Latest Institutional Purchases of Wisdomtree Tr U.S Largecap Div (DLN)
This list provides information on the latest institutional transactions involving Wisdomtree Tr U.S Largecap Div (DLN) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
164New |
$9.15K - $10.6K
|
164
$13.6K
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
120New |
$6.69K - $7.76K
|
120
$9.93K
|
|
|
Feb 06, 2023
Q4 2022
|
New Square Capital LLC
|
BUY
|
- |
84New |
$4.69K - $5.43K
|
84
$6.95K
|
|
|
Jan 31, 2023
Q4 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
BUY
|
- |
39+ 0.59% |
$2.18K - $2.52K
|
6.7K
$554K
|
|
|
Feb 14, 2023
Q4 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
1+ 0.68% |
$55.8 - $64.6
|
149
$12.3K
|
|
| Q3 2022 | |||||||
|
Oct 31, 2022
Q3 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
88.4KNew |
$4.89M - $5.69M
|
88.4K
$7.32M
|
|
|
Oct 17, 2022
Q3 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
40.8KNew |
$2.25M - $2.62M
|
40.8K
$3.38M
|
|
|
Oct 26, 2022
Q3 2022
|
Udine Wealth Management, Inc.
|
BUY
|
- |
18.2KNew |
$1.01M - $1.17M
|
18.2K
$1.51M
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
8.61K+ 38.13% |
$476K - $554K
|
31.2K
$2.58M
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
558New |
$30.8K - $35.9K
|
558
$46.2K
|
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
558+ 9.04% |
$30.8K - $35.9K
|
6.73K
$557K
|
|
|
Nov 14, 2022
Q3 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
332+ 11.74% |
$18.3K - $21.4K
|
3.16K
$261K
|
|
|
Oct 24, 2022
Q3 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
234New |
$12.9K - $15.1K
|
234
$19.4K
|
|
|
Nov 14, 2022
Q3 2022
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
196+ 3.59% |
$10.8K - $12.6K
|
5.65K
$468K
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
56+ 0.7% |
$3.09K - $3.6K
|
8.05K
$666K
|
|
| Q2 2022 | |||||||
|
Aug 05, 2022
Q2 2022
|
Old Mission Capital LLC
|
BUY
|
- |
12KNew |
$687K - $804K
|
12K
$994K
|
|
|
Aug 09, 2022
Q2 2022
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
5.5KNew |
$315K - $368K
|
5.5K
$455K
|
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
1.3KNew |
$74.4K - $87K
|
1.3K
$108K
|
|
|
Aug 09, 2022
Q2 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.23KNew |
$70.5K - $82.4K
|
1.23K
$102K
|
|
|
Aug 25, 2022
Q2 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
910+ 20.33% |
$52.1K - $60.9K
|
5.39K
$446K
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
454New |
$26K - $30.4K
|
454
$37.6K
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
286New |
$16.4K - $19.1K
|
286
$23.7K
|
|
|
Jul 11, 2022
Q2 2022
|
American National Bank
|
BUY
|
- |
200New |
$11.4K - $13.4K
|
200
$16.6K
|
|
|
Aug 03, 2022
Q2 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
79+ 0.48% |
$4.52K - $5.29K
|
16.7K
$1.38M
|
|
|
Aug 09, 2022
Q2 2022
|
Ntb Financial Corp
Centennial, CO |
BUY
|
- |
28+ 0.42% |
$1.6K - $1.87K
|
6.7K
$554K
|
|
|
Aug 11, 2022
Q2 2022
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
1+ 0.47% |
$57.2 - $66.9
|
216
$17.9K
|
|
| Q1 2022 | |||||||
|
Apr 27, 2022
Q1 2022
|
Alta Wealth Advisors LLC
|
BUY
|
- |
17.4KNew |
$1.09M - $1.16M
|
17.4K
$1.44M
|
|
|
May 02, 2022
Q1 2022
|
Hnp Capital LLC
|
BUY
|
- |
5.31KNew |
$331K - $354K
|
5.31K
$440K
|
|
|
May 05, 2022
Q1 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
3KNew |
$187K - $200K
|
3K
$248K
|
|
|
May 02, 2022
Q1 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
1.18K+ 23.01% |
$73.7K - $78.9K
|
6.32K
$523K
|
|
|
May 10, 2022
Q1 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
1.08KNew |
$67.3K - $72.1K
|
1.08K
$89.4K
|
|
|
Apr 20, 2022
Q1 2022
|
Bank Of New Hampshire
|
BUY
|
- |
810New |
$50.5K - $54.1K
|
810
$67K
|
|
|
Apr 07, 2022
Q1 2022
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
787New |
$49K - $52.5K
|
787
$65.1K
|
|
|
Apr 28, 2022
Q1 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
748New |
$46.6K - $49.9K
|
748
$61.9K
|
|
|
Apr 22, 2022
Q1 2022
|
Umb Bank, N.A.
|
BUY
|
- |
246New |
$15.3K - $16.4K
|
246
$20.4K
|
|
|
May 05, 2022
Q1 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
31+ 4.72% |
$1.93K - $2.07K
|
688
$56.9K
|
|
| Q4 2021 | |||||||
|
Jan 20, 2022
Q4 2021
|
Minot Wealth Management LLC
|
BUY
|
- |
9.16K+ 131.25% |
$548K - $606K
|
16.1K
$1.34M
|
|
|
Feb 07, 2022
Q4 2021
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
5.9KNew |
$353K - $391K
|
5.9K
$489K
|
|
|
Feb 25, 2022
Q4 2021
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
5.87K+ 100.0% |
$351K - $388K
|
11.7K
$972K
|
|
|
Jan 13, 2022
Q4 2021
|
Wedbush Securities Inc
|
BUY
|
- |
5.55K+ 100.0% |
$332K - $367K
|
11.1K
$918K
|
|
|
Jan 31, 2022
Q4 2021
|
Adviser Investments LLC
|
BUY
|
- |
4.61K+ 100.0% |
$276K - $305K
|
9.22K
$763K
|
|
|
Jan 19, 2022
Q4 2021
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
3.29K+ 100.0% |
$197K - $218K
|
6.58K
$545K
|
|
|
Feb 14, 2022
Q4 2021
|
Ls Investment Advisors, LLC
|
BUY
|
- |
2.9K+ 100.0% |
$174K - $192K
|
5.8K
$480K
|
|
|
Feb 03, 2022
Q4 2021
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
2.83K+ 100.0% |
$170K - $187K
|
5.66K
$469K
|
|
|
Feb 14, 2022
Q4 2021
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
2K+ 100.0% |
$119K - $132K
|
3.99K
$330K
|
|
|
Jan 20, 2022
Q4 2021
|
Burns J W & CO Inc
|
BUY
|
- |
1.88K+ 100.0% |
$112K - $124K
|
3.75K
$310K
|
|
|
Feb 09, 2022
Q4 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
1.71KNew |
$102K - $113K
|
1.71K
$142K
|
|
|
Jan 25, 2022
Q4 2021
|
Private Ocean, LLC
|
BUY
|
- |
1.71K+ 100.0% |
$102K - $113K
|
3.42K
$283K
|
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
1.07KNew |
$64K - $70.7K
|
1.07K
$88.5K
|
|
|
Feb 11, 2022
Q4 2021
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
843+ 100.0% |
$50.5K - $55.8K
|
1.69K
$140K
|
|