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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2021
Q2 2021
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-1.88K- 8.26% |
$108K - $114K
|
20.9K
$1.69M
|
|
|
Jul 12, 2021
Q2 2021
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-1.94K- 1.85% |
$112K - $118K
|
103K
$8.34M
|
|
|
Aug 16, 2021
Q2 2021
|
Capital Bank & Trust CO
Irvine, CA |
SELL
|
- |
-1.98KClosed |
$114K - $120K
|
0
$0
|
|
|
Aug 12, 2021
Q2 2021
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-2K- 28.57% |
$115K - $121K
|
5K
$405K
|
|
|
Aug 24, 2021
Q2 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-2.3K- 8.32% |
$132K - $139K
|
25.3K
$2.05M
|
|
|
Jul 21, 2021
Q2 2021
|
Grandview Asset Management LLC
|
SELL
|
- |
-2.38KClosed |
$137K - $144K
|
0
$0
|
|
|
Jul 22, 2021
Q2 2021
|
Domani Wealth, LLC
|
SELL
|
- |
-2.5KClosed |
$144K - $152K
|
0
$0
|
|
|
Jul 29, 2021
Q2 2021
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-3.18K- 11.33% |
$183K - $193K
|
24.9K
$2.02M
|
|
|
Aug 10, 2021
Q2 2021
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-3.44K- 9.03% |
$198K - $209K
|
34.7K
$2.81M
|
|
|
Jul 13, 2021
Q2 2021
|
Sarasin & Partners LLP
|
SELL
|
- |
-3.74K- 8.43% |
$216K - $227K
|
40.6K
$3.29M
|
|
|
Aug 16, 2021
Q2 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-3.94K- 7.58% |
$227K - $239K
|
48K
$3.88M
|
|
|
Aug 09, 2021
Q2 2021
|
Staley Capital Advisers Inc
|
SELL
|
- |
-4.06K- 41.27% |
$234K - $247K
|
5.78K
$468K
|
|
|
Aug 16, 2021
Q2 2021
|
Assetmark, Inc
|
SELL
|
- |
-4.25K- 7.44% |
$245K - $258K
|
52.8K
$4.27M
|
|
|
Aug 16, 2021
Q2 2021
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-4.39K- 2.45% |
$253K - $266K
|
175K
$14.2M
|
|
|
Aug 10, 2021
Q2 2021
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-4.6K- 78.4% |
$265K - $279K
|
1.27K
$103K
|
|
|
Aug 24, 2021
Q2 2021
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-4.98KClosed |
$287K - $302K
|
0
$0
|
|
|
Aug 04, 2021
Q2 2021
|
Cx Institutional
|
SELL
|
- |
-6.6K- 11.79% |
$380K - $401K
|
49.4K
$3.99M
|
|
|
Mar 22, 2023
Q2 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-7.01K- 51.37% |
$404K - $426K
|
6.64K
$537K
|
|
|
Jul 28, 2021
Q2 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-11.3K- 13.1% |
$651K - $685K
|
74.9K
$6.06M
|
|
|
Aug 03, 2021
Q2 2021
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-16.3K- 82.21% |
$939K - $989K
|
3.53K
$285K
|
|
|
Aug 16, 2021
Q2 2021
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-20.8KClosed |
$1.2M - $1.26M
|
0
$0
|
|
|
Aug 19, 2021
Q2 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-21.6KClosed |
$1.24M - $1.31M
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-24.5K- 99.17% |
$1.41M - $1.48M
|
205
$16.6K
|
|
|
Jul 26, 2021
Q2 2021
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-28.2K- 45.87% |
$1.63M - $1.71M
|
33.3K
$2.7M
|
|
|
Jul 26, 2021
Q2 2021
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-34.5K- 57.99% |
$1.99M - $2.09M
|
25K
$2.02M
|
|
|
Jul 26, 2021
Q2 2021
|
Spire Wealth Management
|
SELL
|
- |
-34.6K- 96.96% |
$1.99M - $2.1M
|
1.08K
$87.7K
|
|
|
Aug 11, 2021
Q2 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-36.6K- 11.86% |
$2.11M - $2.22M
|
272K
$22M
|
|
|
Aug 06, 2021
Q2 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-36.9K- 1.74% |
$2.13M - $2.24M
|
2.09M
$169M
|
|
|
Aug 04, 2021
Q2 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-50.7K- 9.05% |
$2.92M - $3.08M
|
509K
$41.2M
|
|
|
Aug 11, 2021
Q2 2021
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-75.1K- 67.77% |
$4.33M - $4.56M
|
35.7K
$2.89M
|