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
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-2.56K- 10.28% |
$136K - $148K
|
22.3K
$1.79M
|
|
|
May 14, 2021
Q1 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.59K- 2.44% |
$137K - $149K
|
104K
$8.33M
|
|
|
May 11, 2021
Q1 2021
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-2.87K- 1.12% |
$152K - $165K
|
254K
$20.4M
|
|
|
May 13, 2021
Q1 2021
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-2.88K- 41.02% |
$152K - $166K
|
4.13K
$332K
|
|
|
May 11, 2021
Q1 2021
|
Madison Wealth Management
Cincinnati, OH |
SELL
|
- |
-3.07KClosed |
$163K - $177K
|
0
$0
|
|
|
Apr 12, 2021
Q1 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-3.24K- 28.05% |
$172K - $187K
|
8.31K
$667K
|
|
|
May 13, 2021
Q1 2021
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-3.48K- 1.9% |
$185K - $201K
|
179K
$14.4M
|
|
|
May 13, 2021
Q1 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-3.8KClosed |
$201K - $219K
|
0
$0
|
|
|
May 03, 2021
Q1 2021
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-4.13KClosed |
$219K - $238K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-4.75KClosed |
$252K - $274K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-4.97K- 4.34% |
$263K - $286K
|
109K
$8.79M
|
|
|
May 12, 2021
Q1 2021
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-5K- 16.21% |
$265K - $288K
|
25.9K
$2.08M
|
|
|
May 17, 2021
Q1 2021
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-5.23K- 17.11% |
$277K - $301K
|
25.3K
$2.03M
|
|
|
May 10, 2021
Q1 2021
|
Mission Wealth Management, LP
|
SELL
|
- |
-5.29K- 14.75% |
$280K - $305K
|
30.6K
$2.45M
|
|
|
May 14, 2021
Q1 2021
|
Assetmark, Inc
|
SELL
|
- |
-5.29K- 8.49% |
$281K - $305K
|
57K
$4.58M
|
|
|
May 12, 2021
Q1 2021
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-5.46KClosed |
$290K - $315K
|
0
$0
|
|
|
Apr 21, 2021
Q1 2021
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-5.49K- 7.24% |
$291K - $317K
|
70.3K
$5.65M
|
|
|
Apr 26, 2021
Q1 2021
|
1900 Wealth Management LLC
|
SELL
|
- |
-6.73K- 7.47% |
$357K - $388K
|
83.4K
$6.7M
|
|
|
May 12, 2021
Q1 2021
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-6.81K- 50.35% |
$361K - $392K
|
6.71K
$539K
|
|
|
Mar 22, 2023
Q1 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-8.52K- 62.38% |
$451K - $491K
|
5.14K
$412K
|
|
|
Jan 27, 2023
Q1 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-8.72K- 82.8% |
$462K - $502K
|
1.81K
$145K
|
|
|
May 10, 2021
Q1 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-8.91K- 9.37% |
$472K - $513K
|
86.2K
$6.92M
|
|
|
May 17, 2021
Q1 2021
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-15.9K- 59.18% |
$841K - $914K
|
10.9K
$879K
|
|
|
May 06, 2021
Q1 2021
|
M&T Bank Corp
|
SELL
|
- |
-20.6K- 90.46% |
$1.09M - $1.18M
|
2.17K
$174K
|
|
|
May 07, 2021
Q1 2021
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-21.1K- 26.15% |
$1.12M - $1.21M
|
59.5K
$4.78M
|
|
|
Apr 15, 2021
Q1 2021
|
Cx Institutional
|
SELL
|
- |
-21.4K- 27.68% |
$1.14M - $1.23M
|
56K
$4.5M
|
|
|
Apr 27, 2021
Q1 2021
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-25.2K- 8.39% |
$1.34M - $1.45M
|
275K
$22.1M
|
|
|
May 13, 2021
Q1 2021
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-44.6K- 73.22% |
$2.36M - $2.57M
|
16.3K
$1.31M
|
|
|
May 13, 2021
Q1 2021
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-50.5KClosed |
$2.68M - $2.91M
|
0
$0
|
|
|
Apr 27, 2021
Q1 2021
|
Ae Wealth Management LLC
|
SELL
|
- |
-55.4KClosed |
$2.94M - $3.19M
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-77.5K- 20.08% |
$4.11M - $4.47M
|
308K
$24.8M
|
|
|
May 07, 2021
Q1 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-104K- 4.67% |
$5.53M - $6.01M
|
2.13M
$171M
|
|
|
May 13, 2021
Q1 2021
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-119K- 51.78% |
$6.31M - $6.85M
|
111K
$8.9M
|