Purchases and Sales Made in Q3 2023 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 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
Oct 31, 2023 Q3 2023
Tranquility Partners, LLC

BUY
 -
1.7K
+ 10.94%
$105K - $112K
17.3K $1.36M
Nov 03, 2023 Q3 2023
Ci Private Wealth, LLC

Miami, FL
BUY
 -
1.67K
+ 33.41%
$102K - $109K
6.66K $526K
Nov 07, 2023 Q3 2023
Avant Capital LLC

Lafayette, LA
BUY
 -
1.52K
+ 6.63%
$93.2K - $99.5K
24.4K $1.93M
Nov 08, 2023 Q3 2023
D.A. Davidson & Co.

BUY
 -
1.51K
+ 1.95%
$92.8K - $99.1K
79.1K $6.25M
Oct 30, 2023 Q3 2023
Congress Wealth Management LLC

Boston, MA
BUY
 -
1.39K
+ 2.39%
$85.3K - $91.1K
59.4K $4.69M
Nov 07, 2023 Q3 2023
Western Wealth Management, LLC

BUY
 -
1.38K
+ 35.6%
$84.6K - $90.3K
5.24K $414K
Nov 14, 2023 Q3 2023
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
1.28K
+ 26.31%
$78.4K - $83.8K
6.13K $484K
Oct 10, 2023 Q3 2023
Fidelis I M, LLC

Medford, OR
BUY
 -
1.22K
+ 0.74%
$75K - $80.1K
167K $13.2M
Nov 13, 2023 Q3 2023
Cary Street Partners Investment Advisory LLC

Richmond, VA
BUY
 -
1.21K
+ 44.43%
$74.3K - $79.4K
3.93K $311K
Oct 17, 2023 Q3 2023
Aspiriant, LLC

BUY
 -
1.18K
+ 2.44%
$72.4K - $77.3K
49.4K $3.91M
Nov 07, 2023 Q3 2023
Financial Counselors Inc

BUY
 -
901
+ 20.94%
$55.4K - $59.2K
5.2K $411K
Apr 16, 2024 Q3 2023
Arrowroot Family Office, LLC

Marina Del Rey, CA
BUY
 -
767
+ 5.21%
$47.1K - $50.4K
15.5K $1.22M
Nov 13, 2023 Q3 2023
Synovus Financial Corp

Columbus, GA
BUY
 -
740
+ 13.49%
$45.5K - $48.6K
6.22K $492K
Oct 10, 2023 Q3 2023
Capital Advisors Wealth Management, LLC

BUY
 -
736
+ 8.6%
$45.2K - $48.3K
9.3K $735K
Nov 14, 2023 Q3 2023
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
671
+ 1.8%
$41.2K - $44.1K
38K $3M
Nov 08, 2023 Q3 2023
Element Wealth, LLC

BUY
 -
581
+ 6.82%
$35.7K - $38.1K
9.1K $719K
Nov 13, 2023 Q3 2023
Strategic Family Wealth Counselors, L.L.C.

Fairfield, NJ
BUY
 -
548
+ 0.65%
$33.7K - $36K
84.7K $6.7M
Dec 01, 2023 Q3 2023
Fortis Group Advisors, LLC

Westwood, NJ
BUY
 -
500
New
$30.7K - $32.8K
500 $39.5K
Nov 09, 2023 Q3 2023
Collaborative Wealth Managment Inc.

Lake Mary, FL
BUY
 -
477
+ 3.95%
$29.3K - $31.3K
12.6K $993K
Nov 01, 2023 Q3 2023
Lgt Financial Advisors LLC

Dallas, TX
BUY
 -
393
New
$24.2K - $25.8K
393 $31.1K
Nov 03, 2023 Q3 2023
Us Bancorp \De\

BUY
 -
355
+ 2.2%
$21.8K - $23.3K
16.5K $1.3M
Nov 02, 2023 Q3 2023
Main Street Financial Solutions, LLC

BUY
 -
350
+ 0.19%
$21.5K - $23K
181K $14.3M
Nov 14, 2023 Q3 2023
Staley Capital Advisers Inc

BUY
 -
348
+ 3.53%
$21.4K - $22.8K
10.2K $807K
Nov 13, 2023 Q3 2023
Bessemer Group Inc

Woodbridge, NJ
BUY
 -
313
New
$19.2K - $20.6K
313 $24.7K
Jan 12, 2024 Q3 2023
Core Cap Advisors, LLC

Southfield, MI
BUY
 -
305
+ 2.76%
$18.7K - $20K
11.4K $898K
Aug 13, 2024 Q3 2023
Glen Eagle Advisors, LLC

Kingston, NJ
BUY
 -
240
+ 5.62%
$14.8K - $15.8K
4.51K $357K
Oct 11, 2023 Q3 2023
Capstone Triton Financial Group, LLC

Oklahoma City, OK
BUY
 -
235
+ 6.19%
$14.4K - $15.4K
4.03K $319K
Nov 14, 2023 Q3 2023
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
231
+ 2.22%
$14.2K - $15.2K
10.6K $841K
Oct 23, 2023 Q3 2023
Tfc Financial Management

BUY
 -
200
New
$12.3K - $13.1K
200 $15.8K
Nov 08, 2023 Q3 2023
Vestor Capital, LLC

Chicago, IL
BUY
 -
184
+ 1.25%
$11.3K - $12.1K
15K $1.18M
Oct 13, 2023 Q3 2023
Inspirion Wealth Advisors, LLC

BUY
 -
180
+ 0.92%
$11.1K - $11.8K
19.7K $1.56M
Oct 12, 2023 Q3 2023
Advisor Net Financial, Inc

BUY
 -
175
+ 23.03%
$10.8K - $11.5K
935 $73.9K
Aug 08, 2024 Q3 2023
Syntrinsic LLC

Denver, CO
BUY
 -
171
New
$10.5K - $11.2K
171 $13.5K
Oct 11, 2023 Q3 2023
Cwm, LLC

BUY
 -
171
+ 13.18%
$10.5K - $11.2K
1.47K $116K
Oct 13, 2023 Q3 2023
Global Retirement Partners, LLC

BUY
 -
162
+ 2.68%
$9.96K - $10.6K
6.2K $490K
Nov 13, 2023 Q3 2023
Mariner, LLC

Overland Park, KS
BUY
 -
161
+ 0.79%
$9.9K - $10.6K
20.5K $1.62M
Nov 08, 2023 Q3 2023
Huntington National Bank

Columbus, OH
BUY
 -
156
+ 15600.0%
$9.59K - $10.2K
157 $12.4K
Nov 02, 2023 Q3 2023
Jnba Financial Advisors

BUY
 -
154
+ 16.87%
$9.47K - $10.1K
1.07K $84.3K
Nov 13, 2023 Q3 2023
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
145
+ 3.23%
$8.91K - $9.52K
4.64K $367K
Nov 13, 2023 Q3 2023
Certified Advisory Corp

Altamonte Springs, FL
BUY
 -
143
+ 2.18%
$8.79K - $9.39K
6.7K $529K
Dec 01, 2023 Q3 2023
National Asset Management, Inc.

Boca Raton, FL
BUY
 -
132
+ 1.45%
$8.11K - $8.67K
9.24K $730K
Nov 09, 2023 Q3 2023
Blair William & CO

Chicago, IL
BUY
 -
118
+ 1.29%
$7.25K - $7.75K
9.27K $732K
Oct 25, 2023 Q3 2023
Kmg Fiduciary Partners, LLC

BUY
 -
85
+ 0.59%
$5.22K - $5.58K
14.5K $1.15M
Nov 06, 2023 Q3 2023
Flynn Zito Capital Management, LLC

BUY
 -
67
+ 0.58%
$4.12K - $4.4K
11.6K $914K
Oct 10, 2023 Q3 2023
Linscomb & Williams, Inc.

Houston, TX
BUY
 -
49
+ 0.09%
$3.01K - $3.22K
56.4K $4.46M
Oct 18, 2023 Q3 2023
Powers Advisory Group, LLC

BUY
 -
38
+ 0.62%
$2.34K - $2.5K
6.13K $484K
Oct 11, 2023 Q3 2023
626 Financial, LLC

BUY
 -
36
+ 0.33%
$2.21K - $2.36K
11K $870K
Nov 13, 2023 Q3 2023
Resurgent Financial Advisors LLC

Atlanta, GA
BUY
 -
30
+ 0.12%
$1.84K - $1.97K
24.6K $1.94M
Nov 13, 2023 Q3 2023
Gm Advisory Group, Inc.

Melville, NY
BUY
 -
17
+ 0.13%
$1.04K - $1.12K
13.6K $1.07M

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