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 |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2022
Q4 2021
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
2.09K+ 100.0% |
$125K - $138K
|
4.18K
$336K
|
|
|
Feb 14, 2022
Q4 2021
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
2.07K+ 100.98% |
$124K - $137K
|
4.12K
$331K
|
|
|
Feb 14, 2022
Q4 2021
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
2K+ 100.0% |
$119K - $132K
|
3.99K
$321K
|
|
|
Feb 07, 2022
Q4 2021
|
Bridgewater Advisors Inc.
|
BUY
|
- |
1.94K+ 100.0% |
$116K - $128K
|
3.88K
$312K
|
|
|
Jan 13, 2022
Q4 2021
|
Northern Capital Management, Inc.
|
BUY
|
- |
1.93K+ 99.79% |
$115K - $128K
|
3.86K
$311K
|
|
|
Jan 20, 2022
Q4 2021
|
Burns J W & CO Inc
|
BUY
|
- |
1.88K+ 100.0% |
$112K - $124K
|
3.75K
$302K
|
|
|
Feb 15, 2022
Q4 2021
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
1.88K+ 100.0% |
$112K - $124K
|
3.75K
$302K
|
|
|
Feb 04, 2022
Q4 2021
|
Seven Springs Wealth Group, LLC
|
BUY
|
- |
1.8K+ 100.0% |
$108K - $119K
|
3.6K
$289K
|
|
|
Feb 14, 2022
Q4 2021
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
1.77K+ 51.75% |
$106K - $117K
|
5.19K
$417K
|
|
|
Feb 09, 2022
Q4 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
1.77K+ 56.45% |
$106K - $117K
|
4.9K
$394K
|
|
|
Jan 14, 2022
Q4 2021
|
Carlson Capital Management
|
BUY
|
- |
1.76K+ 100.0% |
$105K - $116K
|
3.52K
$283K
|
|
|
Feb 10, 2022
Q4 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
1.75K+ 100.0% |
$105K - $116K
|
3.51K
$282K
|
|
|
Feb 11, 2022
Q4 2021
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
1.75K+ 101.75% |
$104K - $115K
|
3.46K
$278K
|
|
|
Jan 25, 2022
Q4 2021
|
Private Ocean, LLC
|
BUY
|
- |
1.71K+ 100.0% |
$102K - $113K
|
3.42K
$275K
|
|
|
Feb 09, 2022
Q4 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
1.71KNew |
$102K - $113K
|
1.71K
$137K
|
|
|
Jan 19, 2022
Q4 2021
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
1.69K+ 100.0% |
$101K - $112K
|
3.38K
$272K
|
|
|
Jan 27, 2022
Q4 2021
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
1.66K+ 47.9% |
$99.6K - $110K
|
5.14K
$413K
|
|
|
Feb 14, 2022
Q4 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.59K+ 23.32% |
$95.3K - $105K
|
8.41K
$676K
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.53K+ 100.13% |
$91.7K - $101K
|
3.06K
$246K
|
|
|
Feb 08, 2022
Q4 2021
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
1.51K+ 64.13% |
$90.3K - $99.8K
|
3.86K
$311K
|
|
|
Feb 11, 2022
Q4 2021
|
Psi Advisors, LLC
|
BUY
|
- |
1.44K+ 91.47% |
$86K - $95.1K
|
3.01K
$242K
|
|
|
Feb 14, 2022
Q4 2021
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.4K+ 113.43% |
$83.9K - $92.7K
|
2.64K
$212K
|
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
1.07KNew |
$64K - $70.7K
|
1.07K
$85.9K
|
|
|
Feb 01, 2022
Q4 2021
|
Rollins Financial
|
BUY
|
- |
960+ 26.07% |
$57.5K - $63.5K
|
4.64K
$373K
|
|
|
Feb 10, 2022
Q4 2021
|
Financial Counselors Inc
|
BUY
|
- |
914+ 31.37% |
$54.7K - $60.5K
|
3.83K
$308K
|
|
|
Aug 13, 2024
Q4 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
880+ 100.0% |
$52.7K - $58.2K
|
1.76K
$142K
|
|
|
Feb 11, 2022
Q4 2021
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
843+ 100.0% |
$50.5K - $55.8K
|
1.69K
$136K
|
|
|
Feb 14, 2022
Q4 2021
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
800+ 100.0% |
$47.9K - $52.9K
|
1.6K
$129K
|
|
|
Feb 16, 2022
Q4 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
766+ 3.01% |
$45.9K - $50.7K
|
26.2K
$2.1M
|
|
|
Jan 25, 2022
Q4 2021
|
Cva Family Office, LLC
|
BUY
|
- |
713+ 100.0% |
$42.7K - $47.2K
|
1.43K
$115K
|
|
|
Jan 25, 2022
Q4 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
682+ 100.0% |
$40.8K - $45.1K
|
1.36K
$110K
|
|
|
Feb 14, 2022
Q4 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
652New |
$39K - $43.1K
|
652
$52.4K
|
|
|
Feb 07, 2022
Q4 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
620+ 100.49% |
$37.1K - $41K
|
1.24K
$99.5K
|
|
|
Jan 25, 2022
Q4 2021
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
610+ 100.0% |
$36.5K - $40.4K
|
1.22K
$98.1K
|
|
|
Aug 30, 2024
Q4 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
600+ 100.0% |
$35.9K - $39.7K
|
1.2K
$96.5K
|
|
|
Jan 19, 2022
Q4 2021
|
Hudock, Inc.
|
BUY
|
- |
594+ 100.0% |
$35.6K - $39.3K
|
1.19K
$95.5K
|
|
|
Feb 10, 2022
Q4 2021
|
Tsfg, LLC
|
BUY
|
- |
571+ 100.0% |
$34.2K - $37.8K
|
1.14K
$91.8K
|
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
566+ 21.73% |
$33.9K - $37.4K
|
3.17K
$255K
|
|
|
Feb 14, 2022
Q4 2021
|
Glassman Wealth Services
|
BUY
|
- |
558New |
$33.4K - $36.9K
|
558
$44.9K
|
|
|
Jan 24, 2022
Q4 2021
|
National Bank Of Canada
|
BUY
|
- |
536New |
$32.1K - $35.5K
|
536
$43.1K
|
|
|
Mar 17, 2022
Q4 2021
|
Optimum Investment Advisors
|
BUY
|
- |
527+ 77.96% |
$31.6K - $34.9K
|
1.2K
$96.7K
|
|
|
Feb 07, 2022
Q4 2021
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
498+ 100.0% |
$29.8K - $32.9K
|
996
$80.1K
|
|
|
Feb 14, 2022
Q4 2021
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
474+ 23.4% |
$28.4K - $31.4K
|
2.5K
$201K
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
467+ 100.0% |
$28K - $30.9K
|
934
$75.1K
|
|
|
Feb 10, 2022
Q4 2021
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
399+ 100.0% |
$23.9K - $26.4K
|
798
$64.2K
|
|
|
Feb 08, 2022
Q4 2021
|
Nvwm, LLC
|
BUY
|
- |
387+ 100.0% |
$23.2K - $25.6K
|
774
$62.2K
|
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
365+ 100.0% |
$21.9K - $24.1K
|
730
$58.7K
|
|
|
Feb 09, 2022
Q4 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
335+ 100.0% |
$20.1K - $22.2K
|
670
$53.9K
|
|
|
Feb 09, 2022
Q4 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
280+ 74.27% |
$16.8K - $18.5K
|
657
$52.8K
|
|
|
Feb 14, 2022
Q4 2021
|
626 Financial, LLC
|
BUY
|
- |
253+ 2.12% |
$15.1K - $16.7K
|
12.2K
$979K
|