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 14, 2022
Q4 2021
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
42.7K+ 106.71% |
$2.56M - $2.82M
|
82.7K
$6.64M
|
|
|
Feb 07, 2022
Q4 2021
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
41.8K+ 77.76% |
$2.5M - $2.76M
|
95.5K
$7.67M
|
|
|
Feb 08, 2022
Q4 2021
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
41.1K+ 112.84% |
$2.46M - $2.72M
|
77.6K
$6.23M
|
|
|
Jan 19, 2022
Q4 2021
|
Sarasin & Partners LLP
|
BUY
|
- |
40.6K+ 99.75% |
$2.43M - $2.68M
|
81.2K
$6.52M
|
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
39.2K+ 108.32% |
$2.34M - $2.59M
|
75.3K
$6.05M
|
|
|
Jan 19, 2022
Q4 2021
|
Key F Inancial Inc
|
BUY
|
- |
34.3K+ 99.46% |
$2.05M - $2.27M
|
68.7K
$5.52M
|
|
|
Feb 10, 2022
Q4 2021
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
31.9K+ 91.95% |
$1.91M - $2.11M
|
66.5K
$5.34M
|
|
|
Feb 01, 2022
Q4 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
29.2K+ 833.7% |
$1.75M - $1.93M
|
32.7K
$2.63M
|
|
|
Feb 11, 2022
Q4 2021
|
Mission Wealth Management, LP
|
BUY
|
- |
28.7K+ 100.0% |
$1.72M - $1.9M
|
57.5K
$4.62M
|
|
|
Feb 10, 2022
Q4 2021
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
27.6K+ 126.17% |
$1.65M - $1.83M
|
49.5K
$3.98M
|
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
26.6K+ 98.71% |
$1.59M - $1.76M
|
53.6K
$4.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
25.3K+ 100.0% |
$1.51M - $1.67M
|
50.6K
$4.06M
|
|
|
Jan 26, 2022
Q4 2021
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
23.8K+ 94.5% |
$1.42M - $1.57M
|
48.9K
$3.93M
|
|
|
Jan 18, 2022
Q4 2021
|
Nadler Financial Group, Inc.
|
BUY
|
- |
23.7K+ 99.58% |
$1.42M - $1.57M
|
47.4K
$3.81M
|
|
|
Feb 11, 2022
Q4 2021
|
Coldstream Capital Management Inc
|
BUY
|
- |
23.5K+ 94.09% |
$1.41M - $1.55M
|
48.4K
$3.89M
|
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
23.4K+ 75.98% |
$1.4M - $1.55M
|
54.2K
$4.36M
|
|
|
Feb 11, 2022
Q4 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
22.6K+ 107.27% |
$1.35M - $1.49M
|
43.6K
$3.5M
|
|
|
Jan 28, 2022
Q4 2021
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
20.9KNew |
$1.25M - $1.38M
|
20.9K
$1.68M
|
|
|
Feb 08, 2022
Q4 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
20.5K+ 100.19% |
$1.23M - $1.36M
|
41.1K
$3.3M
|
|
|
Feb 17, 2022
Q4 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
20K+ 101.99% |
$1.19M - $1.32M
|
39.5K
$3.17M
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
19.7K+ 122.87% |
$1.18M - $1.3M
|
35.7K
$2.87M
|
|
|
Jan 21, 2022
Q4 2021
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
19.6KNew |
$1.17M - $1.29M
|
19.6K
$1.57M
|
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
BUY
|
- |
19.1K+ 97.78% |
$1.14M - $1.26M
|
38.7K
$3.1M
|
|
|
Feb 11, 2022
Q4 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
18.4KNew |
$1.1M - $1.22M
|
18.4K
$1.48M
|
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
BUY
|
- |
18.1K+ 1667.9% |
$1.08M - $1.2M
|
19.2K
$1.54M
|
|
|
May 16, 2022
Q4 2021
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
17.5KNew |
$1.05M - $1.16M
|
17.5K
$1.41M
|
|
|
May 16, 2022
Q4 2021
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
16.7KNew |
$998K - $1.1M
|
16.7K
$1.34M
|
|
|
Feb 07, 2022
Q4 2021
|
Keybank National Association
|
BUY
|
- |
15.3K+ 97.89% |
$919K - $1.02M
|
31K
$2.49M
|
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
15K+ 103.78% |
$896K - $990K
|
29.4K
$2.36M
|
|
|
Feb 14, 2022
Q4 2021
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
14.7K+ 101.15% |
$882K - $975K
|
29.3K
$2.35M
|
|
|
Apr 27, 2022
Q4 2021
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
14.6KNew |
$873K - $964K
|
14.6K
$1.17M
|
|
|
Feb 15, 2022
Q4 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
14.5K+ 113.93% |
$871K - $962K
|
27.3K
$2.19M
|
|
|
Jan 14, 2022
Q4 2021
|
Culbertson A N & CO Inc
|
BUY
|
- |
14.3K+ 100.0% |
$855K - $944K
|
28.6K
$2.29M
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
14.1K+ 133.6% |
$841K - $930K
|
24.6K
$1.97M
|
|
|
Feb 15, 2022
Q4 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
13.8K+ 100.01% |
$828K - $915K
|
27.7K
$2.22M
|
|
|
Feb 04, 2022
Q4 2021
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
13.1K+ 85.91% |
$782K - $865K
|
28.3K
$2.27M
|
|
|
Jan 18, 2022
Q4 2021
|
Procyon Advisors, LLC
|
BUY
|
- |
13.1K+ 60.66% |
$782K - $864K
|
34.6K
$2.78M
|
|
|
Jan 18, 2022
Q4 2021
|
Kovack Advisors, Inc.
|
BUY
|
- |
12.7K+ 97.3% |
$759K - $839K
|
25.7K
$2.06M
|
|
|
Jul 24, 2024
Q4 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
11.8K+ 100.9% |
$705K - $779K
|
23.4K
$1.88M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
11.2K+ 95.9% |
$669K - $739K
|
22.8K
$1.83M
|
|
|
Feb 10, 2022
Q4 2021
|
Citigroup Inc
|
BUY
|
- |
10.7K+ 102.16% |
$641K - $708K
|
21.2K
$1.7M
|
|
|
Feb 24, 2022
Q4 2021
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
10.6KNew |
$637K - $704K
|
10.6K
$855K
|
|
|
Jan 07, 2022
Q4 2021
|
Beacon Financial Group
|
BUY
|
- |
9.66K+ 100.0% |
$578K - $639K
|
19.3K
$1.55M
|
|
|
Feb 11, 2022
Q4 2021
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
9.5K+ 94.42% |
$569K - $628K
|
19.6K
$1.57M
|
|
|
Mar 11, 2022
Q4 2021
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
9.28K+ 101.27% |
$556K - $614K
|
18.5K
$1.48M
|
|
|
Jan 20, 2022
Q4 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
9.24K+ 95.73% |
$553K - $611K
|
18.9K
$1.52M
|
|
|
Jan 20, 2022
Q4 2021
|
Minot Wealth Management LLC
|
BUY
|
- |
9.16K+ 131.25% |
$548K - $606K
|
16.1K
$1.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
9KNew |
$539K - $595K
|
9K
$723K
|
|
|
Feb 10, 2022
Q4 2021
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
8.87K+ 98.17% |
$531K - $587K
|
17.9K
$1.44M
|
|
|
Feb 15, 2022
Q4 2021
|
Colony Group LLC
Boston, MA |
BUY
|
- |
8.83K+ 100.0% |
$529K - $584K
|
17.7K
$1.42M
|