Purchases and Sales Made in Q1 2021 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 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 14, 2021 Q1 2021
Hbk Sorce Advisory LLC

Erie, PA
SELL
 -
-14
- 0.33%
$742 - $807
4.19K $329K
Apr 19, 2021 Q1 2021
Creative Financial Designs Inc

SELL
 -
-30
- 11.28%
$1.59K - $1.73K
236 $18.5K
Apr 22, 2021 Q1 2021
Culbertson A N & CO Inc

SELL
 -
-40
- 0.28%
$2.12K - $2.3K
14.3K $1.13M
May 17, 2021 Q1 2021
Thrivent Financial For Lutherans

Minneapolis, MN
SELL
 -
-47
- 0.22%
$2.49K - $2.71K
21.6K $1.69M
Apr 15, 2021 Q1 2021
Traverso Chambers Private Wealth Management, LLC

SELL
 -
-58
- 0.09%
$3.08K - $3.34K
67.3K $5.28M
May 14, 2021 Q1 2021
Vestor Capital, LLC

Chicago, IL
SELL
 -
-59
- 0.72%
$3.13K - $3.4K
8.15K $640K
Apr 28, 2021 Q1 2021
Regent Peak Wealth Advisors LLC

Atlanta, GA
SELL
 -
-96
Closed
$5.09K - $5.53K
0 $0
May 03, 2021 Q1 2021
Raymond James Trust N.A.

SELL
 -
-104
- 4.11%
$5.51K - $5.99K
2.43K $191K
Apr 29, 2021 Q1 2021
Financial Counselors Inc

SELL
 -
-123
- 4.05%
$6.52K - $7.09K
2.91K $229K
Apr 30, 2021 Q1 2021
Buckingham Strategic Wealth, LLC

Clayton, MO
SELL
 -
-125
- 3.54%
$6.63K - $7.2K
3.41K $268K
May 14, 2021 Q1 2021
One Capital Management, LLC

Westlake Village, CA
SELL
 -
-170
- 3.89%
$9.01K - $9.8K
4.2K $329K
May 21, 2021 Q1 2021
Colony Group LLC

Boston, MA
SELL
 -
-187
- 2.07%
$9.91K - $10.8K
8.83K $694K
May 24, 2021 Q1 2021
Advisory Services Network, LLC

SELL
 -
-204
Closed
$10.8K - $11.8K
0 $0
May 12, 2021 Q1 2021
Linscomb & Williams, Inc.

Houston, TX
SELL
 -
-209
- 0.54%
$11.1K - $12K
38.1K $3M
May 17, 2021 Q1 2021
Ep Wealth Advisors, LLC

Torrance, CA
SELL
 -
-243
- 0.87%
$12.9K - $14K
27.6K $2.17M
May 10, 2021 Q1 2021
Safeguard Investment Advisory Group, LLC

SELL
 -
-265
Closed
$14.1K - $15.3K
0 $0
May 07, 2021 Q1 2021
Sowell Financial Services LLC

North Little Rock, AR
SELL
 -
-284
- 78.24%
$15.1K - $16.4K
79 $6.2K
Apr 26, 2021 Q1 2021
Simplex Trading, LLC

SELL
 -
-322
- 26.12%
$17.1K - $18.6K
911 $71.5K
Apr 30, 2021 Q1 2021
Spinnaker Trust

SELL
 -
-326
- 8.35%
$17.3K - $18.8K
3.58K $281K
May 07, 2021 Q1 2021
Lebenthal Global Advisors, LLC

SELL
 -
-371
Closed
$19.7K - $21.4K
0 $0
Apr 12, 2021 Q1 2021
Domani Wealth, LLC

SELL
 -
-380
- 13.21%
$20.1K - $21.9K
2.5K $196K
May 06, 2021 Q1 2021
Exencial Wealth Advisors, LLC

Oklahoma City, OK
SELL
 -
-427
- 12.69%
$22.6K - $24.6K
2.94K $231K
Sep 07, 2021 Q1 2021
Newbridge Financial Services Group, Inc.

SELL
 -
-430
- 4.7%
$22.8K - $24.8K
8.72K $685K
May 14, 2021 Q1 2021
Northwestern Mutual Wealth Management CO

SELL
 -
-462
- 4.64%
$24.5K - $26.6K
9.49K $745K
May 03, 2021 Q1 2021
Signal Point Asset Management, LLC

SELL
 -
-489
- 11.91%
$25.9K - $28.2K
3.62K $284K
Apr 19, 2021 Q1 2021
Mtm Investment Management, LLC

Spartanburg, SC
SELL
 -
-496
- 16.82%
$26.3K - $28.6K
2.45K $193K
May 03, 2021 Q1 2021
Jnba Financial Advisors

SELL
 -
-618
- 86.8%
$32.8K - $35.6K
94 $7.38K
Apr 29, 2021 Q1 2021
Sarasin & Partners LLP

SELL
 -
-630
- 1.4%
$33.4K - $36.3K
44.4K $3.48M
May 14, 2021 Q1 2021
First Commonwealth Financial Corp

Indiana, PA
SELL
 -
-730
- 20.59%
$38.7K - $42.1K
2.82K $221K
Apr 14, 2021 Q1 2021
Nadler Financial Group, Inc.

SELL
 -
-775
- 3.04%
$41.1K - $44.7K
24.7K $1.94M
May 21, 2021 Q1 2021
Rollins Financial

SELL
 -
-808
- 17.63%
$42.8K - $46.6K
3.77K $296K
Apr 20, 2021 Q1 2021
Central Bank & Trust CO

SELL
 -
-809
Closed
$42.9K - $46.6K
0 $0
May 17, 2021 Q1 2021
Perigon Wealth Management, LLC

San Francisco, CA
SELL
 -
-918
Closed
$48.7K - $52.9K
0 $0
Apr 14, 2021 Q1 2021
Garrett Wealth Advisory Group, LLC

SELL
 -
-1.05K
- 8.49%
$55.7K - $60.6K
11.3K $889K
May 17, 2021 Q1 2021
Insight Advisors, LLC

Newtown, PA
SELL
 -
-1.19K
- 4.96%
$62.9K - $68.4K
22.7K $1.79M
May 14, 2021 Q1 2021
Brown Advisory Inc

SELL
 -
-1.26K
- 12.3%
$66.6K - $72.4K
8.96K $703K
May 13, 2021 Q1 2021
Gm Advisory Group, Inc.

Melville, NY
SELL
 -
-1.29K
- 12.09%
$68.2K - $74.1K
9.35K $734K
May 07, 2021 Q1 2021
D.A. Davidson & Co.

SELL
 -
-1.31K
- 2.43%
$69.3K - $75.3K
52.4K $4.12M
May 04, 2021 Q1 2021
Northern Capital Management, Inc.

SELL
 -
-1.43K
- 38.59%
$75.6K - $82.1K
2.27K $178K
May 14, 2021 Q1 2021
United Capital Financial Advisers, LLC

Newport Beach, CA
SELL
 -
-1.45K
- 22.35%
$76.8K - $83.4K
5.03K $395K
May 14, 2021 Q1 2021
Cambridge Trust CO

Boston, MA
SELL
 -
-1.47K
- 37.23%
$78.1K - $84.9K
2.48K $195K
Apr 28, 2021 Q1 2021
Chicago Partners Investment Group LLC

SELL
 -
-1.5K
- 10.77%
$79.4K - $86.3K
12.4K $974K
May 14, 2021 Q1 2021
First Republic Investment Management, Inc.

San Francisco, CA
SELL
 -
-1.66K
- 3.1%
$88.2K - $95.9K
51.9K $4.08M
Apr 09, 2021 Q1 2021
Graves Light Lenhart Wealth, Inc.

Harrisonburg, VA
SELL
 -
-1.72K
- 1.61%
$91K - $98.9K
105K $8.25M
May 11, 2021 Q1 2021
Synovus Financial Corp

Columbus, GA
SELL
 -
-1.89K
Closed
$100K - $109K
0 $0
Jun 17, 2021 Q1 2021
Geneos Wealth Management Inc.

SELL
 -
-2K
- 26.38%
$106K - $115K
5.58K $438K
May 04, 2021 Q1 2021
Commonwealth Equity Services, LLC

SELL
 -
-2.25K
- 0.76%
$120K - $130K
293K $23M
May 11, 2021 Q1 2021
Psi Advisors, LLC

SELL
 -
-2.27K
Closed
$120K - $131K
0 $0
Apr 23, 2021 Q1 2021
Parthenon LLC

SELL
 -
-2.37K
Closed
$125K - $136K
0 $0

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