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 |
|---|---|---|---|---|---|---|---|
|
Oct 16, 2024
Q3 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
231+ 2.73% |
$16.6K - $18.1K
|
8.7K
$684K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
221+ 1.52% |
$15.9K - $17.4K
|
14.8K
$1.16M
|
|
|
Oct 31, 2024
Q3 2024
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
205+ 3.98% |
$14.7K - $16.1K
|
5.36K
$421K
|
|
|
Nov 14, 2024
Q3 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
205+ 4.54% |
$14.7K - $16.1K
|
4.72K
$371K
|
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
202+ 1.83% |
$14.5K - $15.9K
|
11.2K
$882K
|
|
|
Oct 07, 2024
Q3 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
200+ 1.08% |
$14.4K - $15.7K
|
18.7K
$1.47M
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
195+ 2.51% |
$14K - $15.3K
|
7.95K
$625K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
161+ 0.08% |
$11.6K - $12.6K
|
194K
$15.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
151+ 0.32% |
$10.9K - $11.9K
|
47.6K
$3.74M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
149+ 0.43% |
$10.7K - $11.7K
|
34.5K
$2.71M
|
|
|
Oct 17, 2024
Q3 2024
|
Meridian Financial Partners LLC
|
BUY
|
- |
137+ 0.36% |
$9.84K - $10.8K
|
38K
$2.99M
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
137+ 5.25% |
$9.84K - $10.8K
|
2.75K
$216K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
109+ 0.17% |
$7.83K - $8.56K
|
64K
$5.03M
|
|
|
Nov 06, 2024
Q3 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
100+ 0.52% |
$7.19K - $7.86K
|
19.3K
$1.52M
|
|
|
Nov 04, 2024
Q3 2024
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
81+ 0.5% |
$5.82K - $6.36K
|
16.4K
$1.29M
|
|
|
Nov 07, 2024
Q3 2024
|
Tranquility Partners, LLC
|
BUY
|
- |
74+ 0.46% |
$5.32K - $5.81K
|
16K
$1.26M
|
|
|
Oct 04, 2024
Q3 2024
|
Grandview Asset Management LLC
|
BUY
|
- |
70+ 0.96% |
$5.03K - $5.5K
|
7.33K
$576K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
62+ 0.12% |
$4.46K - $4.87K
|
53.3K
$4.19M
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
40+ 0.4% |
$2.87K - $3.14K
|
10.1K
$792K
|
|
|
Oct 18, 2024
Q3 2024
|
Powers Advisory Group, LLC
|
BUY
|
- |
32+ 0.51% |
$2.3K - $2.51K
|
6.27K
$493K
|
|
|
Oct 15, 2024
Q3 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
27+ 0.32% |
$1.94K - $2.12K
|
8.56K
$673K
|
|
|
Oct 15, 2024
Q3 2024
|
626 Financial, LLC
|
BUY
|
- |
26+ 0.26% |
$1.87K - $2.04K
|
9.91K
$780K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
20+ 1.4% |
$1.44K - $1.57K
|
1.45K
$114K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
17+ 0.44% |
$1.22K - $1.34K
|
3.92K
$308K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
16+ 0.5% |
$1.15K - $1.26K
|
3.2K
$252K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
16New |
$1.15K - $1.26K
|
16
$1.26K
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
15+ 0.54% |
$1.08K - $1.18K
|
2.8K
$220K
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
14New |
$1.01K - $1.1K
|
14
$1.1K
|
|
|
Oct 22, 2024
Q3 2024
|
Dixon Fnancial Services, Inc.
|
BUY
|
- |
14+ 0.5% |
$1.01K - $1.1K
|
2.82K
$222K
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
13+ 0.18% |
$934 - $1.02K
|
7.29K
$573K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
13New |
$934 - $1.02K
|
13
$1.02K
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
10+ 0.18% |
$719 - $786
|
5.58K
$439K
|
|
|
Oct 11, 2024
Q3 2024
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
10+ 0.11% |
$719 - $786
|
8.89K
$699K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
9+ 0.27% |
$647 - $707
|
3.38K
$266K
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
9+ 0.19% |
$647 - $707
|
4.64K
$365K
|
|
|
Nov 01, 2024
Q3 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
5+ 0.14% |
$359 - $393
|
3.56K
$280K
|
|
|
Nov 12, 2024
Q3 2024
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
5+ 0.13% |
$359 - $393
|
3.76K
$296K
|
|
|
Nov 08, 2024
Q3 2024
|
Staley Capital Advisers Inc
|
BUY
|
- |
4+ 0.05% |
$287 - $314
|
7.74K
$609K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
3+ 0.08% |
$216 - $236
|
3.82K
$300K
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
2+ 0.05% |
$144 - $157
|
4.05K
$318K
|
|
|
Nov 12, 2024
Q3 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
2+ 0.06% |
$144 - $157
|
3.36K
$264K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2+ 0.1% |
$144 - $157
|
1.93K
$151K
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
2+ 0.06% |
$144 - $157
|
3.15K
$248K
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2+ 0.0% |
$144 - $157
|
52.1K
$4.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
2+ 0.05% |
$144 - $157
|
3.87K
$304K
|
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
BUY
|
- |
2+ 0.35% |
$144 - $157
|
576
$45.3K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1+ 0.52% |
$71.9 - $78.6
|
193
$15.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
1+ 0.01% |
$71.9 - $78.6
|
9.08K
$714K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 21, 2024
Q3 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-2- 0.06% |
$144 - $157
|
3.27K
$257K
|