Purchases and Sales Made in Q3 2021 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 Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.45MNew |
$86.4M - $91.4M
|
1.45M
$115M
|
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
128K+ 17.52% |
$7.61M - $8.05M
|
856K
$67.7M
|
|
|
Nov 10, 2021
Q3 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
126KNew |
$7.52M - $7.95M
|
126K
$9.97M
|
|
|
Nov 12, 2021
Q3 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
121KNew |
$7.23M - $7.64M
|
121K
$9.58M
|
|
|
Dec 09, 2021
Q3 2021
|
Fidelis I M, LLC
Medford, OR |
BUY
|
- |
66KNew |
$3.93M - $4.16M
|
66K
$5.21M
|
|
|
Oct 14, 2021
Q3 2021
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
54.5K+ 56.59% |
$3.25M - $3.44M
|
151K
$11.9M
|
|
|
Nov 10, 2021
Q3 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
30.2K+ 5.93% |
$1.8M - $1.91M
|
539K
$42.6M
|
|
|
Oct 12, 2021
Q3 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
29.4K+ 88.32% |
$1.75M - $1.86M
|
62.7K
$4.96M
|
|
|
Oct 27, 2021
Q3 2021
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
28.7K+ 114.88% |
$1.71M - $1.81M
|
53.7K
$4.25M
|
|
|
Nov 12, 2021
Q3 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
24.7K+ 24.47% |
$1.47M - $1.56M
|
126K
$9.93M
|
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
22KNew |
$1.31M - $1.39M
|
22K
$1.74M
|
|
|
Nov 12, 2021
Q3 2021
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
20.1K+ 56.21% |
$1.2M - $1.27M
|
55.8K
$4.41M
|
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
19.9K+ 9.45% |
$1.19M - $1.25M
|
230K
$18.2M
|
|
|
Oct 14, 2021
Q3 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
17.3K+ 64.7% |
$1.03M - $1.09M
|
44K
$3.48M
|
|
|
Nov 12, 2021
Q3 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
13.6KNew |
$810K - $857K
|
13.6K
$1.07M
|
|
|
Nov 15, 2021
Q3 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
12.9K+ 2.29% |
$770K - $814K
|
577K
$45.6M
|
|
|
Oct 07, 2021
Q3 2021
|
Lake Street Financial LLC
|
BUY
|
- |
12.2K+ 17.13% |
$726K - $768K
|
83.2K
$6.58M
|
|
|
Nov 10, 2021
Q3 2021
|
Citigroup Inc
|
BUY
|
- |
10.5KNew |
$625K - $661K
|
10.5K
$828K
|
|
|
Nov 15, 2021
Q3 2021
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
9.04K+ 10.51% |
$539K - $570K
|
95.1K
$7.51M
|
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
9.02K+ 3.09% |
$538K - $569K
|
301K
$23.8M
|
|
|
Nov 04, 2021
Q3 2021
|
Iag Wealth Partners, LLC
|
BUY
|
- |
8.35K+ 6.24% |
$498K - $526K
|
142K
$11.2M
|
|
|
Oct 25, 2021
Q3 2021
|
Minot Wealth Management LLC
|
BUY
|
- |
6.98KNew |
$416K - $440K
|
6.98K
$551K
|
|
|
Nov 15, 2021
Q3 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
6.81K+ 40035.29% |
$406K - $429K
|
6.82K
$539K
|
|
|
Nov 15, 2021
Q3 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
6.71K+ 19.48% |
$400K - $423K
|
41.2K
$3.25M
|
|
|
Nov 04, 2021
Q3 2021
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
5.44K+ 2.12% |
$325K - $343K
|
262K
$20.7M
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
5.37K+ 8.04% |
$320K - $338K
|
72.1K
$5.7M
|
|
|
Nov 10, 2021
Q3 2021
|
Cx Institutional
|
BUY
|
- |
5.13K+ 10.38% |
$306K - $323K
|
54.5K
$4.31M
|
|
|
Nov 16, 2021
Q3 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
4.86KNew |
$290K - $307K
|
4.86K
$384K
|
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.73K+ 2.3% |
$282K - $299K
|
211K
$16.7M
|
|
|
Nov 15, 2021
Q3 2021
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
4.6K+ 362.93% |
$275K - $290K
|
5.87K
$464K
|
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.02K+ 5.37% |
$240K - $254K
|
78.9K
$6.24M
|
|
|
Nov 05, 2021
Q3 2021
|
Lincoln National Corp
|
BUY
|
- |
3.94KNew |
$235K - $249K
|
3.94K
$312K
|
|
|
Nov 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
3.84K+ 1.41% |
$229K - $242K
|
276K
$21.8M
|
|
|
Nov 15, 2021
Q3 2021
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.69KNew |
$220K - $233K
|
3.69K
$292K
|
|
|
Nov 15, 2021
Q3 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
3.67K+ 2.1% |
$219K - $231K
|
179K
$14.1M
|
|
|
Nov 15, 2021
Q3 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.52K+ 10.79% |
$210K - $222K
|
36.2K
$2.86M
|
|
|
Nov 10, 2021
Q3 2021
|
Grandview Asset Management LLC
|
BUY
|
- |
3.33KNew |
$199K - $210K
|
3.33K
$264K
|
|
|
Nov 02, 2021
Q3 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
3.31K+ 2.92% |
$197K - $209K
|
116K
$9.2M
|
|
|
Nov 15, 2021
Q3 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
3.11K+ 5.99% |
$185K - $196K
|
55K
$4.35M
|
|
|
Oct 15, 2021
Q3 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
2.72KNew |
$162K - $171K
|
2.72K
$215K
|
|
|
Oct 22, 2021
Q3 2021
|
Allen Capital Group, LLC
|
BUY
|
- |
2.58K+ 12.38% |
$154K - $163K
|
23.4K
$1.85M
|
|
|
Nov 12, 2021
Q3 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.54K+ 198.2% |
$151K - $160K
|
3.82K
$302K
|
|
|
Nov 09, 2021
Q3 2021
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
2.5K+ 7.37% |
$149K - $158K
|
36.5K
$2.88M
|
|
|
Nov 15, 2021
Q3 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
2.42K+ 10.26% |
$144K - $153K
|
26K
$2.06M
|
|
|
Oct 28, 2021
Q3 2021
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
2.35K+ 2.17% |
$140K - $148K
|
111K
$8.76M
|
|
|
Nov 01, 2021
Q3 2021
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
2.17KNew |
$130K - $137K
|
2.17K
$172K
|
|
|
Oct 25, 2021
Q3 2021
|
Meridian Financial Partners LLC
|
BUY
|
- |
2.13K+ 3.01% |
$127K - $134K
|
72.7K
$5.75M
|
|
|
Oct 14, 2021
Q3 2021
|
Procyon Advisors, LLC
|
BUY
|
- |
2.07K+ 10.65% |
$124K - $131K
|
21.5K
$1.7M
|
|
|
Nov 15, 2021
Q3 2021
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
2.03KNew |
$121K - $128K
|
2.03K
$160K
|
|
|
Nov 15, 2021
Q3 2021
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
2KNew |
$119K - $126K
|
2K
$158K
|