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 |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2019
Q2 2019
|
Sarasin & Partners LLP
|
SELL
|
- |
-456- 0.66% |
N/A
|
68.4K
$5.53M
|
|
|
Aug 13, 2019
Q2 2019
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-471- 4.55% |
N/A
|
9.87K
$799K
|
|
|
Aug 14, 2019
Q2 2019
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-500Closed |
N/A
|
0
$0
|
|
|
Aug 05, 2019
Q2 2019
|
Parallel Advisors, LLC
|
SELL
|
- |
-587- 75.84% |
N/A
|
187
$15.1K
|
|
|
Jul 11, 2019
Q2 2019
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-670- 9.01% |
N/A
|
6.77K
$548K
|
|
|
Jul 22, 2019
Q2 2019
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-709- 13.76% |
N/A
|
4.45K
$360K
|
|
|
Jul 16, 2019
Q2 2019
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-1.14KClosed |
N/A
|
0
$0
|
|
|
Jul 31, 2019
Q2 2019
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-1.17KClosed |
N/A
|
0
$0
|
|
|
Jul 19, 2019
Q2 2019
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-1.57KClosed |
N/A
|
0
$0
|
|
|
Jul 17, 2019
Q2 2019
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-1.62K- 8.44% |
N/A
|
17.6K
$1.42M
|
|
|
Aug 14, 2019
Q2 2019
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.81K- 6.02% |
N/A
|
28.2K
$2.28M
|
|
|
Aug 13, 2019
Q2 2019
|
Rmb Capital Management, LLC
|
SELL
|
- |
-1.81K- 35.79% |
N/A
|
3.24K
$263K
|
|
|
Aug 13, 2019
Q2 2019
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-2.28K- 34.3% |
N/A
|
4.37K
$354K
|
|
|
Aug 06, 2019
Q2 2019
|
Ifg Advisory, LLC
|
SELL
|
- |
-2.31K- 8.15% |
N/A
|
26K
$2.1M
|
|
|
Jul 18, 2019
Q2 2019
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-2.39K- 7.54% |
N/A
|
29.3K
$2.37M
|
|
|
Aug 27, 2019
Q2 2019
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-2.68K- 43.84% |
N/A
|
3.43K
$278K
|
|
|
Aug 07, 2019
Q2 2019
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-3.23K- 4.67% |
N/A
|
65.9K
$5.33M
|
|
|
Aug 06, 2019
Q2 2019
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-3.42KClosed |
N/A
|
0
$0
|
|
|
Jul 31, 2019
Q2 2019
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-3.53KClosed |
N/A
|
0
$0
|
|
|
Aug 14, 2019
Q2 2019
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-4.76KClosed |
N/A
|
0
$0
|
|
|
Aug 13, 2019
Q2 2019
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-5.44K- 22.95% |
N/A
|
18.2K
$1.48M
|
|
|
Aug 14, 2019
Q2 2019
|
Provida Pension Fund Administrator
Santiago, F3 |
SELL
|
- |
-5.8KClosed |
N/A
|
0
$0
|
|
|
Aug 12, 2019
Q2 2019
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-6.14KClosed |
N/A
|
0
$0
|
|
|
Mar 24, 2023
Q2 2019
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-8.39K- 61.47% |
N/A
|
5.26K
$426K
|
|
|
Aug 08, 2019
Q2 2019
|
Vicus Capital
State College, PA |
SELL
|
- |
-10.1K- 66.04% |
N/A
|
5.18K
$419K
|
|
|
Jul 26, 2019
Q2 2019
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-11.4K- 8.22% |
N/A
|
128K
$10.3M
|
|
|
Jul 25, 2019
Q2 2019
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-11.6K- 6.46% |
N/A
|
167K
$13.5M
|
|
|
Aug 12, 2019
Q2 2019
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-11.8K- 44.33% |
N/A
|
14.8K
$1.2M
|
|
|
Jul 17, 2019
Q2 2019
|
Traverso Chambers Private Wealth Management, LLC
|
SELL
|
- |
-16.9K- 12.3% |
N/A
|
121K
$9.76M
|
|
|
Jul 24, 2019
Q2 2019
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-21.6K- 2.33% |
N/A
|
907K
$73.4M
|
|
|
May 10, 2024
Q2 2019
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-24.6K- 17.66% |
N/A
|
115K
$9.28M
|
|
|
Aug 09, 2019
Q2 2019
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-148K- 6.08% |
N/A
|
2.28M
$185M
|
|
|
Aug 12, 2019
Q2 2019
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-165K- 69.92% |
N/A
|
71K
$5.75M
|