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 |
|---|---|---|---|---|---|---|---|
|
Jan 20, 2023
Q4 2022
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
22+ 0.52% |
$1.23K - $1.42K
|
4.29K
$338K
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
15+ 0.24% |
$837 - $969
|
6.22K
$489K
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
15+ 0.24% |
$837 - $969
|
6.22K
$489K
|
|
|
Feb 02, 2023
Q4 2022
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
13+ 0.19% |
$725 - $840
|
6.68K
$526K
|
|
|
Feb 14, 2023
Q4 2022
|
Staley Capital Advisers Inc
|
BUY
|
- |
5+ 0.05% |
$279 - $323
|
9.85K
$775K
|
|
|
Feb 15, 2023
Q4 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
4+ 0.05% |
$223 - $259
|
7.53K
$592K
|
|
|
Feb 14, 2023
Q4 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2+ 0.51% |
$112 - $129
|
397
$31.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
1+ 0.68% |
$55.8 - $64.6
|
149
$11.7K
|
|
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-11- 91.67% |
$614 - $711
|
1
$78.6
|
|
|
Jun 28, 2024
Q4 2022
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-25- 10.0% |
$1.39K - $1.62K
|
225
$17.7K
|
|
|
Feb 06, 2023
Q4 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-26- 18.44% |
$1.45K - $1.68K
|
115
$9.04K
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-28- 2.25% |
$1.56K - $1.81K
|
1.22K
$95.5K
|
|
|
Jan 25, 2023
Q4 2022
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-50- 1.39% |
$2.79K - $3.23K
|
3.55K
$279K
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-72- 1.72% |
$4.02K - $4.65K
|
4.12K
$324K
|
|
|
Jan 05, 2023
Q4 2022
|
Optimum Investment Advisors
|
SELL
|
- |
-74- 6.15% |
$4.13K - $4.78K
|
1.13K
$88.9K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-76- 3.89% |
$4.24K - $4.91K
|
1.88K
$148K
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-87- 0.16% |
$4.85K - $5.62K
|
54.6K
$4.3M
|
|
|
Jan 26, 2023
Q4 2022
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-88- 1.43% |
$4.91K - $5.69K
|
6.07K
$477K
|
|
|
Feb 10, 2023
Q4 2022
|
Peninsula Wealth, LLC
San Francisco, CA |
SELL
|
- |
-99- 1.55% |
$5.52K - $6.4K
|
6.27K
$493K
|
|
|
Jan 24, 2023
Q4 2022
|
Toth Financial Advisory Corp
|
SELL
|
- |
-100- 23.92% |
$5.58K - $6.46K
|
318
$25K
|
|
|
Jan 18, 2023
Q4 2022
|
Calton & Associates, Inc.
|
SELL
|
- |
-103- 0.39% |
$5.75K - $6.66K
|
26.5K
$2.08M
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-109- 1.12% |
$6.08K - $7.04K
|
9.6K
$755K
|
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-126- 0.27% |
$7.03K - $8.14K
|
45.8K
$3.6M
|
|
|
Jan 20, 2023
Q4 2022
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-140- 11.48% |
$7.81K - $9.05K
|
1.08K
$84.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-166- 0.97% |
$9.26K - $10.7K
|
17K
$1.34M
|
|
|
Feb 07, 2023
Q4 2022
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-200- 5.18% |
$11.2K - $12.9K
|
3.66K
$288K
|
|
|
Feb 03, 2023
Q4 2022
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-270- 4.71% |
$15.1K - $17.5K
|
5.46K
$429K
|
|
|
Jan 31, 2023
Q4 2022
|
Keybank National Association
|
SELL
|
- |
-270- 0.88% |
$15.1K - $17.5K
|
30.3K
$2.38M
|
|
|
Feb 14, 2023
Q4 2022
|
Avant Capital LLC
Lafayette, LA |
SELL
|
- |
-295- 1.74% |
$16.5K - $19.1K
|
16.6K
$1.31M
|
|
|
Feb 13, 2023
Q4 2022
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-304- 2.04% |
$17K - $19.6K
|
14.6K
$1.15M
|
|
|
Feb 13, 2023
Q4 2022
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-317- 6.12% |
$17.7K - $20.5K
|
4.86K
$382K
|
|
|
Jan 20, 2023
Q4 2022
|
Hb Wealth Management, LLC
|
SELL
|
- |
-362- 2.04% |
$20.2K - $23.4K
|
17.4K
$1.36M
|
|
|
Jan 12, 2023
Q4 2022
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-398- 9.93% |
$22.2K - $25.7K
|
3.61K
$284K
|
|
|
Feb 14, 2023
Q4 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-512- 5.99% |
$28.6K - $33.1K
|
8.03K
$632K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
SELL
|
- |
-525- 0.24% |
$29.3K - $33.9K
|
214K
$16.8M
|
|
|
Jan 27, 2023
Q4 2022
|
Traverso Chambers Private Wealth Management, LLC
|
SELL
|
- |
-558- 0.23% |
$31.1K - $36.1K
|
244K
$19.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-585- 6.45% |
$32.6K - $37.8K
|
8.48K
$667K
|
|
|
Feb 15, 2023
Q4 2022
|
Fidelis I M, LLC
Medford, OR |
SELL
|
- |
-599- 0.4% |
$33.4K - $38.7K
|
148K
$11.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-619- 0.68% |
$34.5K - $40K
|
90.1K
$7.09M
|
|
|
Feb 01, 2023
Q4 2022
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-641- 8.29% |
$35.8K - $41.4K
|
7.09K
$558K
|
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-653- 4.5% |
$36.4K - $42.2K
|
13.9K
$1.09M
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-728- 21.18% |
$40.6K - $47.1K
|
2.71K
$213K
|
|
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-769- 5.56% |
$42.9K - $49.7K
|
13.1K
$1.03M
|
|
|
Feb 06, 2023
Q4 2022
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-770- 4.93% |
$43K - $49.8K
|
14.8K
$1.17M
|
|
|
Feb 13, 2023
Q4 2022
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-810- 6.69% |
$45.2K - $52.4K
|
11.3K
$888K
|
|
|
Feb 21, 2023
Q4 2022
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-854- 10.74% |
$47.6K - $55.2K
|
7.1K
$558K
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.08K- 2.1% |
$60.1K - $69.7K
|
50.2K
$3.95M
|
|
|
Jan 25, 2023
Q4 2022
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-1.1K- 1.25% |
$61.2K - $70.9K
|
86.8K
$6.82M
|
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-1.21K- 2.94% |
$67.5K - $78.2K
|
39.9K
$3.14M
|
|
|
Feb 14, 2023
Q4 2022
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-1.3K- 22.0% |
$72.7K - $84.3K
|
4.62K
$364K
|