Purchases and Sales Made in Q2 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 Q2 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 |
---|---|---|---|---|---|---|---|
Aug 13, 2020
Q2 2020
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
179K+ 86.88% |
$6.93M - $8.91M
|
385K
$31.1M
|
|
Jul 28, 2020
Q2 2020
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
80K+ 28.51% |
$3.1M - $3.99M
|
361K
$29.2M
|
|
Jul 23, 2020
Q2 2020
|
Creative Planning
Overland Park, KS |
BUY
|
- |
78.2K+ 17.2% |
$3.03M - $3.9M
|
533K
$43.1M
|
|
Aug 07, 2020
Q2 2020
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
50.2KNew |
$1.94M - $2.5M
|
50.2K
$4.06M
|
|
Aug 17, 2020
Q2 2020
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
50K+ 560.09% |
$1.94M - $2.49M
|
58.9K
$4.77M
|
|
Aug 14, 2020
Q2 2020
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
41.1KNew |
$1.59M - $2.05M
|
41.1K
$3.33M
|
|
Aug 04, 2020
Q2 2020
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
39.5KNew |
$1.53M - $1.97M
|
39.5K
$3.2M
|
|
Aug 07, 2020
Q2 2020
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
37.6K+ 1.66% |
$1.46M - $1.87M
|
2.3M
$186M
|
|
Feb 11, 2021
Q2 2020
|
Iag Wealth Partners, LLC
|
BUY
|
- |
35.2K+ 54.31% |
$1.36M - $1.75M
|
100K
$8.09M
|
|
Aug 14, 2020
Q2 2020
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
34.2KNew |
$1.32M - $1.7M
|
34.2K
$2.77M
|
|
Jul 20, 2020
Q2 2020
|
Moller Financial Services
|
BUY
|
- |
25.5K+ 69.1% |
$988K - $1.27M
|
62.4K
$5.05M
|
|
Aug 21, 2020
Q2 2020
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
24.7K+ 19.37% |
$957K - $1.23M
|
152K
$12.3M
|
|
Jul 08, 2020
Q2 2020
|
Envestnet Asset Management Inc
|
BUY
|
- |
21.6K+ 12.27% |
$835K - $1.07M
|
197K
$16M
|
|
Aug 13, 2020
Q2 2020
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
18.5K+ 9240.0% |
$716K - $920K
|
18.7K
$1.51M
|
|
Aug 14, 2020
Q2 2020
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
14.1KNew |
$545K - $701K
|
14.1K
$1.14M
|
|
Jul 29, 2020
Q2 2020
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
13.1K+ 27.76% |
$506K - $650K
|
60.1K
$4.86M
|
|
Jul 16, 2020
Q2 2020
|
Bristlecone Advisors, LLC
|
BUY
|
- |
10.4K+ 20.23% |
$402K - $517K
|
61.8K
$5M
|
|
Aug 07, 2020
Q2 2020
|
Key F Inancial Inc
|
BUY
|
- |
9.71K+ 77.96% |
$376K - $484K
|
22.2K
$1.79M
|
|
Aug 05, 2020
Q2 2020
|
Beacon Financial Group
|
BUY
|
- |
9.63KNew |
$373K - $480K
|
9.63K
$779K
|
|
Aug 14, 2020
Q2 2020
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
9.34K+ 15.22% |
$362K - $465K
|
70.7K
$5.72M
|
|
Aug 12, 2020
Q2 2020
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
9.16K+ 3.36% |
$355K - $456K
|
281K
$22.8M
|
|
Jul 28, 2020
Q2 2020
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
8.94K+ 41.68% |
$346K - $445K
|
30.4K
$2.46M
|
|
Aug 14, 2020
Q2 2020
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
8.89KNew |
$344K - $443K
|
8.89K
$720K
|
|
Jul 17, 2020
Q2 2020
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
6.63K+ 2.32% |
$257K - $330K
|
293K
$23.7M
|
|
Aug 13, 2020
Q2 2020
|
Colony Group LLC
Boston, MA |
BUY
|
- |
6.51K+ 259.65% |
$252K - $324K
|
9.02K
$730K
|
|
Aug 14, 2020
Q2 2020
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
5.9KNew |
$229K - $294K
|
5.9K
$477K
|
|
Aug 14, 2020
Q2 2020
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
5.87KNew |
$227K - $292K
|
5.87K
$475K
|
|
Dec 15, 2021
Q2 2020
|
Provida Pension Fund Administrator
Santiago, F3 |
BUY
|
- |
5.8KNew |
$225K - $289K
|
5.8K
$469K
|
|
Aug 14, 2020
Q2 2020
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
5.05KNew |
$196K - $251K
|
5.05K
$408K
|
|
Aug 13, 2020
Q2 2020
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
4.81K+ 2.8% |
$186K - $239K
|
176K
$14.3M
|
|
Aug 07, 2020
Q2 2020
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
3.82KNew |
$148K - $190K
|
3.82K
$309K
|
|
Jul 31, 2020
Q2 2020
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
3.8KNew |
$147K - $189K
|
3.8K
$307K
|
|
Aug 06, 2020
Q2 2020
|
Cx Institutional
|
BUY
|
- |
3.79K+ 2.28% |
$147K - $189K
|
170K
$13.7M
|
|
Aug 10, 2020
Q2 2020
|
Ifg Advisory, LLC
|
BUY
|
- |
3.52KNew |
$136K - $175K
|
3.52K
$285K
|
|
Aug 11, 2020
Q2 2020
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
3.29KNew |
$127K - $164K
|
3.29K
$266K
|
|
Aug 13, 2020
Q2 2020
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
3.2K+ 12.86% |
$124K - $159K
|
28.1K
$2.27M
|
|
Aug 10, 2020
Q2 2020
|
D.A. Davidson & Co.
|
BUY
|
- |
3.07K+ 6.27% |
$119K - $153K
|
52K
$4.2M
|
|
Aug 14, 2020
Q2 2020
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
3.02KNew |
$117K - $150K
|
3.02K
$245K
|
|
Aug 17, 2020
Q2 2020
|
Private Advisor Group, LLC
|
BUY
|
- |
2.83K+ 46.42% |
$109K - $141K
|
8.91K
$721K
|
|
Aug 03, 2020
Q2 2020
|
Mission Wealth Management, LP
|
BUY
|
- |
2.7K+ 7.51% |
$104K - $134K
|
38.6K
$3.12M
|
|
Oct 22, 2020
Q2 2020
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.7K+ 3.82% |
$104K - $134K
|
73.3K
$5.94M
|
|
Jul 16, 2020
Q2 2020
|
Raymond James Trust N.A.
|
BUY
|
- |
2.36KNew |
$91.2K - $117K
|
2.36K
$191K
|
|
Jul 22, 2020
Q2 2020
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
2.29KNew |
$88.8K - $114K
|
2.29K
$185K
|
|
Jul 20, 2020
Q2 2020
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.93K+ 52.37% |
$74.8K - $96.2K
|
5.62K
$455K
|
|
Aug 13, 2020
Q2 2020
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.83K+ 4.01% |
$71K - $91.3K
|
47.5K
$3.85M
|
|
Jul 09, 2020
Q2 2020
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
1.69K+ 2.61% |
$65.4K - $84.1K
|
66.3K
$5.36M
|
|
Aug 14, 2020
Q2 2020
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.48K+ 14.89% |
$57.2K - $73.6K
|
11.4K
$923K
|
|
Aug 14, 2020
Q2 2020
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.34K+ 8.97% |
$51.9K - $66.7K
|
16.3K
$1.32M
|
|
Aug 05, 2020
Q2 2020
|
Allen Capital Group, LLC
|
BUY
|
- |
1.33K+ 8.14% |
$51.7K - $66.4K
|
17.7K
$1.43M
|
|
Aug 14, 2020
Q2 2020
|
Truist Financial Corp
|
BUY
|
- |
1.23K+ 3.14% |
$47.8K - $61.5K
|
40.5K
$3.28M
|