Purchases and Sales Made in Q4 2022 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 Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2023
Q4 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
459K+ 29.65% |
$25.6M - $29.6M
|
2.01M
$158M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
288K+ 12.88% |
$16.1M - $18.6M
|
2.53M
$199M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
188K+ 99.08% |
$10.5M - $12.2M
|
378K
$29.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
126K+ 236.24% |
$7.03M - $8.15M
|
179K
$14.1M
|
|
|
Jan 31, 2023
Q4 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
118K+ 760.24% |
$6.6M - $7.65M
|
134K
$10.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
118K+ 7.11% |
$6.58M - $7.63M
|
1.78M
$140M
|
|
|
Jan 24, 2023
Q4 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
113KNew |
$6.32M - $7.32M
|
113K
$8.91M
|
|
|
Feb 14, 2023
Q4 2022
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
100K+ 10.48% |
$5.61M - $6.5M
|
1.06M
$83.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
75.5K+ 15.2% |
$4.21M - $4.88M
|
572K
$45M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
64.6K+ 30.78% |
$3.6M - $4.18M
|
274K
$21.6M
|
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
63.6K+ 1.49% |
$3.55M - $4.11M
|
4.33M
$341M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
62.2K+ 121.17% |
$3.47M - $4.02M
|
113K
$8.92M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
51.7K+ 4.03% |
$2.88M - $3.34M
|
1.33M
$105M
|
|
|
Feb 15, 2023
Q4 2022
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
48.7KNew |
$2.71M - $3.15M
|
48.7K
$3.83M
|
|
|
Jan 23, 2023
Q4 2022
|
Aspiriant, LLC
|
BUY
|
- |
48K+ 802.47% |
$2.68M - $3.1M
|
54K
$4.24M
|
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
47K+ 10.96% |
$2.62M - $3.04M
|
476K
$37.4M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
37.6K+ 20.63% |
$2.1M - $2.43M
|
220K
$17.3M
|
|
|
Jan 20, 2023
Q4 2022
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
36.5KNew |
$2.04M - $2.36M
|
36.5K
$2.87M
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
35K+ 19.21% |
$1.95M - $2.26M
|
217K
$17.1M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
31.1K+ 4.28% |
$1.74M - $2.01M
|
759K
$59.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
27.7K+ 4.71% |
$1.54M - $1.79M
|
615K
$48.3M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
26.6K+ 4.82% |
$1.49M - $1.72M
|
579K
$45.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
24.3K+ 95.45% |
$1.36M - $1.57M
|
49.7K
$3.91M
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
23.6K+ 4.77% |
$1.32M - $1.52M
|
518K
$40.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Bristlecone Advisors, LLC
|
BUY
|
- |
22.1K+ 10.15% |
$1.23M - $1.43M
|
239K
$18.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
20.9K+ 74.36% |
$1.16M - $1.35M
|
48.9K
$3.85M
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
19.5K+ 82.44% |
$1.09M - $1.26M
|
43.1K
$3.39M
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
BUY
|
- |
19K+ 47.52% |
$1.06M - $1.23M
|
59K
$4.64M
|
|
|
Feb 14, 2023
Q4 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
18.8K+ 66.2% |
$1.05M - $1.21M
|
47.1K
$3.7M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
16.4K+ 3.15% |
$913K - $1.06M
|
537K
$42.2M
|
|
|
Feb 15, 2023
Q4 2022
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
16.1K+ 6.75% |
$900K - $1.04M
|
255K
$20.1M
|
|
|
Jan 18, 2023
Q4 2022
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
16.1KNew |
$896K - $1.04M
|
16.1K
$1.26M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
16K+ 9.29% |
$890K - $1.03M
|
188K
$14.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
14K+ 261.2% |
$780K - $904K
|
19.3K
$1.52M
|
|
|
Feb 15, 2023
Q4 2022
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
13.4KNew |
$750K - $868K
|
13.4K
$1.06M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
11.3K+ 0.39% |
$630K - $730K
|
2.92M
$229M
|
|
|
Feb 13, 2023
Q4 2022
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
11.1KNew |
$620K - $718K
|
11.1K
$874K
|
|
|
Jan 27, 2023
Q4 2022
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
10.9KNew |
$610K - $707K
|
10.9K
$860K
|
|
|
Feb 13, 2023
Q4 2022
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
10.7KNew |
$597K - $691K
|
10.7K
$841K
|
|
|
Feb 14, 2023
Q4 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
10.1KNew |
$561K - $650K
|
10.1K
$791K
|
|
|
Feb 10, 2023
Q4 2022
|
Hrt Financial LP
New York, NY |
BUY
|
- |
10KNew |
$560K - $649K
|
10K
$790K
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
9.56KNew |
$533K - $618K
|
9.56K
$752K
|
|
|
Feb 06, 2023
Q4 2022
|
Rollins Financial
|
BUY
|
- |
9.45K+ 16.74% |
$527K - $611K
|
65.9K
$5.18M
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
8.96KNew |
$500K - $579K
|
8.96K
$705K
|
|
|
Mar 10, 2023
Q4 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
8.87K+ 32.33% |
$495K - $573K
|
36.3K
$2.86M
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
8.62KNew |
$481K - $557K
|
8.62K
$678K
|
|
|
Jan 24, 2023
Q4 2022
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
8.6K+ 3.89% |
$479K - $556K
|
230K
$18M
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
8.56KNew |
$478K - $553K
|
8.56K
$673K
|
|
|
Apr 19, 2024
Q4 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
8.47K+ 105.85% |
$472K - $547K
|
16.5K
$1.3M
|
|
|
Feb 09, 2023
Q4 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
8.13K+ 98.02% |
$453K - $525K
|
16.4K
$1.29M
|