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 |
|---|---|---|---|---|---|---|---|
|
Oct 16, 2023
Q3 2023
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-3.87K- 1.98% |
$238K - $254K
|
191K
$15.1M
|
|
|
Oct 17, 2023
Q3 2023
|
1900 Wealth Management LLC
|
SELL
|
- |
-3.87K- 4.03% |
$238K - $254K
|
92.2K
$7.29M
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-3.96K- 20.96% |
$243K - $260K
|
14.9K
$1.18M
|
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-4.49K- 31.37% |
$276K - $295K
|
9.83K
$777K
|
|
|
Oct 23, 2023
Q3 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-5.01K- 46.45% |
$308K - $329K
|
5.78K
$457K
|
|
|
Oct 24, 2023
Q3 2023
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-5.08K- 6.02% |
$312K - $334K
|
79.4K
$6.28M
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-5.17K- 1.62% |
$318K - $339K
|
314K
$24.8M
|
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-5.27K- 79.51% |
$324K - $346K
|
1.36K
$107K
|
|
|
Oct 18, 2023
Q3 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-5.36K- 7.93% |
$330K - $352K
|
62.2K
$4.92M
|
|
|
Nov 08, 2023
Q3 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-5.4K- 13.56% |
$332K - $355K
|
34.4K
$2.72M
|
|
|
Oct 05, 2023
Q3 2023
|
Sarasin & Partners LLP
|
SELL
|
- |
-5.91K- 7.54% |
$363K - $388K
|
72.5K
$5.73M
|
|
|
Nov 09, 2023
Q3 2023
|
Rollins Financial
|
SELL
|
- |
-6K- 17.87% |
$369K - $394K
|
27.6K
$2.18M
|
|
|
Oct 13, 2023
Q3 2023
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-6.07K- 50.42% |
$373K - $398K
|
5.97K
$472K
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-9.73K- 10.42% |
$598K - $639K
|
83.6K
$6.61M
|
|
|
Oct 20, 2023
Q3 2023
|
Lake Street Financial LLC
|
SELL
|
- |
-9.99K- 5.12% |
$614K - $656K
|
185K
$14.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-10.8K- 30.28% |
$666K - $711K
|
24.9K
$1.97M
|
|
|
Oct 10, 2023
Q3 2023
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-11.5K- 4.86% |
$709K - $757K
|
225K
$17.8M
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-12K- 8.85% |
$736K - $787K
|
123K
$9.75M
|
|
|
Oct 17, 2023
Q3 2023
|
Cx Institutional
|
SELL
|
- |
-13.1K- 13.87% |
$806K - $860K
|
81.4K
$6.43M
|
|
|
Nov 13, 2023
Q3 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-14.9K- 9.46% |
$916K - $978K
|
143K
$11.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-15.1K- 93.08% |
$928K - $991K
|
1.12K
$88.8K
|
|
|
Nov 14, 2023
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-16.3K- 5.5% |
$1M - $1.07M
|
280K
$22.2M
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-18.6K- 1.17% |
$1.14M - $1.22M
|
1.57M
$124M
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-20.7K- 6.75% |
$1.27M - $1.36M
|
286K
$22.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-28.5K- 35.16% |
$1.75M - $1.87M
|
52.5K
$4.15M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-28.9K- 8.89% |
$1.78M - $1.9M
|
297K
$23.5M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-42.3K- 7.26% |
$2.6M - $2.78M
|
540K
$42.7M
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-44.5K- 17.84% |
$2.73M - $2.92M
|
205K
$16.2M
|
|
|
Nov 03, 2023
Q3 2023
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-66.9K- 34.98% |
$4.11M - $4.39M
|
124K
$9.83M
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-84.5K- 1.99% |
$5.19M - $5.55M
|
4.15M
$328M
|
|
|
Oct 05, 2023
Q3 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-95.9K- 45.1% |
$5.9M - $6.3M
|
117K
$9.23M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-103K- 3.71% |
$6.36M - $6.79M
|
2.69M
$212M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-108K- 27.47% |
$6.63M - $7.08M
|
285K
$22.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-137K- 35.86% |
$8.4M - $8.98M
|
245K
$19.3M
|
|
|
Oct 24, 2023
Q3 2023
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-143K- 89.62% |
$8.77M - $9.37M
|
16.5K
$1.31M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-218K- 24.63% |
$13.4M - $14.3M
|
669K
$52.9M
|