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STOCK TICKER:
WISDOMTREE LC DVDND   (ticker: DLN)
Institutions' Indicator :       Strong Buy       (Click Here For Details)
INSTITUTIONS' Score: 80
0 100 80
Current Holdings: 13,198,117
Previous Holdings: 9,683,440
Change: 36.30%
Summary Of Institution's Buy/Sell/Hold On The Stock
BOUGHT/ADDED SIDE SOLD/REDUCED SIDE
Institution/Guru Buy/Add Current Holdings
(Link To holding history)
  Institution/Guru Sell/No Change Current Holdings
(Link To holding history)
MORGAN STANLEY bought1,400,821 1,400,821 RED CEDAR INVESTMENT MANAGEMENT, LLC sold182,299 0
BANK OF AMERICA CORP /DE/ bought1,055,601 1,055,601 Bank of New York Mellon CORP 98%115,656 2,471
AMERIPRISE FINANCIAL INC bought344,219 344,219 Financial Strategy Network, LLC 37%50,529 86,056
GOLDMAN SACHS GROUP INC bought203,548 203,548 RAYMOND JAMES & ASSOCIATES 25%43,135 132,350
LPL Financial CORP 87%178,907 384,832 UBS Group AG 8%36,146 415,758
ROYAL BANK OF CANADA bought95,429 95,429 EP Wealth Advisors, Inc. sold28,051 0
Stratos Wealth Partners, LTD. 29%80,021 360,714 Evercore Wealth Management, LLC 5%26,258 456,734
Creative Planning 17%78,240 533,148 Janney Montgomery Scott LLC 30%19,096 43,981
Stratford Consulting, LLC bought77,283 77,283 H D Vest Advisory Services 23%17,653 57,767
J.W. COLE ADVISORS, INC. bought50,197 50,197 PagnatoKarp Partners LLC 25%15,043 44,862
JANE STREET GROUP, LLC 560%50,005 58,933 WOLVERINE TRADING, LLC sold12,493 0
Susquehanna International Group, LLP bought41,130 41,130 GENWORTH FINANCIAL WEALTH MANAGEMENT, INC 15%9,565 53,042
BB&T CORP bought40,549 40,549 Advisors Preferred, LLC sold9,291 0
Cresset Asset Management, LLC bought39,498 39,498 BSC PRIVATE WEALTH MANAGEMENT, LLC 9%7,709 76,971
VisionPoint Advisory Group, LLC bought34,187 34,187 Kovack Advisors, Inc. 38%7,644 12,738
UNITED CAPITAL FINANCIAL ADVISERS,INC. bought32,453 32,453 WADE G W & INC 1%7,474 712,052
PNC FINANCIAL SERVICES GROUP INC 55%25,633 72,019 FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 11%7,405 60,243
MOLLER FINANCIAL SERVICES 69%25,516 62,442 PLIMOTH TRUST CO LLC sold6,971 0
M Holdings Securities, Inc. 19%24,721 152,334 Sigma Planning Corp 45%5,502 6,758
ENVESTNET ASSET MANAGEMENT INC 12%21,569 197,337 CAPROCK Group, Inc. sold5,281 0
Tower Research Capital LLC bought18,680 18,680 WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 2%4,991 256,421
Equitable Holdings, Inc. bought15,990 15,990 Sarasin & Partners LLP 7%4,160 54,872
Voya Financial Advisors, Inc. bought14,072 14,072 Raymond James Financial Services Advisors, Inc. 1%4,151 435,202
Koshinski Asset Management, Inc. 28%13,060 60,100 HighTower Advisors, LLC 16%3,392 17,953
J P MORGAN CHASE & CO 18%12,563 80,561 Trexquant Investment LP sold3,307 0
Bristlecone Advisors, LLC 20%10,390 61,761 Private Ocean, LLC sold3,099 0
Key FInancial Inc 78%9,712 22,169 Valmark Advisers, Inc. sold3,075 0
BEACON FINANCIAL GROUP bought9,630 9,630 Western Wealth Management, LLC sold2,939 0
COMMONWEALTH EQUITY SERVICES, LLC. 3%9,155 281,401 PARAMETRIC PORTFOLIO ASSOCIATES sold2,873 0
Stratos Wealth Advisors, LLC 42%8,941 30,391 SYNOVUS FINANCIAL CORP 95%2,808 150
EVERGREEN CAPITAL MANAGEMENT LLC bought8,893 8,893 Merit Financial Group, LLC sold2,553 0
CITIGROUP INC 124%7,190 12,993 Tranquility Partners, LLC 22%1,889 6,852
RiverFront Investment Group, LLC 2%6,627 292,720 TCI Wealth Advisors, Inc. sold1,660 0
COLONY GROUP LLC 260%6,512 9,020 Vestmark Advisory Solutions, Inc. 40%1,510 2,229
Grant Street Asset Management, Inc. bought5,870 5,870 Graves-Light Private Wealth Management, Inc. 1%1,470 115,351
NICOLET ADVISORY SERVICES, LLC bought5,048 5,048 Global Retirement Partners, LLC 81%1,470 335
WELLS FARGO & CO/MN 3%4,808 176,298 Paracle Advisors, LLC 5%1,287 25,712
Ackerman Capital Advisors, LLC bought3,835 3,835 STALEY CAPITAL ADVISERS INC 10%1,130 9,883
COZAD ASSET MANAGEMENT INC bought3,820 3,820 Squar Milner Financial Services LLC sold1,120 0
GREAT VALLEY ADVISOR GROUP, INC. bought3,796 3,796 Burns Wealth Management, Inc. 23%1,017 3,359
CX Institutional 2%3,790 169,791 Cutler Group LP sold999 0
Belpointe Asset Management LLC bought3,689 3,689 AMERITAS INVESTMENT CORP sold971 0
IFG Advisory, LLC bought3,521 3,521 Private Wealth Advisors, Inc. 3%664 19,759
Allen Capital Group, LLC 27%3,478 16,392 Well Done, LLC 9%641 6,320
OPPENHEIMER & CO INC bought3,292 3,292 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 6%628 10,640
Multi-Financial Securities Corp 13%3,199 28,080 Steward Partners Investment Advisory, LLC 0%608 170,156
PSI Advisors, LLC bought3,138 3,138 LAKE STREET FINANCIAL LLC 1%532 52,977
DAVIDSON D A & CO 6%3,067 51,964 Linscomb & Williams, Inc. 1%470 38,143
FLOW TRADERS U.S. LLC bought3,022 3,022 Rockefeller Capital Management L.P. 40%465 698
Moisand Fitzgerald Tamayo, LLC bought2,832 2,832 Weaver Consulting Group 24%428 1,326
Private Advisor Group, LLC 46%2,825 8,911 One Capital Management, LLC 7%410 5,400
First Allied Advisory Services, Inc. bought2,702 2,702 NVWM, LLC 22%388 1,387
MISSION WEALTH MANAGEMENT, LLC 8%2,698 38,613 VESTOR CAPITAL CORP 3%330 10,071
Wealthquest Corp bought2,650 2,650 NEXT Financial Group, Inc sold259 0
TOBIAS FINANCIAL ADVISORS, INC. 3%2,483 83,941 CULBERTSON A N & CO INC 2%255 14,911
RAYMOND JAMES TRUST CO bought2,355 2,355 VALLEY NATIONAL ADVISERS INC 51%253 240
NICOLET BANKSHARES INC bought2,292 2,292 We Are One Seven, LLC 9%250 2,589
FMR LLC bought2,200 2,200 Financial Advocates Investment Management 1%243 22,198
Financial Network 4%1,833 47,518 Wealthcare Advisory Partners LLC sold233 0
Traverso Chambers Private Wealth Management, LLC 3%1,688 66,297 Bartlett & Co. LLC 14%227 1,387
BROWN ADVISORY HOLDINGS INC bought1,525 1,525 First Heartland Consultants, Inc. 1%211 22,561
CAPTRUST FINANCIAL ADVISORS 15%1,478 11,405 Arden Trust Co 5%196 3,607
Ausdal Financial Partners, Inc. 23%1,218 6,545 Stonebridge Capital Advisors LLC 34%130 250
PFG Financial Advisors 20%1,187 6,981 BLAIR WILLIAM & CO/IL 1%130 15,725
FRANKLIN RESOURCES INC bought918 918 OPTIMUM INVESTMENT ADVISORS 3%109 3,508
Parallel Advisors, LLC 12%846 7,918 MBE Wealth Management, LLC sold99 0
Meridian Financial Partners LLC 1%804 66,175 TRUEWEALTH LLC 23%89 291
Eqis Capital Management, Inc. 11%685 6,743 JNBA Financial Advisors 9%70 712
Hoover Financial Advisors, Inc. bought625 625 FLAGSHIP HARBOR ADVISORS, LLC 8%65 718
Kore Private Wealth LLC bought500 500 Kelman-Lazarov, Inc. 2%58 3,487
SignalPoint Asset Management, LLC 11%483 4,705 Capital Bank & Trust Co sold55 0
STIFEL FINANCIAL CORP bought410 410 HPM Partners LLC 0%51 14,170
Winslow, Evans & Crocker, Inc. 479%364 440 Lakeview Capital Partners, LLC 20%30 117
Pineno Levin & Ford Asset Management, Inc. 5%340 6,825 Wealth Quarterback LLC sold21 0
Chicago Partners Investment Group LLC 2%331 14,619 BENJAMIN F. EDWARDS & COMPANY, INC. 1%4 796
M&T BANK CORP 1%318 22,449 Sowa Financial Group, Inc. no change 20
CWM, LLC 176%298 467 Baystate Wealth Management LLC no change 1
Perennial Advisors, LLC bought278 278 HUNTINGTON NATIONAL BANK no change 1
PFG Advisors 12%275 2,635 First PREMIER Bank no change 101
TSFG, LLC 97%256 521 Gradient Investments LLC no change 46
Circle Wealth Management, LLC 0%194 41,873 Ellis Investment Partners, LLC no change 56
Buckingham Asset Management, LLC 5%182 3,709 Adviser Investments LLC no change 4,609
GM Advisory Group, Inc. 2%178 10,862 Asset Dedication, LLC no change 70
Patriot Investment Management Inc. bought156 156 Capital Investment Advisory Services, LLC no change 30
Strategic Family Wealth Counselors, L.L.C. 1%155 27,470 Sound Income Strategies, LLC no change 53
Orion Portfolio Solutions, LLC bought130 130 Riverview Trust Co no change 22
MML INVESTORS SERVICES, LLC 2%108 6,940 WealthBridge Capital Management, LLC no change 10,196
Sonora Investment Management, LLC 47%100 314 Nadler Financial Group, Inc. no change 25,515
Golden State Wealth Management, LLC bought93 93 SHINE INVESTMENT ADVISORY SERVICES INC no change 18,409
Archer Investment Corp bought68 68 Baird Financial Group, Inc. no change 290
Financial Gravity Wealth, Inc. bought52 52 NOESIS CAPITAL MANGEMENT CORP no change 10,125
AlphaStar Capital Management, LLC 0%40 30,759 Willingdon Wealth Management no change 146
KMG FIDUCIARY PARTNERS, LLC 0%28 5,924 Valeo Financial Advisors, LLC no change 12,676
GRT CAPITAL PARTNERS LLC 0%14 4,413 KEYBANK NATIONAL ASSOCIATION/OH no change 12,645
Arkadios Wealth Advisors 1%10 1,365 Starfire Investment Advisers, Inc. no change 6,929
BRIGHTON JONES LLC 0%6 3,061 WEDBUSH MORGAN SECURITIES INC no change 5,672
Certified Advisory Corp 1%4 720 Reynders McVeigh Capital Management, LLC no change 7,000
ADVISORY RESEARCH INC no change 7,040
US BANCORP DE no change 7,623
RSM US WEALTH MANAGEMENT LLC no change 5,195
Marquette Asset Management Inc. no change 235
FIRST COMMONWEALTH FINANCIAL CORP /PA/ no change 3,679
MCF Advisors LLC no change 1,500
Sailer Financial LLC no change 1,800
FINANCIAL COUNSELORS INC no change 3,953
Ancora Advisors, LLC no change 1,236
Oakworth Capital, Inc. no change 893
IFP Advisors, Inc no change 965
Carroll Financial Associates, Inc. no change 1,000
Element Wealth, LLC no change 3,625
SCBT FINANCIAL CORP no change 2,500
Peninsula Wealth, LLC no change 3,186
Willow Creek Wealth Management Inc. no change 3,208
WHITTIER TRUST CO OF NEVADA INC no change 3,290
MADISON WEALTH MANAGEMENT no change 3,065
LS Investment Advisors, LLC no change 2,900
REGENTATLANTIC CAPITAL LLC no change 2,633
COURIER CAPITAL CORP no change 2,656
PBWM Holdings, LLC no change 2,877
Farmers & Merchants Trust Co of Chambersburg PA no change 850
SMITHFIELD TRUST CO no change 800
BANK OF MONTREAL /CAN/ no change 245
Capital Analysts, Inc. no change 250
CREATIVE FINANCIAL DESIGNS INC /ADV no change 266
FineMark National Bank & Trust no change 3,420
LIBERTY WEALTH MANAGEMENT LLC no change 205
MARK SHEPTOFF FINANCIAL PLANNING, LLC no change 150
HBK Sorce Advisory LLC no change 4,457
Capital Advisors, Ltd. LLC no change 160
SPINNAKER TRUST no change 4,021
Sowell Financial Services LLC no change 363
SIGNATUREFD, LLC no change 682
CAMBRIDGE TRUST CO no change 3,956
CVA Family Office, LLC no change 713
Hudock Moyer Wealth Resources, LLC no change 653
Financial Architects, Inc no change 552
CULLEN FROST BANKERS INC no change 498
FIFTH THIRD BANCORP no change 538
Advocacy Wealth Management Services, LLC no change 123
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