Purchases and Sales Made in Q1 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 Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 12, 2021
Q1 2021
|
Carlson Capital Management
|
BUY
|
- |
1.76KNew |
$93.3K - $101K
|
1.76K
$139K
|
|
|
May 06, 2021
Q1 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
1.75KNew |
$92.9K - $101K
|
1.75K
$138K
|
|
|
May 06, 2021
Q1 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.28K+ 2.12% |
$67.7K - $73.5K
|
61.5K
$4.85M
|
|
|
Apr 28, 2021
Q1 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.24K+ 2.3% |
$65.7K - $71.4K
|
55.1K
$4.34M
|
|
|
Apr 21, 2021
Q1 2021
|
Meridian Financial Partners LLC
|
BUY
|
- |
1.12K+ 1.66% |
$59.3K - $64.4K
|
68.6K
$5.41M
|
|
|
May 14, 2021
Q1 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.07K+ 11.44% |
$56.7K - $61.6K
|
10.4K
$821K
|
|
|
Apr 29, 2021
Q1 2021
|
Procyon Advisors, LLC
|
BUY
|
- |
1.05K+ 5.85% |
$55.6K - $60.4K
|
19K
$1.5M
|
|
|
Apr 27, 2021
Q1 2021
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.03K+ 2.9% |
$54.5K - $59.2K
|
36.5K
$2.88M
|
|
|
Apr 29, 2021
Q1 2021
|
Allen Capital Group, LLC
|
BUY
|
- |
1.02K+ 5.59% |
$53.9K - $58.5K
|
19.2K
$1.51M
|
|
|
May 14, 2021
Q1 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
829+ 4.87% |
$44K - $47.8K
|
17.9K
$1.41M
|
|
|
May 04, 2021
Q1 2021
|
Vicus Capital
State College, PA |
BUY
|
- |
820+ 6.46% |
$43.5K - $47.2K
|
13.5K
$1.07M
|
|
|
Apr 30, 2021
Q1 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
777New |
$41.2K - $44.8K
|
777
$61.3K
|
|
|
May 14, 2021
Q1 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
607+ 33.06% |
$32.2K - $35K
|
2.44K
$193K
|
|
|
Apr 27, 2021
Q1 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
545+ 1.98% |
$28.9K - $31.4K
|
28K
$2.21M
|
|
|
Apr 15, 2021
Q1 2021
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
434New |
$23K - $25K
|
434
$34.2K
|
|
|
May 12, 2021
Q1 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
433New |
$23K - $24.9K
|
433
$34.1K
|
|
|
May 11, 2021
Q1 2021
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
399New |
$21.2K - $23K
|
399
$31.5K
|
|
|
May 17, 2021
Q1 2021
|
Truist Financial Corp
|
BUY
|
- |
283+ 1.42% |
$15K - $16.3K
|
20.2K
$1.59M
|
|
|
Apr 26, 2021
Q1 2021
|
Wedbush Securities Inc
|
BUY
|
- |
234+ 4.41% |
$12.4K - $13.5K
|
5.55K
$437K
|
|
|
May 10, 2021
Q1 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
229+ 1.17% |
$12.1K - $13.2K
|
19.8K
$1.56M
|
|
|
Apr 29, 2021
Q1 2021
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
222+ 9.8% |
$11.8K - $12.8K
|
2.49K
$196K
|
|
|
Apr 28, 2021
Q1 2021
|
Us Bancorp \De\
|
BUY
|
- |
213+ 2.79% |
$11.3K - $12.3K
|
7.84K
$618K
|
|
|
Apr 30, 2021
Q1 2021
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
207+ 8.9% |
$11K - $11.9K
|
2.53K
$200K
|
|
|
May 14, 2021
Q1 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
190New |
$10.1K - $10.9K
|
190
$15K
|
|
|
May 14, 2021
Q1 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
175New |
$9.28K - $10.1K
|
175
$13.8K
|
|
|
May 05, 2021
Q1 2021
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
143New |
$7.58K - $8.24K
|
143
$11.3K
|
|
|
May 14, 2021
Q1 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
142+ 2.26% |
$7.53K - $8.18K
|
6.41K
$506K
|
|
|
Apr 08, 2021
Q1 2021
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
135+ 2.16% |
$7.16K - $7.78K
|
6.39K
$504K
|
|
|
Apr 19, 2021
Q1 2021
|
Ifg Advisory, LLC
|
BUY
|
- |
125+ 1.9% |
$6.63K - $7.2K
|
6.71K
$529K
|
|
|
May 04, 2021
Q1 2021
|
Kovack Advisors, Inc.
|
BUY
|
- |
124+ 0.97% |
$6.57K - $7.14K
|
12.9K
$1.02M
|
|
|
May 14, 2021
Q1 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
100New |
$5.3K - $5.76K
|
100
$7.89K
|
|
|
May 12, 2021
Q1 2021
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
65+ 0.45% |
$3.45K - $3.75K
|
14.4K
$1.14M
|
|
|
May 10, 2021
Q1 2021
|
Camden Capital, LLC
|
BUY
|
- |
50+ 2.43% |
$2.65K - $2.88K
|
2.11K
$166K
|
|
|
May 13, 2021
Q1 2021
|
Rmr Wealth Builders
|
BUY
|
- |
47New |
$2.49K - $2.71K
|
47
$3.71K
|
|
|
May 17, 2021
Q1 2021
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
45+ 0.5% |
$2.39K - $2.59K
|
9.07K
$715K
|
|
|
May 11, 2021
Q1 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
30+ 4.3% |
$1.59K - $1.73K
|
727
$57.3K
|
|
|
May 06, 2021
Q1 2021
|
Grandview Asset Management LLC
|
BUY
|
- |
25New |
$1.33K - $1.44K
|
25
$1.97K
|
|
|
Apr 30, 2021
Q1 2021
|
Tranquility Partners, LLC
|
BUY
|
- |
13+ 0.23% |
$689 - $749
|
5.78K
$455K
|
|
|
May 07, 2021
Q1 2021
|
Brighton Jones LLC
|
BUY
|
- |
11+ 0.41% |
$583 - $634
|
2.69K
$212K
|
|
|
May 12, 2021
Q1 2021
|
Bickling Financial Services, Inc.
Lexington, MA |
BUY
|
- |
11+ 0.5% |
$583 - $634
|
2.23K
$176K
|
|
|
May 17, 2021
Q1 2021
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
BUY
|
- |
10+ 0.23% |
$530 - $576
|
4.45K
$351K
|
|
|
May 17, 2021
Q1 2021
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
7+ 0.07% |
$371 - $403
|
10.2K
$802K
|
|
|
May 14, 2021
Q1 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1+ 0.16% |
$53 - $57.6
|
616
$48.6K
|
|
|
May 03, 2021
Q1 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1+ 1.75% |
$53 - $57.6
|
58
$4.57K
|
|
|
May 04, 2021
Q1 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-4Closed |
$212 - $230
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Capital Bank & Trust CO
Irvine, CA |
SELL
|
- |
-5- 0.25% |
$265 - $288
|
1.98K
$156K
|
|
|
May 17, 2021
Q1 2021
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-9- 75.0% |
$477 - $519
|
3
$237
|
|
|
May 17, 2021
Q1 2021
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-10- 2.13% |
$530 - $576
|
459
$36.2K
|
|
|
May 10, 2021
Q1 2021
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-10- 0.03% |
$530 - $576
|
31K
$2.44M
|
|
|
Apr 23, 2021
Q1 2021
|
Parallel Advisors, LLC
|
SELL
|
- |
-12- 0.12% |
$636 - $691
|
10K
$789K
|