $168K
|
87.8K
$6.94M
|
|
Oct 12, 2022
Q3 2022
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-3.07K- 31.48% |
$169K - $197K
|
6.67K
$527K
|
|
Jul 24, 2024
Q3 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-3.41KClosed |
$188K - $219K
|
0
$0
|
|
Oct 31, 2022
Q3 2022
|
1900 Wealth Management LLC
|
SELL
|
- |
-3.86K- 2.95% |
$213K - $248K
|
127K
$10M
|
|
Nov 03, 2022
Q3 2022
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-3.92K- 20.08% |
$217K - $252K
|
15.6K
$1.23M
|
|
Nov 01, 2022
Q3 2022
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-4.07K- 14.1% |
$225K - $262K
|
24.8K
$1.96M
|
|
Oct 11, 2022
Q3 2022
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-4.6K- 53.42% |
$254K - $296K
|
4.01K
$317K
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-5.25K- 0.18% |
$290K - $338K
|
2.91M
$230M
|
|
Nov 14, 2022
Q3 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-5.42K- 50.32% |
$300K - $349K
|
5.36K
$423K
|
|
Nov 14, 2022
Q3 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-5.69K- 3.04% |
$314K - $366K
|
181K
$14.3M
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-5.99K- 6.19% |
$331K - $385K
|
90.8K
$7.17M
|
|
Oct 24, 2022
Q3 2022
|
Meridian Financial Partners LLC
|
SELL
|
- |
-6.89K- 12.13% |
$381K - $443K
|
49.9K
$3.95M
|