Purchases and Sales Made in Q3 2024 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 2024. 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 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
156KNew |
$11.2M - $12.3M
|
156K
$12.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
102K+ 12.91% |
$7.3M - $7.98M
|
888K
$69.8M
|
|
|
Nov 08, 2024
Q3 2024
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
74.8KNew |
$5.38M - $5.88M
|
74.8K
$5.88M
|
|
|
Nov 01, 2024
Q3 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
69.3K+ 61.28% |
$4.98M - $5.45M
|
182K
$14.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
61.4K+ 2.19% |
$4.41M - $4.82M
|
2.86M
$225M
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
51.4KNew |
$3.7M - $4.04M
|
51.4K
$4.04M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
44.5K+ 22.94% |
$3.19M - $3.49M
|
238K
$18.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
35.1K+ 6.89% |
$2.52M - $2.75M
|
544K
$42.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
31.1K+ 193.69% |
$2.24M - $2.45M
|
47.2K
$3.71M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
29.9K+ 4.98% |
$2.15M - $2.35M
|
631K
$49.6M
|
|
|
Nov 07, 2024
Q3 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
28.5KNew |
$2.05M - $2.24M
|
28.5K
$2.24M
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
24.6KNew |
$1.77M - $1.93M
|
24.6K
$1.94M
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
18.2K+ 17.95% |
$1.31M - $1.43M
|
120K
$9.41M
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
17.3K+ 19.92% |
$1.24M - $1.36M
|
104K
$8.18M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
16.5K+ 1.32% |
$1.19M - $1.3M
|
1.27M
$99.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
16.4KNew |
$1.18M - $1.29M
|
16.4K
$1.29M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
16.2K+ 11.79% |
$1.17M - $1.27M
|
154K
$12.1M
|
|
|
Nov 04, 2024
Q3 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
14.5K+ 24.55% |
$1.04M - $1.14M
|
73.7K
$5.8M
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
13.6K+ 17.25% |
$975K - $1.07M
|
92.2K
$7.25M
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
13.4KNew |
$963K - $1.05M
|
13.4K
$1.05M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
13K+ 6.22% |
$937K - $1.02M
|
223K
$17.5M
|
|
|
Nov 06, 2024
Q3 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
12.5KNew |
$900K - $983K
|
12.5K
$984K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
12.2K+ 269.37% |
$877K - $959K
|
16.7K
$1.32M
|
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
11.9K+ 100.02% |
$858K - $938K
|
23.9K
$1.88M
|
|
|
Nov 13, 2024
Q3 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
11.7KNew |
$841K - $919K
|
11.7K
$920K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
11.1K+ 1.93% |
$798K - $873K
|
586K
$46M
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
10.9K+ 208.93% |
$785K - $858K
|
16.2K
$1.27M
|
|
|
Oct 21, 2024
Q3 2024
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
10.6K+ 2.06% |
$762K - $833K
|
526K
$41.4M
|
|
|
Oct 31, 2024
Q3 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
9.91K+ 10.83% |
$712K - $778K
|
101K
$7.97M
|
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
8.95K+ 2.19% |
$643K - $703K
|
418K
$32.9M
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
7.83K+ 5.04% |
$563K - $615K
|
163K
$12.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
7.45KNew |
$536K - $585K
|
7.45K
$586K
|
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
6.63K+ 2.98% |
$476K - $521K
|
229K
$18M
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
6.33KNew |
$455K - $497K
|
6.33K
$498K
|
|
|
Oct 23, 2024
Q3 2024
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
6.23KNew |
$448K - $489K
|
6.23K
$490K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
5.87K+ 71.1% |
$422K - $461K
|
14.1K
$1.11M
|
|
|
Oct 08, 2024
Q3 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
4.99KNew |
$359K - $392K
|
4.99K
$392K
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
4.73K+ 11.18% |
$340K - $372K
|
47.1K
$3.7M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.64KNew |
$334K - $365K
|
4.64K
$365K
|
|
|
Oct 08, 2024
Q3 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
4.4KNew |
$316K - $346K
|
4.4K
$346K
|
|
|
Oct 18, 2024
Q3 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
4KNew |
$287K - $314K
|
4K
$315K
|
|
|
Oct 10, 2024
Q3 2024
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
4KNew |
$287K - $314K
|
4K
$315K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.86K+ 8.69% |
$278K - $303K
|
48.3K
$3.8M
|
|
|
Nov 08, 2024
Q3 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
3.83KNew |
$275K - $300K
|
3.83K
$301K
|
|
|
Nov 12, 2024
Q3 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
3.6KNew |
$258K - $282K
|
3.6K
$283K
|
|
|
Oct 18, 2024
Q3 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
3.52KNew |
$253K - $276K
|
3.52K
$277K
|
|
|
Nov 07, 2024
Q3 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
2.99KNew |
$215K - $235K
|
2.99K
$235K
|
|
|
Oct 25, 2024
Q3 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
2.9KNew |
$208K - $228K
|
2.9K
$228K
|
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
2.79KNew |
$201K - $219K
|
2.79K
$220K
|
|
|
Oct 24, 2024
Q3 2024
|
Pullen Investment Management, LLC
Bradenton, FL |
BUY
|
- |
2.72KNew |
$196K - $214K
|
2.72K
$214K
|