Purchases and Sales Made in Q2 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 Q2 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 |
---|---|---|---|---|---|---|---|
Sep 13, 2021
Q2 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
875KNew |
$50.4M - $53.1M
|
875K
$70.8M
|
|
Aug 16, 2021
Q2 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
210KNew |
$12.1M - $12.8M
|
210K
$17M
|
|
Aug 13, 2021
Q2 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
38K+ 5.5% |
$2.19M - $2.31M
|
729K
$59M
|
|
Aug 11, 2021
Q2 2021
|
Comerica Securities,Inc.
|
BUY
|
- |
36.9K+ 63.27% |
$2.13M - $2.24M
|
95.2K
$7.71M
|
|
Aug 16, 2021
Q2 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
28K+ 5.22% |
$1.61M - $1.7M
|
564K
$45.7M
|
|
Sep 24, 2021
Q2 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
26.2KNew |
$1.51M - $1.59M
|
26.2K
$2.12M
|
|
Jul 27, 2021
Q2 2021
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
26.2K+ 37.28% |
$1.51M - $1.59M
|
96.3K
$7.8M
|
|
Aug 16, 2021
Q2 2021
|
Coldstream Capital Management Inc
|
BUY
|
- |
25.6KNew |
$1.48M - $1.55M
|
25.6K
$2.07M
|
|
Aug 04, 2021
Q2 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
25.3K+ 8.68% |
$1.46M - $1.53M
|
316K
$25.6M
|
|
Aug 13, 2021
Q2 2021
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
24.5K+ 11932.2% |
$1.41M - $1.48M
|
24.7K
$2M
|
|
Aug 16, 2021
Q2 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
23.6KNew |
$1.36M - $1.43M
|
23.6K
$1.91M
|
|
Aug 13, 2021
Q2 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
23K+ 52.66% |
$1.33M - $1.4M
|
66.8K
$5.4M
|
|
Jul 14, 2021
Q2 2021
|
Lake Street Financial LLC
|
BUY
|
- |
15.6K+ 28.05% |
$897K - $945K
|
71.1K
$5.75M
|
|
Aug 16, 2021
Q2 2021
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
13.8K+ 14.56% |
$795K - $837K
|
109K
$8.78M
|
|
Aug 11, 2021
Q2 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
12.1K+ 54.21% |
$698K - $735K
|
34.5K
$2.79M
|
|
Aug 24, 2021
Q2 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
11.3KNew |
$650K - $684K
|
11.3K
$912K
|
|
Aug 13, 2021
Q2 2021
|
Ubs Group Ag
|
BUY
|
- |
10.3K+ 2.2% |
$592K - $623K
|
478K
$38.7M
|
|
Aug 13, 2021
Q2 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
8.7K+ 25.06% |
$502K - $528K
|
43.4K
$3.51M
|
|
Aug 10, 2021
Q2 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
7.9K+ 3.99% |
$455K - $479K
|
206K
$16.7M
|
|
Aug 11, 2021
Q2 2021
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
7.78KNew |
$448K - $472K
|
7.78K
$629K
|
|
Aug 13, 2021
Q2 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
7.42K+ 29.44% |
$428K - $451K
|
32.6K
$2.64M
|
|
Aug 02, 2021
Q2 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
7.02K+ 7.84% |
$405K - $426K
|
96.5K
$7.81M
|
|
Aug 13, 2021
Q2 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
6.9K+ 28.85% |
$398K - $419K
|
30.8K
$2.49M
|
|
Jul 19, 2021
Q2 2021
|
Fifth Third Securities, Inc.
|
BUY
|
- |
6.4KNew |
$369K - $388K
|
6.4K
$518K
|
|
Aug 13, 2021
Q2 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
6.06K+ 58.25% |
$349K - $368K
|
16.5K
$1.33M
|
|
Jul 21, 2021
Q2 2021
|
Bristlecone Advisors, LLC
|
BUY
|
- |
5.08K+ 6.65% |
$293K - $309K
|
81.5K
$6.59M
|
|
Aug 06, 2021
Q2 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.01K+ 4.45% |
$231K - $243K
|
94K
$7.61M
|
|
Aug 11, 2021
Q2 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
3.72K+ 3.4% |
$214K - $226K
|
113K
$9.15M
|
|
Aug 13, 2021
Q2 2021
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
3.67KNew |
$211K - $222K
|
3.67K
$297K
|
|
Jul 27, 2021
Q2 2021
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
3.41KNew |
$196K - $207K
|
3.41K
$276K
|
|
Aug 16, 2021
Q2 2021
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
3.4K+ 0.75% |
$196K - $206K
|
456K
$36.9M
|
|
Aug 13, 2021
Q2 2021
|
Barclays PLC
London, X0 |
BUY
|
- |
3.26KNew |
$188K - $198K
|
3.26K
$263K
|
|
Jul 29, 2021
Q2 2021
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
3K+ 9.7% |
$173K - $182K
|
34K
$2.75M
|
|
Aug 12, 2021
Q2 2021
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
2.98K+ 3.59% |
$172K - $181K
|
86K
$6.96M
|
|
Aug 19, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
2.88K+ 731.73% |
$166K - $175K
|
3.28K
$265K
|
|
Aug 12, 2021
Q2 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2.8KNew |
$161K - $170K
|
2.8K
$226K
|
|
Aug 04, 2021
Q2 2021
|
Iag Wealth Partners, LLC
|
BUY
|
- |
2.77K+ 2.12% |
$160K - $168K
|
134K
$10.8M
|
|
Aug 13, 2021
Q2 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
2.71K+ 2705.0% |
$156K - $164K
|
2.81K
$227K
|
|
Jul 19, 2021
Q2 2021
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
2.67K+ 7.32% |
$154K - $162K
|
39.1K
$3.17M
|
|
Jul 09, 2021
Q2 2021
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
2.61KNew |
$151K - $159K
|
2.61K
$212K
|
|
Aug 04, 2021
Q2 2021
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
2.6K+ 1.02% |
$150K - $158K
|
257K
$20.8M
|
|
Aug 12, 2021
Q2 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
2.33K+ 9.57% |
$134K - $142K
|
26.7K
$2.16M
|
|
Aug 11, 2021
Q2 2021
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
2.27KNew |
$131K - $138K
|
2.27K
$184K
|
|
Aug 11, 2021
Q2 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.22K+ 12.44% |
$128K - $135K
|
20.1K
$1.63M
|
|
Jul 20, 2021
Q2 2021
|
1900 Wealth Management LLC
|
BUY
|
- |
2.09K+ 2.51% |
$120K - $127K
|
85.5K
$6.92M
|
|
Jul 21, 2021
Q2 2021
|
Meridian Financial Partners LLC
|
BUY
|
- |
2.04K+ 2.97% |
$117K - $124K
|
70.6K
$5.71M
|
|
Aug 06, 2021
Q2 2021
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
1.92KNew |
$111K - $117K
|
1.92K
$156K
|
|
Aug 12, 2021
Q2 2021
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
1.88KNew |
$108K - $114K
|
1.88K
$152K
|
|
Aug 09, 2021
Q2 2021
|
Western Wealth Management, LLC
|
BUY
|
- |
1.73KNew |
$99.8K - $105K
|
1.73K
$140K
|
|
Aug 09, 2021
Q2 2021
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
1.69KNew |
$97.5K - $103K
|
1.69K
$137K
|