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 |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2022
Q1 2022
|
Procyon Advisors, LLC
|
SELL
|
- |
-134- 0.39% |
$8.35K - $8.94K
|
34.5K
$2.65M
|
|
|
Apr 13, 2022
Q1 2022
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-155- 3.77% |
$9.66K - $10.3K
|
3.96K
$304K
|
|
|
May 20, 2022
Q1 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-176- 0.45% |
$11K - $11.7K
|
39.3K
$3.02M
|
|
|
Apr 27, 2022
Q1 2022
|
1900 Wealth Management LLC
|
SELL
|
- |
-195- 0.14% |
$12.2K - $13K
|
141K
$10.8M
|
|
|
May 05, 2022
Q1 2022
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-210- 9.05% |
$13.1K - $14K
|
2.11K
$162K
|
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-239- 1.75% |
$14.9K - $15.9K
|
13.4K
$1.03M
|
|
|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-247- 0.15% |
$15.4K - $16.5K
|
167K
$12.8M
|
|
|
May 10, 2022
Q1 2022
|
Mai Capital Management
|
SELL
|
- |
-250- 4.31% |
$15.6K - $16.7K
|
5.56K
$427K
|
|
|
May 05, 2022
Q1 2022
|
626 Financial, LLC
|
SELL
|
- |
-253- 2.08% |
$15.8K - $16.9K
|
11.9K
$916K
|
|
|
May 12, 2022
Q1 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-264- 13.87% |
$16.4K - $17.6K
|
1.64K
$126K
|
|
|
Apr 29, 2022
Q1 2022
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-286Closed |
$17.8K - $19.1K
|
0
$0
|
|
|
Apr 15, 2022
Q1 2022
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-291- 1.49% |
$18.1K - $19.4K
|
19.3K
$1.48M
|
|
|
May 06, 2022
Q1 2022
|
Camden Capital, LLC
|
SELL
|
- |
-300- 5.12% |
$18.7K - $20K
|
5.56K
$427K
|
|
|
Apr 28, 2022
Q1 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-335- 1.77% |
$20.9K - $22.4K
|
18.6K
$1.42M
|
|
|
May 16, 2022
Q1 2022
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-338- 1.91% |
$21.1K - $22.6K
|
17.3K
$1.33M
|
|
|
May 05, 2022
Q1 2022
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-340- 0.72% |
$21.2K - $22.7K
|
47.1K
$3.61M
|
|
|
May 10, 2022
Q1 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-354- 99.72% |
$22.1K - $23.6K
|
1
$76.8
|
|
|
Apr 14, 2022
Q1 2022
|
Moller Financial Services
|
SELL
|
- |
-356- 0.33% |
$22.2K - $23.8K
|
108K
$8.26M
|
|
|
May 09, 2022
Q1 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-360Closed |
$22.4K - $24K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-371- 0.9% |
$23.1K - $24.8K
|
40.7K
$3.12M
|
|
|
May 02, 2022
Q1 2022
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-395- 1.4% |
$24.6K - $26.4K
|
27.9K
$2.14M
|
|
|
May 09, 2022
Q1 2022
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-420- 2.69% |
$26.2K - $28K
|
15.2K
$1.17M
|
|
|
May 13, 2022
Q1 2022
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-449- 8.11% |
$28K - $30K
|
5.09K
$391K
|
|
|
May 04, 2022
Q1 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-491- 10.0% |
$30.6K - $32.8K
|
4.42K
$339K
|
|
|
Apr 27, 2022
Q1 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-546- 1.86% |
$34K - $36.4K
|
28.8K
$2.21M
|
|
|
Apr 26, 2022
Q1 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-554- 3.6% |
$34.5K - $37K
|
14.8K
$1.14M
|
|
|
May 11, 2022
Q1 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-616- 9.41% |
$38.4K - $41.1K
|
5.93K
$455K
|
|
|
May 12, 2022
Q1 2022
|
Citigroup Inc
|
SELL
|
- |
-633- 2.99% |
$39.4K - $42.2K
|
20.6K
$1.58M
|
|
|
Apr 21, 2022
Q1 2022
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-636- 6.53% |
$39.6K - $42.4K
|
9.11K
$699K
|
|
|
Apr 20, 2022
Q1 2022
|
Psi Advisors, LLC
|
SELL
|
- |
-674- 22.41% |
$42K - $45K
|
2.33K
$179K
|
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-749- 0.21% |
$46.7K - $50K
|
364K
$28M
|
|
|
May 17, 2022
Q1 2022
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-797- 1.2% |
$49.7K - $53.2K
|
65.7K
$5.05M
|
|
|
May 13, 2022
Q1 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-816- 7.99% |
$50.8K - $54.5K
|
9.39K
$721K
|
|
|
May 04, 2022
Q1 2022
|
Rollins Financial
|
SELL
|
- |
-970- 20.9% |
$60.4K - $64.7K
|
3.67K
$282K
|
|
|
May 16, 2022
Q1 2022
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1.02K- 2.06% |
$63.4K - $67.9K
|
48.5K
$3.72M
|
|
|
Apr 28, 2022
Q1 2022
|
Keybank National Association
|
SELL
|
- |
-1.1K- 3.55% |
$68.5K - $73.4K
|
29.9K
$2.3M
|
|
|
Jan 25, 2023
Q1 2022
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-1.15K- 24.15% |
$71.4K - $76.5K
|
3.6K
$276K
|
|
|
May 16, 2022
Q1 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.24K- 18.65% |
$77.4K - $82.9K
|
5.42K
$416K
|
|
|
May 13, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.4K- 53.15% |
$87.4K - $93.6K
|
1.24K
$94.9K
|
|
|
May 11, 2022
Q1 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.7K- 0.69% |
$106K - $114K
|
245K
$18.8M
|
|
|
May 16, 2022
Q1 2022
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-1.96K- 32.72% |
$122K - $131K
|
4.04K
$310K
|
|
|
Apr 25, 2022
Q1 2022
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-2.25K- 12.53% |
$140K - $150K
|
15.7K
$1.2M
|
|
|
May 13, 2022
Q1 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-2.34K- 5.38% |
$146K - $156K
|
41.2K
$3.17M
|
|
|
Apr 28, 2022
Q1 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-2.68K- 21.21% |
$167K - $179K
|
9.94K
$763K
|
|
|
May 13, 2022
Q1 2022
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-2.75K- 23.25% |
$171K - $183K
|
9.07K
$696K
|
|
|
May 02, 2022
Q1 2022
|
Arkadios Wealth Advisors
|
SELL
|
- |
-3.06KClosed |
$191K - $204K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-3.48KClosed |
$217K - $232K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-3.54K- 7.23% |
$220K - $236K
|
45.4K
$3.48M
|
|
|
May 03, 2022
Q1 2022
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-3.71K- 2.87% |
$231K - $248K
|
126K
$9.64M
|
|
|
May 06, 2022
Q1 2022
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-3.78K- 42.16% |
$235K - $252K
|
5.18K
$398K
|