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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2019
Q3 2019
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
140New |
$6.88K - $6.98K
|
140
$11.3K
|
|
|
Nov 13, 2019
Q3 2019
|
Adviser Investments LLC
|
BUY
|
- |
121+ 2.63% |
$5.95K - $6.03K
|
4.73K
$383K
|
|
|
Nov 20, 2019
Q3 2019
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
113New |
$5.56K - $5.63K
|
113
$9.14K
|
|
|
Oct 18, 2019
Q3 2019
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
107New |
$5.26K - $5.33K
|
107
$8.66K
|
|
|
Nov 01, 2019
Q3 2019
|
Jnba Financial Advisors
|
BUY
|
- |
103+ 16.4% |
$5.06K - $5.13K
|
731
$59.2K
|
|
|
Aug 02, 2024
Q3 2019
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
65+ 0.88% |
$3.2K - $3.24K
|
7.45K
$602K
|
|
|
Nov 01, 2019
Q3 2019
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
62+ 1.0% |
$3.05K - $3.09K
|
6.27K
$507K
|
|
|
Nov 05, 2019
Q3 2019
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
53+ 9.53% |
$2.61K - $2.64K
|
609
$49.3K
|
|
|
Oct 31, 2019
Q3 2019
|
Truist Financial Corp
|
BUY
|
- |
40+ 1.3% |
$1.97K - $1.99K
|
3.13K
$253K
|
|
|
Oct 28, 2019
Q3 2019
|
Brighton Jones LLC
|
BUY
|
- |
17+ 0.49% |
$836 - $847
|
3.51K
$284K
|
|
|
Nov 12, 2019
Q3 2019
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
BUY
|
- |
15+ 0.1% |
$737 - $747
|
14.8K
$1.2M
|
|
|
Oct 31, 2019
Q3 2019
|
Caprock Group, Inc.
|
BUY
|
- |
11+ 0.21% |
$541 - $548
|
5.26K
$426K
|
|
|
Oct 03, 2019
Q3 2019
|
Nadler Financial Group, Inc.
|
BUY
|
- |
10+ 0.04% |
$492 - $498
|
25.7K
$2.08M
|
|
|
Nov 06, 2019
Q3 2019
|
Valmark Advisers, Inc.
|
BUY
|
- |
7+ 0.26% |
$344 - $349
|
2.66K
$215K
|
|
|
Nov 12, 2019
Q3 2019
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
4+ 0.57% |
$197 - $199
|
709
$57.4K
|
|
|
Sep 07, 2021
Q3 2019
|
Geneos Wealth Management Inc.
|
BUY
|
- |
4+ 0.11% |
$197 - $199
|
3.68K
$298K
|
|
|
Nov 14, 2019
Q3 2019
|
Tranquility Partners, LLC
|
BUY
|
- |
3+ 0.03% |
$147 - $149
|
11.3K
$913K
|
|
|
Nov 13, 2019
Q3 2019
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 08, 2019
Q3 2019
|
Us Bancorp \De\
|
SELL
|
- |
-10- 0.13% |
$492 - $498
|
7.62K
$617K
|
|
|
Oct 18, 2019
Q3 2019
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-23- 0.53% |
$1.13K - $1.15K
|
4.35K
$352K
|
|
|
Oct 15, 2019
Q3 2019
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-29- 0.65% |
$1.43K - $1.45K
|
4.42K
$357K
|
|
|
Nov 05, 2019
Q3 2019
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-30Closed |
$1.47K - $1.49K
|
0
$0
|
|
|
Nov 26, 2019
Q3 2019
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-48- 1.75% |
$2.36K - $2.39K
|
2.7K
$218K
|
|
|
Oct 17, 2019
Q3 2019
|
Wedbush Securities Inc
|
SELL
|
- |
-72- 1.12% |
$3.54K - $3.59K
|
6.39K
$517K
|
|
|
Oct 17, 2019
Q3 2019
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-79- 25.57% |
$3.88K - $3.94K
|
230
$18.6K
|
|
|
Nov 01, 2019
Q3 2019
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-90- 15.31% |
$4.42K - $4.48K
|
498
$40.3K
|
|
|
Nov 14, 2019
Q3 2019
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-100- 0.85% |
$4.92K - $4.98K
|
11.6K
$941K
|
|
|
Oct 16, 2019
Q3 2019
|
Mission Wealth Management, LP
|
SELL
|
- |
-120- 0.4% |
$5.9K - $5.98K
|
30.1K
$2.43M
|
|
|
Oct 22, 2019
Q3 2019
|
Allen Capital Group, LLC
|
SELL
|
- |
-180- 1.24% |
$8.85K - $8.97K
|
14.3K
$1.16M
|
|
|
Oct 28, 2019
Q3 2019
|
Culbertson A N & CO Inc
|
SELL
|
- |
-200- 1.16% |
$9.83K - $9.97K
|
17.1K
$1.38M
|
|
|
Nov 12, 2019
Q3 2019
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-250- 6.62% |
$12.3K - $12.5K
|
3.53K
$285K
|
|
|
Nov 12, 2019
Q3 2019
|
M&T Bank Corp
|
SELL
|
- |
-252- 1.19% |
$12.4K - $12.6K
|
20.9K
$1.7M
|
|
|
Nov 08, 2019
Q3 2019
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-364- 0.55% |
$17.9K - $18.1K
|
65.5K
$5.3M
|
|
|
Nov 13, 2019
Q3 2019
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-447- 1.69% |
$22K - $22.3K
|
26K
$2.11M
|
|
|
Oct 09, 2019
Q3 2019
|
Arden Trust CO
|
SELL
|
- |
-450- 10.58% |
$22.1K - $22.4K
|
3.8K
$308K
|
|
|
Nov 04, 2019
Q3 2019
|
Bartlett & Co. LLC
|
SELL
|
- |
-466- 13.18% |
$22.9K - $23.2K
|
3.07K
$248K
|
|
|
Feb 13, 2024
Q3 2019
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-466- 13.18% |
$22.9K - $23.2K
|
3.07K
$248K
|
|
|
Oct 22, 2019
Q3 2019
|
Cwm, LLC
|
SELL
|
- |
-467Closed |
$23K - $23.3K
|
0
$0
|
|
|
Nov 05, 2019
Q3 2019
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-510- 5.35% |
$25.1K - $25.4K
|
9.03K
$731K
|
|
|
Oct 24, 2019
Q3 2019
|
Raymond James Trust N.A.
|
SELL
|
- |
-530- 20.11% |
$26.1K - $26.4K
|
2.11K
$170K
|
|
|
Oct 15, 2019
Q3 2019
|
Well Done, LLC
|
SELL
|
- |
-544- 8.26% |
$26.7K - $27.1K
|
6.04K
$489K
|
|
|
Oct 21, 2019
Q3 2019
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-575- 8.49% |
$28.3K - $28.7K
|
6.2K
$501K
|
|
|
Oct 29, 2019
Q3 2019
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-596- 0.71% |
$29.3K - $29.7K
|
83.1K
$6.72M
|
|
|
Nov 13, 2019
Q3 2019
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-640- 2.27% |
$31.5K - $31.9K
|
27.6K
$2.23M
|
|
|
Oct 17, 2019
Q3 2019
|
Optimum Investment Advisors
|
SELL
|
- |
-690- 8.52% |
$33.9K - $34.4K
|
7.4K
$599K
|
|
|
Nov 12, 2019
Q3 2019
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-829- 3.59% |
$40.8K - $41.3K
|
22.2K
$1.8M
|
|
|
Nov 14, 2019
Q3 2019
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-875- 15.54% |
$43K - $43.6K
|
4.76K
$385K
|
|
|
Nov 14, 2019
Q3 2019
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-945- 12.15% |
$46.5K - $47.1K
|
6.83K
$553K
|
|
|
Nov 14, 2019
Q3 2019
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-962- 21.11% |
$47.3K - $47.9K
|
3.6K
$291K
|
|
|
Nov 13, 2019
Q3 2019
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-1K- 29.41% |
$49.2K - $49.8K
|
2.4K
$194K
|