Purchases and Sales Made in Q2 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 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
Jul 27, 2021 Q2 2021
Vista Wealth Management Group, LLC

BUY
 -
1.69K
New
$97.3K - $103K
1.69K $137K
Aug 11, 2021 Q2 2021
Baird Financial Group, Inc.

Milwaukee, WI
BUY
 -
1.66K
+ 1.67%
$95.4K - $100K
101K $8.16M
Jul 19, 2021 Q2 2021
Ausdal Financial Partners, Inc.

Davenport, IA
BUY
 -
1.63K
+ 8.84%
$93.9K - $98.9K
20.1K $1.62M
Jul 20, 2021 Q2 2021
Allen Capital Group, LLC

BUY
 -
1.62K
+ 8.45%
$93.5K - $98.4K
20.8K $1.68M
Aug 10, 2021 Q2 2021
Jtc Employer Solutions Trustee LTD

BUY
 -
1.47K
New
$84.4K - $88.9K
1.47K $119K
Jul 29, 2021 Q2 2021
Mgo One Seven LLC

Beachwood, OH
BUY
 -
1.42K
+ 56.9%
$81.5K - $85.9K
3.9K $316K
Aug 05, 2021 Q2 2021
Washington Trust CO

BUY
 -
1.26K
New
$72.6K - $76.5K
1.26K $102K
Aug 16, 2021 Q2 2021
Captrust Financial Advisors

Raleigh, NC
BUY
 -
1.06K
+ 1.93%
$60.9K - $64.1K
55.8K $4.51M
Aug 13, 2021 Q2 2021
Capital Advisors Wealth Management, LLC

BUY
 -
1.01K
+ 35.15%
$58.3K - $61.4K
3.89K $315K
Aug 02, 2021 Q2 2021
Key F Inancial Inc

BUY
 -
910
+ 2.76%
$52.4K - $55.2K
33.9K $2.74M
Aug 03, 2021 Q2 2021
Oppenheimer & CO Inc

New York, NY
BUY
 -
858
+ 13.94%
$49.4K - $52.1K
7.02K $568K
Aug 06, 2021 Q2 2021
J.W. Cole Advisors, Inc.

BUY
 -
602
+ 1.09%
$34.7K - $36.5K
55.7K $4.51M
Aug 16, 2021 Q2 2021
Certified Advisory Corp

Altamonte Springs, FL
BUY
 -
579
+ 6.75%
$33.4K - $35.1K
9.16K $741K
Aug 10, 2021 Q2 2021
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
554
+ 76.2%
$31.9K - $33.6K
1.28K $104K
Jul 22, 2021 Q2 2021
Procyon Advisors, LLC

BUY
 -
492
+ 2.59%
$28.4K - $29.9K
19.5K $1.58M
Aug 13, 2021 Q2 2021
Advisor Resource Council

BUY
 -
394
New
$22.7K - $23.9K
394 $31.9K
Aug 13, 2021 Q2 2021
Cetera Advisors LLC

Denver, CO
BUY
 -
384
+ 3.51%
$22.1K - $23.3K
11.3K $917K
Aug 16, 2021 Q2 2021
Wealth Bridge Capital Management, LLC

Westerville, OH
BUY
 -
357
+ 3.51%
$20.6K - $21.7K
10.5K $852K
Aug 11, 2021 Q2 2021
Wealth Quarterback LLC

Toms River, NJ
BUY
 -
343
New
$19.8K - $20.8K
343 $27.8K
Jul 24, 2024 Q2 2021
Focus Financial Network, Inc.

Minneapolis, MN
BUY
 -
267
+ 2.39%
$15.4K - $16.2K
11.5K $927K
Jul 30, 2021 Q2 2021
Huntington National Bank

Columbus, OH
BUY
 -
177
+ 17700.0%
$10.2K - $10.7K
178 $14.4K
Aug 05, 2021 Q2 2021
Us Bancorp \De\

BUY
 -
167
+ 2.13%
$9.62K - $10.1K
8K $648K
Aug 12, 2021 Q2 2021
Advisory Services Network, LLC

BUY
 -
165
New
$9.51K - $10K
165 $13.4K
Jul 28, 2021 Q2 2021
Arkadios Wealth Advisors

BUY
 -
150
+ 10.87%
$8.64K - $9.1K
1.53K $124K
Aug 10, 2021 Q2 2021
Wealth Enhancement Advisory Services, LLC

BUY
 -
123
+ 3.33%
$7.09K - $7.46K
3.82K $309K
Aug 11, 2021 Q2 2021
Cerity Partners LLC

New York, NY
BUY
 -
73
+ 0.51%
$4.21K - $4.43K
14.5K $1.17M
Aug 13, 2021 Q2 2021
Northwestern Mutual Wealth Management CO

BUY
 -
70
+ 0.74%
$4.03K - $4.25K
9.56K $773K
Jul 29, 2021 Q2 2021
Kovack Advisors, Inc.

BUY
 -
64
+ 0.5%
$3.69K - $3.88K
13K $1.05M
Aug 16, 2021 Q2 2021
Evergreen Capital Management LLC

Bellevue, WA
BUY
 -
51
+ 0.56%
$2.94K - $3.1K
9.12K $738K
Jul 19, 2021 Q2 2021
Tsfg, LLC

BUY
 -
50
+ 9.6%
$2.88K - $3.03K
571 $46.2K
Aug 06, 2021 Q2 2021
Fifth Third Bancorp

BUY
 -
43
New
$2.48K - $2.61K
43 $3.48K
Aug 03, 2021 Q2 2021
Signal Point Asset Management, LLC

BUY
 -
41
+ 1.13%
$2.36K - $2.49K
3.66K $296K
Aug 06, 2024 Q2 2021
Mason Investment Advisory Services, Inc.

Reston, VA
BUY
 -
34
+ 0.56%
$1.96K - $2.06K
6.14K $497K
Jul 27, 2021 Q2 2021
Garrett Wealth Advisory Group, LLC

BUY
 -
33
+ 0.29%
$1.9K - $2K
11.4K $919K
Aug 10, 2021 Q2 2021
Vicus Capital

State College, PA
BUY
 -
32
+ 0.24%
$1.84K - $1.94K
13.5K $1.1M
Jul 15, 2021 Q2 2021
Global Retirement Partners, LLC

BUY
 -
32
+ 2.49%
$1.84K - $1.94K
1.32K $107K
Aug 02, 2021 Q2 2021
Founders Financial Alliance, LLC

Raleigh, NC
BUY
 -
31
+ 1.27%
$1.79K - $1.88K
2.47K $200K
Jul 26, 2021 Q2 2021
Beacon Financial Group

BUY
 -
26
+ 0.27%
$1.5K - $1.58K
9.66K $781K
Aug 10, 2021 Q2 2021
Brighton Jones LLC

BUY
 -
13
+ 0.48%
$749 - $789
2.7K $218K
Aug 16, 2021 Q2 2021
Bickling Financial Services, Inc.

Lexington, MA
BUY
 -
12
+ 0.54%
$692 - $728
2.24K $181K
Aug 10, 2021 Q2 2021
Shepherd Kaplan Krochuk, LLC

Boston, MA
BUY
 -
10
+ 0.22%
$576 - $607
4.46K $361K
Aug 05, 2021 Q2 2021
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
10
+ 0.48%
$576 - $607
2.09K $169K
Jul 29, 2021 Q2 2021
Addison Advisors LLC

BUY
 -
5
New
$288 - $303
5 $405
Jul 19, 2021 Q2 2021
Gps Wealth Strategies Group, LLC

BUY
 -
1
+ 0.23%
$57.6 - $60.7
435 $35.2K
Aug 12, 2021 Q2 2021
Clearstead Advisors, LLC

Cleveland, OH
BUY
 -
1
+ 0.53%
$57.6 - $60.7
191 $15.5K
Aug 11, 2021 Q2 2021
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
BUY
 -
1
+ 0.16%
$57.6 - $60.7
617 $49.9K
Aug 16, 2021 Q2 2021
Harbour Investments, Inc.

Madison, WI
BUY
 -
1
+ 0.04%
$57.6 - $60.7
2.6K $211K
Aug 16, 2021 Q2 2021
Circle Wealth Management, LLC

Summit, NJ
BUY
 -
1
+ 0.0%
$57.6 - $60.7
25.3K $2.05M
Aug 12, 2021 Q2 2021
Traverso Chambers Private Wealth Management, LLC

SELL
 -
-14
- 0.02%
$807 - $850
67.2K $5.44M

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