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 |
|---|---|---|---|---|---|---|---|
|
May 10, 2019
Q1 2019
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
104New |
N/A
|
104
$8.37K
|
|
|
May 03, 2019
Q1 2019
|
Optimum Investment Advisors
|
BUY
|
- |
49+ 0.61% |
N/A
|
8.13K
$654K
|
|
|
May 14, 2019
Q1 2019
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
37+ 0.27% |
N/A
|
13.7K
$1.1M
|
|
|
May 03, 2019
Q1 2019
|
Kovack Advisors, Inc.
|
BUY
|
- |
35+ 0.2% |
N/A
|
17.3K
$1.39M
|
|
|
Apr 26, 2019
Q1 2019
|
Valley National Advisers Inc
|
BUY
|
- |
34+ 13.28% |
N/A
|
290
$23.3K
|
|
|
May 08, 2019
Q1 2019
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
29+ 0.05% |
N/A
|
59.4K
$4.78M
|
|
|
May 10, 2019
Q1 2019
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
23+ 0.53% |
N/A
|
4.4K
$354K
|
|
|
Apr 10, 2019
Q1 2019
|
Riverview Trust CO
|
BUY
|
- |
22New |
N/A
|
22
$1.77K
|
|
|
May 09, 2019
Q1 2019
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
12+ 0.03% |
N/A
|
37.7K
$3.03M
|
|
|
Apr 17, 2019
Q1 2019
|
Wedbush Securities Inc
|
BUY
|
- |
10+ 0.17% |
N/A
|
5.94K
$478K
|
|
|
Sep 07, 2021
Q1 2019
|
Geneos Wealth Management Inc.
|
BUY
|
- |
7+ 0.19% |
N/A
|
3.67K
$295K
|
|
|
May 20, 2019
Q1 2019
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
5+ 0.08% |
N/A
|
6.5K
$523K
|
|
|
May 14, 2019
Q1 2019
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
BUY
|
- |
5+ 0.02% |
N/A
|
26.6K
$2.14M
|
|
|
May 13, 2019
Q1 2019
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
4+ 0.08% |
N/A
|
4.76K
$383K
|
|
|
May 13, 2019
Q1 2019
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2+ 0.45% |
N/A
|
447
$36K
|
|
|
May 15, 2019
Q1 2019
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
1+ 2.5% |
N/A
|
41
$3.3K
|
|
|
Mar 24, 2023
Q1 2019
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1+ 0.02% |
N/A
|
5.91K
$475K
|
|
|
May 15, 2019
Q1 2019
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
|
Apr 09, 2019
Q1 2019
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1Closed |
N/A
|
0
$0
|
|
|
May 01, 2019
Q1 2019
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-11- 0.17% |
N/A
|
6.65K
$535K
|
|
|
Apr 23, 2019
Q1 2019
|
Hudock, Inc.
|
SELL
|
- |
-12- 1.34% |
N/A
|
882
$71K
|
|
|
May 15, 2019
Q1 2019
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
- |
-14- 93.33% |
N/A
|
1
$80.5
|
|
|
May 16, 2019
Q1 2019
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-15- 0.06% |
N/A
|
25.4K
$2.04M
|
|
|
May 10, 2019
Q1 2019
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-33- 0.41% |
N/A
|
7.97K
$641K
|
|
|
Apr 17, 2019
Q1 2019
|
Culbertson A N & CO Inc
|
SELL
|
- |
-50- 0.29% |
N/A
|
17.3K
$1.39M
|
|
|
May 14, 2019
Q1 2019
|
Advisor Net Financial, Inc
|
SELL
|
- |
-91Closed |
N/A
|
0
$0
|
|
|
May 10, 2019
Q1 2019
|
Staley Capital Advisers Inc
|
SELL
|
- |
-100- 0.63% |
N/A
|
15.7K
$1.26M
|
|
|
May 15, 2019
Q1 2019
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-101- 15.4% |
N/A
|
555
$44.7K
|
|
|
May 01, 2019
Q1 2019
|
Jnba Financial Advisors
|
SELL
|
- |
-101- 14.64% |
N/A
|
589
$47.4K
|
|
|
May 07, 2019
Q1 2019
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-101- 11.72% |
N/A
|
761
$61.2K
|
|
|
Apr 30, 2019
Q1 2019
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-110Closed |
N/A
|
0
$0
|
|
|
May 20, 2019
Q1 2019
|
Advisory Services Network, LLC
|
SELL
|
- |
-111- 66.87% |
N/A
|
55
$4.43K
|
|
|
Apr 15, 2019
Q1 2019
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-125- 12.82% |
N/A
|
850
$68.4K
|
|
|
May 14, 2019
Q1 2019
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-130- 50.0% |
N/A
|
130
$10.5K
|
|
|
May 13, 2019
Q1 2019
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-146Closed |
N/A
|
0
$0
|
|
|
May 15, 2019
Q1 2019
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-197Closed |
N/A
|
0
$0
|
|
|
Apr 15, 2019
Q1 2019
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-200- 21.55% |
N/A
|
728
$58.6K
|
|
|
Apr 25, 2019
Q1 2019
|
Courier Capital LLC
|
SELL
|
- |
-200- 4.73% |
N/A
|
4.03K
$324K
|
|
|
May 15, 2019
Q1 2019
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-200- 3.16% |
N/A
|
6.14K
$494K
|
|
|
Apr 30, 2019
Q1 2019
|
Allen Capital Group, LLC
|
SELL
|
- |
-203- 1.38% |
N/A
|
14.5K
$1.17M
|
|
|
May 13, 2019
Q1 2019
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-279- 1.94% |
N/A
|
14.1K
$1.14M
|
|
|
Apr 15, 2019
Q1 2019
|
Raymond James Trust N.A.
|
SELL
|
- |
-352- 11.51% |
N/A
|
2.71K
$218K
|
|
|
May 13, 2019
Q1 2019
|
Sarasin & Partners LLP
|
SELL
|
- |
-401- 0.58% |
N/A
|
68.8K
$5.54M
|
|
|
May 14, 2019
Q1 2019
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-458- 1.45% |
N/A
|
31.1K
$2.5M
|
|
|
May 09, 2019
Q1 2019
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-464Closed |
N/A
|
0
$0
|
|
|
May 13, 2019
Q1 2019
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-535Closed |
N/A
|
0
$0
|
|
|
May 03, 2019
Q1 2019
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-552Closed |
N/A
|
0
$0
|
|
|
May 15, 2019
Q1 2019
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-556- 11.73% |
N/A
|
4.18K
$337K
|
|
|
May 14, 2019
Q1 2019
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-666- 2.17% |
N/A
|
30K
$2.41M
|
|
|
Apr 12, 2019
Q1 2019
|
Caprock Group, Inc.
|
SELL
|
- |
-700- 11.78% |
N/A
|
5.24K
$422K
|