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 02, 2023
Q4 2022
|
Spinnaker Trust
|
SELL
|
- |
-1.38K- 19.68% |
$77.1K - $89.4K
|
5.65K
$454K
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.57K- 2.91% |
$87.6K - $102K
|
52.4K
$4.21M
|
|
|
Feb 08, 2023
Q4 2022
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-1.61K- 0.45% |
$89.9K - $104K
|
356K
$28.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-1.63K- 19.21% |
$91K - $105K
|
6.86K
$552K
|
|
|
Jan 20, 2023
Q4 2022
|
Meridian Financial Partners LLC
|
SELL
|
- |
-2.04K- 4.09% |
$114K - $132K
|
47.9K
$3.85M
|
|
|
Feb 09, 2023
Q4 2022
|
Virginia National Bank
|
SELL
|
- |
-2.06K- 28.06% |
$115K - $133K
|
5.29K
$425K
|
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-2.11K- 29.8% |
$118K - $136K
|
4.98K
$400K
|
|
|
Feb 14, 2023
Q4 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-2.12K- 23.0% |
$118K - $137K
|
7.08K
$569K
|
|
|
Jan 20, 2023
Q4 2022
|
Powers Advisory Group, LLC
|
SELL
|
- |
-2.31K- 27.71% |
$129K - $149K
|
6.02K
$484K
|
|
|
Jan 27, 2023
Q4 2022
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-2.54K- 2.04% |
$142K - $164K
|
122K
$9.8M
|
|
|
Jan 30, 2023
Q4 2022
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-2.72K- 6.74% |
$152K - $176K
|
37.6K
$3.02M
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3.21K- 3.43% |
$179K - $207K
|
90.1K
$7.25M
|
|
|
Feb 07, 2023
Q4 2022
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-3.51K- 1.9% |
$196K - $227K
|
181K
$14.6M
|
|
|
Feb 02, 2023
Q4 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-3.52K- 50.22% |
$196K - $227K
|
3.49K
$280K
|
|
|
Jan 25, 2023
Q4 2022
|
Lake Street Financial LLC
|
SELL
|
- |
-4K- 2.21% |
$223K - $259K
|
177K
$14.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-4.02K- 10.93% |
$224K - $260K
|
32.8K
$2.64M
|
|
|
Jan 17, 2023
Q4 2022
|
Well Done, LLC
|
SELL
|
- |
-4.1K- 32.89% |
$229K - $265K
|
8.36K
$672K
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-4.81K- 4.67% |
$268K - $311K
|
98.1K
$7.89M
|
|
|
Feb 13, 2023
Q4 2022
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-4.92K- 26.71% |
$275K - $318K
|
13.5K
$1.09M
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
SELL
|
- |
-4.97K- 70.66% |
$277K - $321K
|
2.06K
$166K
|
|
|
Feb 06, 2023
Q4 2022
|
1900 Wealth Management LLC
|
SELL
|
- |
-5.45K- 4.29% |
$304K - $352K
|
122K
$9.77M
|
|
|
Jan 27, 2023
Q4 2022
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-5.81K- 31.91% |
$324K - $375K
|
12.4K
$996K
|
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
SELL
|
- |
-6.26K- 9.97% |
$349K - $405K
|
56.5K
$4.55M
|
|
|
Feb 14, 2023
Q4 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-7.51K- 4.15% |
$419K - $486K
|
174K
$14M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-7.84K- 0.4% |
$438K - $507K
|
1.93M
$156M
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-8.83K- 5.39% |
$492K - $571K
|
155K
$12.5M
|
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-9.64K- 10.98% |
$538K - $623K
|
78.2K
$6.29M
|
|
|
Feb 15, 2023
Q4 2022
|
Vicus Capital
State College, PA |
SELL
|
- |
-10.1K- 57.55% |
$565K - $655K
|
7.48K
$601K
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-11.3K- 1.94% |
$632K - $732K
|
573K
$46.1M
|
|
|
Feb 10, 2023
Q4 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-17.5K- 5.04% |
$979K - $1.13M
|
330K
$26.6M
|
|
|
Jan 17, 2023
Q4 2022
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-30K- 5.4% |
$1.67M - $1.94M
|
526K
$42.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-66.7K- 20.99% |
$3.72M - $4.31M
|
251K
$20.2M
|
|
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-66.7K- 20.99% |
$3.72M - $4.31M
|
251K
$20.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-80.1K- 15.9% |
$4.47M - $5.18M
|
424K
$34.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-136K- 58.76% |
$7.59M - $8.8M
|
95.5K
$7.68M
|
|
|
Jan 19, 2023
Q4 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-461K- 92.23% |
$25.7M - $29.8M
|
38.9K
$3.13M
|