Purchases and Sales Made in Q4 2023 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 2023. 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 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
4.28MNew |
$252M - $285M
|
4.28M
$338M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.2MNew |
$130M - $146M
|
2.2M
$174M
|
|
|
Jan 17, 2024
Q4 2023
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
729KNew |
$42.9M - $48.5M
|
729K
$57.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
267K+ 8.88% |
$15.7M - $17.8M
|
3.27M
$259M
|
|
|
Jan 26, 2024
Q4 2023
|
Fox Financial, Inc
Wyomissing, PA |
BUY
|
- |
253KNew |
$14.9M - $16.8M
|
253K
$20M
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
135KNew |
$7.94M - $8.97M
|
135K
$10.7M
|
|
|
Apr 24, 2024
Q4 2023
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
103KNew |
$6.05M - $6.83M
|
103K
$8.12M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
102KNew |
$5.98M - $6.76M
|
102K
$8.03M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
100K+ 41.08% |
$5.92M - $6.68M
|
345K
$27.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
79.7K+ 2.96% |
$4.69M - $5.3M
|
2.77M
$219M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
55.3K+ 81.02% |
$3.26M - $3.68M
|
124K
$9.77M
|
|
|
Jan 29, 2024
Q4 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
51.5K+ 82.74% |
$3.03M - $3.43M
|
114K
$8.99M
|
|
|
Jan 16, 2024
Q4 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
43.9K+ 760.21% |
$2.59M - $2.92M
|
49.7K
$3.93M
|
|
|
Feb 13, 2024
Q4 2023
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
41KNew |
$2.41M - $2.73M
|
41K
$3.24M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
38.6K+ 2.6% |
$2.27M - $2.57M
|
1.52M
$121M
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
35.6KNew |
$2.1M - $2.37M
|
35.6K
$2.82M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
34.6K+ 8.52% |
$2.04M - $2.3M
|
440K
$34.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
29.9KNew |
$1.76M - $1.99M
|
29.9K
$2.37M
|
|
|
Feb 13, 2024
Q4 2023
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
24.9KNew |
$1.47M - $1.66M
|
24.9K
$1.97M
|
|
|
Jan 24, 2024
Q4 2023
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
BUY
|
- |
23.2KNew |
$1.37M - $1.54M
|
23.2K
$1.83M
|
|
|
Feb 06, 2024
Q4 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
23K+ 3.53% |
$1.35M - $1.53M
|
674K
$53.2M
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
20K+ 2.83% |
$1.18M - $1.33M
|
728K
$57.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
18.5K+ 5.84% |
$1.09M - $1.23M
|
336K
$26.6M
|
|
|
Jan 25, 2024
Q4 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
17.5K+ 9.15% |
$1.03M - $1.16M
|
209K
$16.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
16.1KNew |
$949K - $1.07M
|
16.1K
$1.27M
|
|
|
Feb 14, 2024
Q4 2023
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
13.2K+ 4.06% |
$779K - $880K
|
339K
$26.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
11.6K+ 2.13% |
$682K - $771K
|
555K
$43.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
10.7KNew |
$632K - $713K
|
10.7K
$848K
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
10.4K+ 0.5% |
$610K - $689K
|
2.09M
$166M
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
9.93K+ 3.16% |
$585K - $660K
|
324K
$25.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
9.85KNew |
$580K - $655K
|
9.85K
$778K
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
9.31K+ 35.28% |
$548K - $619K
|
35.7K
$2.82M
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
8.4KNew |
$494K - $559K
|
8.4K
$664K
|
|
|
Mar 14, 2024
Q4 2023
|
Walden Wealth Partners LLC
Beachwood, OH |
BUY
|
- |
8.26KNew |
$486K - $549K
|
8.26K
$653K
|
|
|
Mar 01, 2024
Q4 2023
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
6.91KNew |
$407K - $460K
|
6.91K
$546K
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
6.76KNew |
$398K - $450K
|
6.76K
$534K
|
|
|
Feb 08, 2024
Q4 2023
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
6.67KNew |
$393K - $444K
|
6.67K
$527K
|
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
6.4K+ 45.39% |
$377K - $426K
|
20.5K
$1.62M
|
|
|
Jan 31, 2024
Q4 2023
|
Key F Inancial Inc
|
BUY
|
- |
5.9K+ 7.38% |
$348K - $393K
|
85.9K
$6.79M
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
5.85KNew |
$344K - $389K
|
5.85K
$462K
|
|
|
Feb 13, 2024
Q4 2023
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
5.65KNew |
$333K - $376K
|
5.65K
$447K
|
|
|
Feb 05, 2024
Q4 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
5.39K+ 64.57% |
$317K - $358K
|
13.7K
$1.09M
|
|
|
Jan 08, 2024
Q4 2023
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
5.29K+ 2.12% |
$312K - $352K
|
255K
$20.1M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
5.26KNew |
$310K - $350K
|
5.26K
$416K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
5.09K+ 2.08% |
$300K - $339K
|
250K
$19.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
4.76KNew |
$280K - $317K
|
4.76K
$377K
|
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
4.7KNew |
$277K - $312K
|
4.7K
$371K
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
4.64KNew |
$273K - $308K
|
4.64K
$366K
|
|
|
Feb 05, 2024
Q4 2023
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
4.62KNew |
$272K - $307K
|
4.62K
$365K
|
|
|
Feb 14, 2024
Q4 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
4.41KNew |
$260K - $293K
|
4.41K
$349K
|