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 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-936- 1.18% |
$55.1K - $62.3K
|
78.5K
$6.21M
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-961- 85.57% |
$56.6K - $63.9K
|
162
$12.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-965- 2.2% |
$56.8K - $64.2K
|
42.9K
$3.39M
|
|
|
Jan 11, 2024
Q4 2023
|
Rockland Trust CO
|
SELL
|
- |
-1K- 17.61% |
$58.9K - $66.5K
|
4.68K
$370K
|
|
|
Feb 08, 2024
Q4 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-1.02K- 11.2% |
$60.1K - $67.9K
|
8.09K
$640K
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.09K- 10.27% |
$64.3K - $72.7K
|
9.54K
$754K
|
|
|
Feb 06, 2024
Q4 2023
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-1.15K- 1.45% |
$67.7K - $76.4K
|
78.2K
$6.19M
|
|
|
Jan 11, 2024
Q4 2023
|
626 Financial, LLC
|
SELL
|
- |
-1.17K- 10.66% |
$69.1K - $78.1K
|
9.84K
$777K
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.21K- 0.74% |
$71.3K - $80.5K
|
162K
$12.8M
|
|
|
Jan 19, 2024
Q4 2023
|
Meridian Financial Partners LLC
|
SELL
|
- |
-1.23K- 2.96% |
$72.2K - $81.6K
|
40.2K
$3.18M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.25K- 2.21% |
$73.3K - $82.8K
|
55.2K
$4.36M
|
|
|
Feb 07, 2024
Q4 2023
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-1.34K- 8.99% |
$79.1K - $89.4K
|
13.6K
$1.08M
|
|
|
Feb 09, 2024
Q4 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-1.4K- 20.85% |
$82.2K - $92.9K
|
5.3K
$419K
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-1.48K- 5.29% |
$87.1K - $98.4K
|
26.5K
$2.09M
|
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-1.58K- 12.79% |
$93.3K - $105K
|
10.8K
$854K
|
|
|
Jan 31, 2024
Q4 2023
|
Tranquility Partners, LLC
|
SELL
|
- |
-1.66K- 9.59% |
$97.5K - $110K
|
15.6K
$1.23M
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-1.71K- 10.35% |
$101K - $114K
|
14.8K
$1.17M
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.72K- 0.88% |
$101K - $115K
|
195K
$15.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.86K- 4.89% |
$109K - $123K
|
36.1K
$2.85M
|
|
|
Jan 30, 2024
Q4 2023
|
Allen Capital Group, LLC
|
SELL
|
- |
-2.01K- 4.53% |
$118K - $134K
|
42.4K
$3.35M
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-2.08K- 8.34% |
$122K - $138K
|
22.9K
$1.81M
|
|
|
Feb 12, 2024
Q4 2023
|
Staley Capital Advisers Inc
|
SELL
|
- |
-2.13K- 20.9% |
$126K - $142K
|
8.08K
$638K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.16K- 9.37% |
$127K - $144K
|
20.9K
$1.65M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-2.23K- 10.88% |
$131K - $148K
|
18.3K
$1.44M
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-2.24K- 4.43% |
$132K - $149K
|
48.2K
$3.81M
|
|
|
Feb 02, 2024
Q4 2023
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-2.26K- 4.72% |
$133K - $150K
|
45.7K
$3.61M
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2.45K- 39.96% |
$144K - $163K
|
3.68K
$291K
|
|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-2.45K- 7.12% |
$144K - $163K
|
32K
$2.53M
|
|
|
Feb 06, 2024
Q4 2023
|
Rollins Financial
|
SELL
|
- |
-2.69K- 9.73% |
$158K - $179K
|
24.9K
$1.97M
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-2.79K- 3.53% |
$165K - $186K
|
76.3K
$6.03M
|
|
|
Aug 29, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-2.85K- 31.54% |
$168K - $190K
|
6.18K
$489K
|
|
|
Jan 30, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-2.85K- 31.54% |
$168K - $190K
|
6.18K
$489K
|
|
|
Jan 31, 2024
Q4 2023
|
Flynn Zito Capital Management, LLC
|
SELL
|
- |
-2.96K- 25.58% |
$174K - $197K
|
8.61K
$680K
|
|
|
Jan 12, 2024
Q4 2023
|
Cx Institutional
|
SELL
|
- |
-3.01K- 3.7% |
$177K - $200K
|
78.4K
$6.2M
|
|
|
Apr 19, 2024
Q4 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-3.05K- 16.55% |
$179K - $203K
|
15.4K
$1.21M
|
|
|
Feb 12, 2024
Q4 2023
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-3.2K- 23.61% |
$188K - $213K
|
10.4K
$819K
|
|
|
Feb 09, 2024
Q4 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-3.34K- 2.34% |
$196K - $222K
|
139K
$11M
|
|
|
Feb 06, 2024
Q4 2023
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-3.57K- 21.58% |
$210K - $237K
|
13K
$1.02M
|
|
|
Feb 06, 2024
Q4 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-3.8K- 6.73% |
$224K - $253K
|
52.6K
$4.16M
|
|
|
Jan 26, 2024
Q4 2023
|
Aspiriant, LLC
|
SELL
|
- |
-4.4K- 8.9% |
$259K - $293K
|
45K
$3.56M
|
|
|
Jan 31, 2024
Q4 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-4.97K- 89.24% |
$292K - $330K
|
599
$47.4K
|
|
|
Feb 06, 2024
Q4 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-5.3K- 41.97% |
$312K - $352K
|
7.33K
$579K
|
|
|
Feb 07, 2024
Q4 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-6.06K- 5.19% |
$357K - $403K
|
111K
$8.75M
|
|
|
Jan 12, 2024
Q4 2023
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-6.25K- 2.77% |
$368K - $416K
|
219K
$17.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-6.52K- 0.8% |
$384K - $434K
|
811K
$64.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
SELL
|
- |
-9.66K- 13.92% |
$569K - $642K
|
59.7K
$4.72M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-11.4K- 21.67% |
$670K - $757K
|
41.1K
$3.25M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-13K- 2.62% |
$764K - $863K
|
483K
$38.2M
|
|
|
Feb 07, 2024
Q4 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-16.9K- 51.83% |
$995K - $1.12M
|
15.7K
$1.24M
|
|
|
Feb 01, 2024
Q4 2023
|
1900 Wealth Management LLC
|
SELL
|
- |
-17.2K- 18.6% |
$1.01M - $1.14M
|
75.1K
$5.93M
|