Purchases and Sales Made in Q4 2022 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 2022. 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 06, 2023
Q4 2022
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
8.03KNew |
$448K - $519K
|
8.03K
$646K
|
|
|
Feb 13, 2023
Q4 2022
|
Gunderson Capital Management Inc.
|
BUY
|
- |
7.88KNew |
$440K - $509K
|
7.88K
$634K
|
|
|
Jun 12, 2023
Q4 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
7.59K+ 16.64% |
$424K - $491K
|
53.2K
$4.28M
|
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
6.63KNew |
$370K - $429K
|
6.63K
$533K
|
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
6.63KNew |
$370K - $428K
|
6.63K
$533K
|
|
|
Jan 12, 2023
Q4 2022
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
6.47KNew |
$361K - $418K
|
6.47K
$520K
|
|
|
Jan 24, 2023
Q4 2022
|
Cra Financial Services, LLC
|
BUY
|
- |
6.45K+ 29.16% |
$360K - $417K
|
28.6K
$2.3M
|
|
|
Feb 15, 2023
Q4 2022
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
6.38KNew |
$356K - $412K
|
6.38K
$513K
|
|
|
Feb 14, 2023
Q4 2022
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
5.9K+ 10.17% |
$329K - $382K
|
64K
$5.14M
|
|
|
Jan 27, 2023
Q4 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
5.86K+ 3.53% |
$327K - $379K
|
172K
$13.8M
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
BUY
|
- |
5.68K+ 275.56% |
$317K - $367K
|
7.74K
$623K
|
|
|
Feb 01, 2023
Q4 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
5.67K+ 53.87% |
$316K - $367K
|
16.2K
$1.3M
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
5.22K+ 19.2% |
$291K - $337K
|
32.4K
$2.61M
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
5.09K+ 0.35% |
$284K - $329K
|
1.44M
$116M
|
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
4.88K+ 1187.1% |
$272K - $315K
|
5.29K
$425K
|
|
|
Feb 08, 2023
Q4 2022
|
Salomon & Ludwin, LLC
|
BUY
|
- |
4.87KNew |
$272K - $315K
|
4.87K
$392K
|
|
|
Feb 03, 2023
Q4 2022
|
St. Louis Trust CO
|
BUY
|
- |
4.72KNew |
$263K - $305K
|
4.72K
$379K
|
|
|
Feb 14, 2023
Q4 2022
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
4.71KNew |
$263K - $304K
|
4.71K
$379K
|
|
|
Feb 15, 2023
Q4 2022
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
4.7KNew |
$262K - $304K
|
4.7K
$378K
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
4.64K+ 4.88% |
$259K - $300K
|
99.7K
$8.02M
|
|
|
Feb 03, 2023
Q4 2022
|
Cx Institutional
|
BUY
|
- |
4.32K+ 3.51% |
$241K - $279K
|
127K
$10.2M
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
3.86K+ 22.3% |
$215K - $249K
|
21.1K
$1.7M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.73K+ 0.61% |
$208K - $241K
|
613K
$49.3M
|
|
|
Feb 08, 2023
Q4 2022
|
Seven Springs Wealth Group, LLC
|
BUY
|
- |
3.6KNew |
$201K - $233K
|
3.6K
$289K
|
|
|
Feb 13, 2023
Q4 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
3.55KNew |
$198K - $229K
|
3.55K
$285K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
BUY
|
- |
3.54K+ 25.76% |
$198K - $229K
|
17.3K
$1.39M
|
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
BUY
|
- |
3.49KNew |
$194K - $225K
|
3.49K
$280K
|
|
|
Feb 06, 2023
Q4 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
3.44KNew |
$192K - $223K
|
3.44K
$277K
|
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
3.43KNew |
$192K - $222K
|
3.43K
$276K
|
|
|
Feb 03, 2023
Q4 2022
|
Old National Bancorp
|
BUY
|
- |
3.35KNew |
$187K - $216K
|
3.35K
$269K
|
|
|
Jan 25, 2023
Q4 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
3.33KNew |
$186K - $215K
|
3.33K
$268K
|
|
|
Feb 13, 2023
Q4 2022
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.31KNew |
$185K - $214K
|
3.31K
$266K
|
|
|
Feb 14, 2023
Q4 2022
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.29KNew |
$184K - $213K
|
3.29K
$265K
|
|
|
Jan 24, 2023
Q4 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.83K+ 2.47% |
$158K - $183K
|
117K
$9.44M
|
|
|
Feb 08, 2023
Q4 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
2.77K+ 1.16% |
$155K - $179K
|
241K
$19.3M
|
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2.3K+ 117.79% |
$128K - $148K
|
4.25K
$341K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
2.27KNew |
$127K - $147K
|
2.27K
$183K
|
|
|
Jan 25, 2023
Q4 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
2.07K+ 51.2% |
$115K - $134K
|
6.1K
$491K
|
|
|
Feb 03, 2023
Q4 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
2.03K+ 5.18% |
$113K - $131K
|
41.3K
$3.32M
|
|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.57K+ 4.87% |
$87.4K - $101K
|
33.7K
$2.71M
|
|
|
Feb 02, 2023
Q4 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
1.37K+ 3.41% |
$76.4K - $88.5K
|
41.6K
$3.34M
|
|
|
Jan 10, 2023
Q4 2022
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.3K+ 2.93% |
$72.5K - $84K
|
45.7K
$3.68M
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
BUY
|
- |
1.28K+ 8.29% |
$71.6K - $83K
|
16.8K
$1.35M
|
|
|
Jan 18, 2023
Q4 2022
|
Moller Financial Services
|
BUY
|
- |
1.15K+ 1.09% |
$64.3K - $74.5K
|
107K
$8.62M
|
|
|
Feb 07, 2023
Q4 2022
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
1.1K+ 20.47% |
$61.2K - $71K
|
6.46K
$519K
|
|
|
Jan 19, 2023
Q4 2022
|
Marion Wealth Management
|
BUY
|
- |
1.05K+ 28.72% |
$58.6K - $67.9K
|
4.71K
$379K
|
|
|
Jan 30, 2023
Q4 2022
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
964+ 14.32% |
$53.8K - $62.3K
|
7.7K
$619K
|
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
915+ 20.57% |
$51K - $59.1K
|
5.36K
$431K
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
902+ 8.4% |
$50.3K - $58.3K
|
11.6K
$936K
|
|
|
Jan 30, 2023
Q4 2022
|
Nadler Financial Group, Inc.
|
BUY
|
- |
890+ 1.86% |
$49.6K - $57.5K
|
48.8K
$3.93M
|