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 09, 2024
Q4 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-79- 0.19% |
$4.65K - $5.26K
|
40.7K
$3.22M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-81- 1.71% |
$4.77K - $5.39K
|
4.66K
$368K
|
|
|
Jan 23, 2024
Q4 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-86- 2.2% |
$5.06K - $5.72K
|
3.82K
$302K
|
|
|
Jan 10, 2024
Q4 2023
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-90- 0.46% |
$5.3K - $5.99K
|
19.7K
$1.55M
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-97- 1.75% |
$5.71K - $6.45K
|
5.45K
$431K
|
|
|
Jan 25, 2024
Q4 2023
|
Tfc Financial Management
|
SELL
|
- |
-100- 50.0% |
$5.89K - $6.65K
|
100
$7.91K
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-112- 0.21% |
$6.6K - $7.45K
|
52.9K
$4.18M
|
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-113- 36.1% |
$6.65K - $7.52K
|
200
$15.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-132- 1.98% |
$7.77K - $8.78K
|
6.52K
$516K
|
|
|
Feb 14, 2024
Q4 2023
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-137- 1.01% |
$8.07K - $9.11K
|
13.4K
$1.06M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-155- 0.43% |
$9.13K - $10.3K
|
35.7K
$2.82M
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-156- 99.36% |
$9.19K - $10.4K
|
1
$79.1
|
|
|
Feb 14, 2024
Q4 2023
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-175- 0.38% |
$10.3K - $11.6K
|
45.3K
$3.58M
|
|
|
Jan 18, 2024
Q4 2023
|
Procyon Advisors, LLC
|
SELL
|
- |
-182- 0.41% |
$10.7K - $12.1K
|
44K
$3.48M
|
|
|
Jan 23, 2024
Q4 2023
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-190- 5.35% |
$11.2K - $12.6K
|
3.36K
$266K
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-200- 18.52% |
$11.8K - $13.3K
|
880
$69.6K
|
|
|
Jan 16, 2024
Q4 2023
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-220- 2.76% |
$13K - $14.6K
|
7.75K
$613K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-246- 8.69% |
$14.5K - $16.4K
|
2.59K
$204K
|
|
|
Jan 25, 2024
Q4 2023
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-257- 4.27% |
$15.1K - $17.1K
|
5.77K
$456K
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-260- 7.84% |
$15.3K - $17.3K
|
3.06K
$242K
|
|
|
Feb 01, 2024
Q4 2023
|
Old National Bancorp
|
SELL
|
- |
-306- 9.15% |
$18K - $20.4K
|
3.04K
$240K
|
|
|
Feb 14, 2024
Q4 2023
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-313- 0.61% |
$18.4K - $20.8K
|
51.2K
$4.05M
|
|
|
Feb 08, 2024
Q4 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-322- 0.18% |
$19K - $21.4K
|
180K
$14.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
SELL
|
- |
-339- 4.86% |
$20K - $22.6K
|
6.63K
$524K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-351- 1.94% |
$20.7K - $23.4K
|
17.7K
$1.4M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-364- 0.36% |
$21.4K - $24.2K
|
100K
$7.9M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-381- 0.13% |
$22.4K - $25.3K
|
296K
$23.4M
|
|
|
Jan 29, 2024
Q4 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-382- 4.2% |
$22.5K - $25.4K
|
8.71K
$689K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-400- 4.54% |
$23.6K - $26.6K
|
8.4K
$664K
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-426- 11.57% |
$25.1K - $28.3K
|
3.26K
$257K
|
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-441- 3.88% |
$26K - $29.3K
|
10.9K
$863K
|
|
|
Jan 10, 2024
Q4 2023
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-466- 1.61% |
$27.4K - $31K
|
28.4K
$2.25M
|
|
|
Feb 07, 2024
Q4 2023
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-539- 1.45% |
$31.7K - $35.9K
|
36.6K
$2.89M
|
|
|
Jan 16, 2024
Q4 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-540- 14.75% |
$31.8K - $35.9K
|
3.12K
$247K
|
|
|
Jan 09, 2024
Q4 2023
|
Sarasin & Partners LLP
|
SELL
|
- |
-544- 0.75% |
$32K - $36.2K
|
71.9K
$5.69M
|
|
|
Jan 29, 2024
Q4 2023
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-545- 13.56% |
$32.1K - $36.3K
|
3.48K
$275K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-548- 1.39% |
$32.3K - $36.5K
|
38.9K
$3.08M
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
SELL
|
- |
-551- 2.4% |
$32.4K - $36.7K
|
22.4K
$1.77M
|
|
|
Feb 07, 2024
Q4 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-583- 54.64% |
$34.3K - $38.8K
|
484
$38.3K
|
|
|
Jan 31, 2024
Q4 2023
|
Cra Financial Services, LLC
|
SELL
|
- |
-597- 1.9% |
$35.2K - $39.7K
|
30.7K
$2.43M
|
|
|
Apr 16, 2024
Q4 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-616- 3.98% |
$36.3K - $41K
|
14.9K
$1.17M
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-666- 35.07% |
$39.2K - $44.3K
|
1.23K
$97.5K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-666- 35.07% |
$39.2K - $44.3K
|
1.23K
$97.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-713- 11.87% |
$42K - $47.4K
|
5.29K
$418K
|
|
|
Feb 01, 2024
Q4 2023
|
Element Wealth, LLC
|
SELL
|
- |
-793- 8.72% |
$46.7K - $52.8K
|
8.3K
$656K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-803- 4.24% |
$47.3K - $53.4K
|
18.1K
$1.43M
|
|
|
Jan 08, 2024
Q4 2023
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-812- 8.73% |
$47.8K - $54K
|
8.48K
$671K
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-841- 3.42% |
$49.5K - $56K
|
23.7K
$1.88M
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Counselors Inc
|
SELL
|
- |
-901- 17.32% |
$53.1K - $59.9K
|
4.3K
$340K
|
|
|
Feb 12, 2024
Q4 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-908- 66.81% |
$53.5K - $60.4K
|
451
$35.7K
|