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 13, 2022
Q1 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-3.81K- 1.45% |
$237K - $254K
|
259K
$19.9M
|
|
|
May 11, 2022
Q1 2022
|
Coldstream Capital Management Inc
|
SELL
|
- |
-4.01K- 8.28% |
$250K - $268K
|
44.4K
$3.41M
|
|
|
May 16, 2022
Q1 2022
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-5.37K- 11.51% |
$334K - $358K
|
41.2K
$3.17M
|
|
|
Apr 19, 2022
Q1 2022
|
Culbertson A N & CO Inc
|
SELL
|
- |
-5.47K- 19.16% |
$341K - $365K
|
23.1K
$1.77M
|
|
|
May 06, 2022
Q1 2022
|
Coulter & Justus Financial Services, LLC
|
SELL
|
- |
-6.25KClosed |
$390K - $417K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Advisor Resource Council
|
SELL
|
- |
-6.59KClosed |
$410K - $440K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-7.28K- 3.66% |
$454K - $486K
|
192K
$14.7M
|
|
|
May 12, 2022
Q1 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-7.94K- 94.35% |
$495K - $530K
|
475
$36.5K
|
|
|
Apr 19, 2022
Q1 2022
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-7.96K- 1.48% |
$496K - $531K
|
530K
$40.7M
|
|
|
May 13, 2022
Q1 2022
|
Assetmark, Inc
|
SELL
|
- |
-9.17K- 9.89% |
$571K - $612K
|
83.5K
$6.41M
|
|
|
May 16, 2022
Q1 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-9.43K- 10.17% |
$588K - $629K
|
83.3K
$6.39M
|
|
|
Apr 25, 2022
Q1 2022
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-9.96KClosed |
$621K - $665K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-10K- 9.25% |
$625K - $669K
|
98.4K
$7.55M
|
|
|
May 11, 2022
Q1 2022
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-10.8K- 41.74% |
$672K - $719K
|
15.1K
$1.16M
|
|
|
May 13, 2022
Q1 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-11.2K- 60.87% |
$698K - $747K
|
7.2K
$553K
|
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-13.6K- 0.46% |
$845K - $905K
|
2.92M
$224M
|
|
|
Apr 28, 2022
Q1 2022
|
Comerica Securities,Inc.
|
SELL
|
- |
-14K- 7.19% |
$871K - $933K
|
181K
$13.9M
|
|
|
May 09, 2022
Q1 2022
|
Cx Institutional
|
SELL
|
- |
-14.3K- 13.0% |
$890K - $953K
|
95.6K
$7.34M
|
|
|
Apr 25, 2022
Q1 2022
|
Mission Wealth Management, LP
|
SELL
|
- |
-14.5K- 25.23% |
$903K - $967K
|
43K
$3.3M
|
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
SELL
|
- |
-17K- 88.69% |
$1.06M - $1.13M
|
2.17K
$166K
|
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-17.3K- 3.2% |
$1.08M - $1.15M
|
522K
$40.1M
|
|
|
May 16, 2022
Q1 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-18.4K- 70.74% |
$1.15M - $1.23M
|
7.61K
$585K
|
|
|
May 12, 2022
Q1 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-18.4K- 16.2% |
$1.15M - $1.23M
|
95.3K
$7.32M
|
|
|
Jul 24, 2024
Q1 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-23.4KClosed |
$1.46M - $1.56M
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-24.1K- 3.88% |
$1.5M - $1.6M
|
595K
$45.7M
|
|
|
May 02, 2022
Q1 2022
|
Meridian Financial Partners LLC
|
SELL
|
- |
-40.1K- 27.24% |
$2.5M - $2.68M
|
107K
$8.23M
|
|
|
May 09, 2022
Q1 2022
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-95.5KClosed |
$5.95M - $6.37M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-125K- 56.4% |
$7.82M - $8.37M
|
97K
$7.44M
|
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-139K- 7.9% |
$8.63M - $9.25M
|
1.62M
$124M
|
|
|
Jun 10, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-161K- 58.79% |
$10M - $10.7M
|
113K
$8.66M
|
|
|
Apr 29, 2022
Q1 2022
|
Lake Street Financial LLC
|
SELL
|
- |
-169KClosed |
$10.5M - $11.3M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-861KClosed |
$53.7M - $57.5M
|
0
$0
|