Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 09, 2020
Q3 2020
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
190K+ 49.43% |
$8.79M - $9.71M
|
575K
$46.5M
|
|
|
Nov 04, 2020
Q3 2020
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
75.9K+ 17.43% |
$3.51M - $3.87M
|
511K
$41.4M
|
|
|
Nov 12, 2020
Q3 2020
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
50.6K+ 2047.55% |
$2.34M - $2.58M
|
53.1K
$4.29M
|
|
|
Oct 14, 2020
Q3 2020
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
35.5K+ 61.44% |
$1.64M - $1.81M
|
93.3K
$7.55M
|
|
|
Nov 12, 2020
Q3 2020
|
Kestra Advisory Services, LLC
|
BUY
|
- |
32.7KNew |
$1.51M - $1.67M
|
32.7K
$2.65M
|
|
|
Nov 12, 2020
Q3 2020
|
Ubs Group Ag
|
BUY
|
- |
30.6K+ 7.35% |
$1.41M - $1.56M
|
446K
$36.1M
|
|
|
Oct 09, 2020
Q3 2020
|
Envestnet Asset Management Inc
|
BUY
|
- |
29.1K+ 14.74% |
$1.34M - $1.48M
|
226K
$18.3M
|
|
|
Nov 16, 2020
Q3 2020
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
28.7K+ 8.33% |
$1.33M - $1.46M
|
373K
$30.2M
|
|
|
Nov 17, 2020
Q3 2020
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
28.2KNew |
$1.3M - $1.44M
|
28.2K
$2.28M
|
|
|
Nov 04, 2020
Q3 2020
|
Comerica Securities,Inc.
|
BUY
|
- |
27.1KNew |
$1.25M - $1.38M
|
27.1K
$2.19M
|
|
|
Nov 10, 2020
Q3 2020
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
17.4KNew |
$803K - $886K
|
17.4K
$1.41M
|
|
|
Oct 23, 2020
Q3 2020
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
16.7KNew |
$771K - $851K
|
16.7K
$1.35M
|
|
|
Feb 11, 2021
Q3 2020
|
Iag Wealth Partners, LLC
|
BUY
|
- |
15.2K+ 15.26% |
$705K - $778K
|
115K
$9.32M
|
|
|
Oct 21, 2020
Q3 2020
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
15.2K+ 401.66% |
$705K - $778K
|
19K
$1.54M
|
|
|
Nov 05, 2020
Q3 2020
|
Creative Planning
Overland Park, KS |
BUY
|
- |
13.4K+ 2.51% |
$620K - $684K
|
547K
$44.2M
|
|
|
Nov 13, 2020
Q3 2020
|
Assetmark, Inc
|
BUY
|
- |
11K+ 20.71% |
$508K - $561K
|
64K
$5.18M
|
|
|
Nov 16, 2020
Q3 2020
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
10.1K+ 6.65% |
$468K - $517K
|
162K
$13.1M
|
|
|
Sep 07, 2021
Q3 2020
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
9.44KNew |
$436K - $482K
|
9.44K
$764K
|
|
|
Nov 05, 2020
Q3 2020
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
8.68K+ 4.93% |
$401K - $443K
|
185K
$15M
|
|
|
Oct 20, 2020
Q3 2020
|
Bristlecone Advisors, LLC
|
BUY
|
- |
7.6K+ 12.3% |
$351K - $388K
|
69.4K
$5.61M
|
|
|
Nov 02, 2020
Q3 2020
|
Private Advisor Group, LLC
|
BUY
|
- |
5.36K+ 60.2% |
$248K - $274K
|
14.3K
$1.16M
|
|
|
Nov 12, 2020
Q3 2020
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
5.33K+ 7.27% |
$246K - $272K
|
78.7K
$6.37M
|
|
|
Nov 04, 2020
Q3 2020
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
5.19K+ 79.28% |
$240K - $265K
|
11.7K
$950K
|
|
|
Nov 03, 2020
Q3 2020
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
5.18K+ 76.59% |
$239K - $264K
|
11.9K
$966K
|
|
|
Oct 26, 2020
Q3 2020
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
3.38K+ 12.31% |
$156K - $173K
|
30.9K
$2.5M
|
|
|
Nov 05, 2020
Q3 2020
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3.18K+ 6.34% |
$147K - $163K
|
53.4K
$4.32M
|
|
|
Nov 12, 2020
Q3 2020
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
3.15K+ 1.23% |
$145K - $161K
|
260K
$21M
|
|
|
Nov 05, 2020
Q3 2020
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.07K+ 1.09% |
$142K - $156K
|
284K
$23M
|
|
|
Nov 13, 2020
Q3 2020
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.94K+ 79.62% |
$136K - $150K
|
6.63K
$536K
|
|
|
Nov 02, 2020
Q3 2020
|
D.A. Davidson & Co.
|
BUY
|
- |
2.82K+ 5.43% |
$130K - $144K
|
54.8K
$4.43M
|
|
|
Oct 08, 2020
Q3 2020
|
Central Bank & Trust CO
|
BUY
|
- |
2.53KNew |
$117K - $129K
|
2.53K
$204K
|
|
|
Nov 05, 2020
Q3 2020
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
2.42K+ 3.41% |
$112K - $124K
|
73.4K
$5.94M
|
|
|
Aug 05, 2021
Q3 2020
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
2.32KNew |
$107K - $118K
|
2.32K
$188K
|
|
|
Nov 06, 2020
Q3 2020
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
2.3KNew |
$106K - $117K
|
2.3K
$186K
|
|
|
Nov 02, 2020
Q3 2020
|
Key F Inancial Inc
|
BUY
|
- |
2.29K+ 10.34% |
$106K - $117K
|
24.5K
$1.98M
|
|
|
Nov 03, 2020
Q3 2020
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
2.09KNew |
$96.5K - $107K
|
2.09K
$169K
|
|
|
Oct 30, 2020
Q3 2020
|
Camden Capital, LLC
|
BUY
|
- |
2.06KNew |
$95.1K - $105K
|
2.06K
$167K
|
|
|
Nov 09, 2020
Q3 2020
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
1.98K+ 1319.33% |
$91.5K - $101K
|
2.13K
$172K
|
|
|
Nov 13, 2020
Q3 2020
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.93K+ 26.0% |
$89K - $98.3K
|
9.34K
$755K
|
|
|
Nov 13, 2020
Q3 2020
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1.84KNew |
$84.9K - $93.7K
|
1.84K
$149K
|
|
|
Oct 30, 2020
Q3 2020
|
Private Ocean, LLC
|
BUY
|
- |
1.71KNew |
$79K - $87.3K
|
1.71K
$138K
|
|
|
Oct 27, 2020
Q3 2020
|
Parallel Advisors, LLC
|
BUY
|
- |
1.65K+ 20.78% |
$76K - $84K
|
9.56K
$774K
|
|
|
Oct 20, 2020
Q3 2020
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
1.61K+ 2.43% |
$74.4K - $82.2K
|
67.9K
$5.5M
|
|
|
Oct 09, 2020
Q3 2020
|
Lake Street Financial LLC
|
BUY
|
- |
1.57K+ 2.97% |
$72.7K - $80.2K
|
54.5K
$4.41M
|
|
|
Oct 29, 2020
Q3 2020
|
Keybank National Association
|
BUY
|
- |
1.52K+ 11.99% |
$70.1K - $77.4K
|
14.2K
$1.15M
|
|
|
Oct 29, 2020
Q3 2020
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.46K+ 4.8% |
$67.5K - $74.5K
|
31.9K
$2.58M
|
|
|
Nov 16, 2020
Q3 2020
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.19K+ 7.29% |
$54.9K - $60.6K
|
17.5K
$1.41M
|
|
|
Nov 02, 2020
Q3 2020
|
Ifg Advisory, LLC
|
BUY
|
- |
1.11K+ 31.38% |
$51.1K - $56.4K
|
4.63K
$374K
|
|
|
Nov 12, 2020
Q3 2020
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
990New |
$45.8K - $50.5K
|
990
$80.1K
|
|
|
Nov 13, 2020
Q3 2020
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
952+ 28.92% |
$44K - $48.6K
|
4.24K
$343K
|