Purchases and Sales Made in Q1 2020 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 2020. 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 05, 2020
Q1 2020
|
Creative Planning
Overland Park, KS |
BUY
|
- |
191K+ 72.11% |
$6.61M - $10.3M
|
455K
$36.8M
|
|
|
May 18, 2020
Q1 2020
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
187KNew |
$6.5M - $10.2M
|
187K
$15.2M
|
|
|
May 14, 2020
Q1 2020
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
171KNew |
$5.95M - $9.29M
|
171K
$13.9M
|
|
|
May 08, 2020
Q1 2020
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
144K+ 223.23% |
$5.01M - $7.82M
|
209K
$16.9M
|
|
|
Apr 21, 2020
Q1 2020
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
132K+ 42.84% |
$4.57M - $7.14M
|
439K
$35.6M
|
|
|
Apr 29, 2020
Q1 2020
|
Cx Institutional
|
BUY
|
- |
95.9K+ 136.85% |
$3.33M - $5.2M
|
166K
$13.4M
|
|
|
May 01, 2020
Q1 2020
|
Ubs Group Ag
|
BUY
|
- |
93.8K+ 26.2% |
$3.25M - $5.08M
|
452K
$36.6M
|
|
|
May 13, 2020
Q1 2020
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
79.8K+ 167.09% |
$2.77M - $4.32M
|
128K
$10.3M
|
|
|
May 15, 2020
Q1 2020
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
77.3K+ 28.82% |
$2.68M - $4.19M
|
345K
$27.9M
|
|
|
May 12, 2020
Q1 2020
|
Assetmark, Inc
|
BUY
|
- |
62.2K+ 13906.04% |
$2.16M - $3.37M
|
62.6K
$5.07M
|
|
|
Feb 11, 2021
Q1 2020
|
Iag Wealth Partners, LLC
|
BUY
|
- |
53.6K+ 481.87% |
$1.86M - $2.91M
|
64.8K
$5.24M
|
|
|
May 08, 2020
Q1 2020
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
29.5K+ 1.32% |
$1.02M - $1.6M
|
2.26M
$183M
|
|
|
May 14, 2020
Q1 2020
|
First Heartland Consultants, Inc.
|
BUY
|
- |
22.8KNew |
$790K - $1.23M
|
22.8K
$1.84M
|
|
|
May 14, 2020
Q1 2020
|
M&T Bank Corp
|
BUY
|
- |
22.1KNew |
$767K - $1.2M
|
22.1K
$1.79M
|
|
|
May 08, 2020
Q1 2020
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
21.1K+ 559.8% |
$732K - $1.14M
|
24.9K
$2.01M
|
|
|
May 11, 2020
Q1 2020
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
17.1K+ 6.69% |
$592K - $925K
|
272K
$22M
|
|
|
Apr 20, 2020
Q1 2020
|
Moller Financial Services
|
BUY
|
- |
16.3K+ 78.96% |
$565K - $883K
|
36.9K
$2.99M
|
|
|
Apr 23, 2020
Q1 2020
|
Envestnet Asset Management Inc
|
BUY
|
- |
11.5K+ 7.02% |
$400K - $625K
|
176K
$14.2M
|
|
|
Apr 30, 2020
Q1 2020
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
9.11K+ 24.0% |
$316K - $493K
|
47K
$3.81M
|
|
|
Nov 30, 2020
Q1 2020
|
Platform Technology Partners
|
BUY
|
- |
8.79KNew |
$305K - $476K
|
8.79K
$711K
|
|
|
Apr 16, 2020
Q1 2020
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
8.6K+ 45.93% |
$298K - $466K
|
27.3K
$2.21M
|
|
|
Apr 07, 2020
Q1 2020
|
Lake Street Financial LLC
|
BUY
|
- |
7.24K+ 15.64% |
$251K - $392K
|
53.5K
$4.33M
|
|
|
Apr 30, 2020
Q1 2020
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
6.71K+ 9.77% |
$233K - $364K
|
75.4K
$6.1M
|
|
|
May 12, 2020
Q1 2020
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
6.06KNew |
$210K - $328K
|
6.06K
$490K
|
|
|
Apr 29, 2020
Q1 2020
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
5.9KNew |
$204K - $319K
|
5.9K
$477K
|
|
|
May 04, 2020
Q1 2020
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
5.87K+ 2.14% |
$204K - $318K
|
281K
$22.7M
|
|
|
Sep 01, 2020
Q1 2020
|
Provida Pension Fund Administrator
Santiago, F3 |
BUY
|
- |
5.8KNew |
$201K - $314K
|
5.8K
$469K
|
|
|
May 18, 2020
Q1 2020
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
5.6K+ 24.97% |
$194K - $304K
|
28.1K
$2.27M
|
|
|
Apr 10, 2020
Q1 2020
|
Mission Wealth Management, LP
|
BUY
|
- |
5.58K+ 18.4% |
$193K - $302K
|
35.9K
$2.91M
|
|
|
May 04, 2020
Q1 2020
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
5.31K+ 32.92% |
$184K - $288K
|
21.5K
$1.74M
|
|
|
Apr 16, 2020
Q1 2020
|
Bristlecone Advisors, LLC
|
BUY
|
- |
4.69K+ 10.05% |
$163K - $254K
|
51.4K
$4.16M
|
|
|
May 05, 2020
Q1 2020
|
Key F Inancial Inc
|
BUY
|
- |
4.62K+ 58.93% |
$160K - $250K
|
12.5K
$1.01M
|
|
|
May 08, 2020
Q1 2020
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
4.49K+ 10.91% |
$156K - $243K
|
45.7K
$3.7M
|
|
|
May 13, 2020
Q1 2020
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
4.28KNew |
$148K - $232K
|
4.28K
$346K
|
|
|
Apr 10, 2020
Q1 2020
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
3.94K+ 6.49% |
$136K - $213K
|
64.6K
$5.23M
|
|
|
May 06, 2020
Q1 2020
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
3.74KNew |
$130K - $203K
|
3.74K
$303K
|
|
|
May 14, 2020
Q1 2020
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
3.68KNew |
$128K - $199K
|
3.68K
$298K
|
|
|
Apr 15, 2020
Q1 2020
|
Allen Capital Group, LLC
|
BUY
|
- |
3.48K+ 26.93% |
$121K - $188K
|
16.4K
$1.33M
|
|
|
May 11, 2020
Q1 2020
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
3.39KNew |
$118K - $184K
|
3.39K
$275K
|
|
|
May 08, 2020
Q1 2020
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
3.31KNew |
$115K - $179K
|
3.31K
$268K
|
|
|
Apr 24, 2020
Q1 2020
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
2.81K+ 1872.0% |
$97.4K - $152K
|
2.96K
$239K
|
|
|
Apr 22, 2020
Q1 2020
|
Hnp Capital LLC
|
BUY
|
- |
2.66KNew |
$92.1K - $144K
|
2.66K
$215K
|
|
|
May 05, 2020
Q1 2020
|
Merit Financial Group, LLC
|
BUY
|
- |
2.55KNew |
$88.5K - $138K
|
2.55K
$207K
|
|
|
May 13, 2020
Q1 2020
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
2.48K+ 3.05% |
$86.1K - $135K
|
83.9K
$6.79M
|
|
|
Apr 29, 2020
Q1 2020
|
Pfg Advisors
|
BUY
|
- |
2.36KNew |
$81.8K - $128K
|
2.36K
$191K
|
|
|
May 12, 2020
Q1 2020
|
Private Advisor Group, LLC
|
BUY
|
- |
1.72K+ 39.3% |
$59.5K - $93K
|
6.09K
$492K
|
|
|
Aug 05, 2024
Q1 2020
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
1.7K+ 45.54% |
$59K - $92.2K
|
5.44K
$440K
|
|
|
Apr 22, 2020
Q1 2020
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.67K+ 13.25% |
$58K - $90.6K
|
14.3K
$1.16M
|
|
|
Apr 14, 2020
Q1 2020
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1.66KNew |
$57.6K - $89.9K
|
1.66K
$134K
|
|
|
May 13, 2020
Q1 2020
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
1.51K+ 2.28% |
$52.2K - $81.6K
|
67.6K
$5.47M
|