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 |
|---|---|---|---|---|---|---|---|
|
Apr 20, 2020
Q1 2020
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-3.24K- 25.84% |
$112K - $175K
|
9.29K
$752K
|
|
|
Apr 21, 2020
Q1 2020
|
Optimum Investment Advisors
|
SELL
|
- |
-3.34K- 48.0% |
$116K - $181K
|
3.62K
$293K
|
|
|
May 05, 2020
Q1 2020
|
Davenport & CO LLC
|
SELL
|
- |
-3.39KClosed |
$118K - $184K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-3.42K- 0.7% |
$119K - $185K
|
483K
$39.1M
|
|
|
May 15, 2020
Q1 2020
|
Psi Advisors, LLC
|
SELL
|
- |
-4.17K- 52.41% |
$145K - $226K
|
3.79K
$307K
|
|
|
May 08, 2020
Q1 2020
|
Staley Capital Advisers Inc
|
SELL
|
- |
-4.7K- 29.91% |
$163K - $255K
|
11K
$891K
|
|
|
May 08, 2020
Q1 2020
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-5.16KClosed |
$179K - $280K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-5.2KClosed |
$180K - $282K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Provida Pension Fund Administrator
Santiago, F3 |
SELL
|
- |
-5.8KClosed |
$201K - $314K
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-6.18KClosed |
$214K - $335K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-6.53KClosed |
$226K - $354K
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Ae Wealth Management LLC
|
SELL
|
- |
-7.05KClosed |
$244K - $382K
|
0
$0
|
|
|
Mar 24, 2023
Q1 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-7.29K- 53.43% |
$253K - $395K
|
6.36K
$514K
|
|
|
May 01, 2020
Q1 2020
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-7.34K- 37.45% |
$255K - $398K
|
12.3K
$992K
|
|
|
May 06, 2020
Q1 2020
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-8K- 6.34% |
$277K - $433K
|
118K
$9.56M
|
|
|
May 14, 2020
Q1 2020
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-8.01K- 11.56% |
$278K - $434K
|
61.3K
$4.96M
|
|
|
May 06, 2020
Q1 2020
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-8.24K- 3.06% |
$286K - $446K
|
261K
$21.2M
|
|
|
May 08, 2020
Q1 2020
|
Red Cedar Investment Management, LLC
|
SELL
|
- |
-12.3K- 6.31% |
$426K - $665K
|
182K
$14.8M
|
|
|
May 14, 2020
Q1 2020
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-14K- 48.43% |
$487K - $760K
|
14.9K
$1.21M
|
|
|
Apr 30, 2020
Q1 2020
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-20.6K- 24.66% |
$716K - $1.12M
|
63.1K
$5.1M
|
|
|
Apr 15, 2020
Q1 2020
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-20.9K- 19.77% |
$723K - $1.13M
|
84.7K
$6.85M
|
|
|
Jan 08, 2024
Q1 2020
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-22.5KClosed |
$780K - $1.22M
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-25.3KClosed |
$878K - $1.37M
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-54.4KClosed |
$1.88M - $2.94M
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Truist Financial Corp
|
SELL
|
- |
-65.1K- 62.36% |
$2.26M - $3.53M
|
39.3K
$3.18M
|
|
|
May 06, 2020
Q1 2020
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-79.4K- 9.94% |
$2.75M - $4.3M
|
720K
$58.2M
|
|
|
May 14, 2020
Q1 2020
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-124K- 37.66% |
$4.31M - $6.74M
|
206K
$16.7M
|
|
|
Apr 21, 2020
Q1 2020
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-186K- 51.41% |
$6.44M - $10.1M
|
175K
$14.2M
|
|
|
May 08, 2020
Q1 2020
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-586K- 67.2% |
$20.3M - $31.8M
|
286K
$23.2M
|