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 09, 2021
Q3 2021
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.28K- 32.88% |
$76.5K - $80.9K
|
2.62K
$207K
|
|
|
Oct 07, 2021
Q3 2021
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.38K- 0.44% |
$82.2K - $86.9K
|
315K
$24.9M
|
|
|
Nov 23, 2021
Q3 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1.47K- 6.97% |
$87.4K - $92.4K
|
19.6K
$1.55M
|
|
|
Nov 16, 2021
Q3 2021
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.58K- 2.83% |
$94.1K - $99.5K
|
54.2K
$4.28M
|
|
|
Nov 03, 2021
Q3 2021
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-1.77K- 2.54% |
$105K - $111K
|
67.8K
$5.36M
|
|
|
Nov 12, 2021
Q3 2021
|
Brown Advisory Inc
|
SELL
|
- |
-1.78K- 21.04% |
$106K - $112K
|
6.68K
$528K
|
|
|
Oct 08, 2021
Q3 2021
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-1.8KClosed |
$107K - $113K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-1.87K- 57.37% |
$111K - $118K
|
1.39K
$110K
|
|
|
Nov 12, 2021
Q3 2021
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-1.92KClosed |
$115K - $121K
|
0
$0
|
|
|
Nov 02, 2021
Q3 2021
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-1.99KClosed |
$119K - $125K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.26K- 2.34% |
$135K - $142K
|
94.2K
$7.45M
|
|
|
Oct 22, 2021
Q3 2021
|
Optimum Investment Advisors
|
SELL
|
- |
-2.5K- 78.72% |
$149K - $158K
|
676
$53.4K
|
|
|
Nov 04, 2021
Q3 2021
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-2.78KClosed |
$166K - $175K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-3.21K- 12.8% |
$192K - $203K
|
21.9K
$1.73M
|
|
|
Nov 12, 2021
Q3 2021
|
Assetmark, Inc
|
SELL
|
- |
-3.24K- 6.14% |
$193K - $204K
|
49.6K
$3.92M
|
|
|
Nov 15, 2021
Q3 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-3.27K- 35.66% |
$195K - $206K
|
5.89K
$466K
|
|
|
Nov 16, 2021
Q3 2021
|
Advisor Resource Council
|
SELL
|
- |
-3.28KClosed |
$195K - $207K
|
0
$0
|
|
|
Oct 26, 2021
Q3 2021
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-3.41KClosed |
$203K - $215K
|
0
$0
|
|
|
Oct 21, 2021
Q3 2021
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-3.56K- 55.69% |
$213K - $225K
|
2.84K
$224K
|
|
|
Nov 12, 2021
Q3 2021
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-3.85K- 54.93% |
$230K - $243K
|
3.16K
$250K
|
|
|
Nov 16, 2021
Q3 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-4.28K- 16.91% |
$255K - $270K
|
21K
$1.66M
|
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-5.63K- 2.04% |
$336K - $355K
|
271K
$21.4M
|
|
|
Oct 14, 2021
Q3 2021
|
Vicus Capital
State College, PA |
SELL
|
- |
-6.38K- 47.12% |
$381K - $402K
|
7.16K
$566K
|
|
|
Nov 12, 2021
Q3 2021
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-6.52K- 31.28% |
$389K - $411K
|
14.3K
$1.13M
|
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-6.63K- 48.53% |
$395K - $418K
|
7.03K
$555K
|
|
|
Nov 15, 2021
Q3 2021
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-8.84K- 1.94% |
$527K - $557K
|
447K
$35.3M
|
|
|
Nov 12, 2021
Q3 2021
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-10.6K- 11.24% |
$630K - $667K
|
83.4K
$6.6M
|
|
|
Nov 01, 2021
Q3 2021
|
1900 Wealth Management LLC
|
SELL
|
- |
-12.9K- 15.14% |
$772K - $816K
|
72.5K
$5.73M
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-25.3K- 58.26% |
$1.51M - $1.6M
|
18.1K
$1.43M
|
|
|
Nov 05, 2021
Q3 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-29.3K- 1.4% |
$1.75M - $1.85M
|
2.06M
$163M
|
|
|
Nov 03, 2021
Q3 2021
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-36.9K- 5.05% |
$2.2M - $2.33M
|
693K
$54.8M
|
|
|
Oct 26, 2021
Q3 2021
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-55.7KClosed |
$3.32M - $3.51M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-137K- 15.62% |
$8.15M - $8.62M
|
738K
$58.4M
|