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 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-121- 2.3% |
$7.97K - $8.73K
|
5.14K
$413K
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-128- 0.58% |
$8.43K - $9.24K
|
21.8K
$1.75M
|
|
|
Apr 29, 2024
Q1 2024
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-145- 2.74% |
$9.55K - $10.5K
|
5.15K
$414K
|
|
|
Apr 16, 2024
Q1 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-157- 0.55% |
$10.3K - $11.3K
|
28.3K
$2.27M
|
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-186- 1.72% |
$12.2K - $13.4K
|
10.6K
$854K
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
SELL
|
- |
-200- 37.31% |
$13.2K - $14.4K
|
336
$27K
|
|
|
Apr 29, 2024
Q1 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-206- 3.57% |
$13.6K - $14.9K
|
5.56K
$447K
|
|
|
May 09, 2024
Q1 2024
|
Brighton Jones LLC
|
SELL
|
- |
-260- 4.89% |
$17.1K - $18.8K
|
5.06K
$407K
|
|
|
May 07, 2024
Q1 2024
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-265- 5.74% |
$17.4K - $19.1K
|
4.35K
$350K
|
|
|
May 01, 2024
Q1 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-275- 3.2% |
$18.1K - $19.9K
|
8.32K
$669K
|
|
|
Apr 15, 2024
Q1 2024
|
Aspiriant, LLC
|
SELL
|
- |
-279- 0.62% |
$18.4K - $20.1K
|
44.8K
$3.6M
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-281- 2.95% |
$18.5K - $20.3K
|
9.24K
$743K
|
|
|
Apr 19, 2024
Q1 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-287- 1.87% |
$18.9K - $20.7K
|
15.1K
$1.21M
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-291- 0.43% |
$19.2K - $21K
|
66.9K
$5.38M
|
|
|
May 10, 2024
Q1 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
SELL
|
- |
-295- 4.27% |
$19.4K - $21.3K
|
6.61K
$532K
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-315- 8.69% |
$20.7K - $22.7K
|
3.31K
$266K
|
|
|
May 07, 2024
Q1 2024
|
Beacon Financial Group
|
SELL
|
- |
-319- 1.35% |
$21K - $23K
|
23.3K
$1.87M
|
|
|
May 09, 2024
Q1 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-333- 27.01% |
$21.9K - $24K
|
900
$72.4K
|
|
|
May 06, 2024
Q1 2024
|
Staley Capital Advisers Inc
|
SELL
|
- |
-341- 4.22% |
$22.5K - $24.6K
|
7.74K
$622K
|
|
|
Apr 15, 2024
Q1 2024
|
Allen Capital Group, LLC
|
SELL
|
- |
-355- 0.84% |
$23.4K - $25.6K
|
42.1K
$3.38M
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-386- 0.8% |
$25.4K - $27.9K
|
47.9K
$3.85M
|
|
|
May 06, 2024
Q1 2024
|
Nvwm, LLC
|
SELL
|
- |
-389- 50.26% |
$25.6K - $28.1K
|
385
$31K
|
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-397- 1.24% |
$26.1K - $28.7K
|
31.6K
$2.54M
|
|
|
Apr 11, 2024
Q1 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-400- 2.74% |
$26.3K - $28.9K
|
14.2K
$1.14M
|
|
|
May 15, 2024
Q1 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-436- 9.36% |
$28.7K - $31.5K
|
4.22K
$340K
|
|
|
May 13, 2024
Q1 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-443- 4.5% |
$29.2K - $32K
|
9.4K
$756K
|
|
|
Apr 19, 2024
Q1 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-479- 7.5% |
$31.5K - $34.6K
|
5.91K
$475K
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-480Closed |
$31.6K - $34.7K
|
0
$0
|
|
|
Apr 17, 2024
Q1 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-482- 12.46% |
$31.7K - $34.8K
|
3.39K
$272K
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-482- 8.68% |
$31.7K - $34.8K
|
5.07K
$408K
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-500- 50.0% |
$32.9K - $36.1K
|
500
$40.2K
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
SELL
|
- |
-508- 2.27% |
$33.4K - $36.7K
|
21.9K
$1.76M
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-579- 0.76% |
$38.1K - $41.8K
|
75.7K
$6.09M
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-606- 2.9% |
$39.9K - $43.7K
|
20.3K
$1.63M
|
|
|
May 14, 2024
Q1 2024
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-621- 1.37% |
$40.9K - $44.8K
|
44.7K
$3.59M
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-638- 11.55% |
$42K - $46.1K
|
4.89K
$393K
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-678- 0.11% |
$44.6K - $48.9K
|
608K
$48.9M
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-679- 2.97% |
$44.7K - $49K
|
22.2K
$1.78M
|
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-695- 1.72% |
$45.8K - $50.2K
|
39.7K
$3.19M
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-774- 23.76% |
$51K - $55.9K
|
2.48K
$200K
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-810- 1.53% |
$53.3K - $58.5K
|
52.1K
$4.19M
|
|
|
May 02, 2024
Q1 2024
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-839- 6.47% |
$55.2K - $60.6K
|
12.1K
$975K
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-869- 9.11% |
$57.2K - $62.7K
|
8.67K
$697K
|
|
|
Apr 24, 2024
Q1 2024
|
Brown Advisory Inc
|
SELL
|
- |
-895- 16.52% |
$58.9K - $64.6K
|
4.52K
$364K
|
|
|
Apr 15, 2024
Q1 2024
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-919- 0.42% |
$60.5K - $66.3K
|
218K
$17.6M
|
|
|
Apr 29, 2024
Q1 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-940- 13.11% |
$61.9K - $67.9K
|
6.23K
$501K
|
|
|
Apr 26, 2024
Q1 2024
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-950- 2.08% |
$62.5K - $68.6K
|
44.7K
$3.59M
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-951- 5.16% |
$62.6K - $68.7K
|
17.5K
$1.4M
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-980- 14.02% |
$64.5K - $70.7K
|
6.01K
$483K
|
|
|
Apr 30, 2024
Q1 2024
|
Fairway Wealth LLC
Independence, OH |
SELL
|
- |
-1.06K- 1.03% |
$69.6K - $76.3K
|
102K
$8.17M
|