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 |
|---|---|---|---|---|---|---|---|
|
Jul 16, 2021
Q2 2021
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-40- 0.16% |
$2.31K - $2.43K
|
24.7K
$1.99M
|
|
|
Aug 16, 2021
Q2 2021
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-40- 0.6% |
$2.31K - $2.43K
|
6.67K
$537K
|
|
|
Jul 12, 2021
Q2 2021
|
Gradient Investments LLC
|
SELL
|
- |
-46Closed |
$2.65K - $2.79K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Rmr Wealth Builders
|
SELL
|
- |
-47Closed |
$2.71K - $2.85K
|
0
$0
|
|
|
Jul 20, 2021
Q2 2021
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-50- 0.78% |
$2.88K - $3.03K
|
6.34K
$510K
|
|
|
Jul 29, 2021
Q2 2021
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-56- 12.2% |
$3.23K - $3.4K
|
403
$32.4K
|
|
|
Aug 06, 2021
Q2 2021
|
Parallel Advisors, LLC
|
SELL
|
- |
-62- 0.62% |
$3.57K - $3.76K
|
9.95K
$800K
|
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-79Closed |
$4.55K - $4.79K
|
0
$0
|
|
|
Aug 04, 2021
Q2 2021
|
Rollins Financial
|
SELL
|
- |
-92- 2.44% |
$5.3K - $5.58K
|
3.68K
$296K
|
|
|
Jul 08, 2021
Q2 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-93- 1.67% |
$5.36K - $5.64K
|
5.49K
$442K
|
|
|
Aug 13, 2021
Q2 2021
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-94- 1.15% |
$5.42K - $5.7K
|
8.06K
$648K
|
|
|
Aug 10, 2021
Q2 2021
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-110- 0.72% |
$6.34K - $6.68K
|
15.3K
$1.23M
|
|
|
Aug 10, 2021
Q2 2021
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-110- 3.18% |
$6.34K - $6.68K
|
3.35K
$270K
|
|
|
Aug 02, 2021
Q2 2021
|
Bison Wealth, LLC
|
SELL
|
- |
-117Closed |
$6.74K - $7.1K
|
0
$0
|
|
|
Jul 26, 2021
Q2 2021
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-143Closed |
$8.24K - $8.68K
|
0
$0
|
|
|
Aug 02, 2021
Q2 2021
|
Optimum Investment Advisors
|
SELL
|
- |
-160- 4.8% |
$9.22K - $9.71K
|
3.18K
$256K
|
|
|
Aug 16, 2021
Q2 2021
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-162- 5.52% |
$9.34K - $9.83K
|
2.78K
$223K
|
|
|
Aug 09, 2021
Q2 2021
|
Spinnaker Trust
|
SELL
|
- |
-175- 4.89% |
$10.1K - $10.6K
|
3.41K
$274K
|
|
|
Aug 09, 2021
Q2 2021
|
Belpointe Asset Management LLC
|
SELL
|
- |
-185- 2.88% |
$10.7K - $11.2K
|
6.23K
$501K
|
|
|
Aug 02, 2021
Q2 2021
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-245- 1.98% |
$14.1K - $14.9K
|
12.2K
$978K
|
|
|
Aug 19, 2021
Q2 2021
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-246- 0.15% |
$14.2K - $14.9K
|
162K
$13M
|
|
|
Aug 12, 2021
Q2 2021
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-250- 6.05% |
$14.4K - $15.2K
|
3.88K
$312K
|
|
|
Aug 13, 2021
Q2 2021
|
M&T Bank Corp
|
SELL
|
- |
-270- 12.45% |
$15.6K - $16.4K
|
1.9K
$153K
|
|
|
Sep 07, 2021
Q2 2021
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-274- 3.14% |
$15.8K - $16.6K
|
8.45K
$679K
|
|
|
Aug 05, 2021
Q2 2021
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-293- 6.08% |
$16.9K - $17.8K
|
4.53K
$364K
|
|
|
Aug 16, 2021
Q2 2021
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-316- 3.38% |
$18.2K - $19.2K
|
9.04K
$727K
|
|
|
Jul 16, 2021
Q2 2021
|
Northern Capital Management, Inc.
|
SELL
|
- |
-335- 14.77% |
$19.3K - $20.3K
|
1.93K
$156K
|
|
|
Aug 12, 2021
Q2 2021
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-367- 0.05% |
$21.2K - $22.3K
|
730K
$58.7M
|
|
|
Aug 11, 2021
Q2 2021
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-424- 0.14% |
$24.4K - $25.7K
|
292K
$23.5M
|
|
|
Aug 12, 2021
Q2 2021
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-489- 19.31% |
$28.2K - $29.7K
|
2.04K
$164K
|
|
|
Jul 29, 2021
Q2 2021
|
Brown Advisory Inc
|
SELL
|
- |
-500- 5.58% |
$28.8K - $30.3K
|
8.46K
$680K
|
|
|
Aug 10, 2021
Q2 2021
|
D.A. Davidson & Co.
|
SELL
|
- |
-530- 1.01% |
$30.5K - $32.2K
|
51.9K
$4.18M
|
|
|
Aug 12, 2021
Q2 2021
|
Keybank National Association
|
SELL
|
- |
-550- 3.42% |
$31.7K - $33.4K
|
15.5K
$1.25M
|
|
|
Jul 22, 2021
Q2 2021
|
Moller Financial Services
|
SELL
|
- |
-577- 1.03% |
$33.3K - $35K
|
55.4K
$4.46M
|
|
|
Aug 30, 2024
Q2 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-600- 50.0% |
$34.6K - $36.4K
|
600
$48.3K
|
|
|
Jul 13, 2021
Q2 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-600- 62.18% |
$34.6K - $36.4K
|
365
$29.4K
|
|
|
Aug 16, 2021
Q2 2021
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-695- 16.57% |
$40.1K - $42.2K
|
3.5K
$282K
|
|
|
Aug 16, 2021
Q2 2021
|
Truist Financial Corp
|
SELL
|
- |
-707- 3.5% |
$40.7K - $42.9K
|
19.5K
$1.57M
|
|
|
Aug 05, 2021
Q2 2021
|
Platform Technology Partners
|
SELL
|
- |
-756- 8.17% |
$43.6K - $45.9K
|
8.5K
$684K
|
|
|
Aug 10, 2021
Q2 2021
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-761- 2.94% |
$43.9K - $46.2K
|
25.1K
$2.02M
|
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-777Closed |
$44.8K - $47.2K
|
0
$0
|
|
|
Aug 12, 2021
Q2 2021
|
Simplex Trading, LLC
|
SELL
|
- |
-811- 89.02% |
$46.7K - $49.2K
|
100
$8.05K
|
|
|
Aug 04, 2021
Q2 2021
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-812- 1.15% |
$46.8K - $49.3K
|
69.5K
$5.59M
|
|
|
Jul 29, 2021
Q2 2021
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-890- 5.46% |
$51.3K - $54K
|
15.4K
$1.24M
|
|
|
Aug 13, 2021
Q2 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1K- 19.88% |
$57.6K - $60.7K
|
4.03K
$324K
|
|
|
Jul 26, 2021
Q2 2021
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.07K- 3.8% |
$61.4K - $64.6K
|
27K
$2.17M
|
|
|
Aug 13, 2021
Q2 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.11K- 1.07% |
$63.9K - $67.3K
|
103K
$8.25M
|
|
|
Jul 19, 2021
Q2 2021
|
Mai Capital Management
|
SELL
|
- |
-1.15K- 28.44% |
$66.5K - $70K
|
2.9K
$234K
|
|
|
Jul 21, 2021
Q2 2021
|
Ifg Advisory, LLC
|
SELL
|
- |
-1.51K- 22.52% |
$87K - $91.6K
|
5.2K
$418K
|
|
|
Aug 10, 2021
Q2 2021
|
Mission Wealth Management, LP
|
SELL
|
- |
-1.77K- 5.78% |
$102K - $107K
|
28.8K
$2.32M
|