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 |
|---|---|---|---|---|---|---|---|
|
Jan 19, 2022
Q4 2021
|
Hudock, Inc.
|
BUY
|
- |
594+ 100.0% |
$35.6K - $39.3K
|
1.19K
$98.3K
|
|
|
Feb 10, 2022
Q4 2021
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
399+ 100.0% |
$23.9K - $26.4K
|
798
$66K
|
|
|
Feb 11, 2022
Q4 2021
|
Valley National Advisers Inc
|
BUY
|
- |
205+ 100.0% |
$12.3K - $13.6K
|
410
$33.9K
|
|
|
Feb 11, 2022
Q4 2021
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
182New |
$10.9K - $12K
|
182
$15.1K
|
|
|
Feb 08, 2022
Q4 2021
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
160+ 100.0% |
$9.58K - $10.6K
|
320
$26.5K
|
|
|
Feb 07, 2022
Q4 2021
|
Orion Capital Management LLC
|
BUY
|
- |
130+ 100.0% |
$7.78K - $8.6K
|
260
$21.5K
|
|
|
Jan 13, 2022
Q4 2021
|
Sound Income Strategies, LLC
|
BUY
|
- |
53+ 100.0% |
$3.17K - $3.51K
|
106
$8.77K
|
|
| Q3 2021 | |||||||
|
Oct 26, 2021
Q3 2021
|
Cutler Group LP
|
BUY
|
- |
900New |
$53.7K - $56.8K
|
900
$74.5K
|
|
| Q2 2021 | |||||||
|
Aug 10, 2021
Q2 2021
|
Jtc Employer Solutions Trustee LTD
|
BUY
|
- |
1.47KNew |
$84.4K - $88.9K
|
1.47K
$121K
|
|
| Q4 2020 | |||||||
|
Feb 05, 2021
Q4 2020
|
Tompkins Financial Corp
|
BUY
|
- |
3.29KNew |
$154K - $177K
|
3.29K
$272K
|
|
| Q3 2020 | |||||||
|
Nov 06, 2020
Q3 2020
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
2.3KNew |
$106K - $117K
|
2.3K
$190K
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
276+ 4.34% |
$10.7K - $13.7K
|
6.63K
$549K
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
88.9KNew |
N/A
|
88.9K
$7.36M
|
|