Purchases and Sales Made in Q1 2024 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 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
Apr 19, 2024 Q1 2024
Coastal Investment Advisors, Inc.

Wilmington, DE
BUY
 -
214
New
$14.1K - $15.4K
214 $17.2K
Apr 23, 2024 Q1 2024
Fifth Third Bancorp

BUY
 -
210
+ 80.77%
$13.8K - $15.2K
470 $37.8K
May 14, 2024 Q1 2024
Ica Group Wealth Management, LLC

Denver, CO
BUY
 -
185
+ 29.79%
$12.2K - $13.4K
806 $64.8K
May 07, 2024 Q1 2024
Kcm Investment Advisors LLC

Greenbrae, CA
BUY
 -
84
+ 0.44%
$5.53K - $6.06K
19.1K $1.53M
Apr 17, 2024 Q1 2024
Legend Financial Advisors, Inc.

Pittsburgh, PA
BUY
 -
83
+ 197.62%
$5.46K - $5.99K
125 $10.1K
Apr 26, 2024 Q1 2024
Jnba Financial Advisors

BUY
 -
76
+ 15.7%
$5K - $5.49K
560 $45K
May 06, 2024 Q1 2024
New Edge Wealth, LLC

Pittsburgh, PA
BUY
 -
67
+ 0.77%
$4.41K - $4.84K
8.78K $706K
May 15, 2024 Q1 2024
Steward Partners Investment Advisory, LLC

BUY
 -
66
+ 0.03%
$4.35K - $4.76K
195K $15.7M
Jun 11, 2024 Q1 2024
Ever Source Wealth Advisors, LLC

BUY
 -
62
+ 0.74%
$4.08K - $4.48K
8.47K $681K
Apr 10, 2024 Q1 2024
Kmg Fiduciary Partners, LLC

BUY
 -
61
+ 0.42%
$4.02K - $4.4K
14.7K $1.18M
Apr 30, 2024 Q1 2024
Wealth Bridge Capital Management, LLC

Westerville, OH
BUY
 -
59
+ 0.3%
$3.88K - $4.26K
19.4K $1.56M
Apr 10, 2024 Q1 2024
Grandview Asset Management LLC

BUY
 -
55
+ 0.77%
$3.62K - $3.97K
7.2K $579K
Apr 12, 2024 Q1 2024
Riverview Trust CO

BUY
 -
44
New
$2.9K - $3.18K
44 $3.54K
Apr 22, 2024 Q1 2024
Pfg Investments, LLC

Woodbury, NY
BUY
 -
44
+ 0.44%
$2.9K - $3.18K
9.99K $803K
May 07, 2024 Q1 2024
Tranquility Partners, LLC

BUY
 -
40
+ 0.26%
$2.63K - $2.89K
15.6K $1.26M
Apr 30, 2024 Q1 2024
J.W. Cole Advisors, Inc.

BUY
 -
37
+ 0.14%
$2.44K - $2.67K
25.8K $2.08M
May 21, 2024 Q1 2024
Lri Investments, LLC

Palm Beach Gardens, FL
BUY
 -
36
+ 0.01%
$2.37K - $2.6K
339K $27.3M
Apr 19, 2024 Q1 2024
Powers Advisory Group, LLC

BUY
 -
27
+ 0.44%
$1.78K - $1.95K
6.2K $498K
Apr 05, 2024 Q1 2024
Nbc Securities, Inc.

Birmingham, AL
BUY
 -
24
+ 0.93%
$1.58K - $1.73K
2.61K $210K
Apr 25, 2024 Q1 2024
Capital Investment Advisory Services, LLC

BUY
 -
24
+ 11.32%
$1.58K - $1.73K
236 $19K
May 09, 2024 Q1 2024
Element Wealth, LLC

BUY
 -
23
+ 0.28%
$1.51K - $1.66K
8.33K $669K
Apr 18, 2024 Q1 2024
626 Financial, LLC

BUY
 -
23
+ 0.23%
$1.51K - $1.66K
9.86K $793K
Apr 12, 2024 Q1 2024
Capital Advisors Wealth Management, LLC

BUY
 -
23
+ 0.27%
$1.51K - $1.66K
8.51K $684K
Apr 17, 2024 Q1 2024
Cra Financial Services, LLC

BUY
 -
16
+ 0.05%
$1.05K - $1.16K
30.8K $2.47M
May 14, 2024 Q1 2024
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
14
+ 0.44%
$922 - $1.01K
3.17K $255K
May 09, 2024 Q1 2024
Northwest Financial Advisors

Herndon, VA
BUY
 -
13
+ 0.28%
$856 - $938
4.65K $374K
May 14, 2024 Q1 2024
Mgo One Seven LLC

Beachwood, OH
BUY
 -
11
+ 0.33%
$724 - $794
3.39K $272K
Apr 30, 2024 Q1 2024
Adamsbrown Wealth Consultants LLC

BUY
 -
9
+ 0.09%
$593 - $650
9.51K $765K
May 01, 2024 Q1 2024
Lincoln National Corp

BUY
 -
5
+ 0.16%
$329 - $361
3.22K $259K
May 13, 2024 Q1 2024
Frazier Financial Advisors, LLC

Columbus, OH
BUY
 -
3
+ 0.04%
$198 - $217
8.4K $675K
May 14, 2024 Q1 2024
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
3
+ 0.08%
$198 - $217
3.68K $296K
May 08, 2024 Q1 2024
Sheets Smith Wealth Management

BUY
 -
2
+ 0.06%
$132 - $144
3.55K $286K
Apr 29, 2024 Q1 2024
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
BUY
 -
1
+ 0.08%
$65.8 - $72.2
1.19K $95.8K
Apr 30, 2024 Q1 2024
Cary Street Partners Investment Advisory LLC

Richmond, VA
BUY
 -
1
+ 0.03%
$65.8 - $72.2
3.93K $316K
Apr 30, 2024 Q1 2024
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
May 15, 2024 Q1 2024
Mariner, LLC

Overland Park, KS
SELL
 -
-2
- 0.01%
$132 - $144
18.3K $1.47M
May 09, 2024 Q1 2024
Associated Banc Corp

Green Bay, WI
SELL
 -
-4
- 0.07%
$263 - $289
6.11K $491K
Apr 10, 2024 Q1 2024
Walden Wealth Partners LLC

Beachwood, OH
SELL
 -
-8
- 0.1%
$527 - $578
8.25K $663K
May 08, 2024 Q1 2024
Cozad Asset Management Inc

Champaign, IL
SELL
 -
-11
- 0.15%
$724 - $794
7.51K $604K
May 03, 2024 Q1 2024
Householder Group Estate & Retirement Specialist, LLC

SELL
 -
-22
- 1.58%
$1.45K - $1.59K
1.37K $110K
Apr 15, 2024 Q1 2024
Old National Bancorp

SELL
 -
-24
- 0.79%
$1.58K - $1.73K
3.02K $242K
Apr 12, 2024 Q1 2024
Kaydan Wealth Management, Inc.

Fenton, MI
SELL
 -
-26
- 0.34%
$1.71K - $1.88K
7.73K $621K
Apr 30, 2024 Q1 2024
Institute For Wealth Management, Llc.

SELL
 -
-28
- 0.67%
$1.84K - $2.02K
4.15K $333K
May 07, 2024 Q1 2024
M&T Bank Corp

SELL
 -
-34
- 0.4%
$2.24K - $2.45K
8.37K $673K
Apr 24, 2024 Q1 2024
Psi Advisors, LLC

SELL
 -
-36
- 3.0%
$2.37K - $2.6K
1.17K $93.7K
Apr 11, 2024 Q1 2024
Signal Point Asset Management, LLC

SELL
 -
-43
- 0.72%
$2.83K - $3.1K
5.89K $474K
Apr 16, 2024 Q1 2024
Tsfg, LLC

SELL
 -
-50
- 8.04%
$3.29K - $3.61K
572 $46K
May 14, 2024 Q1 2024
Vestor Capital, LLC

Chicago, IL
SELL
 -
-81
- 0.6%
$5.33K - $5.85K
13.5K $1.09M
May 03, 2024 Q1 2024
Etfidea, LLC

Syracuse, NY
SELL
 -
-96
- 2.86%
$6.32K - $6.93K
3.26K $262K

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