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 10, 2022
Q4 2021
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
4.05KNew |
$243K - $268K
|
4.05K
$326K
|
|
|
Jan 21, 2022
Q4 2021
|
Grandview Asset Management LLC
|
BUY
|
- |
4.03K+ 120.91% |
$241K - $267K
|
7.37K
$592K
|
|
|
Feb 14, 2022
Q4 2021
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
4K+ 200.4% |
$240K - $265K
|
6K
$482K
|
|
|
Jan 12, 2022
Q4 2021
|
Fusion Capital, LLC
|
BUY
|
- |
3.87KNew |
$232K - $256K
|
3.87K
$311K
|
|
|
Feb 14, 2022
Q4 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
3.86K+ 99.28% |
$231K - $255K
|
7.74K
$622K
|
|
|
Feb 01, 2022
Q4 2021
|
Weaver Consulting Group
|
BUY
|
- |
3.85KNew |
$231K - $255K
|
3.85K
$310K
|
|
|
Feb 14, 2022
Q4 2021
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.74K+ 101.22% |
$224K - $247K
|
7.43K
$598K
|
|
|
Feb 04, 2022
Q4 2021
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
3.74K+ 94.3% |
$224K - $247K
|
7.7K
$619K
|
|
|
Feb 14, 2022
Q4 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
3.74K+ 108.29% |
$224K - $247K
|
7.19K
$578K
|
|
|
Feb 01, 2022
Q4 2021
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
3.7K+ 96.86% |
$222K - $245K
|
7.52K
$605K
|
|
|
Jan 31, 2022
Q4 2021
|
Spinnaker Trust
|
BUY
|
- |
3.51K+ 100.06% |
$210K - $232K
|
7.02K
$565K
|
|
|
Feb 08, 2022
Q4 2021
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
3.48KNew |
$209K - $230K
|
3.48K
$280K
|
|
|
Feb 08, 2022
Q4 2021
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
3.42K+ 93.24% |
$205K - $226K
|
7.08K
$570K
|
|
|
Feb 09, 2022
Q4 2021
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
3.35K+ 100.0% |
$201K - $222K
|
6.71K
$539K
|
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
3.3K+ 104.21% |
$197K - $218K
|
6.46K
$519K
|
|
|
Jan 19, 2022
Q4 2021
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
3.29K+ 100.0% |
$197K - $218K
|
6.58K
$529K
|
|
|
Feb 03, 2022
Q4 2021
|
Element Wealth, LLC
|
BUY
|
- |
3.25K+ 105.93% |
$195K - $215K
|
6.32K
$508K
|
|
|
Feb 03, 2022
Q4 2021
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
3.22KNew |
$193K - $213K
|
3.22K
$259K
|
|
|
Jan 31, 2022
Q4 2021
|
Signal Point Asset Management, LLC
|
BUY
|
- |
3.21K+ 95.99% |
$192K - $212K
|
6.56K
$527K
|
|
|
Feb 02, 2022
Q4 2021
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
3.2KNew |
$192K - $212K
|
3.2K
$257K
|
|
|
Mar 24, 2022
Q4 2021
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
3.06K+ 100.0% |
$183K - $202K
|
6.11K
$491K
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
2.91K+ 79.91% |
$174K - $192K
|
6.55K
$526K
|
|
|
Feb 11, 2022
Q4 2021
|
Mai Capital Management
|
BUY
|
- |
2.9K+ 100.0% |
$174K - $192K
|
5.81K
$467K
|
|
|
Feb 14, 2022
Q4 2021
|
Ls Investment Advisors, LLC
|
BUY
|
- |
2.9K+ 100.0% |
$174K - $192K
|
5.8K
$466K
|
|
|
Jan 28, 2022
Q4 2021
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
2.87K+ 160.85% |
$172K - $190K
|
4.65K
$374K
|
|
|
Jan 27, 2022
Q4 2021
|
Brown Advisory Inc
|
BUY
|
- |
2.86K+ 42.8% |
$171K - $189K
|
9.54K
$767K
|
|
|
Feb 03, 2022
Q4 2021
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
2.83K+ 100.0% |
$170K - $187K
|
5.66K
$455K
|
|
|
Jan 31, 2022
Q4 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
2.8K+ 115.16% |
$167K - $185K
|
5.22K
$420K
|
|
|
Feb 14, 2022
Q4 2021
|
Bickling Financial Services, Inc.
Lexington, MA |
BUY
|
- |
2.78K+ 88.94% |
$167K - $184K
|
5.91K
$475K
|
|
|
Feb 14, 2022
Q4 2021
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
2.77K+ 100.0% |
$166K - $183K
|
5.54K
$445K
|
|
|
Feb 03, 2022
Q4 2021
|
Brighton Jones LLC
|
BUY
|
- |
2.74K+ 101.14% |
$164K - $181K
|
5.46K
$439K
|
|
|
Feb 14, 2022
Q4 2021
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
2.68K+ 118.03% |
$160K - $177K
|
4.95K
$398K
|
|
|
Jan 18, 2022
Q4 2021
|
Courier Capital LLC
|
BUY
|
- |
2.66K+ 100.0% |
$159K - $176K
|
5.31K
$427K
|
|
|
Feb 14, 2022
Q4 2021
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
2.65K+ 100.0% |
$159K - $175K
|
5.3K
$426K
|
|
|
Feb 14, 2022
Q4 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
2.63K+ 65.19% |
$157K - $174K
|
6.66K
$535K
|
|
|
Feb 09, 2022
Q4 2021
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
2.6K+ 99.31% |
$156K - $172K
|
5.22K
$420K
|
|
|
Jan 13, 2022
Q4 2021
|
Pacifica Partners Inc.
|
BUY
|
- |
2.53KNew |
$152K - $168K
|
2.53K
$204K
|
|
|
Jan 21, 2022
Q4 2021
|
Ahrens Investment Partners LLC
|
BUY
|
- |
2.52KNew |
$151K - $167K
|
2.52K
$202K
|
|
|
Feb 11, 2022
Q4 2021
|
South State Corp
|
BUY
|
- |
2.5K+ 100.0% |
$150K - $165K
|
5K
$402K
|
|
|
Feb 14, 2022
Q4 2021
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
2.48K+ 100.0% |
$149K - $164K
|
4.97K
$399K
|
|
|
Jan 27, 2023
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2.47K+ 136.22% |
$148K - $163K
|
4.28K
$344K
|
|
|
Feb 11, 2022
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2.47K+ 136.22% |
$148K - $163K
|
4.28K
$344K
|
|
|
Jan 21, 2022
Q4 2021
|
Pfg Advisors
|
BUY
|
- |
2.35K+ 99.24% |
$141K - $155K
|
4.71K
$379K
|
|
|
May 27, 2022
Q4 2021
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
2.34K+ 84.75% |
$140K - $154K
|
5.09K
$409K
|
|
|
Feb 11, 2022
Q4 2021
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
2.32KNew |
$139K - $153K
|
2.32K
$187K
|
|
|
Feb 09, 2022
Q4 2021
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
2.29K+ 100.0% |
$137K - $152K
|
4.58K
$369K
|
|
|
Jan 31, 2022
Q4 2021
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
2.29K+ 71.97% |
$137K - $151K
|
5.46K
$439K
|
|
|
Feb 11, 2022
Q4 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
2.24K+ 100.0% |
$134K - $148K
|
4.48K
$360K
|
|
|
Feb 15, 2022
Q4 2021
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
2.17K+ 100.0% |
$130K - $144K
|
4.35K
$349K
|
|
|
Feb 10, 2022
Q4 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2.12K+ 101.1% |
$127K - $140K
|
4.22K
$340K
|