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 |
|---|---|---|---|---|---|---|---|
|
May 02, 2022
Q1 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
1.18K+ 23.01% |
$73.7K - $78.9K
|
6.32K
$494K
|
|
|
May 10, 2022
Q1 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
1.08KNew |
$67.3K - $72.1K
|
1.08K
$84.5K
|
|
|
Apr 20, 2022
Q1 2022
|
Bank Of New Hampshire
|
BUY
|
- |
810New |
$50.5K - $54.1K
|
810
$63.4K
|
|
|
Apr 07, 2022
Q1 2022
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
787New |
$49K - $52.5K
|
787
$61.6K
|
|
|
Apr 28, 2022
Q1 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
748New |
$46.6K - $49.9K
|
748
$58.5K
|
|
|
Apr 22, 2022
Q1 2022
|
Umb Bank, N.A.
|
BUY
|
- |
246New |
$15.3K - $16.4K
|
246
$19.2K
|
|
|
May 05, 2022
Q1 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
31+ 4.72% |
$1.93K - $2.07K
|
688
$53.8K
|
|
| Q4 2021 | |||||||
|
Jan 20, 2022
Q4 2021
|
Minot Wealth Management LLC
|
BUY
|
- |
9.16K+ 131.25% |
$548K - $606K
|
16.1K
$1.26M
|
|
|
Feb 01, 2022
Q4 2021
|
Platform Technology Partners
|
BUY
|
- |
8.5K+ 100.0% |
$509K - $562K
|
17K
$1.33M
|
|
|
Feb 07, 2022
Q4 2021
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
5.9KNew |
$353K - $391K
|
5.9K
$462K
|
|
|
Feb 25, 2022
Q4 2021
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
5.87K+ 100.0% |
$351K - $388K
|
11.7K
$919K
|
|
|
Jan 13, 2022
Q4 2021
|
Wedbush Securities Inc
|
BUY
|
- |
5.55K+ 100.0% |
$332K - $367K
|
11.1K
$868K
|
|
|
Jan 31, 2022
Q4 2021
|
Adviser Investments LLC
|
BUY
|
- |
4.61K+ 100.0% |
$276K - $305K
|
9.22K
$721K
|
|
|
Jan 19, 2022
Q4 2021
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
3.29K+ 100.0% |
$197K - $218K
|
6.58K
$515K
|
|
|
Feb 14, 2022
Q4 2021
|
Ls Investment Advisors, LLC
|
BUY
|
- |
2.9K+ 100.0% |
$174K - $192K
|
5.8K
$454K
|
|
|
Feb 03, 2022
Q4 2021
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
2.83K+ 100.0% |
$170K - $187K
|
5.66K
$443K
|
|
|
Feb 14, 2022
Q4 2021
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
2K+ 100.0% |
$119K - $132K
|
3.99K
$312K
|
|
|
Feb 07, 2022
Q4 2021
|
Bridgewater Advisors Inc.
|
BUY
|
- |
1.94K+ 100.0% |
$116K - $128K
|
3.88K
$303K
|
|
|
Jan 20, 2022
Q4 2021
|
Burns J W & CO Inc
|
BUY
|
- |
1.88K+ 100.0% |
$112K - $124K
|
3.75K
$293K
|
|
|
Feb 09, 2022
Q4 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
1.71KNew |
$102K - $113K
|
1.71K
$134K
|
|
|
Jan 25, 2022
Q4 2021
|
Private Ocean, LLC
|
BUY
|
- |
1.71K+ 100.0% |
$102K - $113K
|
3.42K
$268K
|
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
1.07KNew |
$64K - $70.7K
|
1.07K
$83.6K
|
|
|
Feb 11, 2022
Q4 2021
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
843+ 100.0% |
$50.5K - $55.8K
|
1.69K
$132K
|
|
|
Jan 19, 2022
Q4 2021
|
Hudock, Inc.
|
BUY
|
- |
594+ 100.0% |
$35.6K - $39.3K
|
1.19K
$92.9K
|
|
|
Feb 10, 2022
Q4 2021
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
399+ 100.0% |
$23.9K - $26.4K
|
798
$62.4K
|
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
236+ 100.0% |
$14.1K - $15.6K
|
472
$36.9K
|
|
|
Feb 11, 2022
Q4 2021
|
Valley National Advisers Inc
|
BUY
|
- |
205+ 100.0% |
$12.3K - $13.6K
|
410
$32.1K
|
|
|
Feb 11, 2022
Q4 2021
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
182New |
$10.9K - $12K
|
182
$14.2K
|
|
|
Feb 08, 2022
Q4 2021
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
160+ 100.0% |
$9.58K - $10.6K
|
320
$25K
|
|
|
Feb 07, 2022
Q4 2021
|
Orion Capital Management LLC
|
BUY
|
- |
130+ 100.0% |
$7.78K - $8.6K
|
260
$20.3K
|
|
|
Jan 13, 2022
Q4 2021
|
Sound Income Strategies, LLC
|
BUY
|
- |
53+ 100.0% |
$3.17K - $3.51K
|
106
$8.29K
|
|
| Q3 2021 | |||||||
|
Oct 26, 2021
Q3 2021
|
Cutler Group LP
|
BUY
|
- |
900New |
$53.7K - $56.8K
|
900
$70.4K
|
|
| Q2 2021 | |||||||
|
Aug 10, 2021
Q2 2021
|
Jtc Employer Solutions Trustee LTD
|
BUY
|
- |
1.47KNew |
$84.4K - $88.9K
|
1.47K
$115K
|
|
| Q4 2020 | |||||||
|
Feb 05, 2021
Q4 2020
|
Tompkins Financial Corp
|
BUY
|
- |
3.29KNew |
$154K - $177K
|
3.29K
$257K
|
|
| Q3 2020 | |||||||
|
Nov 06, 2020
Q3 2020
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
2.3KNew |
$106K - $117K
|
2.3K
$180K
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
276+ 4.34% |
$10.7K - $13.7K
|
6.63K
$519K
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
88.9KNew |
N/A
|
88.9K
$6.95M
|
|