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 10, 2020 Q2 2020
Advisory Services Network, LLC

SELL
 -
-220
Closed
$8.52K - $11K
0 $0
Aug 03, 2020 Q2 2020
Bartlett & Co. LLC

SELL
 -
-227
- 14.06%
$8.79K - $11.3K
1.39K $112K
Feb 13, 2024 Q2 2020
Bartlett & Co. Wealth Management LLC

Cincinnati, OH
SELL
 -
-227
- 14.06%
$8.79K - $11.3K
1.39K $112K
Jul 29, 2020 Q2 2020
Wealthcare Advisory Partners LLC

West Chester, PA
SELL
 -
-233
Closed
$9.02K - $11.6K
0 $0
Aug 14, 2020 Q2 2020
Financial Advocates Investment Management

Olympia, WA
SELL
 -
-243
- 1.08%
$9.41K - $12.1K
22.2K $1.8M
Aug 12, 2020 Q2 2020
Mgo One Seven LLC

Beachwood, OH
SELL
 -
-250
- 8.81%
$9.68K - $12.5K
2.59K $210K
Aug 10, 2020 Q2 2020
Valley National Advisers Inc

SELL
 -
-253
- 51.32%
$9.8K - $12.6K
240 $19.4K
Jul 24, 2020 Q2 2020
Culbertson A N & CO Inc

SELL
 -
-255
- 1.68%
$9.88K - $12.7K
14.9K $1.21M
Aug 11, 2020 Q2 2020
Nvwm, LLC

SELL
 -
-388
- 21.86%
$15K - $19.3K
1.39K $112K
Aug 17, 2020 Q2 2020
One Capital Management, LLC

Westlake Village, CA
SELL
 -
-410
- 7.06%
$15.9K - $20.4K
5.4K $437K
Aug 12, 2020 Q2 2020
Rockefeller Capital Management L.P.

New York, NY
SELL
 -
-465
- 39.98%
$18K - $23.2K
698 $56.5K
Aug 11, 2020 Q2 2020
Linscomb & Williams, Inc.

Houston, TX
SELL
 -
-470
- 1.22%
$18.2K - $23.4K
38.1K $3.09M
Jul 14, 2020 Q2 2020
Lake Street Financial LLC

SELL
 -
-532
- 0.99%
$20.6K - $26.5K
53K $4.29M
Aug 14, 2020 Q2 2020
Northwestern Mutual Wealth Management CO

SELL
 -
-628
- 5.57%
$24.3K - $31.3K
10.6K $861K
Jul 20, 2020 Q2 2020
Well Done, LLC

SELL
 -
-641
- 9.21%
$24.8K - $31.9K
6.32K $511K
Aug 04, 2020 Q2 2020
Psi Advisors, LLC

SELL
 -
-650
- 17.16%
$25.2K - $32.4K
3.14K $254K
Aug 13, 2020 Q2 2020
United Capital Financial Advisers, LLC

Newport Beach, CA
SELL
 -
-831
- 2.5%
$32.2K - $41.4K
32.5K $2.63M
Jul 22, 2020 Q2 2020
Cutler Group LP

SELL
 -
-999
Closed
$38.7K - $49.8K
0 $0
Aug 17, 2020 Q2 2020
Exencial Wealth Advisors, LLC

Oklahoma City, OK
SELL
 -
-1.02K
- 23.24%
$39.4K - $50.6K
3.36K $272K
Aug 07, 2020 Q2 2020
Staley Capital Advisers Inc

SELL
 -
-1.13K
- 10.26%
$43.8K - $56.3K
9.88K $800K
Aug 14, 2020 Q2 2020
Ameriprise Financial Inc

Minneapolis, MN
SELL
 -
-1.18K
- 0.34%
$45.8K - $58.9K
344K $27.9M
Jul 13, 2020 Q2 2020
Global Retirement Partners, LLC

SELL
 -
-1.47K
- 81.44%
$56.9K - $73.2K
335 $27.1K
Jul 31, 2020 Q2 2020
Graves Light Lenhart Wealth, Inc.

Harrisonburg, VA
SELL
 -
-1.47K
- 1.26%
$56.9K - $73.2K
115K $9.33M
Aug 13, 2020 Q2 2020
Vestmark Advisory Solutions, Inc.

SELL
 -
-1.51K
- 40.39%
$58.5K - $75.2K
2.23K $180K
Jul 20, 2020 Q2 2020
Tci Wealth Advisors, Inc.

SELL
 -
-1.66K
Closed
$64.3K - $82.7K
0 $0
Jul 29, 2020 Q2 2020
Tranquility Partners, LLC

SELL
 -
-1.89K
- 21.61%
$73.2K - $94.1K
6.85K $554K
Aug 13, 2020 Q2 2020
Equitable Holdings, Inc.

New York, NY
SELL
 -
-2.52K
- 13.6%
$97.4K - $125K
16K $1.29M
Aug 13, 2020 Q2 2020
Merit Financial Group, LLC

SELL
 -
-2.55K
Closed
$98.9K - $127K
0 $0
Jul 06, 2020 Q2 2020
Hnp Capital LLC

SELL
 -
-2.66K
Closed
$103K - $132K
0 $0
Jul 27, 2020 Q2 2020
Cambridge Investment Research Advisors, Inc.

SELL
 -
-2.73K
- 1.31%
$106K - $136K
206K $16.7M
Aug 10, 2020 Q2 2020
Synovus Financial Corp

Columbus, GA
SELL
 -
-2.81K
- 94.93%
$109K - $140K
150 $12.1K
Jul 20, 2020 Q2 2020
Western Wealth Management, LLC

SELL
 -
-2.94K
Closed
$114K - $146K
0 $0
Jul 31, 2020 Q2 2020
Valmark Advisers, Inc.

SELL
 -
-3.08K
Closed
$119K - $153K
0 $0
Jul 24, 2020 Q2 2020
Private Ocean, LLC

SELL
 -
-3.1K
Closed
$120K - $154K
0 $0
Aug 07, 2020 Q2 2020
Trexquant Investment LP

Stamford, CT
SELL
 -
-3.31K
Closed
$128K - $165K
0 $0
Aug 10, 2020 Q2 2020
High Tower Advisors, LLC

Chicago, IL
SELL
 -
-3.39K
- 15.89%
$131K - $169K
18K $1.45M
Aug 13, 2020 Q2 2020
Wolverine Trading, LLC

Chicago, IL
SELL
 -
-3.39K
Closed
$131K - $169K
0 $0
Jul 09, 2020 Q2 2020
Arden Trust CO

SELL
 -
-3.61K
Closed
$140K - $180K
0 $0
Aug 20, 2020 Q2 2020
Ackerman Capital Advisors, LLC

SELL
 -
-3.84K
Closed
$149K - $191K
0 $0
Aug 14, 2020 Q2 2020
Brown Advisory Inc

SELL
 -
-4K
- 26.24%
$155K - $199K
11.2K $908K
Jul 17, 2020 Q2 2020
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
SELL
 -
-4.15K
- 0.94%
$161K - $207K
435K $35.2M
Jul 17, 2020 Q2 2020
Sarasin & Partners LLP

SELL
 -
-4.16K
- 7.05%
$161K - $207K
54.9K $4.44M
Jul 16, 2020 Q2 2020
Cornerstone Wealth Management, LLC

SELL
 -
-4.28K
Closed
$166K - $213K
0 $0
Jul 31, 2020 Q2 2020
Wilbanks Smith & Thomas Asset Management LLC

SELL
 -
-4.99K
- 1.91%
$193K - $249K
256K $20.7M
Aug 05, 2020 Q2 2020
Caprock Group, Inc.

SELL
 -
-5.28K
Closed
$205K - $263K
0 $0
Jul 31, 2020 Q2 2020
Sigma Planning Corp

Ann Arbor, MI
SELL
 -
-5.5K
- 44.88%
$213K - $274K
6.76K $547K
Aug 14, 2020 Q2 2020
Provida Pension Fund Administrator

Santiago, F3
SELL
 -
-5.8K
Closed
$225K - $289K
0 $0
Jul 20, 2020 Q2 2020
Plimoth Trust CO LLC

SELL
 -
-6.97K
Closed
$270K - $347K
0 $0
Aug 13, 2020 Q2 2020
First Republic Investment Management, Inc.

San Francisco, CA
SELL
 -
-7.41K
- 10.95%
$287K - $369K
60.2K $4.87M

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