Purchases and Sales Made in Q3 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 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
Sep 07, 2021 Q3 2020
Geneos Wealth Management Inc.

BUY
 -
797
+ 17.59%
$36.8K - $40.7K
5.33K $431K
Oct 16, 2020 Q3 2020
Mission Wealth Management, LP

BUY
 -
740
+ 1.92%
$34.2K - $37.8K
39.4K $3.18M
Nov 13, 2020 Q3 2020
United Capital Financial Advisers, LLC

Newport Beach, CA
BUY
 -
726
+ 2.24%
$33.6K - $37.1K
33.2K $2.68M
Nov 16, 2020 Q3 2020
Voya Financial Advisors, Inc.

Windsor, CT
BUY
 -
572
+ 4.06%
$26.4K - $29.2K
14.6K $1.18M
Nov 13, 2020 Q3 2020
Linscomb & Williams, Inc.

Houston, TX
BUY
 -
554
+ 1.45%
$25.6K - $28.3K
38.7K $3.13M
Nov 12, 2020 Q3 2020
Vicus Capital

State College, PA
BUY
 -
492
+ 7.05%
$22.7K - $25.1K
7.47K $605K
Nov 04, 2020 Q3 2020
Prospera Financial Services Inc

BUY
 -
459
New
$21.2K - $23.4K
459 $37.1K
Nov 13, 2020 Q3 2020
High Tower Advisors, LLC

Chicago, IL
BUY
 -
444
+ 2.47%
$20.5K - $22.7K
18.4K $1.49M
Nov 04, 2020 Q3 2020
New Square Capital LLC

BUY
 -
314
New
$14.5K - $16K
314 $25.4K
Nov 30, 2020 Q3 2020
Platform Technology Partners

BUY
 -
280
+ 3.1%
$12.9K - $14.3K
9.32K $754K
Nov 17, 2020 Q3 2020
Fortis Group Advisors, LLC

Westwood, NJ
BUY
 -
250
New
$11.6K - $12.8K
250 $20.2K
Nov 13, 2020 Q3 2020
Equitable Holdings, Inc.

New York, NY
BUY
 -
235
+ 1.47%
$10.9K - $12K
16.2K $1.31M
Nov 16, 2020 Q3 2020
Circle Wealth Management, LLC

Summit, NJ
BUY
 -
234
+ 0.56%
$10.8K - $11.9K
42.1K $3.41M
Nov 02, 2020 Q3 2020
Meridian Financial Partners LLC

BUY
 -
221
+ 0.33%
$10.2K - $11.3K
66.4K $5.37M
Nov 16, 2020 Q3 2020
Advisory Services Network, LLC

BUY
 -
202
New
$9.34K - $10.3K
202 $16.3K
Oct 14, 2020 Q3 2020
Raymond James Trust N.A.

BUY
 -
176
+ 7.47%
$8.13K - $8.98K
2.53K $205K
Nov 13, 2020 Q3 2020
Zions Bancorporation, N.A.

BUY
 -
175
New
$8.09K - $8.93K
175 $14.2K
Nov 13, 2020 Q3 2020
Exencial Wealth Advisors, LLC

Oklahoma City, OK
BUY
 -
148
+ 4.41%
$6.84K - $7.55K
3.51K $284K
Nov 06, 2020 Q3 2020
M&T Bank Corp

BUY
 -
139
+ 0.62%
$6.42K - $7.09K
22.6K $1.83M
Oct 20, 2020 Q3 2020
Allen Capital Group, LLC

BUY
 -
115
+ 0.65%
$5.32K - $5.87K
17.8K $1.44M
Nov 13, 2020 Q3 2020
Northwestern Mutual Wealth Management CO

BUY
 -
89
+ 0.84%
$4.11K - $4.54K
10.7K $868K
Nov 13, 2020 Q3 2020
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
84
New
$3.88K - $4.29K
84 $6.8K
Nov 12, 2020 Q3 2020
Cerity Partners LLC

New York, NY
BUY
 -
83
+ 0.59%
$3.84K - $4.24K
14.3K $1.15M
Nov 02, 2020 Q3 2020
Kovack Advisors, Inc.

BUY
 -
74
+ 0.58%
$3.42K - $3.78K
12.8K $1.04M
Nov 16, 2020 Q3 2020
Evergreen Capital Management LLC

Bellevue, WA
BUY
 -
57
+ 0.64%
$2.63K - $2.91K
8.95K $724K
Aug 05, 2024 Q3 2020
Mason Investment Advisory Services, Inc.

Reston, VA
BUY
 -
39
+ 0.65%
$1.8K - $1.99K
6.03K $488K
Oct 13, 2020 Q3 2020
Kmg Fiduciary Partners, LLC

BUY
 -
32
+ 0.54%
$1.48K - $1.63K
5.96K $482K
Nov 12, 2020 Q3 2020
Brighton Jones LLC

BUY
 -
18
+ 0.59%
$832 - $919
3.08K $249K
Nov 13, 2020 Q3 2020
Shepherd Kaplan Krochuk, LLC

Boston, MA
BUY
 -
12
+ 0.27%
$555 - $612
4.43K $358K
Nov 10, 2020 Q3 2020
Arkadios Wealth Advisors

BUY
 -
9
+ 0.66%
$416 - $459
1.37K $111K
Nov 13, 2020 Q3 2020
Wealth Bridge Capital Management, LLC

Westerville, OH
BUY
 -
8
+ 0.08%
$370 - $408
10.1K $821K
Nov 13, 2020 Q3 2020
Rockefeller Capital Management L.P.

New York, NY
SELL
 -
-1
- 0.14%
$46.2 - $51
697 $56.4K
Oct 06, 2020 Q3 2020
Sowa Financial Group, Inc.

Lincoln, RI
SELL
 -
-20
Closed
$924 - $1.02K
0 $0
Nov 12, 2020 Q3 2020
Kelman Lazarov, Inc.

Memphis, TN
SELL
 -
-23
- 0.66%
$1.06K - $1.17K
3.46K $280K
Nov 12, 2020 Q3 2020
Vision Point Advisory Group, LLC

Dallas, TX
SELL
 -
-25
- 0.07%
$1.16K - $1.28K
34.2K $2.76M
Nov 13, 2020 Q3 2020
Valley National Advisers Inc

SELL
 -
-35
- 14.58%
$1.62K - $1.79K
205 $16.6K
Nov 13, 2020 Q3 2020
Staley Capital Advisers Inc

SELL
 -
-40
- 0.4%
$1.85K - $2.04K
9.84K $796K
Nov 12, 2020 Q3 2020
Psi Advisors, LLC

SELL
 -
-46
- 1.47%
$2.13K - $2.35K
3.09K $250K
Nov 10, 2020 Q3 2020
Tranquility Partners, LLC

SELL
 -
-51
- 0.74%
$2.36K - $2.6K
6.8K $550K
Oct 23, 2020 Q3 2020
Hudock, Inc.

SELL
 -
-59
- 9.04%
$2.73K - $3.01K
594 $48.1K
Nov 13, 2020 Q3 2020
Archer Investment Corp

SELL
 -
-68
Closed
$3.14K - $3.47K
0 $0
Nov 12, 2020 Q3 2020
Franklin Resources Inc

San Mateo, CA
SELL
 -
-75
- 8.17%
$3.47K - $3.83K
843 $68.2K
Nov 13, 2020 Q3 2020
Orion Portfolio Solutions, LLC

SELL
 -
-113
Closed
$5.22K - $5.77K
0 $0
Oct 20, 2020 Q3 2020
Wedbush Securities Inc

SELL
 -
-121
- 2.13%
$5.59K - $6.18K
5.55K $449K
Oct 02, 2020 Q3 2020
Advocacy Wealth Management Services, LLC

SELL
 -
-123
Closed
$5.69K - $6.28K
0 $0
Nov 16, 2020 Q3 2020
First Commonwealth Financial Corp

Indiana, PA
SELL
 -
-133
- 3.62%
$6.15K - $6.79K
3.55K $287K
Oct 19, 2020 Q3 2020
Well Done, LLC

SELL
 -
-146
- 2.31%
$6.75K - $7.45K
6.17K $500K
Nov 12, 2020 Q3 2020
Mark Sheptoff Financial Planning, LLC

Glastonbury, CT
SELL
 -
-150
Closed
$6.93K - $7.66K
0 $0
Oct 13, 2020 Q3 2020
Flagship Harbor Advisors, LLC

SELL
 -
-150
- 20.89%
$6.93K - $7.66K
568 $46K

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