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 14, 2019
Q1 2019
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-725- 8.88% |
N/A
|
7.44K
$599K
|
|
|
May 13, 2019
Q1 2019
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-743- 7.73% |
N/A
|
8.87K
$714K
|
|
|
Apr 30, 2019
Q1 2019
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-821- 1.17% |
N/A
|
69.1K
$5.56M
|
|
|
May 14, 2019
Q1 2019
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-877- 3.57% |
N/A
|
23.7K
$1.91M
|
|
|
Apr 22, 2019
Q1 2019
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-1.13K- 9.91% |
N/A
|
10.3K
$829K
|
|
|
Apr 09, 2019
Q1 2019
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.18KClosed |
N/A
|
0
$0
|
|
|
May 08, 2019
Q1 2019
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-1.19K- 25.16% |
N/A
|
3.53K
$284K
|
|
|
May 13, 2019
Q1 2019
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.23K- 20.52% |
N/A
|
4.75K
$382K
|
|
|
May 07, 2019
Q1 2019
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-1.25KClosed |
N/A
|
0
$0
|
|
|
Apr 23, 2019
Q1 2019
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.4K- 97.89% |
N/A
|
30
$2.41K
|
|
|
May 15, 2019
Q1 2019
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.15K- 8.38% |
N/A
|
23.5K
$1.89M
|
|
|
Apr 30, 2019
Q1 2019
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.35K- 2.72% |
N/A
|
83.9K
$6.75M
|
|
|
Apr 04, 2019
Q1 2019
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-2.38K- 8.39% |
N/A
|
25.9K
$2.09M
|
|
|
Apr 23, 2019
Q1 2019
|
Bartlett & Co. LLC
|
SELL
|
- |
-3.3K- 48.28% |
N/A
|
3.54K
$284K
|
|
|
Feb 13, 2024
Q1 2019
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-3.3K- 48.28% |
N/A
|
3.54K
$284K
|
|
|
Aug 13, 2024
Q1 2019
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-3.31K- 73.4% |
N/A
|
1.2K
$96.6K
|
|
|
May 13, 2019
Q1 2019
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-3.38KClosed |
N/A
|
0
$0
|
|
|
May 14, 2019
Q1 2019
|
Mission Wealth Management, LP
|
SELL
|
- |
-3.39K- 9.97% |
N/A
|
30.6K
$2.46M
|
|
|
May 14, 2019
Q1 2019
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-5.05KClosed |
N/A
|
0
$0
|
|
|
May 14, 2019
Q1 2019
|
Ubs Group Ag
|
SELL
|
- |
-5.64K- 1.82% |
N/A
|
304K
$24.5M
|
|
|
May 13, 2019
Q1 2019
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-5.75K- 3.97% |
N/A
|
139K
$11.2M
|
|
|
May 15, 2019
Q1 2019
|
Provida Pension Fund Administrator
Santiago, F3 |
SELL
|
- |
-5.8KClosed |
N/A
|
0
$0
|
|
|
May 06, 2019
Q1 2019
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-6.09K- 2.3% |
N/A
|
259K
$20.9M
|
|
|
May 15, 2019
Q1 2019
|
Claybrook Capital, LLC
|
SELL
|
- |
-6.36KClosed |
N/A
|
0
$0
|
|
|
May 08, 2019
Q1 2019
|
Ifg Advisory, LLC
|
SELL
|
- |
-6.5K- 18.68% |
N/A
|
28.3K
$2.28M
|
|
|
May 14, 2019
Q1 2019
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-6.52K- 17.07% |
N/A
|
31.7K
$2.55M
|
|
|
Apr 18, 2019
Q1 2019
|
Red Cedar Investment Management, LLC
|
SELL
|
- |
-7.98K- 3.98% |
N/A
|
192K
$15.5M
|
|
|
May 10, 2019
Q1 2019
|
Envestnet Asset Management Inc
|
SELL
|
- |
-9.47K- 8.1% |
N/A
|
108K
$8.65M
|
|
|
May 06, 2019
Q1 2019
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-11.4K- 1.22% |
N/A
|
929K
$74.7M
|
|
|
May 15, 2019
Q1 2019
|
Ifp Advisors, Inc
|
SELL
|
- |
-15KClosed |
N/A
|
0
$0
|
|
|
May 15, 2019
Q1 2019
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-16KClosed |
N/A
|
0
$0
|
|
|
May 14, 2019
Q1 2019
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-26.1K- 7.97% |
N/A
|
302K
$24.3M
|
|
|
May 10, 2024
Q1 2019
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-26.7K- 19.14% |
N/A
|
113K
$9.06M
|
|
|
May 09, 2019
Q1 2019
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-34.8K- 4.81% |
N/A
|
689K
$55.5M
|
|
|
May 08, 2019
Q1 2019
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-38.1K- 18.9% |
N/A
|
163K
$13.1M
|
|
|
May 10, 2019
Q1 2019
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-40.4K- 1.63% |
N/A
|
2.43M
$196M
|
|
|
May 13, 2019
Q1 2019
|
Perritt Capital Management Inc
Chicago, IL |
SELL
|
- |
-43.5KClosed |
N/A
|
0
$0
|
|
|
Apr 03, 2019
Q1 2019
|
Cx Institutional
|
SELL
|
- |
-48.1K- 37.22% |
N/A
|
81.1K
$6.52M
|
|
|
May 14, 2019
Q1 2019
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-193K- 44.98% |
N/A
|
236K
$19M
|