Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2019
Q3 2019
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
243K+ 91499.62% |
$12M - $12.1M
|
244K
$19.7M
|
|
|
Nov 14, 2019
Q3 2019
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
139K+ 45.3% |
$6.83M - $6.92M
|
445K
$36M
|
|
|
Nov 07, 2019
Q3 2019
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
71.2K+ 100.27% |
$3.5M - $3.55M
|
142K
$11.5M
|
|
|
Oct 18, 2019
Q3 2019
|
Lake Street Financial LLC
|
BUY
|
- |
45.1KNew |
$2.21M - $2.25M
|
45.1K
$3.65M
|
|
|
Nov 08, 2019
Q3 2019
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
43.7K+ 288.92% |
$2.15M - $2.18M
|
58.8K
$4.76M
|
|
|
Nov 12, 2019
Q3 2019
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
36.8K+ 5.3% |
$1.81M - $1.83M
|
731K
$59.1M
|
|
|
Oct 28, 2019
Q3 2019
|
Bristlecone Advisors, LLC
|
BUY
|
- |
33.9KNew |
$1.67M - $1.69M
|
33.9K
$2.74M
|
|
|
Nov 14, 2019
Q3 2019
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
29KNew |
$1.42M - $1.44M
|
29K
$2.34M
|
|
|
Nov 07, 2019
Q3 2019
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
20.2K+ 5.3% |
$995K - $1.01M
|
402K
$32.5M
|
|
|
Nov 14, 2019
Q3 2019
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
19K+ 8.16% |
$933K - $946K
|
252K
$20.4M
|
|
|
Oct 17, 2019
Q3 2019
|
Envestnet Asset Management Inc
|
BUY
|
- |
13.7K+ 10.5% |
$673K - $682K
|
144K
$11.7M
|
|
|
Nov 01, 2019
Q3 2019
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
9.8KNew |
$482K - $488K
|
9.8K
$793K
|
|
|
Oct 30, 2019
Q3 2019
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
9.74K+ 5.05% |
$479K - $485K
|
202K
$16.4M
|
|
|
Nov 01, 2019
Q3 2019
|
Creative Planning
Overland Park, KS |
BUY
|
- |
8.46K+ 3.68% |
$416K - $422K
|
238K
$19.3M
|
|
|
Nov 14, 2019
Q3 2019
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
7.32KNew |
$360K - $365K
|
7.32K
$592K
|
|
|
Oct 31, 2019
Q3 2019
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
5.5K+ 4.56% |
$270K - $274K
|
126K
$10.2M
|
|
|
Nov 14, 2019
Q3 2019
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
4.79K+ 10.09% |
$236K - $239K
|
52.3K
$4.23M
|
|
|
Oct 31, 2019
Q3 2019
|
Kovack Advisors, Inc.
|
BUY
|
- |
4.47K+ 25.5% |
$220K - $223K
|
22K
$1.78M
|
|
|
Nov 05, 2019
Q3 2019
|
D.A. Davidson & Co.
|
BUY
|
- |
4.25K+ 9.64% |
$209K - $212K
|
48.3K
$3.91M
|
|
|
Nov 19, 2019
Q3 2019
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
4.02KNew |
$198K - $200K
|
4.02K
$325K
|
|
|
Nov 12, 2019
Q3 2019
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
3.95KNew |
$194K - $197K
|
3.95K
$320K
|
|
|
Nov 07, 2019
Q3 2019
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
3.9K+ 1.27% |
$192K - $195K
|
312K
$25.3M
|
|
|
Nov 06, 2019
Q3 2019
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.85K+ 12.22% |
$189K - $192K
|
35.4K
$2.86M
|
|
|
Nov 01, 2019
Q3 2019
|
Parallel Advisors, LLC
|
BUY
|
- |
3.8K+ 2032.09% |
$187K - $189K
|
3.99K
$323K
|
|
|
Nov 08, 2019
Q3 2019
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
3.36KNew |
$165K - $167K
|
3.36K
$272K
|
|
|
Oct 10, 2019
Q3 2019
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
2.73KNew |
$134K - $136K
|
2.73K
$221K
|
|
|
Oct 31, 2019
Q3 2019
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.67K+ 102.97% |
$131K - $133K
|
5.26K
$426K
|
|
|
Jan 08, 2024
Q3 2019
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
2.5K+ 12.5% |
$123K - $125K
|
22.5K
$1.82M
|
|
|
Nov 18, 2019
Q3 2019
|
First Heartland Consultants, Inc.
|
BUY
|
- |
2.41KNew |
$118K - $120K
|
2.41K
$195K
|
|
|
Oct 30, 2019
Q3 2019
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.23K+ 1.33% |
$110K - $111K
|
170K
$13.7M
|
|
|
Nov 12, 2019
Q3 2019
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.32K+ 16.44% |
$64.8K - $65.7K
|
9.34K
$755K
|
|
|
Nov 07, 2019
Q3 2019
|
Ifp Advisors, Inc
|
BUY
|
- |
1.31KNew |
$64.3K - $65.2K
|
1.31K
$106K
|
|
|
Oct 18, 2019
Q3 2019
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
1.23KNew |
$60.6K - $61.4K
|
1.23K
$99.7K
|
|
|
Oct 07, 2019
Q3 2019
|
Meridian Financial Partners LLC
|
BUY
|
- |
1.19K+ 1.91% |
$58.5K - $59.3K
|
63.5K
$5.13M
|
|
|
Nov 08, 2019
Q3 2019
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
1.04K+ 2.74% |
$50.9K - $51.6K
|
38.8K
$3.14M
|
|
|
Oct 09, 2019
Q3 2019
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
1.02KNew |
$50.1K - $50.8K
|
1.02K
$82.5K
|
|
|
Nov 12, 2019
Q3 2019
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
697+ 0.61% |
$34.3K - $34.7K
|
115K
$9.33M
|
|
|
Nov 18, 2019
Q3 2019
|
Vicus Capital
State College, PA |
BUY
|
- |
603+ 11.65% |
$29.6K - $30K
|
5.78K
$468K
|
|
|
Oct 17, 2019
Q3 2019
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
578+ 3.29% |
$28.4K - $28.8K
|
18.1K
$1.47M
|
|
|
Sep 14, 2021
Q3 2019
|
Cwm, LLC
|
BUY
|
- |
467New |
$23K - $23.3K
|
467
$37.8K
|
|
|
Nov 20, 2019
Q3 2019
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
346+ 3.79% |
$17K - $17.2K
|
9.49K
$768K
|
|
|
Nov 04, 2019
Q3 2019
|
Keybank National Association
|
BUY
|
- |
342+ 2.78% |
$16.8K - $17K
|
12.6K
$1.02M
|
|
|
Oct 31, 2019
Q3 2019
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
339+ 2.87% |
$16.7K - $16.9K
|
12.1K
$983K
|
|
|
Nov 14, 2019
Q3 2019
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
296+ 3.0% |
$14.6K - $14.7K
|
10.2K
$823K
|
|
|
Oct 28, 2019
Q3 2019
|
Plimoth Trust CO LLC
|
BUY
|
- |
279+ 4.28% |
$13.7K - $13.9K
|
6.81K
$551K
|
|
|
Nov 19, 2019
Q3 2019
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
263+ 0.95% |
$12.9K - $13.1K
|
27.8K
$2.25M
|
|
|
Nov 12, 2019
Q3 2019
|
Valley National Advisers Inc
|
BUY
|
- |
253+ 105.42% |
$12.4K - $12.6K
|
493
$39.9K
|
|
|
Mar 24, 2023
Q3 2019
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
208+ 3.96% |
$10.2K - $10.4K
|
5.47K
$442K
|
|
|
Nov 15, 2019
Q3 2019
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
174+ 0.7% |
$8.55K - $8.67K
|
25.1K
$2.03M
|
|
|
Nov 14, 2019
Q3 2019
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
158+ 0.46% |
$7.77K - $7.87K
|
34.5K
$2.79M
|