Purchases and Sales Made in Q2 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 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 06, 2020 Q2 2020
Ausdal Financial Partners, Inc.

Davenport, IA
BUY
 -
1.22K
+ 22.86%
$47.2K - $60.7K
6.55K $527K
Aug 03, 2020 Q2 2020
Vicus Capital

State College, PA
BUY
 -
1.19K
+ 20.49%
$46K - $59.1K
6.98K $562K
Aug 13, 2020 Q2 2020
Franklin Resources Inc

San Mateo, CA
BUY
 -
918
New
$35.6K - $45.7K
918 $73.9K
Jul 16, 2020 Q2 2020
Parallel Advisors, LLC

BUY
 -
846
+ 11.96%
$32.8K - $42.1K
7.92K $637K
Sep 07, 2021 Q2 2020
Geneos Wealth Management Inc.

BUY
 -
842
+ 22.82%
$32.6K - $41.9K
4.53K $365K
Jul 21, 2020 Q2 2020
Meridian Financial Partners LLC

BUY
 -
804
+ 1.23%
$31.1K - $40K
66.2K $5.32M
Aug 10, 2020 Q2 2020
Eqis Capital Management, Inc.

San Rafael, CA
BUY
 -
685
+ 11.31%
$26.5K - $34.1K
6.74K $543K
Aug 05, 2024 Q2 2020
Mason Investment Advisory Services, Inc.

Reston, VA
BUY
 -
553
+ 10.17%
$21.4K - $27.5K
5.99K $482K
Aug 14, 2020 Q2 2020
Mml Investors Services, LLC

Springfield, MA
BUY
 -
469
+ 6.76%
$18.2K - $23.4K
7.41K $596K
Jul 31, 2020 Q2 2020
Chicago Partners Investment Group LLC

BUY
 -
331
+ 2.32%
$12.8K - $16.5K
14.6K $1.18M
Aug 14, 2020 Q2 2020
Perennial Advisors, LLC

New York, NY
BUY
 -
278
New
$10.8K - $13.8K
278 $22.4K
Mar 24, 2023 Q2 2020
American Portfolios Advisors

Holbrook, NY
BUY
 -
276
+ 4.34%
$10.7K - $13.7K
6.63K $534K
Jul 16, 2020 Q2 2020
Pfg Advisors

BUY
 -
275
+ 11.65%
$10.7K - $13.7K
2.64K $212K
Jul 07, 2020 Q2 2020
Tsfg, LLC

BUY
 -
256
+ 96.6%
$9.91K - $12.7K
521 $41.9K
Nov 30, 2020 Q2 2020
Platform Technology Partners

BUY
 -
249
+ 2.83%
$9.64K - $12.4K
9.04K $727K
Aug 14, 2020 Q2 2020
Circle Wealth Management, LLC

Summit, NJ
BUY
 -
194
+ 0.47%
$7.51K - $9.66K
41.9K $3.37M
Aug 03, 2020 Q2 2020
Buckingham Strategic Wealth, LLC

Clayton, MO
BUY
 -
182
+ 5.16%
$7.05K - $9.06K
3.71K $298K
Aug 13, 2020 Q2 2020
Gm Advisory Group, Inc.

Melville, NY
BUY
 -
178
+ 1.67%
$6.89K - $8.86K
10.9K $874K
Aug 11, 2020 Q2 2020
Patriot Investment Management Inc.

BUY
 -
156
New
$6.04K - $7.77K
156 $12.6K
Jul 13, 2020 Q2 2020
Strategic Family Wealth Counselors, L.L.C.

Fairfield, NJ
BUY
 -
155
+ 0.57%
$6K - $7.72K
27.5K $2.21M
Aug 13, 2020 Q2 2020
Archer Investment Corp

BUY
 -
68
New
$2.63K - $3.39K
68 $5.47K
Aug 06, 2020 Q2 2020
Alpha Star Capital Management, LLC

BUY
 -
40
+ 0.13%
$1.55K - $1.99K
30.8K $2.47M
Jul 22, 2020 Q2 2020
Kmg Fiduciary Partners, LLC

BUY
 -
28
+ 0.47%
$1.08K - $1.39K
5.92K $477K
Aug 14, 2020 Q2 2020
Shepherd Kaplan Krochuk, LLC

Boston, MA
BUY
 -
14
+ 0.32%
$542 - $697
4.41K $355K
Aug 10, 2020 Q2 2020
Arkadios Wealth Advisors

BUY
 -
10
+ 0.74%
$387 - $498
1.37K $110K
Aug 11, 2020 Q2 2020
Brighton Jones LLC

BUY
 -
6
+ 0.2%
$232 - $299
3.06K $246K
Jul 27, 2020 Q2 2020
Certified Advisory Corp

Altamonte Springs, FL
BUY
 -
4
+ 0.56%
$155 - $199
720 $57.9K
Aug 03, 2020 Q2 2020
Time Scale Financial, Inc.

SELL
 -
0
Closed
$0 - $0
0 $0
Aug 13, 2020 Q2 2020
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Aug 14, 2020 Q2 2020
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
SELL
 -
-4
- 0.5%
$155 - $199
796 $64K
Aug 19, 2020 Q2 2020
Orion Portfolio Solutions, LLC

SELL
 -
-17
- 13.08%
$658 - $847
113 $9.09K
Aug 17, 2020 Q2 2020
Wealth Quarterback LLC

Toms River, NJ
SELL
 -
-21
Closed
$813 - $1.05K
0 $0
Aug 03, 2020 Q2 2020
Bison Wealth, LLC

SELL
 -
-30
- 20.41%
$1.16K - $1.49K
117 $9.41K
Aug 14, 2020 Q2 2020
Cerity Partners LLC

New York, NY
SELL
 -
-51
- 0.36%
$1.98K - $2.54K
14.2K $1.14M
Aug 13, 2020 Q2 2020
Financial Gravity Asset Management, Inc.

SELL
 -
-52
Closed
$2.01K - $2.59K
0 $0
Aug 14, 2020 Q2 2020
Capital Bank & Trust CO

Irvine, CA
SELL
 -
-55
Closed
$2.13K - $2.74K
0 $0
Aug 14, 2020 Q2 2020
Wealth Bridge Capital Management, LLC

Westerville, OH
SELL
 -
-55
- 0.54%
$2.13K - $2.74K
10.1K $816K
Jul 29, 2020 Q2 2020
Kelman Lazarov, Inc.

Memphis, TN
SELL
 -
-58
- 1.64%
$2.25K - $2.89K
3.49K $281K
Jul 31, 2020 Q2 2020
Flagship Harbor Advisors, LLC

SELL
 -
-65
- 8.3%
$2.52K - $3.24K
718 $57.8K
Jul 24, 2020 Q2 2020
Jnba Financial Advisors

SELL
 -
-70
- 8.95%
$2.71K - $3.49K
712 $57.3K
Aug 11, 2020 Q2 2020
Golden State Wealth Management, LLC

Santa Ana, CA
SELL
 -
-93
Closed
$3.6K - $4.63K
0 $0
Aug 14, 2020 Q2 2020
Mbe Wealth Management, LLC

SELL
 -
-99
Closed
$3.83K - $4.93K
0 $0
Jul 16, 2020 Q2 2020
Optimum Investment Advisors

SELL
 -
-109
- 3.01%
$4.22K - $5.43K
3.51K $282K
Aug 13, 2024 Q2 2020
Glen Eagle Advisors, LLC

Kingston, NJ
SELL
 -
-120
- 12.0%
$4.65K - $5.98K
880 $70.8K
Aug 13, 2020 Q2 2020
Stonebridge Capital Advisors LLC

St Paul, MN
SELL
 -
-130
- 34.21%
$5.03K - $6.47K
250 $20.1K
Aug 12, 2020 Q2 2020
Blair William & CO

Chicago, IL
SELL
 -
-130
- 0.82%
$5.03K - $6.47K
15.7K $1.27M
Aug 13, 2020 Q2 2020
Quadrant Capital Group LLC

Cincinnati, OH
SELL
 -
-140
Closed
$5.42K - $6.97K
0 $0
Jul 28, 2020 Q2 2020
Signal Point Asset Management, LLC

SELL
 -
-169
- 3.59%
$6.55K - $8.42K
4.54K $365K
Jul 16, 2020 Q2 2020
First Heartland Consultants, Inc.

SELL
 -
-211
- 0.93%
$8.17K - $10.5K
22.6K $1.82M

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