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 03, 2023
Q3 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
16+ 0.48% |
$984 - $1.05K
|
3.37K
$266K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
12New |
$738 - $788
|
12
$949
|
|
|
Nov 06, 2023
Q3 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
11+ 0.11% |
$676 - $722
|
9.6K
$759K
|
|
|
Nov 15, 2023
Q3 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
5New |
$307 - $328
|
5
$395
|
|
|
Oct 30, 2023
Q3 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
5New |
$307 - $328
|
5
$395
|
|
|
Nov 13, 2023
Q3 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
4+ 0.05% |
$246 - $263
|
7.54K
$596K
|
|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
3+ 0.75% |
$184 - $197
|
405
$32K
|
|
|
Oct 25, 2023
Q3 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
3+ 0.09% |
$184 - $197
|
3.32K
$262K
|
|
|
Nov 14, 2023
Q3 2023
|
Mai Capital Management
|
BUY
|
- |
2+ 0.03% |
$123 - $131
|
6.97K
$551K
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2+ 0.17% |
$123 - $131
|
1.19K
$93.9K
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
2+ 0.06% |
$123 - $131
|
3.57K
$282K
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1+ 0.53% |
$61.5 - $65.7
|
188
$14.9K
|
|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1+ 0.02% |
$61.5 - $65.7
|
5.54K
$438K
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 02, 2023
Q3 2023
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-14- 50.0% |
$861 - $919
|
14
$1.11K
|
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
SELL
|
- |
-15- 0.07% |
$922 - $985
|
22.9K
$1.81M
|
|
|
Nov 06, 2023
Q3 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-15- 0.94% |
$922 - $985
|
1.59K
$125K
|
|
|
Oct 10, 2023
Q3 2023
|
Gunderson Capital Management Inc.
|
SELL
|
- |
-30- 0.4% |
$1.84K - $1.97K
|
7.52K
$594K
|
|
|
Oct 19, 2023
Q3 2023
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-30- 0.74% |
$1.84K - $1.97K
|
4.02K
$318K
|
|
|
Oct 30, 2023
Q3 2023
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-32- 0.52% |
$1.97K - $2.1K
|
6.18K
$488K
|
|
|
Nov 22, 2023
Q3 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-33- 0.06% |
$2.03K - $2.17K
|
53K
$4.19M
|
|
|
Oct 19, 2023
Q3 2023
|
Virginia National Bank
|
SELL
|
- |
-41- 0.8% |
$2.52K - $2.69K
|
5.06K
$400K
|
|
|
Nov 13, 2023
Q3 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-46- 3.23% |
$2.83K - $3.02K
|
1.38K
$109K
|
|
|
Apr 26, 2024
Q3 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-46- 3.23% |
$2.83K - $3.02K
|
1.38K
$109K
|
|
|
Oct 17, 2023
Q3 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-51- 0.41% |
$3.13K - $3.35K
|
12.4K
$979K
|
|
|
Oct 16, 2023
Q3 2023
|
Beacon Financial Group
|
SELL
|
- |
-52- 0.27% |
$3.2K - $3.41K
|
19.3K
$1.52M
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-52- 0.13% |
$3.2K - $3.41K
|
39.5K
$3.12M
|
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-58- 1.03% |
$3.57K - $3.81K
|
5.55K
$439K
|
|
|
Oct 27, 2023
Q3 2023
|
Grandview Asset Management LLC
|
SELL
|
- |
-77- 1.07% |
$4.73K - $5.06K
|
7.13K
$564K
|
|
|
Nov 07, 2023
Q3 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-94- 2.35% |
$5.78K - $6.17K
|
3.91K
$309K
|
|
|
Oct 18, 2023
Q3 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-100- 6.15% |
$6.15K - $6.57K
|
1.53K
$121K
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-104- 2.53% |
$6.39K - $6.83K
|
4K
$316K
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-112- 4.13% |
$6.88K - $7.35K
|
2.6K
$205K
|
|
|
Oct 26, 2023
Q3 2023
|
Traverso Chambers Private Wealth Management, LLC
|
SELL
|
- |
-115- 0.05% |
$7.07K - $7.55K
|
250K
$19.7M
|
|
|
Oct 23, 2023
Q3 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-121- 0.3% |
$7.44K - $7.94K
|
40.4K
$3.19M
|
|
|
Oct 31, 2023
Q3 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-121- 1.73% |
$7.44K - $7.94K
|
6.86K
$542K
|
|
|
Nov 02, 2023
Q3 2023
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-124- 2.02% |
$7.62K - $8.14K
|
6.02K
$476K
|
|
|
Jun 28, 2024
Q3 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-125- 55.56% |
$7.68K - $8.21K
|
100
$7.91K
|
|
|
Nov 02, 2023
Q3 2023
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-126- 1.56% |
$7.75K - $8.27K
|
7.97K
$630K
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-127- 0.02% |
$7.81K - $8.34K
|
818K
$64.7M
|
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-136- 70.83% |
$8.36K - $8.93K
|
56
$4.43K
|
|
|
Nov 13, 2023
Q3 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-141- 0.39% |
$8.67K - $9.26K
|
36.2K
$2.86M
|
|
|
Nov 14, 2023
Q3 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-152- 3.11% |
$9.34K - $9.98K
|
4.74K
$375K
|
|
|
Nov 09, 2023
Q3 2023
|
Hallmark Capital Management Inc
|
SELL
|
- |
-153- 27.92% |
$9.4K - $10K
|
395
$31.2K
|
|
|
Nov 08, 2023
Q3 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-157- 1.7% |
$9.65K - $10.3K
|
9.09K
$719K
|
|
|
Nov 02, 2023
Q3 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-200- 0.49% |
$12.3K - $13.1K
|
40.8K
$3.23M
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-241- 1.26% |
$14.8K - $15.8K
|
18.9K
$1.5M
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-241- 1.26% |
$14.8K - $15.8K
|
18.9K
$1.5M
|
|
|
Oct 11, 2023
Q3 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-247- 27.97% |
$15.2K - $16.2K
|
636
$50.3K
|
|
|
Nov 09, 2023
Q3 2023
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-255- 4.07% |
$15.7K - $16.7K
|
6.01K
$475K
|