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 |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2024
Q3 2022
|
Mason Investment Advisory Services, Inc.
Reston, VA |
SELL
|
- |
-6.96K- 55.56% |
$384K - $448K
|
5.57K
$440K
|
|
|
Dec 02, 2022
Q3 2022
|
American Trust
Lexington, KY |
SELL
|
- |
-8.47KClosed |
$468K - $545K
|
0
$0
|
|
|
Oct 26, 2022
Q3 2022
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-8.96K- 33.0% |
$495K - $577K
|
18.2K
$1.44M
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-10.4K- 5.19% |
$575K - $669K
|
190K
$15M
|
|
|
Nov 01, 2022
Q3 2022
|
Assetmark, Inc
|
SELL
|
- |
-10.9K- 14.78% |
$602K - $701K
|
62.8K
$4.97M
|
|
|
Nov 04, 2022
Q3 2022
|
Virginia National Bank
|
SELL
|
- |
-25.1K- 77.35% |
$1.39M - $1.62M
|
7.35K
$581K
|
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-28.9K- 43.97% |
$1.6M - $1.86M
|
36.8K
$2.91M
|
|
|
Oct 31, 2022
Q3 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-41.4K- 47.41% |
$2.29M - $2.67M
|
46K
$3.63M
|
|
|
Nov 14, 2022
Q3 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-67.8K- 27.11% |
$3.75M - $4.36M
|
182K
$14.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-146K- 8.09% |
$8.08M - $9.41M
|
1.66M
$131M
|