Purchases and Sales Made in Q1 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 Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2022
Q1 2022
|
Umb Bank, N.A.
|
BUY
|
- |
246New |
$15.3K - $16.4K
|
246
$19.8K
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
238+ 143.37% |
$14.8K - $15.9K
|
404
$32.4K
|
|
|
May 12, 2022
Q1 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
236+ 4.52% |
$14.7K - $15.7K
|
5.46K
$438K
|
|
|
May 09, 2022
Q1 2022
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
204+ 2.65% |
$12.7K - $13.6K
|
7.91K
$635K
|
|
|
Apr 20, 2022
Q1 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
167+ 0.31% |
$10.4K - $11.1K
|
54.4K
$4.37M
|
|
|
May 13, 2022
Q1 2022
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
165+ 0.92% |
$10.3K - $11K
|
18.1K
$1.45M
|
|
|
May 03, 2022
Q1 2022
|
Benedict Financial Advisors Inc
|
BUY
|
- |
149+ 1.77% |
$9.28K - $9.94K
|
8.59K
$690K
|
|
|
May 04, 2022
Q1 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
147+ 0.27% |
$9.16K - $9.81K
|
53.7K
$4.32M
|
|
|
May 11, 2022
Q1 2022
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
142+ 3.45% |
$8.85K - $9.48K
|
4.26K
$342K
|
|
|
May 16, 2022
Q1 2022
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
119+ 0.71% |
$7.41K - $7.94K
|
16.8K
$1.35M
|
|
|
Apr 25, 2022
Q1 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
115+ 0.39% |
$7.17K - $7.67K
|
29.4K
$2.36M
|
|
|
May 16, 2022
Q1 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
112+ 0.64% |
$6.98K - $7.47K
|
17.6K
$1.41M
|
|
|
May 16, 2022
Q1 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
112+ 2.16% |
$6.98K - $7.47K
|
5.3K
$426K
|
|
|
May 09, 2022
Q1 2022
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
109+ 0.52% |
$6.79K - $7.27K
|
21K
$1.68M
|
|
|
Apr 28, 2022
Q1 2022
|
Ahrens Investment Partners LLC
|
BUY
|
- |
80+ 3.18% |
$4.98K - $5.34K
|
2.6K
$209K
|
|
|
May 16, 2022
Q1 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
78+ 0.42% |
$4.86K - $5.2K
|
18.5K
$1.49M
|
|
|
Apr 19, 2022
Q1 2022
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
50+ 0.38% |
$3.12K - $3.34K
|
13.3K
$1.07M
|
|
|
May 16, 2022
Q1 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
32+ 0.43% |
$1.99K - $2.14K
|
7.47K
$600K
|
|
|
May 11, 2022
Q1 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
32+ 0.43% |
$1.99K - $2.14K
|
7.4K
$595K
|
|
|
May 05, 2022
Q1 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
31+ 4.72% |
$1.93K - $2.07K
|
688
$55.3K
|
|
|
May 27, 2022
Q1 2022
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
30+ 0.59% |
$1.87K - $2K
|
5.12K
$411K
|
|
|
May 13, 2022
Q1 2022
|
Brighton Jones LLC
|
BUY
|
- |
20+ 0.37% |
$1.25K - $1.33K
|
5.48K
$440K
|
|
|
Apr 20, 2022
Q1 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
19+ 0.02% |
$1.18K - $1.27K
|
114K
$9.17M
|
|
|
May 02, 2022
Q1 2022
|
Ntb Financial Corp
Centennial, CO |
BUY
|
- |
17+ 0.26% |
$1.06K - $1.13K
|
6.67K
$536K
|
|
|
May 12, 2022
Q1 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
16+ 0.38% |
$997 - $1.07K
|
4.24K
$340K
|
|
|
Apr 08, 2022
Q1 2022
|
Marion Wealth Management
|
BUY
|
- |
8+ 0.15% |
$498 - $534
|
5.44K
$437K
|
|
|
May 16, 2022
Q1 2022
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
7+ 0.07% |
$436 - $467
|
10.7K
$855K
|
|
|
May 16, 2022
Q1 2022
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
4+ 0.01% |
$249 - $267
|
64.9K
$5.21M
|
|
|
Apr 20, 2022
Q1 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 0.27% |
$62.3 - $66.7
|
376
$30.2K
|
|
|
May 12, 2022
Q1 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
1+ 0.02% |
$62.3 - $66.7
|
4.05K
$325K
|
|
|
May 04, 2022
Q1 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1+ 0.26% |
$62.3 - $66.7
|
389
$31.2K
|
|
|
May 10, 2022
Q1 2022
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
1+ 0.03% |
$62.3 - $66.7
|
3.75K
$301K
|
|
|
May 04, 2022
Q1 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1+ 0.08% |
$62.3 - $66.7
|
1.24K
$99.4K
|
|
|
May 03, 2022
Q1 2022
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
1+ 0.47% |
$62.3 - $66.7
|
215
$17.3K
|
|
|
May 02, 2022
Q1 2022
|
Spinnaker Trust
|
BUY
|
- |
1+ 0.01% |
$62.3 - $66.7
|
7.03K
$564K
|
|
|
May 11, 2022
Q1 2022
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Us Bancorp \De\
|
SELL
|
- |
-1- 0.01% |
$62.3 - $66.7
|
15.7K
$1.26M
|
|
|
May 12, 2022
Q1 2022
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-5- 0.14% |
$312 - $334
|
3.46K
$278K
|
|
|
Apr 29, 2022
Q1 2022
|
Addison Advisors LLC
|
SELL
|
- |
-10Closed |
$623 - $667
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-17- 0.26% |
$1.06K - $1.13K
|
6.54K
$525K
|
|
|
May 13, 2022
Q1 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-36- 0.43% |
$2.24K - $2.4K
|
8.29K
$666K
|
|
|
Apr 29, 2022
Q1 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-47- 25.0% |
$2.93K - $3.14K
|
141
$11.3K
|
|
|
Apr 19, 2022
Q1 2022
|
Pfg Advisors
|
SELL
|
- |
-50- 1.06% |
$3.12K - $3.34K
|
4.66K
$374K
|
|
|
May 13, 2022
Q1 2022
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-56- 1.07% |
$3.49K - $3.74K
|
5.16K
$415K
|
|
|
Apr 28, 2022
Q1 2022
|
Element Wealth, LLC
|
SELL
|
- |
-57- 0.9% |
$3.55K - $3.8K
|
6.27K
$503K
|
|
|
Apr 22, 2022
Q1 2022
|
Truist Financial Corp
|
SELL
|
- |
-74- 0.19% |
$4.61K - $4.94K
|
38.6K
$3.1M
|
|
|
Apr 28, 2022
Q1 2022
|
Financial Counselors Inc
|
SELL
|
- |
-104- 2.72% |
$6.48K - $6.94K
|
3.72K
$299K
|
|
|
May 11, 2022
Q1 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-122- 0.84% |
$7.6K - $8.14K
|
14.4K
$1.16M
|
|
|
May 10, 2022
Q1 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-126- 2.44% |
$7.85K - $8.41K
|
5.03K
$404K
|
|
|
May 12, 2022
Q1 2022
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-127- 2.57% |
$7.91K - $8.47K
|
4.82K
$387K
|