Purchases and Sales Made in Q1 2019 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 2019. 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 30, 2019
Q1 2019
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
65.3K+ 57.44% |
N/A
|
179K
$14.5M
|
|
|
Apr 24, 2019
Q1 2019
|
Creative Planning
Overland Park, KS |
BUY
|
- |
38.2K+ 20.2% |
N/A
|
227K
$18.4M
|
|
|
May 17, 2019
Q1 2019
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
24.2K+ 107.73% |
N/A
|
46.7K
$3.78M
|
|
|
May 16, 2019
Q1 2019
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
23KNew |
N/A
|
23K
$1.86M
|
|
|
May 13, 2019
Q1 2019
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
20.5K+ 12.87% |
N/A
|
180K
$14.6M
|
|
|
May 06, 2019
Q1 2019
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
19.6K+ 194.63% |
N/A
|
29.6K
$2.4M
|
|
|
May 15, 2019
Q1 2019
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
18.6K+ 9.47% |
N/A
|
215K
$17.4M
|
|
|
May 07, 2019
Q1 2019
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
18.4K+ 8.33% |
N/A
|
239K
$19.3M
|
|
|
May 15, 2019
Q1 2019
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
10.1K+ 3027.93% |
N/A
|
10.4K
$843K
|
|
|
May 14, 2019
Q1 2019
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
9.84KNew |
N/A
|
9.84K
$796K
|
|
|
May 14, 2019
Q1 2019
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
9.81KNew |
N/A
|
9.81K
$794K
|
|
|
May 10, 2019
Q1 2019
|
Reynders Mc Veigh Capital Management, LLC
|
BUY
|
- |
7KNew |
N/A
|
7K
$566K
|
|
|
May 14, 2019
Q1 2019
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
6.51KNew |
N/A
|
6.51K
$527K
|
|
|
May 15, 2019
Q1 2019
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
6.27K+ 44.51% |
N/A
|
20.4K
$1.65M
|
|
|
Sep 05, 2019
Q1 2019
|
Provida Pension Fund Administrator
Santiago, F3 |
BUY
|
- |
5.8KNew |
N/A
|
5.8K
$469K
|
|
|
May 15, 2019
Q1 2019
|
Rmb Capital Management, LLC
|
BUY
|
- |
5.05KNew |
N/A
|
5.05K
$409K
|
|
|
Apr 11, 2019
Q1 2019
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
4.68K+ 4.33% |
N/A
|
113K
$9.11M
|
|
|
May 06, 2019
Q1 2019
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
4.38K+ 1.81% |
N/A
|
246K
$19.9M
|
|
|
May 14, 2019
Q1 2019
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
4.34K+ 12.19% |
N/A
|
39.9K
$3.23M
|
|
|
May 15, 2019
Q1 2019
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
4.03K+ 17.76% |
N/A
|
26.8K
$2.16M
|
|
|
Apr 26, 2019
Q1 2019
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
3.9K+ 25.5% |
N/A
|
19.2K
$1.55M
|
|
|
Aug 02, 2024
Q1 2019
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
3.58K+ 95.85% |
N/A
|
7.32K
$592K
|
|
|
May 03, 2019
Q1 2019
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
3.42KNew |
N/A
|
3.42K
$276K
|
|
|
May 10, 2019
Q1 2019
|
Valmark Advisers, Inc.
|
BUY
|
- |
2.97KNew |
N/A
|
2.97K
$240K
|
|
|
May 20, 2019
Q1 2019
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2.68K+ 78.08% |
N/A
|
6.11K
$494K
|
|
|
Apr 25, 2019
Q1 2019
|
Carlson Capital Management
|
BUY
|
- |
2.6KNew |
N/A
|
2.6K
$210K
|
|
|
May 10, 2019
Q1 2019
|
Western Wealth Management, LLC
|
BUY
|
- |
2.24KNew |
N/A
|
2.24K
$181K
|
|
|
May 13, 2019
Q1 2019
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
1.9K+ 0.7% |
N/A
|
275K
$22.2M
|
|
|
May 08, 2019
Q1 2019
|
Keybank National Association
|
BUY
|
- |
1.7K+ 16.83% |
N/A
|
11.8K
$955K
|
|
|
Jun 19, 2019
Q1 2019
|
Weaver Consulting Group
|
BUY
|
- |
1.66KNew |
N/A
|
1.66K
$134K
|
|
|
May 13, 2019
Q1 2019
|
D.A. Davidson & Co.
|
BUY
|
- |
1.63K+ 4.09% |
N/A
|
41.5K
$3.36M
|
|
|
May 02, 2019
Q1 2019
|
Vicus Capital
State College, PA |
BUY
|
- |
1.58K+ 11.52% |
N/A
|
15.2K
$1.23M
|
|
|
May 15, 2019
Q1 2019
|
Meridian Wealth Management, LLC
|
BUY
|
- |
1.57KNew |
N/A
|
1.57K
$127K
|
|
|
Apr 10, 2019
Q1 2019
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
1.55K+ 1.14% |
N/A
|
137K
$11.1M
|
|
|
May 15, 2019
Q1 2019
|
Brown Advisory Inc
|
BUY
|
- |
1.53K+ 10.34% |
N/A
|
16.3K
$1.32M
|
|
|
Apr 29, 2019
Q1 2019
|
Buffington Mohr Mc Neal
|
BUY
|
- |
1.17KNew |
N/A
|
1.17K
$94.6K
|
|
|
May 02, 2019
Q1 2019
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
800+ 23.69% |
N/A
|
4.18K
$338K
|
|
|
Apr 30, 2019
Q1 2019
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
598New |
N/A
|
598
$48.4K
|
|
|
May 13, 2019
Q1 2019
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
552New |
N/A
|
552
$44.7K
|
|
|
May 15, 2019
Q1 2019
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
471+ 4.77% |
N/A
|
10.3K
$837K
|
|
|
Sep 02, 2021
Q1 2019
|
Cwm, LLC
|
BUY
|
- |
467New |
N/A
|
467
$37.8K
|
|
|
May 15, 2019
Q1 2019
|
M&T Bank Corp
|
BUY
|
- |
443+ 2.22% |
N/A
|
20.4K
$1.65M
|
|
|
May 14, 2019
Q1 2019
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
442+ 3.9% |
N/A
|
11.8K
$952K
|
|
|
Apr 26, 2019
Q1 2019
|
Brighton Jones LLC
|
BUY
|
- |
422+ 13.85% |
N/A
|
3.47K
$281K
|
|
|
Jan 27, 2020
Q1 2019
|
Tsfg, LLC
|
BUY
|
- |
261New |
N/A
|
261
$21.1K
|
|
|
Apr 24, 2019
Q1 2019
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
250+ 9.79% |
N/A
|
2.8K
$227K
|
|
|
May 13, 2019
Q1 2019
|
Marquette Asset Management, LLC
|
BUY
|
- |
235New |
N/A
|
235
$19K
|
|
|
May 01, 2019
Q1 2019
|
Meridian Financial Partners LLC
|
BUY
|
- |
226+ 0.37% |
N/A
|
61.9K
$5.01M
|
|
|
May 14, 2019
Q1 2019
|
Fifth Third Bancorp
|
BUY
|
- |
142+ 28.4% |
N/A
|
642
$52K
|
|
|
May 09, 2019
Q1 2019
|
Well Done, LLC
|
BUY
|
- |
123+ 1.93% |
N/A
|
6.48K
$524K
|