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 |
---|---|---|---|---|---|---|---|
Oct 28, 2021
Q3 2021
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
5+ 0.24% |
$298 - $315
|
2.05K
$162K
|
|
Oct 28, 2021
Q3 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
3+ 0.01% |
$179 - $189
|
30.8K
$2.44M
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3+ 0.12% |
$179 - $189
|
2.61K
$206K
|
|
Nov 12, 2021
Q3 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2+ 1.05% |
$119 - $126
|
193
$15.3K
|
|
Nov 17, 2021
Q3 2021
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
2+ 0.58% |
$119 - $126
|
345
$27.3K
|
|
Nov 12, 2021
Q3 2021
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-3- 0.03% |
$179 - $189
|
9.03K
$714K
|
|
Nov 08, 2021
Q3 2021
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-6- 0.26% |
$358 - $378
|
2.27K
$179K
|
|
Oct 12, 2021
Q3 2021
|
Ifg Advisory, LLC
|
SELL
|
- |
-10- 0.19% |
$597 - $631
|
5.19K
$410K
|
|
Nov 05, 2021
Q3 2021
|
Pfg Advisors
|
SELL
|
- |
-12- 0.5% |
$716 - $757
|
2.37K
$187K
|
|
Nov 12, 2021
Q3 2021
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-17- 0.25% |
$1.01K - $1.07K
|
6.66K
$526K
|
|
Nov 08, 2021
Q3 2021
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-26- 6.45% |
$1.55K - $1.64K
|
377
$29.8K
|
|
Nov 15, 2021
Q3 2021
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-35- 0.43% |
$2.09K - $2.21K
|
8.02K
$634K
|
|
Nov 03, 2021
Q3 2021
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-35- 0.1% |
$2.09K - $2.21K
|
34.7K
$2.74M
|
|
Nov 12, 2021
Q3 2021
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-41- 0.16% |
$2.45K - $2.59K
|
25.3K
$2M
|
|
Oct 15, 2021
Q3 2021
|
Fifth Third Bancorp
|
SELL
|
- |
-43Closed |
$2.56K - $2.71K
|
0
$0
|
|
Nov 16, 2021
Q3 2021
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-43- 0.28% |
$2.56K - $2.71K
|
15.2K
$1.2M
|
|
Nov 15, 2021
Q3 2021
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-48- 1.7% |
$2.86K - $3.03K
|
2.77K
$219K
|
|
Oct 22, 2021
Q3 2021
|
Culbertson A N & CO Inc
|
SELL
|
- |
-60- 0.42% |
$3.58K - $3.78K
|
14.3K
$1.13M
|
|
Nov 05, 2021
Q3 2021
|
Mission Wealth Management, LP
|
SELL
|
- |
-65- 0.23% |
$3.88K - $4.1K
|
28.7K
$2.27M
|
|
Oct 22, 2021
Q3 2021
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-100- 4.08% |
$5.97K - $6.31K
|
2.35K
$186K
|
|
Nov 09, 2021
Q3 2021
|
Washington Trust CO
|
SELL
|
- |
-100- 7.94% |
$5.97K - $6.31K
|
1.16K
$91.7K
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-165Closed |
$9.84K - $10.4K
|
0
$0
|
|
Nov 10, 2021
Q3 2021
|
Us Bancorp \De\
|
SELL
|
- |
-167- 2.09% |
$9.96K - $10.5K
|
7.84K
$619K
|
|
Nov 12, 2021
Q3 2021
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-178- 6.36% |
$10.6K - $11.2K
|
2.62K
$207K
|
|
Oct 28, 2021
Q3 2021
|
M&T Bank Corp
|
SELL
|
- |
-212- 11.16% |
$12.6K - $13.4K
|
1.69K
$133K
|
|
Oct 22, 2021
Q3 2021
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-240- 28.24% |
$14.3K - $15.1K
|
610
$48.2K
|
|
Oct 20, 2021
Q3 2021
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-249- 57.24% |
$14.9K - $15.7K
|
186
$14.7K
|
|
Nov 10, 2021
Q3 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-280- 8.21% |
$16.7K - $17.7K
|
3.13K
$247K
|
|
Nov 02, 2021
Q3 2021
|
Parallel Advisors, LLC
|
SELL
|
- |
-296- 2.98% |
$17.7K - $18.7K
|
9.65K
$763K
|
|
Nov 08, 2021
Q3 2021
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-303Closed |
$18.1K - $19.1K
|
0
$0
|
|
Oct 29, 2021
Q3 2021
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-306- 6.76% |
$18.3K - $19.3K
|
4.22K
$334K
|
|
Oct 28, 2021
Q3 2021
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-313- 8.56% |
$18.7K - $19.7K
|
3.35K
$264K
|
|
Nov 12, 2021
Q3 2021
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-325- 9.29% |
$19.4K - $20.5K
|
3.18K
$251K
|
|
Nov 15, 2021
Q3 2021
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-413- 3.66% |
$24.6K - $26.1K
|
10.9K
$858K
|
|
Oct 26, 2021
Q3 2021
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-446- 3.93% |
$26.6K - $28.1K
|
10.9K
$863K
|
|
Oct 20, 2021
Q3 2021
|
Tranquility Partners, LLC
|
SELL
|
- |
-450- 7.79% |
$26.8K - $28.4K
|
5.33K
$421K
|
|
Nov 15, 2021
Q3 2021
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-451- 2.74% |
$26.9K - $28.4K
|
16K
$1.27M
|
|
Nov 12, 2021
Q3 2021
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-463- 4.4% |
$27.6K - $29.2K
|
10.1K
$795K
|
|
Nov 10, 2021
Q3 2021
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-512- 6.59% |
$30.5K - $32.3K
|
7.26K
$574K
|
|
Nov 12, 2021
Q3 2021
|
Coldstream Capital Management Inc
|
SELL
|
- |
-646- 2.52% |
$38.5K - $40.7K
|
25K
$1.97M
|
|
Oct 27, 2021
Q3 2021
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-718- 8.5% |
$42.8K - $45.3K
|
7.73K
$611K
|
|
Nov 15, 2021
Q3 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-766- 2.93% |
$45.7K - $48.3K
|
25.4K
$2.01M
|
|
Oct 20, 2021
Q3 2021
|
Moller Financial Services
|
SELL
|
- |
-768- 1.39% |
$45.8K - $48.4K
|
54.7K
$4.32M
|
|
Nov 15, 2021
Q3 2021
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-872- 0.85% |
$52K - $55K
|
102K
$8.08M
|
|
Nov 08, 2021
Q3 2021
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-943- 18.15% |
$56.2K - $59.5K
|
4.25K
$336K
|
|
Oct 13, 2021
Q3 2021
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-945- 3.83% |
$56.4K - $59.6K
|
23.8K
$1.88M
|
|
Nov 12, 2021
Q3 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-952- 1.98% |
$56.8K - $60.1K
|
47.1K
$3.72M
|
|
Oct 19, 2021
Q3 2021
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-962- 1.18% |
$57.4K - $60.7K
|
80.5K
$6.37M
|
|
Oct 21, 2021
Q3 2021
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.01K- 6.53% |
$60.1K - $63.5K
|
14.4K
$1.14M
|
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.21K- 1.18% |
$72K - $76.1K
|
101K
$8.01M
|