Purchases and Sales Made in Q1 2024 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 Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
444K+ 1748.67% |
$29.2M - $32M
|
469K
$37.4M
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
339KNew |
$22.3M - $24.5M
|
339K
$27.1M
|
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
BUY
|
- |
260K+ 3927.23% |
$17.1M - $18.8M
|
267K
$21.3M
|
|
|
May 01, 2024
Q1 2024
|
Bank Hapoalim Bm
|
BUY
|
- |
189KNew |
$12.4M - $13.6M
|
189K
$15.1M
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
185K+ 127.13% |
$12.2M - $13.3M
|
330K
$26.3M
|
|
|
May 08, 2024
Q1 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
142K+ 232.79% |
$9.35M - $10.2M
|
203K
$16.2M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
124K+ 8.72% |
$8.17M - $8.96M
|
1.55M
$123M
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
75.1K+ 593.61% |
$4.94M - $5.42M
|
87.7K
$7M
|
|
|
May 14, 2024
Q1 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
67.4KNew |
$4.44M - $4.87M
|
67.4K
$5.38M
|
|
|
May 13, 2024
Q1 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
66.4KNew |
$4.37M - $4.79M
|
66.4K
$5.3M
|
|
|
May 15, 2024
Q1 2024
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
47.8K+ 4.45% |
$3.15M - $3.45M
|
1.12M
$89.5M
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
45.4K+ 18.82% |
$2.99M - $3.27M
|
286K
$22.9M
|
|
|
May 13, 2024
Q1 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
38.1KNew |
$2.51M - $2.75M
|
38.1K
$3.04M
|
|
|
Apr 17, 2024
Q1 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
37.1KNew |
$2.44M - $2.68M
|
37.1K
$2.96M
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
32.2K+ 182.1% |
$2.12M - $2.32M
|
49.8K
$3.98M
|
|
|
May 01, 2024
Q1 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
31.4K+ 28.4% |
$2.07M - $2.27M
|
142K
$11.3M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
30.8K+ 21.03% |
$2.03M - $2.22M
|
177K
$14.1M
|
|
|
Apr 15, 2024
Q1 2024
|
Cx Institutional
|
BUY
|
- |
24.1K+ 30.76% |
$1.59M - $1.74M
|
103K
$8.18M
|
|
|
May 10, 2024
Q1 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
23.7K+ 100.02% |
$1.56M - $1.71M
|
47.5K
$3.79M
|
|
|
May 14, 2024
Q1 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
17.6KNew |
$1.16M - $1.27M
|
17.6K
$1.4M
|
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
16.5K+ 80.49% |
$1.09M - $1.19M
|
37K
$2.95M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
16.4K+ 6.54% |
$1.08M - $1.18M
|
267K
$21.3M
|
|
|
Apr 22, 2024
Q1 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
15.5K+ 7.43% |
$1.02M - $1.12M
|
224K
$17.9M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
14.5K+ 11.75% |
$956K - $1.05M
|
138K
$11M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
14.3K+ 2.78% |
$943K - $1.03M
|
530K
$42.3M
|
|
|
May 14, 2024
Q1 2024
|
Rodgers Brothers Inc.
Harmony, PA |
BUY
|
- |
12.7KNew |
$838K - $919K
|
12.7K
$1.02M
|
|
|
Apr 25, 2024
Q1 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
12.1KNew |
$799K - $876K
|
12.1K
$969K
|
|
|
May 23, 2024
Q1 2024
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
12.1KNew |
$796K - $872K
|
12.1K
$964K
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
11.7K+ 3.48% |
$769K - $843K
|
348K
$27.7M
|
|
|
May 13, 2024
Q1 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
11KNew |
$725K - $795K
|
11K
$879K
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
10.1K+ 16.98% |
$668K - $732K
|
69.9K
$5.57M
|
|
|
May 03, 2024
Q1 2024
|
Coulter & Justus Financial Services, LLC
|
BUY
|
- |
10KNew |
$658K - $722K
|
10K
$798K
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
9.98K+ 3.08% |
$657K - $720K
|
334K
$26.7M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
9.63K+ 1.73% |
$634K - $695K
|
565K
$45.1M
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
9.54K+ 126.54% |
$628K - $689K
|
17.1K
$1.36M
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
7.85K+ 1.17% |
$517K - $567K
|
681K
$54.4M
|
|
|
Apr 30, 2024
Q1 2024
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
6.6K+ 76.72% |
$435K - $477K
|
15.2K
$1.21M
|
|
|
Apr 24, 2024
Q1 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
6.51K+ 1.7% |
$429K - $470K
|
390K
$31.1M
|
|
|
May 07, 2024
Q1 2024
|
Reynders Mc Veigh Capital Management, LLC
|
BUY
|
- |
6.5KNew |
$428K - $469K
|
6.5K
$519K
|
|
|
Aug 13, 2024
Q1 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
6.31KNew |
$415K - $455K
|
6.31K
$503K
|
|
|
May 02, 2024
Q1 2024
|
Absolute Capital Management, LLC
|
BUY
|
- |
6KNew |
$395K - $433K
|
6K
$479K
|
|
|
May 14, 2024
Q1 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
6K+ 55.68% |
$395K - $433K
|
16.8K
$1.34M
|
|
|
May 08, 2024
Q1 2024
|
Berkshire Money Management, Inc.
|
BUY
|
- |
6KNew |
$395K - $433K
|
6K
$479K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.83K+ 16.31% |
$384K - $421K
|
41.5K
$3.32M
|
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
5.69KNew |
$375K - $411K
|
5.69K
$454K
|
|
|
Nov 12, 2024
Q1 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
5.54K+ 55.13% |
$365K - $400K
|
15.6K
$1.24M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
5.47KNew |
$360K - $395K
|
5.47K
$437K
|
|
|
Apr 19, 2024
Q1 2024
|
Veriti Management LLC
|
BUY
|
- |
5.11KNew |
$336K - $369K
|
5.11K
$407K
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
4.96K+ 8.2% |
$326K - $358K
|
65.4K
$5.22M
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
4.76K+ 475900.0% |
$313K - $344K
|
4.76K
$380K
|