Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 02, 2021
Q3 2021
|
Bridgewater Advisors Inc.
|
BUY
|
- |
1.94KNew |
$116K - $122K
|
1.94K
$153K
|
|
|
Nov 10, 2021
Q3 2021
|
Comerica Securities,Inc.
|
BUY
|
- |
1.83K+ 1.92% |
$109K - $115K
|
97.1K
$7.67M
|
|
|
Oct 27, 2021
Q3 2021
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
1.78KNew |
$106K - $112K
|
1.78K
$141K
|
|
|
Nov 12, 2021
Q3 2021
|
Psi Advisors, LLC
|
BUY
|
- |
1.57KNew |
$93.7K - $99.1K
|
1.57K
$124K
|
|
|
Nov 15, 2021
Q3 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
976+ 39.45% |
$58.2K - $61.6K
|
3.45K
$273K
|
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
960+ 10.04% |
$57.3K - $60.6K
|
10.5K
$831K
|
|
|
Nov 12, 2021
Q3 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
934+ 4.65% |
$55.7K - $58.9K
|
21K
$1.66M
|
|
|
Oct 26, 2021
Q3 2021
|
Cutler Group LP
|
BUY
|
- |
900New |
$53.7K - $56.8K
|
900
$71.1K
|
|
|
Nov 01, 2021
Q3 2021
|
Bickling Financial Services, Inc.
Lexington, MA |
BUY
|
- |
890+ 39.77% |
$53.1K - $56.1K
|
3.13K
$247K
|
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
871+ 2.23% |
$52K - $54.9K
|
40K
$3.16M
|
|
|
Nov 15, 2021
Q3 2021
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
841+ 31.94% |
$50.2K - $53.1K
|
3.47K
$275K
|
|
|
Nov 03, 2021
Q3 2021
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
800+ 20.95% |
$47.7K - $50.5K
|
4.62K
$365K
|
|
|
Nov 12, 2021
Q3 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
702+ 25.03% |
$41.9K - $44.3K
|
3.51K
$277K
|
|
|
Nov 12, 2021
Q3 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
608+ 5.0% |
$36.3K - $38.4K
|
12.8K
$1.01M
|
|
|
Oct 08, 2021
Q3 2021
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
561+ 0.83% |
$33.5K - $35.4K
|
67.8K
$5.36M
|
|
|
Nov 01, 2021
Q3 2021
|
Key F Inancial Inc
|
BUY
|
- |
547+ 1.61% |
$32.6K - $34.5K
|
34.5K
$2.72M
|
|
|
Nov 01, 2021
Q3 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
450+ 2.24% |
$26.8K - $28.4K
|
20.5K
$1.62M
|
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
BUY
|
- |
379+ 0.08% |
$22.6K - $23.9K
|
478K
$37.8M
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
321+ 2.83% |
$19.1K - $20.2K
|
11.7K
$921K
|
|
|
Feb 15, 2022
Q3 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
242+ 1.78% |
$14.4K - $15.3K
|
13.8K
$1.09M
|
|
|
Oct 28, 2021
Q3 2021
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
223+ 0.89% |
$13.3K - $14.1K
|
25.1K
$1.99M
|
|
|
Jul 24, 2024
Q3 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
213+ 1.86% |
$12.7K - $13.4K
|
11.7K
$922K
|
|
|
Oct 28, 2021
Q3 2021
|
Chicago Capital, LLC
|
BUY
|
- |
190New |
$11.3K - $12K
|
190
$15K
|
|
|
Oct 12, 2021
Q3 2021
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
187+ 2.95% |
$11.2K - $11.8K
|
6.53K
$516K
|
|
|
Nov 08, 2021
Q3 2021
|
Trustcore Financial Services, LLC
|
BUY
|
- |
180New |
$10.7K - $11.4K
|
180
$14.2K
|
|
|
Nov 15, 2021
Q3 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
179New |
$10.7K - $11.3K
|
179
$14.1K
|
|
|
Nov 08, 2021
Q3 2021
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
175New |
$10.4K - $11K
|
175
$13.8K
|
|
|
Nov 04, 2021
Q3 2021
|
Advanced Research Investment Solutions, LLC
|
BUY
|
- |
172New |
$10.3K - $10.8K
|
172
$13.6K
|
|
|
Nov 08, 2021
Q3 2021
|
Keybank National Association
|
BUY
|
- |
165+ 1.06% |
$9.84K - $10.4K
|
15.7K
$1.24M
|
|
|
Oct 21, 2021
Q3 2021
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
143New |
$8.53K - $9.02K
|
143
$11.3K
|
|
|
Oct 27, 2021
Q3 2021
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
141+ 5.39% |
$8.41K - $8.89K
|
2.76K
$218K
|
|
|
Nov 07, 2022
Q3 2021
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
139New |
$8.29K - $8.77K
|
139
$11K
|
|
|
Nov 04, 2021
Q3 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
110+ 3.12% |
$6.56K - $6.94K
|
3.64K
$288K
|
|
|
Nov 02, 2021
Q3 2021
|
Spinnaker Trust
|
BUY
|
- |
106+ 3.11% |
$6.32K - $6.69K
|
3.51K
$278K
|
|
|
Oct 18, 2021
Q3 2021
|
Asset Dedication, LLC
|
BUY
|
- |
96New |
$5.73K - $6.06K
|
96
$7.59K
|
|
|
Oct 25, 2021
Q3 2021
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
74+ 0.51% |
$4.41K - $4.67K
|
14.6K
$1.15M
|
|
|
Nov 12, 2021
Q3 2021
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
73+ 1.88% |
$4.35K - $4.6K
|
3.96K
$313K
|
|
|
Nov 03, 2021
Q3 2021
|
Kovack Advisors, Inc.
|
BUY
|
- |
66+ 0.51% |
$3.94K - $4.16K
|
13K
$1.03M
|
|
|
Nov 05, 2021
Q3 2021
|
Truist Financial Corp
|
BUY
|
- |
64+ 0.33% |
$3.82K - $4.04K
|
19.5K
$1.54M
|
|
|
Nov 18, 2021
Q3 2021
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
60New |
$3.58K - $3.78K
|
60
$4.74K
|
|
|
Nov 15, 2021
Q3 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
51+ 0.82% |
$3.04K - $3.22K
|
6.28K
$496K
|
|
|
Nov 15, 2021
Q3 2021
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
50+ 0.55% |
$2.98K - $3.15K
|
9.17K
$725K
|
|
|
Nov 09, 2021
Q3 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
37+ 0.67% |
$2.21K - $2.33K
|
5.53K
$437K
|
|
|
Aug 06, 2024
Q3 2021
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
34+ 0.55% |
$2.03K - $2.14K
|
6.18K
$488K
|
|
|
Oct 22, 2021
Q3 2021
|
Sarasin & Partners LLP
|
BUY
|
- |
30+ 0.07% |
$1.79K - $1.89K
|
40.7K
$3.21M
|
|
|
Nov 12, 2021
Q3 2021
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
24+ 1.42% |
$1.43K - $1.51K
|
1.72K
$136K
|
|
|
Nov 04, 2021
Q3 2021
|
Brighton Jones LLC
|
BUY
|
- |
13+ 0.48% |
$775 - $820
|
2.71K
$214K
|
|
|
Nov 04, 2021
Q3 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
10+ 0.48% |
$597 - $631
|
2.1K
$166K
|
|
|
Nov 12, 2021
Q3 2021
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
BUY
|
- |
10+ 0.22% |
$597 - $631
|
4.47K
$353K
|
|
|
Oct 29, 2021
Q3 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
9+ 0.03% |
$537 - $568
|
27K
$2.13M
|