Purchases and Sales Made in Q1 2021 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 2021. 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 17, 2021
Q1 2021
|
Money Concepts Capital Corp
|
BUY
|
- |
177K+ 22212.66% |
$9.4M - $10.2M
|
178K
$14.1M
|
|
|
May 10, 2021
Q1 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
90KNew |
$4.77M - $5.19M
|
90K
$7.15M
|
|
|
May 17, 2021
Q1 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
55.7K+ 11.59% |
$2.95M - $3.21M
|
536K
$42.6M
|
|
|
Apr 20, 2021
Q1 2021
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
44K+ 168.08% |
$2.33M - $2.54M
|
70.2K
$5.57M
|
|
|
May 17, 2021
Q1 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
43.3K+ 378.26% |
$2.29M - $2.49M
|
54.7K
$4.35M
|
|
|
May 14, 2021
Q1 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
39.4K+ 6.05% |
$2.09M - $2.27M
|
691K
$54.9M
|
|
|
May 04, 2021
Q1 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
39K+ 15.48% |
$2.07M - $2.25M
|
291K
$23.1M
|
|
|
May 21, 2021
Q1 2021
|
Spire Wealth Management
|
BUY
|
- |
35.7KNew |
$1.89M - $2.05M
|
35.7K
$2.83M
|
|
|
May 17, 2021
Q1 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
32.9K+ 1766.09% |
$1.74M - $1.89M
|
34.7K
$2.76M
|
|
|
May 12, 2021
Q1 2021
|
Comerica Securities,Inc.
|
BUY
|
- |
31.1K+ 113.99% |
$1.65M - $1.79M
|
58.3K
$4.63M
|
|
|
Apr 30, 2021
Q1 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
30.6K+ 5.78% |
$1.62M - $1.76M
|
560K
$44.5M
|
|
|
May 12, 2021
Q1 2021
|
Ubs Group Ag
|
BUY
|
- |
19.3K+ 4.3% |
$1.02M - $1.11M
|
467K
$37.1M
|
|
|
May 13, 2021
Q1 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
17.4K+ 24.09% |
$921K - $1M
|
89.5K
$7.11M
|
|
|
May 13, 2021
Q1 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
13.2K+ 15.29% |
$698K - $758K
|
99.2K
$7.88M
|
|
|
Apr 14, 2022
Q1 2021
|
626 Financial, LLC
|
BUY
|
- |
11.9KNew |
$632K - $687K
|
11.9K
$948K
|
|
|
May 07, 2021
Q1 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
10.2K+ 5.43% |
$541K - $588K
|
198K
$15.7M
|
|
|
Jul 24, 2024
Q1 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
8.38K+ 298.54% |
$444K - $483K
|
11.2K
$889K
|
|
|
May 07, 2021
Q1 2021
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
8.05K+ 10.74% |
$427K - $464K
|
83K
$6.6M
|
|
|
May 10, 2021
Q1 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
7.86K+ 1091.39% |
$417K - $453K
|
8.58K
$681K
|
|
|
Apr 30, 2021
Q1 2021
|
Key F Inancial Inc
|
BUY
|
- |
7.34K+ 28.62% |
$389K - $423K
|
33K
$2.62M
|
|
|
Apr 22, 2021
Q1 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
6.97K+ 40.01% |
$369K - $401K
|
24.4K
$1.94M
|
|
|
May 05, 2021
Q1 2021
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
6.61K+ 0.91% |
$351K - $381K
|
730K
$58M
|
|
|
Apr 29, 2021
Q1 2021
|
Iag Wealth Partners, LLC
|
BUY
|
- |
6.49K+ 5.22% |
$344K - $374K
|
131K
$10.4M
|
|
|
May 17, 2021
Q1 2021
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
4.98KNew |
$264K - $287K
|
4.98K
$395K
|
|
|
May 05, 2021
Q1 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
4.86K+ 35.78% |
$258K - $280K
|
18.4K
$1.46M
|
|
|
May 10, 2021
Q1 2021
|
Benedict Financial Advisors Inc
|
BUY
|
- |
4.82KNew |
$255K - $278K
|
4.82K
$383K
|
|
|
May 17, 2021
Q1 2021
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
4.71K+ 1.05% |
$250K - $272K
|
452K
$35.9M
|
|
|
May 10, 2021
Q1 2021
|
Mai Capital Management
|
BUY
|
- |
4.06KNew |
$215K - $234K
|
4.06K
$322K
|
|
|
Apr 16, 2021
Q1 2021
|
Lake Street Financial LLC
|
BUY
|
- |
3.73K+ 7.21% |
$198K - $215K
|
55.5K
$4.41M
|
|
|
May 12, 2021
Q1 2021
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.7KNew |
$196K - $213K
|
3.7K
$294K
|
|
|
May 13, 2021
Q1 2021
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
3.33K+ 3.64% |
$177K - $192K
|
94.7K
$7.52M
|
|
|
May 17, 2021
Q1 2021
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
3.31K+ 18.91% |
$176K - $191K
|
20.8K
$1.66M
|
|
|
Apr 19, 2021
Q1 2021
|
Moller Financial Services
|
BUY
|
- |
3.31K+ 6.27% |
$175K - $190K
|
56K
$4.45M
|
|
|
May 06, 2021
Q1 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
3.09K+ 14.86% |
$164K - $178K
|
23.9K
$1.9M
|
|
|
Apr 20, 2021
Q1 2021
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
2.88KNew |
$153K - $166K
|
2.88K
$229K
|
|
|
May 14, 2021
Q1 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.39K+ 10.45% |
$127K - $137K
|
25.2K
$2M
|
|
|
Apr 30, 2021
Q1 2021
|
Bristlecone Advisors, LLC
|
BUY
|
- |
2.38K+ 3.22% |
$126K - $137K
|
76.4K
$6.07M
|
|
|
Aug 06, 2024
Q1 2021
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
2.37K+ 63.5% |
$126K - $137K
|
6.11K
$485K
|
|
|
May 06, 2021
Q1 2021
|
Grandview Asset Management LLC
|
BUY
|
- |
2.35K+ 9400.0% |
$125K - $135K
|
2.38K
$189K
|
|
|
May 14, 2021
Q1 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
2.24KNew |
$119K - $129K
|
2.24K
$178K
|
|
|
Aug 17, 2021
Q1 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.17K+ 500.69% |
$115K - $125K
|
2.6K
$207K
|
|
|
May 17, 2021
Q1 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.02K+ 4.85% |
$107K - $117K
|
43.7K
$3.47M
|
|
|
May 11, 2021
Q1 2021
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.02K+ 15.1% |
$107K - $116K
|
15.4K
$1.22M
|
|
|
May 07, 2021
Q1 2021
|
Keybank National Association
|
BUY
|
- |
1.9K+ 13.42% |
$101K - $109K
|
16.1K
$1.28M
|
|
|
May 10, 2021
Q1 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.87K+ 43.65% |
$99.2K - $108K
|
6.16K
$489K
|
|
|
May 17, 2021
Q1 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.83K+ 732.0% |
$97K - $105K
|
2.08K
$165K
|
|
|
May 17, 2021
Q1 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.81KNew |
$96K - $104K
|
1.81K
$144K
|
|
|
Apr 12, 2021
Q1 2021
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
1.8KNew |
$95.4K - $104K
|
1.8K
$143K
|
|
|
May 12, 2021
Q1 2021
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
1.77K+ 6.72% |
$93.8K - $102K
|
28.1K
$2.23M
|
|
|
May 11, 2021
Q1 2021
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
1.76K+ 61.76% |
$93.4K - $102K
|
4.62K
$367K
|