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 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-3- 60.0% |
$216 - $236
|
2
$157
|
|
|
Oct 23, 2024
Q3 2024
|
Element Wealth, LLC
|
SELL
|
- |
-17- 0.21% |
$1.22K - $1.34K
|
8.18K
$643K
|
|
|
Oct 10, 2024
Q3 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-21- 0.07% |
$1.51K - $1.65K
|
29.9K
$2.35M
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-22- 0.32% |
$1.58K - $1.73K
|
6.86K
$539K
|
|
|
Nov 12, 2024
Q3 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-36- 0.38% |
$2.59K - $2.83K
|
9.42K
$741K
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-38- 46.34% |
$2.73K - $2.99K
|
44
$3.46K
|
|
|
Oct 24, 2024
Q3 2024
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-48- 0.59% |
$3.45K - $3.77K
|
8.13K
$639K
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-50- 0.16% |
$3.59K - $3.93K
|
31.9K
$2.5M
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-51- 0.95% |
$3.66K - $4.01K
|
5.31K
$417K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-51- 0.01% |
$3.66K - $4.01K
|
435K
$34.2M
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
SELL
|
- |
-53- 0.05% |
$3.81K - $4.16K
|
99.4K
$7.82M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-75- 0.13% |
$5.39K - $5.89K
|
59K
$4.64M
|
|
|
Nov 13, 2024
Q3 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-85- 1.82% |
$6.11K - $6.68K
|
4.58K
$360K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-98- 0.29% |
$7.04K - $7.7K
|
33.7K
$2.65M
|
|
|
Nov 14, 2024
Q3 2024
|
Weaver Consulting Group
|
SELL
|
- |
-100- 3.03% |
$7.19K - $7.86K
|
3.2K
$252K
|
|
|
Nov 13, 2024
Q3 2024
|
Financial Counselors Inc
|
SELL
|
- |
-109- 2.55% |
$7.83K - $8.56K
|
4.17K
$328K
|
|
|
Oct 04, 2024
Q3 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-110- 20.0% |
$7.9K - $8.64K
|
440
$34.6K
|
|
|
Oct 23, 2024
Q3 2024
|
Team Financial Group, LLC
Temecula, CA |
SELL
|
- |
-117- 0.46% |
$8.41K - $9.19K
|
25.2K
$1.98M
|
|
|
Nov 14, 2024
Q3 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-127- 0.55% |
$9.13K - $9.98K
|
23.1K
$1.82M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-148- 0.65% |
$10.6K - $11.6K
|
22.7K
$1.79M
|
|
|
Nov 13, 2024
Q3 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-150- 2.46% |
$10.8K - $11.8K
|
5.96K
$468K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-160- 15.08% |
$11.5K - $12.6K
|
901
$70.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Financial Group
|
SELL
|
- |
-165- 0.79% |
$11.9K - $13K
|
20.6K
$1.62M
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-200- 38.61% |
$14.4K - $15.7K
|
318
$25K
|
|
|
Oct 18, 2024
Q3 2024
|
Old National Bancorp
|
SELL
|
- |
-235- 8.37% |
$16.9K - $18.5K
|
2.57K
$202K
|
|
|
Oct 07, 2024
Q3 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-245- 4.15% |
$17.6K - $19.2K
|
5.66K
$445K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-249- 2.32% |
$17.9K - $19.6K
|
10.5K
$823K
|
|
|
Nov 08, 2024
Q3 2024
|
Absolute Capital Management, LLC
|
SELL
|
- |
-254- 4.39% |
$18.3K - $20K
|
5.53K
$435K
|
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-255- 52.69% |
$18.3K - $20K
|
229
$18K
|
|
|
Oct 17, 2024
Q3 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-263- 6.78% |
$18.9K - $20.7K
|
3.62K
$284K
|
|
|
Oct 09, 2024
Q3 2024
|
Moller Financial Services
|
SELL
|
- |
-275- 0.29% |
$19.8K - $21.6K
|
95.9K
$7.54M
|
|
|
Oct 29, 2024
Q3 2024
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-278- 2.17% |
$20K - $21.8K
|
12.5K
$987K
|
|
|
Nov 15, 2024
Q3 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-328- 0.1% |
$23.6K - $25.8K
|
339K
$26.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Allen Capital Group, LLC
|
SELL
|
- |
-337- 0.82% |
$24.2K - $26.5K
|
40.6K
$3.19M
|
|
|
Nov 06, 2024
Q3 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-347- 0.71% |
$24.9K - $27.3K
|
48.3K
$3.8M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-387- 0.69% |
$27.8K - $30.4K
|
55.5K
$4.37M
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-400- 4.56% |
$28.7K - $31.4K
|
8.38K
$659K
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-405- 11.21% |
$29.1K - $31.8K
|
3.21K
$252K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-408- 8.0% |
$29.3K - $32.1K
|
4.69K
$369K
|
|
|
Nov 12, 2024
Q3 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-462- 1.31% |
$33.2K - $36.3K
|
34.7K
$2.73M
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-500- 2.98% |
$35.9K - $39.3K
|
16.3K
$1.28M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-524- 0.33% |
$37.7K - $41.2K
|
160K
$12.6M
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
SELL
|
- |
-524- 6.26% |
$37.7K - $41.2K
|
7.84K
$617K
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-530- 1.12% |
$38.1K - $41.6K
|
46.6K
$3.67M
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-583- 4.24% |
$41.9K - $45.8K
|
13.2K
$1.03M
|
|
|
Nov 14, 2024
Q3 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-655- 47.6% |
$47.1K - $51.5K
|
721
$56.7K
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
SELL
|
- |
-672- 2.29% |
$48.3K - $52.8K
|
28.7K
$2.26M
|
|
|
Oct 11, 2024
Q3 2024
|
Empirical Asset Management, LLC
|
SELL
|
- |
-700- 6.23% |
$50.3K - $55K
|
10.5K
$828K
|
|
|
Nov 14, 2024
Q3 2024
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-700- 10.77% |
$50.3K - $55K
|
5.8K
$456K
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-703- 2.96% |
$50.5K - $55.2K
|
23K
$1.81M
|