Purchases and Sales Made in Q4 2023 in Wisdomtree Tr U.S Largecap Div (DLN)

DLN Quotes by TradingView

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 01, 2024 Q4 2023
Gamma Investing LLC

Foster City, CA
BUY
 -
472
New
$27.8K - $31.4K
472 $37.3K
Feb 02, 2024 Q4 2023
Iag Wealth Partners, LLC

BUY
 -
458
+ 0.12%
$27K - $30.5K
383K $30.3M
Feb 02, 2024 Q4 2023
Truist Financial Corp

BUY
 -
382
+ 0.56%
$22.5K - $25.4K
68.8K $5.44M
Jan 17, 2024 Q4 2023
Pfg Investments, LLC

Woodbury, NY
BUY
 -
350
+ 3.65%
$20.6K - $23.3K
9.95K $786K
Feb 16, 2024 Q4 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
345
+ 13.28%
$20.3K - $23K
2.94K $233K
Feb 13, 2024 Q4 2023
Aptus Capital Advisors, LLC

BUY
 -
300
New
$17.7K - $20K
300 $23.7K
Feb 12, 2024 Q4 2023
Wealth Bridge Capital Management, LLC

Westerville, OH
BUY
 -
282
+ 1.48%
$16.6K - $18.8K
19.4K $1.53M
Mar 15, 2024 Q4 2023
National Asset Management, Inc.

Boca Raton, FL
BUY
 -
281
+ 3.04%
$16.5K - $18.7K
9.52K $752K
Feb 14, 2024 Q4 2023
Cresset Asset Management, LLC

Chicago, IL
BUY
 -
210
+ 0.47%
$12.4K - $14K
45.2K $3.57M
Jan 19, 2024 Q4 2023
Fifth Third Bancorp

BUY
 -
204
+ 364.29%
$12K - $13.6K
260 $20.6K
Feb 07, 2024 Q4 2023
Collaborative Wealth Managment Inc.

Lake Mary, FL
BUY
 -
172
+ 1.37%
$10.1K - $11.4K
12.7K $1.01M
Feb 09, 2024 Q4 2023
H&H Retirement Design & Management Inc

BUY
 -
163
+ 0.22%
$9.6K - $10.8K
72.9K $5.76M
Feb 13, 2024 Q4 2023
Kcm Investment Advisors LLC

Greenbrae, CA
BUY
 -
138
+ 0.73%
$8.13K - $9.18K
19K $1.5M
Jan 10, 2024 Q4 2023
Moller Financial Services

BUY
 -
131
+ 0.13%
$7.71K - $8.72K
101K $8.01M
Feb 01, 2024 Q4 2023
Capital Investment Advisory Services, LLC

BUY
 -
130
+ 158.54%
$7.66K - $8.65K
212 $16.8K
Jan 19, 2024 Q4 2023
Advisor Net Financial, Inc

BUY
 -
126
+ 13.48%
$7.42K - $8.38K
1.06K $83.9K
Jan 10, 2024 Q4 2023
Kmg Fiduciary Partners, LLC

BUY
 -
101
+ 0.7%
$5.95K - $6.72K
14.6K $1.16M
Apr 09, 2024 Q4 2023
American Capital Advisory, LLC

Ketchum, ID
BUY
 -
86
New
$5.06K - $5.72K
86 $6.8K
Feb 01, 2024 Q4 2023
Cwm, LLC

BUY
 -
56
+ 3.81%
$3.3K - $3.73K
1.52K $120K
Jan 10, 2024 Q4 2023
Cornerstone Wealth Management, LLC

BUY
 -
50
+ 0.94%
$2.94K - $3.33K
5.36K $424K
Jan 17, 2024 Q4 2023
Powers Advisory Group, LLC

BUY
 -
45
+ 0.73%
$2.65K - $2.99K
6.17K $488K
Jan 31, 2024 Q4 2023
Legend Financial Advisors, Inc.

Pittsburgh, PA
BUY
 -
42
New
$2.47K - $2.79K
42 $3.32K
Feb 08, 2024 Q4 2023
Brown Advisory Inc

BUY
 -
33
+ 0.61%
$1.94K - $2.2K
5.42K $428K
Jan 30, 2024 Q4 2023
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
23
+ 0.74%
$1.35K - $1.53K
3.15K $249K
Jan 11, 2024 Q4 2023
Grandview Asset Management LLC

BUY
 -
17
+ 0.24%
$1K - $1.13K
7.15K $565K
Feb 14, 2024 Q4 2023
Atria Investments LLC

Charlotte, NC
BUY
 -
16
+ 0.07%
$942 - $1.06K
22K $1.74M
Jan 29, 2024 Q4 2023
Adamsbrown Wealth Consultants LLC

BUY
 -
14
+ 0.15%
$824 - $931
9.5K $751K
Feb 14, 2024 Q4 2023
Mgo One Seven LLC

Beachwood, OH
BUY
 -
7
+ 0.21%
$412 - $466
3.37K $267K
Jan 09, 2024 Q4 2023
Capstone Triton Financial Group, LLC

Oklahoma City, OK
BUY
 -
6
+ 0.15%
$353 - $399
4.04K $319K
Feb 01, 2024 Q4 2023
Vicus Capital

State College, PA
BUY
 -
6
+ 0.16%
$353 - $399
3.87K $306K
Jan 12, 2024 Q4 2023
Mutual Advisors, LLC

Casper, WY
BUY
 -
6
+ 0.11%
$353 - $399
5.56K $439K
Jun 26, 2024 Q4 2023
Financial Gravity Asset Management, Inc.

BUY
 -
5
New
$294 - $333
5 $395
Feb 09, 2024 Q4 2023
Founders Financial Alliance, LLC

Raleigh, NC
BUY
 -
4
+ 0.05%
$236 - $266
7.54K $596K
Feb 09, 2024 Q4 2023
Associated Banc Corp

Green Bay, WI
BUY
 -
4
+ 0.07%
$236 - $266
6.11K $483K
Feb 06, 2024 Q4 2023
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
BUY
 -
3
+ 0.25%
$177 - $200
1.19K $94.1K
Feb 12, 2024 Q4 2023
Clearstead Advisors, LLC

Cleveland, OH
BUY
 -
3
+ 0.74%
$177 - $200
408 $32.3K
Feb 14, 2024 Q4 2023
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
2
+ 1.06%
$118 - $133
190 $15K
Feb 13, 2024 Q4 2023
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
1
+ 0.03%
$58.9 - $66.5
4K $316K
Jan 29, 2024 Q4 2023
Baystate Wealth Management LLC

BUY
 -
1
+ 1.23%
$58.9 - $66.5
82 $6.48K
Feb 07, 2024 Q4 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
May 30, 2024 Q4 2023
Lake Street Advisors Group, LLC

SELL
 -
-2
- 0.02%
$118 - $133
11K $871K
Feb 01, 2024 Q4 2023
Psi Advisors, LLC

SELL
 -
-8
- 0.66%
$471 - $532
1.2K $95K
Feb 06, 2024 Q4 2023
Sheets Smith Wealth Management

SELL
 -
-22
- 0.62%
$1.3K - $1.46K
3.55K $281K
Feb 08, 2024 Q4 2023
Financial Advocates Investment Management

Olympia, WA
SELL
 -
-29
- 0.4%
$1.71K - $1.93K
7.21K $570K
Feb 14, 2024 Q4 2023
United Capital Financial Advisers, LLC

Newport Beach, CA
SELL
 -
-30
- 0.67%
$1.77K - $2K
4.46K $352K
Jan 17, 2024 Q4 2023
Signal Point Asset Management, LLC

SELL
 -
-31
- 0.52%
$1.83K - $2.06K
5.94K $469K
Jan 19, 2024 Q4 2023
Culbertson A N & CO Inc

SELL
 -
-40
- 0.17%
$2.36K - $2.66K
23K $1.81M
Feb 08, 2024 Q4 2023
Level Four Advisory Services, LLC

Dallas, TX
SELL
 -
-50
- 1.41%
$2.94K - $3.33K
3.49K $276K
Feb 14, 2024 Q4 2023
Rockbridge Investment Management, Lcc

Syracuse, NY
SELL
 -
-64
- 9.82%
$3.77K - $4.26K
588 $46.5K

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