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 01, 2022
Q4 2021
|
Platform Technology Partners
|
BUY
|
- |
8.5K+ 100.0% |
$509K - $562K
|
17K
$1.37M
|
|
|
Jan 07, 2022
Q4 2021
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
8.31K+ 100.0% |
$498K - $550K
|
16.6K
$1.34M
|
|
|
Feb 10, 2022
Q4 2021
|
Vicus Capital
State College, PA |
BUY
|
- |
8.09K+ 112.96% |
$484K - $535K
|
15.2K
$1.23M
|
|
|
Feb 11, 2022
Q4 2021
|
Us Bancorp \De\
|
BUY
|
- |
7.84K+ 100.01% |
$469K - $518K
|
15.7K
$1.26M
|
|
|
Jan 19, 2022
Q4 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
7.64K+ 98.89% |
$457K - $505K
|
15.4K
$1.24M
|
|
|
Feb 14, 2022
Q4 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
7.61K+ 70.05% |
$455K - $503K
|
18.5K
$1.48M
|
|
|
Aug 11, 2022
Q4 2021
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
7.6KNew |
$455K - $502K
|
7.6K
$611K
|
|
|
Feb 11, 2022
Q4 2021
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
7.58K+ 94.47% |
$454K - $501K
|
15.6K
$1.25M
|
|
|
Feb 02, 2022
Q4 2021
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
7.37KNew |
$441K - $488K
|
7.37K
$593K
|
|
|
Feb 08, 2022
Q4 2021
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
7.26K+ 100.0% |
$435K - $480K
|
14.5K
$1.17M
|
|
|
Jan 27, 2022
Q4 2021
|
Fifth Third Securities, Inc.
|
BUY
|
- |
7.13K+ 251.3% |
$427K - $471K
|
9.96K
$801K
|
|
|
Feb 11, 2022
Q4 2021
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
7.03K+ 64.43% |
$421K - $465K
|
17.9K
$1.44M
|
|
|
Feb 14, 2022
Q4 2021
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
6.86KNew |
$411K - $454K
|
6.86K
$552K
|
|
|
Feb 11, 2022
Q4 2021
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
6.81KNew |
$408K - $450K
|
6.81K
$548K
|
|
|
Jan 12, 2022
Q4 2021
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
6.77K+ 103.58% |
$405K - $448K
|
13.3K
$1.07M
|
|
|
Feb 09, 2022
Q4 2021
|
Ntb Financial Corp
Centennial, CO |
BUY
|
- |
6.65KNew |
$398K - $440K
|
6.65K
$535K
|
|
|
Feb 11, 2022
Q4 2021
|
Advisor Resource Council
|
BUY
|
- |
6.59KNew |
$394K - $436K
|
6.59K
$530K
|
|
|
Feb 04, 2022
Q4 2021
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
6.37KNew |
$381K - $422K
|
6.37K
$512K
|
|
|
Feb 15, 2022
Q4 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
6.34K+ 100.89% |
$379K - $419K
|
12.6K
$1.01M
|
|
|
Feb 07, 2022
Q4 2021
|
Coulter & Justus Financial Services, LLC
|
BUY
|
- |
6.25KNew |
$374K - $414K
|
6.25K
$503K
|
|
|
Jan 21, 2022
Q4 2021
|
Well Done, LLC
|
BUY
|
- |
6.23K+ 100.0% |
$373K - $412K
|
12.5K
$1M
|
|
|
Jan 13, 2022
Q4 2021
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
6.23KNew |
$373K - $412K
|
6.23K
$501K
|
|
|
Aug 06, 2024
Q4 2021
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
6.21K+ 100.45% |
$372K - $411K
|
12.4K
$996K
|
|
|
Jan 31, 2022
Q4 2021
|
Tranquility Partners, LLC
|
BUY
|
- |
6.18K+ 116.0% |
$370K - $409K
|
11.5K
$925K
|
|
|
Feb 07, 2022
Q4 2021
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
5.9KNew |
$353K - $391K
|
5.9K
$475K
|
|
|
Feb 25, 2022
Q4 2021
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
5.87K+ 100.0% |
$351K - $388K
|
11.7K
$944K
|
|
|
Feb 08, 2022
Q4 2021
|
Staley Capital Advisers Inc
|
BUY
|
- |
5.78K+ 100.0% |
$346K - $382K
|
11.6K
$930K
|
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
5.76K+ 104.24% |
$345K - $381K
|
11.3K
$907K
|
|
|
May 06, 2022
Q4 2021
|
Powers Advisory Group, LLC
|
BUY
|
- |
5.56KNew |
$333K - $368K
|
5.56K
$447K
|
|
|
Jan 13, 2022
Q4 2021
|
Wedbush Securities Inc
|
BUY
|
- |
5.55K+ 100.0% |
$332K - $367K
|
11.1K
$892K
|
|
|
Feb 14, 2022
Q4 2021
|
Marion Wealth Management
|
BUY
|
- |
5.43KNew |
$325K - $359K
|
5.43K
$437K
|
|
|
Feb 14, 2022
Q4 2021
|
Ifg Advisory, LLC
|
BUY
|
- |
5.33K+ 102.74% |
$319K - $352K
|
10.5K
$845K
|
|
|
Feb 10, 2022
Q4 2021
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
5.16KNew |
$309K - $341K
|
5.16K
$415K
|
|
|
Feb 08, 2022
Q4 2021
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
5.13K+ 111.06% |
$307K - $339K
|
9.75K
$784K
|
|
|
Feb 07, 2022
Q4 2021
|
M&T Bank Corp
|
BUY
|
- |
5.13K+ 303.91% |
$307K - $339K
|
6.81K
$548K
|
|
|
Feb 14, 2022
Q4 2021
|
Camden Capital, LLC
|
BUY
|
- |
5.02K+ 238.33% |
$301K - $332K
|
7.13K
$573K
|
|
|
Feb 11, 2022
Q4 2021
|
Reynders Mc Veigh Capital Management, LLC
|
BUY
|
- |
5K+ 100.0% |
$299K - $331K
|
10K
$804K
|
|
|
Feb 07, 2022
Q4 2021
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
4.91KNew |
$294K - $325K
|
4.91K
$395K
|
|
|
Jan 14, 2022
Q4 2021
|
Wedmont Private Capital
|
BUY
|
- |
4.89KNew |
$293K - $323K
|
4.89K
$393K
|
|
|
Feb 11, 2022
Q4 2021
|
First Heartland Consultants, Inc.
|
BUY
|
- |
4.78K+ 96.18% |
$286K - $316K
|
9.75K
$784K
|
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
4.76K+ 124.71% |
$285K - $315K
|
8.58K
$690K
|
|
|
Jan 25, 2023
Q4 2021
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
4.75KNew |
$284K - $314K
|
4.75K
$382K
|
|
|
Feb 07, 2022
Q4 2021
|
St. Louis Trust CO
|
BUY
|
- |
4.72KNew |
$283K - $312K
|
4.72K
$379K
|
|
|
Jan 31, 2022
Q4 2021
|
Adviser Investments LLC
|
BUY
|
- |
4.61K+ 100.0% |
$276K - $305K
|
9.22K
$741K
|
|
|
Feb 14, 2022
Q4 2021
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
BUY
|
- |
4.49K+ 100.45% |
$269K - $297K
|
8.96K
$720K
|
|
|
Feb 14, 2022
Q4 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
4.32K+ 73.27% |
$258K - $286K
|
10.2K
$821K
|
|
|
Feb 08, 2022
Q4 2021
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
4.25K+ 100.0% |
$255K - $281K
|
8.5K
$684K
|
|
|
Feb 09, 2022
Q4 2021
|
Benedict Financial Advisors Inc
|
BUY
|
- |
4.22K+ 100.0% |
$253K - $279K
|
8.44K
$678K
|
|
|
Feb 15, 2022
Q4 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
4.14K+ 98.95% |
$248K - $274K
|
8.33K
$670K
|
|
|
Jan 10, 2022
Q4 2021
|
Capital Investment Advisors, LLC
|
BUY
|
- |
4.12KNew |
$246K - $272K
|
4.12K
$331K
|