Purchases and Sales Made in Q2 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 Q2 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 |
---|---|---|---|---|---|---|---|
Aug 07, 2019
Q2 2019
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
236+ 0.09% |
N/A
|
275K
$22.2M
|
|
Aug 09, 2019
Q2 2019
|
Staley Capital Advisers Inc
|
BUY
|
- |
123+ 0.78% |
N/A
|
15.8K
$1.28M
|
|
Jul 19, 2019
Q2 2019
|
Well Done, LLC
|
BUY
|
- |
105+ 1.62% |
N/A
|
6.59K
$533K
|
|
Aug 14, 2019
Q2 2019
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
105+ 0.77% |
N/A
|
13.8K
$1.11M
|
|
Aug 14, 2019
Q2 2019
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
100+ 1.44% |
N/A
|
7.04K
$570K
|
|
Aug 06, 2019
Q2 2019
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
100+ 0.27% |
N/A
|
37.8K
$3.06M
|
|
Aug 14, 2019
Q2 2019
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
97+ 0.39% |
N/A
|
24.9K
$2.02M
|
|
Aug 02, 2024
Q2 2019
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
61+ 0.83% |
N/A
|
7.38K
$597K
|
|
Jul 26, 2019
Q2 2019
|
Jnba Financial Advisors
|
BUY
|
- |
39+ 6.62% |
N/A
|
628
$50.8K
|
|
Aug 05, 2019
Q2 2019
|
Brighton Jones LLC
|
BUY
|
- |
20+ 0.58% |
N/A
|
3.49K
$282K
|
|
Jul 31, 2019
Q2 2019
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
12+ 2.09% |
N/A
|
586
$47.4K
|
|
Jul 23, 2019
Q2 2019
|
Caprock Group, Inc.
|
BUY
|
- |
11+ 0.21% |
N/A
|
5.25K
$425K
|
|
Sep 07, 2021
Q2 2019
|
Geneos Wealth Management Inc.
|
BUY
|
- |
9+ 0.25% |
N/A
|
3.67K
$297K
|
|
Aug 08, 2019
Q2 2019
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1+ 0.18% |
N/A
|
556
$45K
|
|
Jul 23, 2019
Q2 2019
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1New |
N/A
|
1
$80.9
|
|
Aug 13, 2019
Q2 2019
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
Jul 15, 2019
Q2 2019
|
Advisor Net Financial, Inc
|
SELL
|
- |
0Closed |
N/A
|
0
$0
|
|
Aug 01, 2019
Q2 2019
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-10- 1.67% |
N/A
|
588
$47.6K
|
|
Jul 22, 2019
Q2 2019
|
Allen Capital Group, LLC
|
SELL
|
- |
-32- 0.22% |
N/A
|
14.5K
$1.17M
|
|
Aug 14, 2019
Q2 2019
|
Barclays PLC
London, X0 |
SELL
|
- |
-33Closed |
N/A
|
0
$0
|
|
Jul 29, 2019
Q2 2019
|
Optimum Investment Advisors
|
SELL
|
- |
-39- 0.48% |
N/A
|
8.09K
$655K
|
|
Aug 09, 2019
Q2 2019
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-40- 0.34% |
N/A
|
11.7K
$949K
|
|
Jul 19, 2019
Q2 2019
|
Moller Financial Services
|
SELL
|
- |
-42- 0.2% |
N/A
|
20.6K
$1.67M
|
|
Aug 08, 2019
Q2 2019
|
Valley National Advisers Inc
|
SELL
|
- |
-50- 17.24% |
N/A
|
240
$19.4K
|
|
Aug 07, 2019
Q2 2019
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-56- 7.36% |
N/A
|
705
$57K
|
|
Jul 15, 2019
Q2 2019
|
Raymond James Trust N.A.
|
SELL
|
- |
-72- 2.66% |
N/A
|
2.64K
$213K
|
|
Jul 23, 2019
Q2 2019
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-78- 2.88% |
N/A
|
2.63K
$213K
|
|
Jul 24, 2019
Q2 2019
|
Truist Financial Corp
|
SELL
|
- |
-100- 3.14% |
N/A
|
3.09K
$250K
|
|
Aug 07, 2019
Q2 2019
|
Fifth Third Bancorp
|
SELL
|
- |
-104- 16.2% |
N/A
|
538
$43.5K
|
|
Aug 20, 2019
Q2 2019
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-104Closed |
N/A
|
0
$0
|
|
Aug 07, 2019
Q2 2019
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-130Closed |
N/A
|
0
$0
|
|
Jul 30, 2019
Q2 2019
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-138- 30.87% |
N/A
|
309
$25K
|
|
Jul 10, 2019
Q2 2019
|
Kwmg, LLC
|
SELL
|
- |
-163Closed |
N/A
|
0
$0
|
|
Aug 13, 2019
Q2 2019
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-190- 2.39% |
N/A
|
7.78K
$629K
|
|
Jul 23, 2019
Q2 2019
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-200- 4.96% |
N/A
|
3.84K
$310K
|
|
Aug 13, 2019
Q2 2019
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-200- 1.92% |
N/A
|
10.2K
$827K
|
|
Aug 09, 2019
Q2 2019
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-210- 7.49% |
N/A
|
2.59K
$210K
|
|
Aug 19, 2019
Q2 2019
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-212- 7.17% |
N/A
|
2.74K
$222K
|
|
Jul 29, 2019
Q2 2019
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-234- 0.28% |
N/A
|
83.7K
$6.77M
|
|
Aug 15, 2019
Q2 2019
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-250- 5.98% |
N/A
|
3.93K
$318K
|
|
Jul 16, 2019
Q2 2019
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-255- 0.98% |
N/A
|
25.7K
$2.08M
|
|
Aug 20, 2019
Q2 2019
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-272- 2.77% |
N/A
|
9.54K
$772K
|
|
Aug 02, 2019
Q2 2019
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-295- 4.54% |
N/A
|
6.21K
$502K
|
|
Aug 07, 2019
Q2 2019
|
Valmark Advisers, Inc.
|
SELL
|
- |
-320- 10.78% |
N/A
|
2.65K
$214K
|
|
Aug 14, 2019
Q2 2019
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-376- 9.08% |
N/A
|
3.76K
$305K
|
|
Aug 13, 2019
Q2 2019
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-382- 1.63% |
N/A
|
23.1K
$1.87M
|
|
Jul 17, 2019
Q2 2019
|
Cx Institutional
|
SELL
|
- |
-383- 0.47% |
N/A
|
80.7K
$6.53M
|
|
Aug 05, 2019
Q2 2019
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-400- 9.58% |
N/A
|
3.78K
$306K
|
|
Aug 09, 2019
Q2 2019
|
Mission Wealth Management, LP
|
SELL
|
- |
-410- 1.34% |
N/A
|
30.2K
$2.44M
|
|
Jul 31, 2019
Q2 2019
|
Cwm, LLC
|
SELL
|
- |
-455- 97.43% |
N/A
|
12
$971
|