Purchases and Sales Made in Q3 2023 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 2023. 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 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
205K+ 7.32% |
$12.6M - $13.5M
|
3M
$238M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
171K+ 14.59% |
$10.5M - $11.3M
|
1.35M
$106M
|
|
|
Nov 07, 2023
Q3 2023
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
129K+ 189.04% |
$7.93M - $8.47M
|
197K
$15.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
123K+ 856.53% |
$7.57M - $8.08M
|
137K
$10.9M
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
90.9KNew |
$5.59M - $5.97M
|
90.9K
$7.19M
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
57.2KNew |
$3.52M - $3.76M
|
57.2K
$4.52M
|
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
39.4K+ 16.34% |
$2.42M - $2.59M
|
280K
$22.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
32.6KNew |
$2M - $2.14M
|
32.6K
$2.58M
|
|
|
Feb 14, 2024
Q3 2023
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
31.7K+ 10.78% |
$1.95M - $2.08M
|
326K
$25.8M
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
28.9K+ 6.19% |
$1.78M - $1.9M
|
496K
$39.2M
|
|
|
Nov 06, 2023
Q3 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
28K+ 4.5% |
$1.72M - $1.84M
|
651K
$51.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
26.2K+ 11.94% |
$1.61M - $1.72M
|
245K
$19.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
25.6K+ 1.8% |
$1.58M - $1.68M
|
1.45M
$115M
|
|
|
Nov 14, 2023
Q3 2023
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
25.3K+ 2.37% |
$1.55M - $1.66M
|
1.09M
$86.3M
|
|
|
Nov 15, 2023
Q3 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
20.3KNew |
$1.25M - $1.34M
|
20.3K
$1.61M
|
|
|
Nov 08, 2023
Q3 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
18.8KNew |
$1.16M - $1.24M
|
18.8K
$1.49M
|
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
16.1K+ 473.8% |
$991K - $1.06M
|
19.5K
$1.54M
|
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
15.4K+ 5.1% |
$947K - $1.01M
|
317K
$25.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
14.3K+ 3.65% |
$878K - $937K
|
406K
$32.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
13.5K+ 24.61% |
$829K - $885K
|
68.3K
$5.4M
|
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
12.6K+ 1.81% |
$775K - $827K
|
708K
$55.9M
|
|
|
Nov 08, 2023
Q3 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
10.3K+ 0.5% |
$634K - $677K
|
2.08M
$165M
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
10.2K+ 17.6% |
$629K - $672K
|
68.4K
$5.41M
|
|
|
Oct 26, 2023
Q3 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
9.03KNew |
$555K - $593K
|
9.03K
$714K
|
|
|
Nov 15, 2023
Q3 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
8.61KNew |
$529K - $565K
|
8.61K
$681K
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
7.61K+ 4.88% |
$468K - $500K
|
163K
$12.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
7.38K+ 1.38% |
$454K - $485K
|
544K
$43M
|
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
6.56K+ 22.14% |
$403K - $431K
|
36.2K
$2.86M
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
6.31K+ 12.66% |
$388K - $415K
|
56.2K
$4.44M
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
6.29K+ 16.77% |
$387K - $413K
|
43.8K
$3.46M
|
|
|
Nov 01, 2023
Q3 2023
|
Key F Inancial Inc
|
BUY
|
- |
6.21K+ 8.41% |
$381K - $407K
|
80K
$6.32M
|
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
BUY
|
- |
5.96K+ 9.39% |
$366K - $391K
|
69.4K
$5.48M
|
|
|
Nov 13, 2023
Q3 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
5.62K+ 27.04% |
$345K - $369K
|
26.4K
$2.09M
|
|
|
Nov 14, 2023
Q3 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
5.1K+ 56.67% |
$313K - $335K
|
14.1K
$1.11M
|
|
|
Nov 13, 2023
Q3 2023
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
4.7KNew |
$289K - $309K
|
4.7K
$372K
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.34K+ 0.85% |
$267K - $285K
|
513K
$40.5M
|
|
|
Oct 24, 2023
Q3 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
3.4K+ 0.9% |
$209K - $223K
|
383K
$30.3M
|
|
|
Aug 29, 2024
Q3 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
2.85K+ 46.08% |
$175K - $187K
|
9.03K
$714K
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.83KNew |
$174K - $186K
|
2.83K
$224K
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.76K+ 8.34% |
$170K - $181K
|
35.9K
$2.84M
|
|
|
Nov 08, 2023
Q3 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
2.58K+ 39.76% |
$158K - $169K
|
9.06K
$716K
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.39K+ 3.86% |
$147K - $157K
|
64.3K
$5.08M
|
|
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
2.29K+ 11.16% |
$141K - $150K
|
22.8K
$1.8M
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
2.19KNew |
$135K - $144K
|
2.19K
$173K
|
|
|
Oct 10, 2023
Q3 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
2.08K+ 4.93% |
$128K - $136K
|
44.1K
$3.49M
|
|
|
Aug 08, 2024
Q3 2023
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
1.96K+ 52.53% |
$121K - $129K
|
5.7K
$451K
|
|
|
Apr 19, 2024
Q3 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.94K+ 11.8% |
$119K - $128K
|
18.4K
$1.46M
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.91K+ 3.5% |
$117K - $125K
|
56.4K
$4.46M
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.85K+ 1.88% |
$114K - $122K
|
100K
$7.93M
|
|
|
Oct 12, 2023
Q3 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
1.84K+ 31.66% |
$113K - $121K
|
7.67K
$606K
|