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 |
|---|---|---|---|---|---|---|---|
|
Jun 28, 2024
Q4 2021
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
250New |
$15K - $16.5K
|
250
$20.1K
|
|
|
Feb 11, 2022
Q4 2021
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
247+ 3.71% |
$14.8K - $16.3K
|
6.9K
$555K
|
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
236+ 100.0% |
$14.1K - $15.6K
|
472
$37.9K
|
|
|
Mar 14, 2022
Q4 2021
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
214New |
$12.8K - $14.2K
|
214
$17.2K
|
|
|
Feb 11, 2022
Q4 2021
|
Valley National Advisers Inc
|
BUY
|
- |
205+ 100.0% |
$12.3K - $13.6K
|
410
$33K
|
|
|
Feb 14, 2022
Q4 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
195+ 101.04% |
$11.7K - $12.9K
|
388
$31.2K
|
|
|
Feb 11, 2022
Q4 2021
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
189+ 101.61% |
$11.3K - $12.5K
|
375
$30.2K
|
|
|
Feb 11, 2022
Q4 2021
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
182New |
$10.9K - $12K
|
182
$14.6K
|
|
|
Feb 09, 2022
Q4 2021
|
Trustcore Financial Services, LLC
|
BUY
|
- |
180+ 100.0% |
$10.8K - $11.9K
|
360
$28.9K
|
|
|
Jan 21, 2022
Q4 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
177+ 99.44% |
$10.6K - $11.7K
|
355
$28.5K
|
|
|
Feb 14, 2022
Q4 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
175+ 100.0% |
$10.5K - $11.6K
|
350
$28.1K
|
|
|
Feb 08, 2022
Q4 2021
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
160+ 100.0% |
$9.58K - $10.6K
|
320
$25.7K
|
|
|
Feb 03, 2022
Q4 2021
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
143+ 100.0% |
$8.56K - $9.46K
|
286
$23K
|
|
|
Feb 07, 2022
Q4 2021
|
Orion Capital Management LLC
|
BUY
|
- |
130+ 100.0% |
$7.78K - $8.6K
|
260
$20.9K
|
|
|
Feb 03, 2022
Q4 2021
|
Jnba Financial Advisors
|
BUY
|
- |
94+ 100.0% |
$5.63K - $6.22K
|
188
$15.1K
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
83+ 100.0% |
$4.97K - $5.49K
|
166
$13.3K
|
|
|
Feb 11, 2022
Q4 2021
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
63+ 2100.0% |
$3.77K - $4.17K
|
66
$5.31K
|
|
|
Feb 10, 2022
Q4 2021
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
60+ 100.0% |
$3.59K - $3.97K
|
120
$9.65K
|
|
|
Jan 13, 2022
Q4 2021
|
Sound Income Strategies, LLC
|
BUY
|
- |
53+ 100.0% |
$3.17K - $3.51K
|
106
$8.52K
|
|
|
Jan 19, 2022
Q4 2021
|
Riverview Trust CO
|
BUY
|
- |
22+ 100.0% |
$1.32K - $1.46K
|
44
$3.54K
|
|
|
Jan 31, 2022
Q4 2021
|
Addison Advisors LLC
|
BUY
|
- |
5+ 100.0% |
$299 - $331
|
10
$804
|
|
|
Jan 21, 2022
Q4 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 100.0% |
$59.9 - $66.2
|
2
$161
|
|
|
Feb 14, 2022
Q4 2021
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 21, 2022
Q4 2021
|
Asset Dedication, LLC
|
SELL
|
- |
-14- 14.58% |
$838 - $926
|
82
$6.59K
|
|
|
Feb 01, 2022
Q4 2021
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-30Closed |
$1.8K - $1.98K
|
0
$0
|
|
|
Feb 01, 2022
Q4 2021
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-58Closed |
$3.47K - $3.84K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-125- 1.23% |
$7.48K - $8.27K
|
10K
$804K
|
|
|
Feb 09, 2022
Q4 2021
|
Advanced Research Investment Solutions, LLC
|
SELL
|
- |
-172Closed |
$10.3K - $11.4K
|
0
$0
|
|
|
Feb 22, 2022
Q4 2021
|
Capital Directions Investment Advisors, LLC
|
SELL
|
- |
-175Closed |
$10.5K - $11.6K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-179Closed |
$10.7K - $11.8K
|
0
$0
|
|
|
Jan 20, 2022
Q4 2021
|
Chicago Capital, LLC
|
SELL
|
- |
-190Closed |
$11.4K - $12.6K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-205Closed |
$12.3K - $13.6K
|
0
$0
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-395- 2.89% |
$23.6K - $26.1K
|
13.3K
$1.07M
|
|
|
Jan 28, 2022
Q4 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-520Closed |
$31.1K - $34.4K
|
0
$0
|
|
|
Apr 15, 2022
Q4 2021
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-600- 13.81% |
$35.9K - $39.7K
|
3.75K
$301K
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-716- 27.33% |
$42.9K - $47.4K
|
1.9K
$153K
|
|
|
Feb 07, 2022
Q4 2021
|
Oakworth Capital, Inc.
|
SELL
|
- |
-893Closed |
$53.5K - $59.1K
|
0
$0
|
|
|
Feb 24, 2023
Q4 2021
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-906- 11.28% |
$54.2K - $59.9K
|
7.12K
$573K
|
|
|
Feb 11, 2022
Q4 2021
|
Phoenix Wealth Advisors
|
SELL
|
- |
-1.1KClosed |
$65.9K - $72.8K
|
0
$0
|
|
|
Mar 08, 2022
Q4 2021
|
Bartlett & Co. LLC
|
SELL
|
- |
-1.1KClosed |
$65.9K - $72.8K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Washington Trust CO
|
SELL
|
- |
-1.16KClosed |
$69.4K - $76.7K
|
0
$0
|
|
|
Feb 28, 2022
Q4 2021
|
Camden Capital, LLC
|
SELL
|
- |
-1.27K- 17.78% |
$75.9K - $83.9K
|
5.86K
$471K
|
|
|
Jan 21, 2022
Q4 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.32KClosed |
$78.8K - $87.1K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-1.39KClosed |
$83.1K - $91.8K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-1.5KClosed |
$89.8K - $99.2K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.73KClosed |
$104K - $115K
|
0
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
SELL
|
- |
-2.29K- 84.16% |
$137K - $151K
|
430
$34.6K
|
|
|
Feb 09, 2022
Q4 2021
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-2.51K- 17.52% |
$150K - $166K
|
11.8K
$950K
|
|
|
Jan 26, 2022
Q4 2021
|
Lincoln National Corp
|
SELL
|
- |
-3.94KClosed |
$236K - $261K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-4.86KClosed |
$291K - $321K
|
0
$0
|