Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.03M+ 98.66% |
$122M - $135M
|
4.1M
$331M
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.48M+ 102.45% |
$88.9M - $98.2M
|
2.93M
$237M
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.02M+ 137.57% |
$60.8M - $67.2M
|
1.75M
$142M
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
802K+ 93.71% |
$48M - $53.1M
|
1.66M
$134M
|
|
|
Feb 09, 2022
Q4 2021
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
693K+ 99.98% |
$41.5M - $45.9M
|
1.39M
$112M
|
|
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
600K+ 103.99% |
$35.9M - $39.7M
|
1.18M
$95M
|
|
|
Feb 04, 2022
Q4 2021
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
538KNew |
$32.2M - $35.6M
|
538K
$43.4M
|
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
510K+ 94.47% |
$30.5M - $33.7M
|
1.05M
$84.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
460K+ 96.21% |
$27.5M - $30.4M
|
938K
$75.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
414K+ 92.71% |
$24.8M - $27.4M
|
861K
$69.5M
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
308K+ 102.1% |
$18.4M - $20.4M
|
609K
$49.2M
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
304K+ 96.6% |
$18.2M - $20.1M
|
619K
$50M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
291K+ 105.37% |
$17.4M - $19.2M
|
566K
$45.7M
|
|
|
Feb 08, 2022
Q4 2021
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
276K+ 105.24% |
$16.5M - $18.3M
|
538K
$43.4M
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
269K+ 99.32% |
$16.1M - $17.8M
|
540K
$43.6M
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
232K+ 110.14% |
$13.9M - $15.3M
|
443K
$35.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
186K+ 104.38% |
$11.2M - $12.3M
|
365K
$29.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
179K+ 77.72% |
$10.7M - $11.8M
|
409K
$33.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
172K+ 136.62% |
$10.3M - $11.4M
|
298K
$24.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Iag Wealth Partners, LLC
|
BUY
|
- |
164K+ 115.48% |
$9.82M - $10.8M
|
306K
$24.7M
|
|
|
Feb 09, 2022
Q4 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
137K+ 108.99% |
$8.19M - $9.05M
|
262K
$21.2M
|
|
|
Feb 10, 2022
Q4 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
125K+ 103.31% |
$7.49M - $8.28M
|
246K
$19.9M
|
|
|
Jan 25, 2022
Q4 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
113KNew |
$6.74M - $7.45M
|
113K
$9.09M
|
|
|
Jan 21, 2022
Q4 2021
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
112K+ 100.62% |
$6.68M - $7.38M
|
222K
$18M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
111K+ 95.71% |
$6.67M - $7.37M
|
228K
$18.4M
|
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
99.6K+ 98.28% |
$5.97M - $6.59M
|
201K
$16.2M
|
|
|
Feb 10, 2022
Q4 2021
|
Comerica Securities,Inc.
|
BUY
|
- |
97.5K+ 100.48% |
$5.84M - $6.45M
|
195K
$15.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
97K+ 94.91% |
$5.81M - $6.42M
|
199K
$16.1M
|
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
91.5K+ 115.96% |
$5.48M - $6.05M
|
170K
$13.8M
|
|
|
Jan 24, 2022
Q4 2021
|
Lake Street Financial LLC
|
BUY
|
- |
85.6K+ 102.83% |
$5.12M - $5.66M
|
169K
$13.6M
|
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
83.4K+ 99.91% |
$4.99M - $5.52M
|
167K
$13.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
74.7K+ 103.55% |
$4.47M - $4.94M
|
147K
$11.9M
|
|
|
Jan 27, 2022
Q4 2021
|
Meridian Financial Partners LLC
|
BUY
|
- |
74.7K+ 102.67% |
$4.47M - $4.94M
|
147K
$11.9M
|
|
|
Mar 02, 2022
Q4 2021
|
Fidelis I M, LLC
Medford, OR |
BUY
|
- |
69.6K+ 105.5% |
$4.17M - $4.6M
|
136K
$10.9M
|
|
|
Jan 19, 2022
Q4 2021
|
Bristlecone Advisors, LLC
|
BUY
|
- |
68.8K+ 85.48% |
$4.12M - $4.55M
|
149K
$12.1M
|
|
|
Jan 19, 2022
Q4 2021
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
68.7K+ 101.37% |
$4.11M - $4.55M
|
137K
$11M
|
|
|
Jan 31, 2022
Q4 2021
|
1900 Wealth Management LLC
|
BUY
|
- |
68.6K+ 94.65% |
$4.11M - $4.54M
|
141K
$11.4M
|
|
|
Feb 04, 2022
Q4 2021
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
64.9KNew |
$3.88M - $4.29M
|
64.9K
$5.24M
|
|
|
Jan 26, 2022
Q4 2021
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
61.5K+ 90.77% |
$3.68M - $4.07M
|
129K
$10.4M
|
|
|
Feb 10, 2022
Q4 2021
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
60.7K+ 40.22% |
$3.63M - $4.01M
|
212K
$17.1M
|
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
59.7K+ 135.6% |
$3.57M - $3.95M
|
104K
$8.37M
|
|
|
Jan 31, 2022
Q4 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
58.8K+ 106.8% |
$3.52M - $3.89M
|
114K
$9.18M
|
|
|
Jan 18, 2022
Q4 2021
|
Cx Institutional
|
BUY
|
- |
55.4K+ 101.58% |
$3.31M - $3.66M
|
110K
$8.87M
|
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
54.2K+ 99.99% |
$3.24M - $3.58M
|
108K
$8.75M
|
|
|
Jan 20, 2022
Q4 2021
|
Moller Financial Services
|
BUY
|
- |
53.3K+ 97.54% |
$3.19M - $3.53M
|
108K
$8.72M
|
|
|
Jan 14, 2022
Q4 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
51.4K+ 81.99% |
$3.08M - $3.4M
|
114K
$9.22M
|
|
|
Jan 31, 2022
Q4 2021
|
Allen Capital Group, LLC
|
BUY
|
- |
47.1KNew |
$2.82M - $3.11M
|
47.1K
$3.8M
|
|
|
Feb 17, 2022
Q4 2021
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
46.6KNew |
$2.79M - $3.08M
|
46.6K
$3.76M
|
|
|
Feb 09, 2022
Q4 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
45.6K+ 97.01% |
$2.73M - $3.02M
|
92.7K
$7.48M
|
|
|
Feb 14, 2022
Q4 2021
|
Assetmark, Inc
|
BUY
|
- |
43.1K+ 87.01% |
$2.58M - $2.85M
|
92.7K
$7.48M
|