Purchases and Sales Made in Q1 2022 in Wisdomtree Tr U.S Largecap Div (DLN)

DLN Quotes by TradingView

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 05, 2022 Q1 2022
Hazlett, Burt & Watson, Inc.

BUY
 -
3.98K
New
$248K - $266K
3.98K $318K
Apr 26, 2022 Q1 2022
Stratos Wealth Advisors, LLC

BUY
 -
3.89K
+ 4.71%
$242K - $260K
86.6K $6.91M
May 10, 2022 Q1 2022
Valmark Advisers, Inc.

BUY
 -
3.5K
New
$218K - $234K
3.5K $280K
May 13, 2022 Q1 2022
Prudential Financial Inc

Newark, NJ
BUY
 -
3.39K
+ 135.52%
$211K - $226K
5.89K $470K
May 05, 2022 Q1 2022
Mcf Advisors LLC

Covington, KY
BUY
 -
3K
New
$187K - $200K
3K $239K
May 13, 2022 Q1 2022
Mariner, LLC

Overland Park, KS
BUY
 -
2.92K
+ 15.81%
$182K - $195K
21.4K $1.71M
May 13, 2022 Q1 2022
Northern Trust Corp

Chicago, IL
BUY
 -
2.75K
+ 38.79%
$171K - $183K
9.83K $785K
May 16, 2022 Q1 2022
Geneos Wealth Management Inc.

BUY
 -
2.68K
+ 23.77%
$167K - $179K
14K $1.11M
May 09, 2022 Q1 2022
Northwestern Mutual Wealth Management CO

BUY
 -
2.59K
+ 10.53%
$161K - $173K
27.2K $2.17M
Apr 29, 2022 Q1 2022
Fidelis I M, LLC

Medford, OR
BUY
 -
2.53K
+ 1.87%
$158K - $169K
138K $11M
May 04, 2022 Q1 2022
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
2.05K
+ 47.94%
$128K - $137K
6.33K $505K
Jan 27, 2023 Q1 2022
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
2.05K
+ 47.94%
$128K - $137K
6.33K $505K
May 12, 2022 Q1 2022
Oppenheimer & CO Inc

New York, NY
BUY
 -
2.03K
+ 31.39%
$126K - $135K
8.48K $677K
May 13, 2022 Q1 2022
Bartlett & Co. LLC

BUY
 -
1.9K
New
$118K - $127K
1.9K $152K
May 05, 2022 Q1 2022
Wilbanks Smith & Thomas Asset Management LLC

BUY
 -
1.82K
+ 0.34%
$113K - $121K
540K $43.1M
May 02, 2022 Q1 2022
Steward Partners Investment Advisory, LLC

BUY
 -
1.76K
+ 0.88%
$110K - $117K
203K $16.2M
May 12, 2022 Q1 2022
Cetera Advisors LLC

Denver, CO
BUY
 -
1.67K
+ 7.32%
$104K - $112K
24.5K $1.96M
Apr 18, 2022 Q1 2022
Wealth Enhancement Advisory Services, LLC

BUY
 -
1.63K
+ 16.67%
$101K - $108K
11.4K $908K
Nov 14, 2022 Q1 2022
Brown Advisory Inc

BUY
 -
1.57K
+ 19.74%
$98K - $105K
9.54K $761K
May 10, 2022 Q1 2022
Moloney Securities Asset Management, LLC

BUY
 -
1.53K
+ 32.94%
$95.5K - $102K
6.18K $493K
Apr 21, 2022 Q1 2022
Lindbrook Capital, LLC

BUY
 -
1.5K
New
$93.5K - $100K
1.5K $120K
Apr 29, 2022 Q1 2022
Tranquility Partners, LLC

BUY
 -
1.45K
+ 12.58%
$90.2K - $96.6K
13K $1.03M
May 16, 2022 Q1 2022
Ancora Advisors, LLC

Cleveland, OH
BUY
 -
1.4K
+ 113.43%
$87.4K - $93.6K
2.64K $211K
May 11, 2022 Q1 2022
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
1.4K
+ 0.25%
$87.2K - $93.4K
568K $45.3M
May 10, 2022 Q1 2022
Allen Capital Group, LLC

BUY
 -
1.4K
+ 2.97%
$87K - $93.2K
48.5K $3.87M
May 13, 2022 Q1 2022
Blair William & CO

Chicago, IL
BUY
 -
1.23K
+ 15.9%
$76.6K - $82.1K
8.97K $716K
Sep 06, 2022 Q1 2022
Ifp Advisors, Inc

BUY
 -
1.22K
+ 167.4%
$76.1K - $81.5K
1.95K $156K
May 02, 2022 Q1 2022
Regentatlantic Capital LLC

Morristown, NJ
BUY
 -
1.18K
+ 23.01%
$73.7K - $78.9K
6.32K $504K
Apr 13, 2022 Q1 2022
Traverso Chambers Private Wealth Management, LLC

BUY
 -
1.17K
+ 0.86%
$73K - $78.1K
138K $11M
May 10, 2022 Q1 2022
Aspire Private Capital, LLC

BUY
 -
1.08K
New
$67.3K - $72.1K
1.08K $86.2K
May 20, 2022 Q1 2022
Chicago Partners Investment Group LLC

BUY
 -
1.06K
+ 3.9%
$66.3K - $71K
28.4K $2.26M
Apr 20, 2022 Q1 2022
Bank Of New Hampshire

BUY
 -
810
New
$50.5K - $54.1K
810 $64.6K
Feb 24, 2023 Q1 2022
Kaydan Wealth Management, Inc.

Fenton, MI
BUY
 -
805
+ 11.3%
$50.2K - $53.7K
7.93K $633K
Feb 14, 2024 Q1 2022
Bartlett & Co. Wealth Management LLC

Cincinnati, OH
BUY
 -
800
+ 72.73%
$49.8K - $53.4K
1.9K $152K
Apr 07, 2022 Q1 2022
Fieldpoint Private Securities, LLC

BUY
 -
787
New
$49K - $52.5K
787 $62.8K
Apr 27, 2022 Q1 2022
Key F Inancial Inc

BUY
 -
775
+ 1.13%
$48.3K - $51.7K
69.5K $5.55M
Apr 28, 2022 Q1 2022
Ghp Investment Advisors, Inc.

Denver, CO
BUY
 -
748
New
$46.6K - $49.9K
748 $59.7K
May 17, 2022 Q1 2022
Lido Advisors, LLC

Los Angeles, CA
BUY
 -
693
+ 2.51%
$43.2K - $46.2K
28.3K $2.26M
May 13, 2022 Q1 2022
Sequoia Financial Advisors, LLC

BUY
 -
660
+ 9.69%
$41.1K - $44K
7.47K $596K
May 28, 2024 Q1 2022
Rockbridge Investment Management, Lcc

Syracuse, NY
BUY
 -
624
New
$38.9K - $41.6K
624 $49.8K
Apr 26, 2022 Q1 2022
Grandview Asset Management LLC

BUY
 -
469
+ 6.37%
$29.2K - $31.3K
7.83K $625K
May 25, 2022 Q1 2022
Bickling Financial Services, Inc.

Lexington, MA
BUY
 -
398
+ 6.73%
$24.8K - $26.6K
6.31K $503K
May 16, 2022 Q1 2022
Capital Directions Investment Advisors, LLC

BUY
 -
350
New
$21.8K - $23.4K
350 $27.9K
Apr 21, 2022 Q1 2022
Cwm, LLC

BUY
 -
347
+ 37.15%
$21.6K - $23.2K
1.28K $102K
Apr 14, 2022 Q1 2022
Advisor Net Financial, Inc

BUY
 -
330
+ 76.74%
$20.6K - $22K
760 $60.6K
May 13, 2022 Q1 2022
Brown Brothers Harriman & CO

New York, NY
BUY
 -
328
New
$20.4K - $21.9K
328 $26.2K
May 12, 2022 Q1 2022
Founders Financial Alliance, LLC

Raleigh, NC
BUY
 -
327
+ 4.55%
$20.4K - $21.8K
7.51K $600K
May 04, 2022 Q1 2022
Aptus Capital Advisors, LLC

BUY
 -
300
New
$18.7K - $20K
300 $23.9K
May 17, 2022 Q1 2022
One Capital Management, LLC

Westlake Village, CA
BUY
 -
246
+ 4.51%
$15.3K - $16.4K
5.71K $455K

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