Purchases and Sales Made in Q1 2022 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 Q1 2022. 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 |
|---|---|---|---|---|---|---|---|
|
May 16, 2022
Q1 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
318K+ 27.0% |
$19.8M - $21.2M
|
1.5M
$121M
|
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
226K+ 13.63% |
$14.1M - $15.1M
|
1.88M
$152M
|
|
|
May 09, 2022
Q1 2022
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
214KNew |
$13.3M - $14.2M
|
214K
$17.2M
|
|
|
May 09, 2022
Q1 2022
|
Lake Street Financial LLC
|
BUY
|
- |
176KNew |
$10.9M - $11.7M
|
176K
$14.2M
|
|
|
May 05, 2022
Q1 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
173K+ 4622.35% |
$10.8M - $11.6M
|
177K
$14.3M
|
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
161K+ 143.11% |
$10M - $10.8M
|
274K
$22.1M
|
|
|
May 24, 2022
Q1 2022
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
159K+ 97.95% |
$9.89M - $10.6M
|
321K
$25.9M
|
|
|
May 16, 2022
Q1 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
139KNew |
$8.64M - $9.25M
|
139K
$11.2M
|
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
129K+ 170.65% |
$8.01M - $8.58M
|
204K
$16.5M
|
|
|
May 27, 2022
Q1 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
105KNew |
$6.55M - $7.02M
|
105K
$8.49M
|
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
BUY
|
- |
83.3K+ 8.88% |
$5.19M - $5.56M
|
1.02M
$82.5M
|
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
68.3K+ 72.46% |
$4.26M - $4.56M
|
163K
$13.1M
|
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
60.7K+ 14.83% |
$3.78M - $4.05M
|
470K
$38M
|
|
|
May 16, 2022
Q1 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
58K+ 5.53% |
$3.61M - $3.87M
|
1.11M
$89.4M
|
|
|
May 16, 2022
Q1 2022
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
51.6K+ 101.98% |
$3.21M - $3.44M
|
102K
$8.24M
|
|
|
May 12, 2022
Q1 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
45.6K+ 43.95% |
$2.84M - $3.04M
|
149K
$12M
|
|
|
Apr 27, 2022
Q1 2022
|
Virginia National Bank
|
BUY
|
- |
32.5KNew |
$2.02M - $2.17M
|
32.5K
$2.62M
|
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
27.1K+ 4.46% |
$1.69M - $1.81M
|
636K
$51.4M
|
|
|
Apr 22, 2022
Q1 2022
|
Bristlecone Advisors, LLC
|
BUY
|
- |
24.1K+ 16.14% |
$1.5M - $1.61M
|
173K
$14M
|
|
|
Apr 20, 2022
Q1 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
24K+ 11.33% |
$1.49M - $1.6M
|
235K
$19M
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
23.9K+ 5.4% |
$1.49M - $1.6M
|
467K
$37.7M
|
|
|
May 13, 2022
Q1 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
20.2K+ 77.14% |
$1.26M - $1.35M
|
46.4K
$3.74M
|
|
|
May 04, 2022
Q1 2022
|
Iag Wealth Partners, LLC
|
BUY
|
- |
19.4K+ 6.34% |
$1.21M - $1.29M
|
325K
$26.3M
|
|
|
May 10, 2022
Q1 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
19.2K+ 1.38% |
$1.19M - $1.28M
|
1.41M
$113M
|
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
18.8K+ 8.24% |
$1.17M - $1.25M
|
247K
$19.9M
|
|
|
Apr 27, 2022
Q1 2022
|
Alta Wealth Advisors LLC
|
BUY
|
- |
17.4KNew |
$1.09M - $1.16M
|
17.4K
$1.41M
|
|
|
Feb 08, 2024
Q1 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
14.8KNew |
$925K - $991K
|
14.8K
$1.2M
|
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
14.3K+ 8.36% |
$888K - $951K
|
185K
$14.9M
|
|
|
May 13, 2022
Q1 2022
|
Dakota Wealth Management
|
BUY
|
- |
12.9KNew |
$803K - $860K
|
12.9K
$1.04M
|
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
12K+ 139.48% |
$746K - $799K
|
20.6K
$1.66M
|
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
11K+ 222.36% |
$686K - $734K
|
16K
$1.29M
|
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
10.3K+ 28.95% |
$644K - $690K
|
46.1K
$3.72M
|
|
|
May 16, 2022
Q1 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
9.67K+ 3.24% |
$602K - $645K
|
308K
$24.9M
|
|
|
Aug 07, 2024
Q1 2022
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
8.7K+ 232.81% |
$542K - $581K
|
12.4K
$1M
|
|
|
May 05, 2022
Q1 2022
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
8.59KNew |
$535K - $573K
|
8.59K
$693K
|
|
|
May 16, 2022
Q1 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
8.12K+ 136.17% |
$506K - $542K
|
14.1K
$1.14M
|
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
6.97K+ 0.24% |
$434K - $465K
|
2.92M
$236M
|
|
|
May 11, 2022
Q1 2022
|
Vicus Capital
State College, PA |
BUY
|
- |
6.63K+ 43.47% |
$413K - $442K
|
21.9K
$1.77M
|
|
|
May 13, 2022
Q1 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
6.46K+ 66.83% |
$402K - $431K
|
16.1K
$1.3M
|
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
6.27KNew |
$391K - $418K
|
6.27K
$506K
|
|
|
May 11, 2022
Q1 2022
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
6.11KNew |
$380K - $407K
|
6.11K
$493K
|
|
|
May 09, 2022
Q1 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
5.83K+ 17.79% |
$363K - $389K
|
38.6K
$3.11M
|
|
|
May 02, 2022
Q1 2022
|
Hnp Capital LLC
|
BUY
|
- |
5.31KNew |
$331K - $354K
|
5.31K
$429K
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
5.28K+ 3.6% |
$329K - $352K
|
152K
$12.3M
|
|
|
May 10, 2022
Q1 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
4.81KNew |
$300K - $321K
|
4.81K
$388K
|
|
|
May 17, 2022
Q1 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
4.4KNew |
$274K - $293K
|
4.4K
$355K
|
|
|
May 16, 2022
Q1 2022
|
Kovack Advisors, Inc.
|
BUY
|
- |
4.28K+ 16.66% |
$267K - $286K
|
30K
$2.42M
|
|
|
May 11, 2022
Q1 2022
|
Powers Advisory Group, LLC
|
BUY
|
- |
4.24K+ 76.19% |
$264K - $283K
|
9.8K
$791K
|
|
|
May 12, 2022
Q1 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
4.17K+ 0.1% |
$260K - $278K
|
4.1M
$331M
|
|
|
May 04, 2022
Q1 2022
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
4K+ 5.15% |
$249K - $267K
|
81.6K
$6.59M
|