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 |
|---|---|---|---|---|---|---|---|
|
Feb 23, 2024
Q4 2023
|
Beacon Financial Group
|
BUY
|
- |
4.35K+ 22.56% |
$256K - $289K
|
23.6K
$1.88M
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
4.28K+ 7.62% |
$252K - $285K
|
60.5K
$4.83M
|
|
|
Feb 14, 2024
Q4 2023
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
4.22KNew |
$249K - $281K
|
4.22K
$337K
|
|
|
Feb 09, 2024
Q4 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
4.13K+ 6.95% |
$243K - $275K
|
63.5K
$5.07M
|
|
|
Feb 07, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
3.93KNew |
$231K - $261K
|
3.93K
$314K
|
|
|
Jan 18, 2024
Q4 2023
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
3.88KNew |
$229K - $258K
|
3.88K
$310K
|
|
|
Feb 13, 2024
Q4 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
3.87KNew |
$228K - $257K
|
3.87K
$309K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3.62KNew |
$213K - $241K
|
3.62K
$289K
|
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
3.52K+ 15.45% |
$207K - $234K
|
26.3K
$2.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
3.42KNew |
$201K - $227K
|
3.42K
$273K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.41K+ 0.67% |
$201K - $227K
|
516K
$41.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
3.21KNew |
$189K - $214K
|
3.21K
$256K
|
|
|
Jan 29, 2024
Q4 2023
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
3.2KNew |
$188K - $213K
|
3.2K
$255K
|
|
|
Jan 30, 2024
Q4 2023
|
Marino, Stram & Associates LLC
|
BUY
|
- |
3.08KNew |
$181K - $205K
|
3.08K
$245K
|
|
|
Jan 09, 2024
Q4 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
3.06KNew |
$180K - $204K
|
3.06K
$245K
|
|
|
Jan 11, 2024
Q4 2023
|
Fidelis I M, LLC
Medford, OR |
BUY
|
- |
3.06K+ 1.84% |
$180K - $204K
|
170K
$13.5M
|
|
|
Jan 22, 2024
Q4 2023
|
Fusion Capital, LLC
|
BUY
|
- |
3.06KNew |
$180K - $204K
|
3.06K
$244K
|
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
BUY
|
- |
3.02K+ 10.2% |
$178K - $201K
|
32.7K
$2.61M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
3K+ 2.09% |
$176K - $199K
|
146K
$11.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.92K+ 4.54% |
$172K - $194K
|
67.2K
$5.36M
|
|
|
Feb 21, 2024
Q4 2023
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
2.7KNew |
$159K - $180K
|
2.7K
$215K
|
|
|
Feb 12, 2024
Q4 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
2.48KNew |
$146K - $165K
|
2.48K
$198K
|
|
|
Jan 29, 2024
Q4 2023
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
2.38K+ 2.81% |
$140K - $158K
|
87.1K
$6.95M
|
|
|
Feb 09, 2024
Q4 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
2.35K+ 19.68% |
$138K - $156K
|
14.3K
$1.14M
|
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
2.26K+ 54.61% |
$133K - $150K
|
6.38K
$509K
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
2.19K+ 20.88% |
$129K - $145K
|
12.6K
$1.01M
|
|
|
Feb 01, 2024
Q4 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
2KNew |
$118K - $133K
|
2K
$160K
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.95K+ 2.07% |
$115K - $130K
|
95.9K
$7.65M
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
1.75K+ 1.09% |
$103K - $117K
|
162K
$12.9M
|
|
|
Jan 10, 2024
Q4 2023
|
Lake Street Financial LLC
|
BUY
|
- |
1.74K+ 0.94% |
$103K - $116K
|
187K
$14.9M
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
1.74K+ 33.2% |
$102K - $116K
|
6.98K
$557K
|
|
|
Jan 30, 2024
Q4 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
1.74K+ 25.35% |
$102K - $116K
|
8.59K
$686K
|
|
|
Feb 05, 2024
Q4 2023
|
Brighton Jones LLC
|
BUY
|
- |
1.66K+ 45.43% |
$97.8K - $111K
|
5.32K
$424K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
1.47K+ 2.56% |
$86.3K - $97.5K
|
58.7K
$4.68M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
1.44K+ 22.21% |
$84.5K - $95.5K
|
7.9K
$630K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
1.43KNew |
$84K - $94.9K
|
1.43K
$114K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.4K+ 1.67% |
$82.4K - $93.1K
|
85K
$6.78M
|
|
|
Feb 14, 2024
Q4 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
1.31K+ 6.44% |
$77.1K - $87.1K
|
21.6K
$1.73M
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
1.27K+ 29.73% |
$74.6K - $84.2K
|
5.52K
$441K
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
993+ 11.41% |
$58.5K - $66.1K
|
9.7K
$774K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
977+ 5.6% |
$57.5K - $65K
|
18.4K
$1.47M
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
791+ 12.76% |
$46.6K - $52.6K
|
6.99K
$558K
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
709+ 32.36% |
$41.8K - $47.2K
|
2.9K
$231K
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
700+ 7.55% |
$41.2K - $46.6K
|
9.97K
$795K
|
|
|
Feb 06, 2024
Q4 2023
|
M&T Bank Corp
|
BUY
|
- |
657+ 8.48% |
$38.7K - $43.7K
|
8.4K
$670K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
621New |
$36.6K - $41.3K
|
621
$49.6K
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
586New |
$34.5K - $39K
|
586
$46.8K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
562+ 0.41% |
$33.1K - $37.4K
|
138K
$11M
|
|
|
Mar 04, 2024
Q4 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
500+ 100.0% |
$29.4K - $33.3K
|
1K
$79.8K
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
480New |
$28.3K - $31.9K
|
480
$38.3K
|