Purchases and Sales Made in Q1 2020 in Wisdomtree Tr U.S Largecap Div (DLN)

DLN Quotes by TradingView

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
Apr 28, 2020 Q1 2020
Global Retirement Partners, LLC

BUY
 -
1.47K
+ 438.81%
$51K - $79.6K
1.81K $146K
May 15, 2020 Q1 2020
Equitable Holdings, Inc.

New York, NY
BUY
 -
1.13K
+ 6.49%
$39.1K - $61.1K
18.5K $1.5M
Apr 29, 2020 Q1 2020
Graves Light Lenhart Wealth, Inc.

Harrisonburg, VA
BUY
 -
1.07K
+ 0.93%
$37.2K - $58.1K
117K $9.45M
May 08, 2020 Q1 2020
Northwestern Mutual Wealth Management CO

BUY
 -
1.03K
+ 10.04%
$35.6K - $55.7K
11.3K $912K
Apr 16, 2020 Q1 2020
Well Done, LLC

BUY
 -
935
+ 15.52%
$32.4K - $50.6K
6.96K $563K
Apr 29, 2020 Q1 2020
Financial Advocates Investment Management

Olympia, WA
BUY
 -
898
+ 4.17%
$31.1K - $48.6K
22.4K $1.82M
Apr 27, 2020 Q1 2020
Parallel Advisors, LLC

BUY
 -
725
+ 11.42%
$25.1K - $39.3K
7.07K $572K
May 28, 2020 Q1 2020
Cva Family Office, LLC

BUY
 -
713
New
$24.7K - $38.6K
713 $57.7K
May 15, 2020 Q1 2020
Brown Advisory Inc

BUY
 -
650
+ 4.46%
$22.5K - $35.2K
15.2K $1.23M
May 15, 2020 Q1 2020
Exencial Wealth Advisors, LLC

Oklahoma City, OK
BUY
 -
612
+ 16.26%
$21.2K - $33.2K
4.38K $354K
Apr 23, 2020 Q1 2020
Signal Point Asset Management, LLC

BUY
 -
483
+ 11.44%
$16.7K - $26.2K
4.71K $381K
May 15, 2020 Q1 2020
Circle Wealth Management, LLC

Summit, NJ
BUY
 -
350
+ 0.85%
$12.1K - $19K
41.7K $3.37M
Apr 27, 2020 Q1 2020
Western Wealth Management, LLC

BUY
 -
336
+ 12.91%
$11.6K - $18.2K
2.94K $238K
Apr 22, 2020 Q1 2020
Plimoth Trust CO LLC

BUY
 -
300
+ 4.5%
$10.4K - $16.3K
6.97K $564K
Sep 15, 2021 Q1 2020
Cwm, LLC

BUY
 -
298
+ 176.33%
$10.3K - $16.1K
467 $37.8K
May 05, 2020 Q1 2020
Alpha Star Capital Management, LLC

BUY
 -
263
+ 0.86%
$9.12K - $14.2K
30.7K $2.49M
Apr 21, 2020 Q1 2020
Meridian Financial Partners LLC

BUY
 -
194
+ 0.3%
$6.73K - $10.5K
65.4K $5.29M
May 07, 2020 Q1 2020
Vicus Capital

State College, PA
BUY
 -
146
+ 2.58%
$5.06K - $7.91K
5.79K $469K
May 01, 2020 Q1 2020
Valmark Advisers, Inc.

BUY
 -
145
+ 4.95%
$5.03K - $7.85K
3.08K $249K
May 14, 2020 Q1 2020
Mml Investors Services, LLC

Springfield, MA
BUY
 -
108
+ 1.58%
$3.74K - $5.85K
6.94K $562K
May 07, 2020 Q1 2020
Mbe Wealth Management, LLC

BUY
 -
99
New
$3.43K - $5.36K
99 $8.01K
Apr 23, 2020 Q1 2020
Signaturefd, LLC

Atlanta, GA
BUY
 -
96
+ 16.38%
$3.33K - $5.2K
682 $55.2K
Apr 28, 2020 Q1 2020
Weaver Consulting Group

BUY
 -
95
+ 5.73%
$3.29K - $5.15K
1.75K $142K
May 14, 2020 Q1 2020
Cerity Partners LLC

New York, NY
BUY
 -
93
+ 0.66%
$3.22K - $5.04K
14.2K $1.15M
Apr 17, 2020 Q1 2020
Golden State Wealth Management, LLC

Santa Ana, CA
BUY
 -
93
New
$3.22K - $5.04K
93 $7.53K
May 15, 2020 Q1 2020
Wealth Bridge Capital Management, LLC

Westerville, OH
BUY
 -
87
+ 0.86%
$3.02K - $4.71K
10.2K $825K
May 13, 2020 Q1 2020
Gm Advisory Group, Inc.

Melville, NY
BUY
 -
85
+ 0.8%
$2.95K - $4.6K
10.7K $865K
Apr 17, 2020 Q1 2020
Ellis Investment Partners, LLC

BUY
 -
56
New
$1.94K - $3.03K
56 $4.53K
May 15, 2020 Q1 2020
Capital Bank & Trust CO

Irvine, CA
BUY
 -
55
New
$1.91K - $2.98K
55 $4.45K
May 12, 2020 Q1 2020
Flagship Harbor Advisors, LLC

BUY
 -
55
+ 7.55%
$1.91K - $2.98K
783 $63.4K
May 12, 2020 Q1 2020
Financial Gravity Asset Management, Inc.

BUY
 -
52
New
$1.8K - $2.82K
52 $4.21K
May 13, 2020 Q1 2020
Brighton Jones LLC

BUY
 -
34
+ 1.13%
$1.18K - $1.84K
3.06K $247K
Apr 28, 2020 Q1 2020
Capital Investment Advisory Services, LLC

BUY
 -
30
New
$1.04K - $1.63K
30 $2.43K
May 15, 2020 Q1 2020
Orion Portfolio Solutions, LLC

BUY
 -
17
+ 15.04%
$589 - $921
130 $10.5K
Apr 28, 2020 Q1 2020
Caprock Group, Inc.

BUY
 -
10
+ 0.19%
$347 - $542
5.28K $427K
May 14, 2020 Q1 2020
Arkadios Wealth Advisors

BUY
 -
8
+ 0.59%
$277 - $433
1.36K $110K
Sep 07, 2021 Q1 2020
Geneos Wealth Management Inc.

BUY
 -
6
+ 0.16%
$208 - $325
3.69K $299K
Apr 27, 2020 Q1 2020
Certified Advisory Corp

Altamonte Springs, FL
BUY
 -
4
+ 0.56%
$139 - $217
716 $57.9K
Apr 29, 2020 Q1 2020
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
1
+ 0.43%
$34.7 - $54.2
233 $18.9K
May 13, 2020 Q1 2020
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
May 14, 2020 Q1 2020
S.A. Mason LLC

SELL
 -
-20
Closed
$693 - $1.08K
0 $0
Jun 03, 2020 Q1 2020
Lloyd Advisory Services, Llc.

Suwanee, GA
SELL
 -
-32
Closed
$1.11K - $1.73K
0 $0
May 13, 2020 Q1 2020
Ameritas Investment Partners, Inc.

Lincoln, NE
SELL
 -
-41
Closed
$1.42K - $2.22K
0 $0
Apr 23, 2020 Q1 2020
Financial Counselors Inc

SELL
 -
-45
- 1.13%
$1.56K - $2.44K
3.95K $320K
May 12, 2020 Q1 2020
Ifp Advisors, Inc

SELL
 -
-49
- 4.83%
$1.7K - $2.65K
965 $78.1K
May 14, 2020 Q1 2020
Raab & Moskowitz Asset Management LLC

Chatham, NJ
SELL
 -
-51
Closed
$1.77K - $2.76K
0 $0
May 05, 2020 Q1 2020
First Horizon Advisors, Inc.

SELL
 -
-90
- 21.18%
$3.12K - $4.88K
335 $27.1K
Apr 23, 2020 Q1 2020
Coastal Investment Advisors, Inc.

Wilmington, DE
SELL
 -
-107
Closed
$3.71K - $5.8K
0 $0
Apr 08, 2020 Q1 2020
Adviser Investments LLC

SELL
 -
-121
- 2.56%
$4.2K - $6.55K
4.61K $373K

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