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
May 14, 2020 Q1 2020
Element Wealth, LLC

SELL
 -
-127
- 3.38%
$4.4K - $6.88K
3.63K $293K
May 15, 2020 Q1 2020
Advisory Services Network, LLC

SELL
 -
-143
- 39.39%
$4.96K - $7.75K
220 $17.8K
Apr 24, 2020 Q1 2020
Total Clarity Wealth Management, Inc.

SELL
 -
-143
Closed
$4.96K - $7.75K
0 $0
May 11, 2020 Q1 2020
Blair William & CO

Chicago, IL
SELL
 -
-150
- 0.94%
$5.2K - $8.13K
15.9K $1.28M
May 07, 2020 Q1 2020
Aptus Capital Advisors, LLC

SELL
 -
-150
Closed
$5.2K - $8.13K
0 $0
May 07, 2020 Q1 2020
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
SELL
 -
-154
- 16.14%
$5.34K - $8.34K
800 $64.7K
May 05, 2020 Q1 2020
Fifth Third Bancorp

SELL
 -
-160
- 22.92%
$5.55K - $8.67K
538 $43.5K
Apr 02, 2020 Q1 2020
Advocacy Wealth Management Services, LLC

SELL
 -
-165
- 57.29%
$5.72K - $8.94K
123 $9.95K
May 18, 2020 Q1 2020
Colony Group LLC

Boston, MA
SELL
 -
-188
- 6.97%
$6.52K - $10.2K
2.51K $203K
Apr 16, 2020 Q1 2020
Arden Trust CO

SELL
 -
-196
- 5.15%
$6.8K - $10.6K
3.61K $292K
May 11, 2020 Q1 2020
Linscomb & Williams, Inc.

Houston, TX
SELL
 -
-239
- 0.62%
$8.29K - $12.9K
38.6K $3.12M
May 15, 2020 Q1 2020
Hbk Sorce Advisory LLC

Erie, PA
SELL
 -
-246
- 5.23%
$8.53K - $13.3K
4.46K $361K
May 15, 2020 Q1 2020
Captrust Financial Advisors

Raleigh, NC
SELL
 -
-291
- 2.85%
$10.1K - $15.8K
9.93K $803K
Apr 28, 2020 Q1 2020
Cwm, LLC

SELL
 -
-298
- 63.81%
$10.3K - $16.1K
169 $13.7K
May 14, 2020 Q1 2020
Vestor Capital, LLC

Chicago, IL
SELL
 -
-330
- 3.17%
$11.4K - $17.9K
10.1K $815K
May 05, 2020 Q1 2020
Parkside Financial Bank & Trust

SELL
 -
-372
Closed
$12.9K - $20.2K
0 $0
May 12, 2020 Q1 2020
Shepherd Kaplan Krochuk, LLC

Boston, MA
SELL
 -
-380
- 7.95%
$13.2K - $20.6K
4.4K $356K
May 15, 2020 Q1 2020
One Capital Management, LLC

Westlake Village, CA
SELL
 -
-385
- 6.21%
$13.3K - $20.9K
5.81K $470K
Apr 10, 2020 Q1 2020
Domani Wealth, LLC

SELL
 -
-400
- 12.21%
$13.9K - $21.7K
2.88K $233K
May 12, 2020 Q1 2020
Rockefeller Capital Management L.P.

New York, NY
SELL
 -
-401
- 25.64%
$13.9K - $21.7K
1.16K $94.1K
Apr 09, 2020 Q1 2020
Time Scale Financial, Inc.

SELL
 -
-452
Closed
$15.7K - $24.5K
0 $0
May 05, 2020 Q1 2020
D.A. Davidson & Co.

SELL
 -
-480
- 0.97%
$16.6K - $26K
48.9K $3.96M
Feb 22, 2022 Q1 2020
Matrix Private Capital Group LLC

New York, NY
SELL
 -
-489
Closed
$17K - $26.5K
0 $0
Apr 29, 2020 Q1 2020
Steward Partners Investment Advisory, LLC

SELL
 -
-608
- 0.36%
$21.1K - $32.9K
170K $13.8M
Apr 17, 2020 Q1 2020
Wedbush Securities Inc

SELL
 -
-723
- 11.31%
$25.1K - $39.2K
5.67K $459K
Apr 27, 2020 Q1 2020
Kelman Lazarov, Inc.

Memphis, TN
SELL
 -
-746
- 17.39%
$25.9K - $40.4K
3.55K $287K
Apr 30, 2020 Q1 2020
Community Bank, N.A.

SELL
 -
-835
Closed
$28.9K - $45.2K
0 $0
Apr 07, 2020 Q1 2020
Kohmann Bosshard Financial Services, LLC

SELL
 -
-1.02K
Closed
$35.4K - $55.3K
0 $0
May 15, 2020 Q1 2020
United Capital Financial Advisers, LLC

Newport Beach, CA
SELL
 -
-1.1K
- 3.21%
$38.2K - $59.7K
33.3K $2.69M
Feb 13, 2024 Q1 2020
Bartlett & Co. Wealth Management LLC

Cincinnati, OH
SELL
 -
-1.13K
- 41.07%
$39K - $60.9K
1.61K $131K
May 14, 2020 Q1 2020
Ancora Advisors, LLC

Cleveland, OH
SELL
 -
-1.24K
- 50.0%
$42.9K - $67K
1.24K $100K
May 07, 2020 Q1 2020
Bartlett & Co. LLC

SELL
 -
-1.46K
- 47.41%
$50.4K - $78.8K
1.61K $131K
May 21, 2020 Q1 2020
High Tower Advisors, LLC

Chicago, IL
SELL
 -
-1.56K
- 6.83%
$54.2K - $84.7K
21.3K $1.73M
Apr 29, 2020 Q1 2020
Institute For Wealth Management, Llc.

SELL
 -
-1.62K
Closed
$56K - $87.5K
0 $0
Apr 17, 2020 Q1 2020
Mgo One Seven LLC

Beachwood, OH
SELL
 -
-1.66K
- 36.87%
$57.5K - $89.8K
2.84K $230K
May 07, 2020 Q1 2020
Cutler Group LP

SELL
 -
-1.7K
- 62.99%
$58.9K - $92.1K
999 $80.8K
May 13, 2020 Q1 2020
Brinker Capital Investments, LLC

SELL
 -
-1.8K
Closed
$62.3K - $97.4K
0 $0
May 05, 2020 Q1 2020
Gyl Financial Synergies, LLC

SELL
 -
-1.9K
Closed
$65.8K - $103K
0 $0
Apr 17, 2020 Q1 2020
Raymond James Trust N.A.

SELL
 -
-1.92K
Closed
$66.5K - $104K
0 $0
Apr 27, 2020 Q1 2020
Kcm Investment Advisors LLC

Greenbrae, CA
SELL
 -
-2K
Closed
$69.3K - $108K
0 $0
Apr 30, 2020 Q1 2020
Kovack Advisors, Inc.

SELL
 -
-2.03K
- 9.05%
$70.3K - $110K
20.4K $1.65M
Apr 20, 2020 Q1 2020
Tranquility Partners, LLC

SELL
 -
-2.1K
- 19.37%
$72.8K - $114K
8.74K $707K
Apr 27, 2020 Q1 2020
Ridgewood Investments LLC

SELL
 -
-2.18K
Closed
$75.6K - $118K
0 $0
May 08, 2020 Q1 2020
Bryn Mawr Trust CO

Bryn Mawr, PA
SELL
 -
-2.25K
Closed
$78K - $122K
0 $0
May 14, 2020 Q1 2020
Sei Investments CO

Oaks, PA
SELL
 -
-2.3K
Closed
$79.7K - $125K
0 $0
May 15, 2020 Q1 2020
Tower Research Capital LLC (Trc)

New York, NY
SELL
 -
-2.59K
- 92.83%
$89.8K - $140K
200 $16.2K
Apr 27, 2020 Q1 2020
Carlson Capital Management

SELL
 -
-2.6K
Closed
$90.1K - $141K
0 $0
Apr 30, 2020 Q1 2020
Sarasin & Partners LLP

SELL
 -
-2.91K
- 4.69%
$101K - $157K
59K $4.78M
May 04, 2020 Q1 2020
Ausdal Financial Partners, Inc.

Davenport, IA
SELL
 -
-3K
- 36.04%
$104K - $163K
5.33K $431K

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