Purchases and Sales Made in Q4 2022 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 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
Jan 23, 2023 Q4 2022
Culbertson A N & CO Inc

BUY
 -
748
+ 3.36%
$41.7K - $48.3K
23K $1.85M
Feb 22, 2023 Q4 2022
Kovack Advisors, Inc.

BUY
 -
713
+ 2.24%
$39.8K - $46.1K
32.5K $2.61M
Feb 13, 2023 Q4 2022
Choreo, LLC

Minneapolis, MN
BUY
 -
698
+ 8.21%
$38.9K - $45.1K
9.2K $740K
Jan 09, 2023 Q4 2022
Minich Mac Gregor Wealth Management, LLC

BUY
 -
670
New
$37.4K - $43.3K
670 $53.9K
Feb 14, 2023 Q4 2022
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
615
+ 8.93%
$34.3K - $39.7K
7.5K $603K
Feb 09, 2023 Q4 2022
Citigroup Inc

BUY
 -
602
+ 2.97%
$33.6K - $38.9K
20.9K $1.68M
Feb 09, 2023 Q4 2022
Chicago Partners Investment Group LLC

BUY
 -
601
+ 2.19%
$33.5K - $38.8K
28.1K $2.26M
Feb 03, 2023 Q4 2022
U.S. Capital Wealth Advisors, LLC

Austin, TX
BUY
 -
600
New
$33.5K - $38.8K
600 $48.2K
Jan 20, 2023 Q4 2022
Truadvice, LLC

Sarasota, FL
BUY
 -
576
+ 13.83%
$32.1K - $37.2K
4.74K $381K
Feb 14, 2023 Q4 2022
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
548
+ 5.64%
$30.6K - $35.4K
10.3K $825K
Feb 07, 2023 Q4 2022
Oppenheimer & CO Inc

New York, NY
BUY
 -
501
+ 3.59%
$27.9K - $32.4K
14.5K $1.16M
Feb 09, 2023 Q4 2022
Nicolet Bankshares Inc

Green Bay, WI
BUY
 -
500
+ 10.91%
$27.9K - $32.3K
5.08K $409K
Jan 19, 2023 Q4 2022
Procyon Advisors, LLC

BUY
 -
417
+ 1.02%
$23.3K - $27K
41.2K $3.31M
Feb 06, 2023 Q4 2022
Synovus Financial Corp

Columbus, GA
BUY
 -
413
+ 11.28%
$23K - $26.7K
4.07K $327K
Feb 09, 2023 Q4 2022
Capital Advisors Wealth Management, LLC

BUY
 -
411
+ 5.09%
$22.9K - $26.6K
8.49K $683K
Sep 11, 2023 Q4 2022
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
404
New
$22.5K - $26.1K
404 $32.5K
Jan 30, 2023 Q4 2022
Geneos Wealth Management Inc.

BUY
 -
401
+ 1.52%
$22.4K - $25.9K
26.8K $2.15M
Feb 07, 2023 Q4 2022
Dakota Wealth Management

BUY
 -
395
+ 2.62%
$22K - $25.5K
15.5K $1.24M
Feb 01, 2023 Q4 2022
Capital Directions Investment Advisors, LLC

BUY
 -
350
New
$19.5K - $22.6K
350 $28.1K
Feb 06, 2023 Q4 2022
Lebenthal Global Advisors, LLC

BUY
 -
350
+ 9.21%
$19.5K - $22.6K
4.15K $334K
Feb 15, 2023 Q4 2022
Steward Partners Investment Advisory, LLC

BUY
 -
336
+ 0.17%
$18.7K - $21.7K
201K $16.2M
Feb 14, 2023 Q4 2022
Resurgent Financial Advisors LLC

Atlanta, GA
BUY
 -
332
+ 1.4%
$18.5K - $21.5K
24.1K $1.94M
Feb 14, 2023 Q4 2022
Exencial Wealth Advisors, LLC

Oklahoma City, OK
BUY
 -
202
+ 4.98%
$11.3K - $13.1K
4.26K $342K
Aug 13, 2024 Q4 2022
Glen Eagle Advisors, LLC

Kingston, NJ
BUY
 -
201
+ 8.34%
$11.2K - $13K
2.61K $210K
Feb 14, 2023 Q4 2022
Fortis Capital Advisors, LLC

Reno, NV
BUY
 -
200
New
$11.2K - $12.9K
200 $16.1K
Feb 10, 2023 Q4 2022
Blair William & CO

Chicago, IL
BUY
 -
186
+ 2.02%
$10.4K - $12K
9.41K $757K
Jan 30, 2023 Q4 2022
Legend Financial Advisors, Inc.

Pittsburgh, PA
BUY
 -
186
New
$10.4K - $12K
186 $15K
Jan 24, 2023 Q4 2022
626 Financial, LLC

BUY
 -
180
+ 1.52%
$10K - $11.6K
12K $968K
Feb 02, 2023 Q4 2022
Congress Wealth Management LLC

Boston, MA
BUY
 -
174
+ 0.3%
$9.71K - $11.2K
58.2K $4.68M
Feb 14, 2023 Q4 2022
Colonial Trust CO / Sc

Spartanburg, SC
BUY
 -
164
New
$9.15K - $10.6K
164 $13.2K
Feb 13, 2023 Q4 2022
First Republic Investment Management, Inc.

San Francisco, CA
BUY
 -
132
+ 0.14%
$7.36K - $8.53K
93.3K $7.5M
Jan 31, 2023 Q4 2022
Wealth Bridge Capital Management, LLC

Westerville, OH
BUY
 -
127
+ 0.66%
$7.08K - $8.21K
19.3K $1.55M
Feb 06, 2023 Q4 2022
Glass Jacobson Investment Advisors LLC

Owings Mills, MD
BUY
 -
120
New
$6.69K - $7.76K
120 $9.65K
Feb 01, 2023 Q4 2022
Red Tortoise LLC

Atlanta, GA
BUY
 -
117
New
$6.53K - $7.56K
117 $9.41K
Jan 17, 2023 Q4 2022
Capstone Triton Financial Group, LLC

Oklahoma City, OK
BUY
 -
96
+ 2.62%
$5.35K - $6.2K
3.76K $302K
Feb 02, 2023 Q4 2022
Tranquility Partners, LLC

BUY
 -
92
+ 0.65%
$5.13K - $5.95K
14.2K $1.14M
Feb 14, 2023 Q4 2022
Mariner, LLC

Overland Park, KS
BUY
 -
88
+ 0.51%
$4.91K - $5.69K
17.4K $1.4M
Jan 12, 2023 Q4 2022
Kmg Fiduciary Partners, LLC

BUY
 -
86
+ 0.62%
$4.8K - $5.56K
13.9K $1.12M
Feb 06, 2023 Q4 2022
New Square Capital LLC

BUY
 -
84
New
$4.69K - $5.43K
84 $6.75K
Jan 12, 2023 Q4 2022
Baystate Wealth Management LLC

BUY
 -
78
+ 3900.0%
$4.35K - $5.04K
80 $6.43K
Feb 14, 2023 Q4 2022
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
48
+ 0.64%
$2.68K - $3.1K
7.57K $608K
Jan 17, 2023 Q4 2022
Element Wealth, LLC

BUY
 -
46
+ 0.56%
$2.57K - $2.97K
8.31K $668K
Jan 31, 2023 Q4 2022
Atria Investments LLC

Charlotte, NC
BUY
 -
42
+ 0.17%
$2.34K - $2.71K
24.8K $2M
Jan 19, 2023 Q4 2022
Psi Advisors, LLC

BUY
 -
40
+ 2.49%
$2.23K - $2.59K
1.65K $132K
Aug 07, 2024 Q4 2022
Mason Investment Advisory Services, Inc.

Reston, VA
BUY
 -
40
+ 0.72%
$2.23K - $2.59K
5.61K $451K
Jan 31, 2023 Q4 2022
Bickling Financial Services, Inc.

Lexington, MA
BUY
 -
39
+ 0.59%
$2.18K - $2.52K
6.7K $539K
Feb 14, 2023 Q4 2022
Cresset Asset Management, LLC

Chicago, IL
BUY
 -
35
+ 0.07%
$1.95K - $2.26K
47.5K $3.82M
Feb 02, 2023 Q4 2022
Brighton Jones LLC

BUY
 -
25
+ 0.61%
$1.39K - $1.62K
4.11K $330K
Jan 09, 2023 Q4 2022
Grandview Asset Management LLC

BUY
 -
23
+ 0.32%
$1.28K - $1.49K
7.24K $582K

Track Institutional and Insider Activities on DLN

Follow WISDOMTREE TR U.S LARGECAP DIV and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells DLN shares.

Notify only if

Insider Trading

Get notified when an Wisdomtree Tr U.S Largecap Div insider buys or sells DLN shares.

Notify only if

News

Receive news related to WISDOMTREE TR U.S LARGECAP DIV

Choose your preferred platform and Sign Up 👇 Telegram Email
Track Activities on DLN