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 07, 2020
Q2 2020
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-7.47K- 1.04% |
$289K - $372K
|
712K
$53.2M
|
|
|
Jul 31, 2020
Q2 2020
|
Kovack Advisors, Inc.
|
SELL
|
- |
-7.64K- 37.5% |
$296K - $381K
|
12.7K
$952K
|
|
|
Jul 30, 2020
Q2 2020
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-7.71K- 9.1% |
$299K - $384K
|
77K
$5.75M
|
|
|
Aug 11, 2020
Q2 2020
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-9.29KClosed |
$360K - $463K
|
0
$0
|
|
|
Aug 11, 2020
Q2 2020
|
Assetmark, Inc
|
SELL
|
- |
-9.57K- 15.28% |
$370K - $476K
|
53K
$3.96M
|
|
|
Nov 05, 2020
Q2 2020
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-12.9K- 15.43% |
$502K - $645K
|
71K
$5.31M
|
|
|
Aug 06, 2020
Q2 2020
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-17.7K- 23.41% |
$684K - $879K
|
57.8K
$4.32M
|
|
|
Jul 23, 2020
Q2 2020
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-19.1K- 30.27% |
$740K - $951K
|
44K
$3.29M
|
|
|
Aug 13, 2020
Q2 2020
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-26.3K- 5.44% |
$1.02M - $1.31M
|
457K
$34.1M
|
|
|
Aug 14, 2020
Q2 2020
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-28.1KClosed |
$1.09M - $1.4M
|
0
$0
|
|
|
Jul 31, 2020
Q2 2020
|
Ubs Group Ag
|
SELL
|
- |
-36.1K- 8.0% |
$1.4M - $1.8M
|
416K
$31.1M
|
|
|
Jul 28, 2020
Q2 2020
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-43.1K- 24.58% |
$1.67M - $2.15M
|
132K
$9.89M
|
|
|
Aug 06, 2020
Q2 2020
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-59.3K- 34.85% |
$2.3M - $2.95M
|
111K
$8.28M
|
|
|
Aug 14, 2020
Q2 2020
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-113K- 60.03% |
$4.36M - $5.6M
|
74.9K
$5.6M
|
|
|
Aug 12, 2020
Q2 2020
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-116K- 97.91% |
$4.48M - $5.76M
|
2.47K
$185K
|
|
|
Aug 12, 2020
Q2 2020
|
Red Cedar Investment Management, LLC
|
SELL
|
- |
-182KClosed |
$7.06M - $9.08M
|
0
$0
|