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 06, 2020
Q3 2020
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-156- 1.07% |
$7.21K - $7.96K
|
14.5K
$1.17M
|
|
|
Oct 23, 2020
Q3 2020
|
Patriot Investment Management Inc.
|
SELL
|
- |
-156Closed |
$7.21K - $7.96K
|
0
$0
|
|
|
Oct 06, 2020
Q3 2020
|
Optimum Investment Advisors
|
SELL
|
- |
-164- 4.68% |
$7.58K - $8.37K
|
3.34K
$271K
|
|
|
Nov 13, 2020
Q3 2020
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-183- 22.99% |
$8.46K - $9.34K
|
613
$49.6K
|
|
|
Nov 12, 2020
Q3 2020
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-209- 2.97% |
$9.66K - $10.7K
|
6.83K
$553K
|
|
|
Oct 16, 2020
Q3 2020
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-215- 0.28% |
$9.94K - $11K
|
76.8K
$6.21M
|
|
|
Nov 16, 2020
Q3 2020
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-222- 4.89% |
$10.3K - $11.3K
|
4.31K
$349K
|
|
|
Oct 30, 2020
Q3 2020
|
Culbertson A N & CO Inc
|
SELL
|
- |
-235- 1.58% |
$10.9K - $12K
|
14.7K
$1.19M
|
|
|
Oct 27, 2020
Q3 2020
|
Marquette Asset Management, LLC
|
SELL
|
- |
-235Closed |
$10.9K - $12K
|
0
$0
|
|
|
Nov 18, 2020
Q3 2020
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-250Closed |
$11.6K - $12.8K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-256- 5.74% |
$11.8K - $13.1K
|
4.2K
$340K
|
|
|
Oct 13, 2020
Q3 2020
|
Pfg Advisors
|
SELL
|
- |
-258- 9.79% |
$11.9K - $13.2K
|
2.38K
$192K
|
|
|
Nov 16, 2020
Q3 2020
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-278Closed |
$12.8K - $14.2K
|
0
$0
|
|
|
Oct 20, 2020
Q3 2020
|
Bartlett & Co. LLC
|
SELL
|
- |
-287- 20.69% |
$13.3K - $14.6K
|
1.1K
$89K
|
|
|
Feb 13, 2024
Q3 2020
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-287- 20.69% |
$13.3K - $14.6K
|
1.1K
$89K
|
|
|
Nov 12, 2020
Q3 2020
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-299- 8.06% |
$13.8K - $15.3K
|
3.41K
$276K
|
|
|
Nov 12, 2020
Q3 2020
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-425- 3.91% |
$19.6K - $21.7K
|
10.4K
$845K
|
|
|
Nov 13, 2020
Q3 2020
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-500Closed |
$23.1K - $25.5K
|
0
$0
|
|
|
Nov 09, 2020
Q3 2020
|
Fifth Third Bancorp
|
SELL
|
- |
-500- 92.94% |
$23.1K - $25.5K
|
38
$3.07K
|
|
|
Nov 09, 2020
Q3 2020
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-552Closed |
$25.5K - $28.2K
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Financial Counselors Inc
|
SELL
|
- |
-916- 23.17% |
$42.3K - $46.8K
|
3.04K
$246K
|
|
|
Oct 27, 2020
Q3 2020
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-923- 18.28% |
$42.7K - $47.1K
|
4.13K
$334K
|
|
|
Dec 10, 2020
Q3 2020
|
Nvwm, LLC
|
SELL
|
- |
-1K- 72.1% |
$46.2K - $51K
|
387
$31.3K
|
|
|
Nov 16, 2020
Q3 2020
|
Brown Advisory Inc
|
SELL
|
- |
-1.09K- 9.72% |
$50.4K - $55.7K
|
10.1K
$820K
|
|
|
Nov 10, 2020
Q3 2020
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.12K- 16.54% |
$51.5K - $56.9K
|
5.63K
$455K
|
|
|
Oct 28, 2020
Q3 2020
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-1.13K- 8.88% |
$52K - $57.5K
|
11.6K
$935K
|
|
|
Nov 16, 2020
Q3 2020
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.39K- 2.31% |
$64.1K - $70.7K
|
58.7K
$4.75M
|
|
|
Nov 13, 2020
Q3 2020
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-1.56K- 5.56% |
$72.2K - $79.7K
|
26.5K
$2.15M
|
|
|
Nov 04, 2020
Q3 2020
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.58K- 7.14% |
$73.2K - $80.8K
|
20.6K
$1.67M
|
|
|
Nov 13, 2020
Q3 2020
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-1.89K- 18.79% |
$87.4K - $96.6K
|
8.18K
$662K
|
|
|
Nov 13, 2020
Q3 2020
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.93K- 34.37% |
$89.3K - $98.6K
|
3.69K
$299K
|
|
|
Oct 19, 2020
Q3 2020
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-2.23KClosed |
$103K - $114K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-2.5K- 4.15% |
$116K - $128K
|
57.7K
$4.67M
|
|
|
Oct 30, 2020
Q3 2020
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-2.59KClosed |
$120K - $132K
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-3.02KClosed |
$140K - $154K
|
0
$0
|
|
|
Oct 30, 2020
Q3 2020
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-3.05K- 2.75% |
$141K - $156K
|
108K
$8.72M
|
|
|
Nov 17, 2020
Q3 2020
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-4.1K- 35.95% |
$190K - $209K
|
7.31K
$591K
|
|
|
Nov 10, 2020
Q3 2020
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-4.45K- 3.86% |
$206K - $227K
|
111K
$8.97M
|
|
|
Nov 13, 2020
Q3 2020
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-5.77K- 12.14% |
$267K - $295K
|
41.7K
$3.38M
|
|
|
Nov 13, 2020
Q3 2020
|
Provida Pension Fund Administrator
Santiago, F3 |
SELL
|
- |
-5.8KClosed |
$268K - $296K
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Exodus Point Capital Management, LP
New York, NY |
SELL
|
- |
-5.9KClosed |
$273K - $301K
|
0
$0
|
|
|
Mar 22, 2023
Q3 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-6.04K- 44.26% |
$279K - $308K
|
7.61K
$616K
|
|
|
Oct 19, 2020
Q3 2020
|
Moller Financial Services
|
SELL
|
- |
-7.34K- 11.76% |
$339K - $375K
|
55.1K
$4.46M
|
|
|
Nov 16, 2020
Q3 2020
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-7.81K- 1.71% |
$361K - $398K
|
449K
$36.3M
|
|
|
Nov 06, 2020
Q3 2020
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-8.09K- 51.46% |
$374K - $413K
|
7.63K
$618K
|
|
|
Nov 13, 2020
Q3 2020
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-8.87K- 22.46% |
$410K - $453K
|
30.6K
$2.48M
|
|
|
Nov 09, 2020
Q3 2020
|
Sarasin & Partners LLP
|
SELL
|
- |
-8.98K- 16.37% |
$415K - $458K
|
45.9K
$3.71M
|
|
|
Nov 12, 2020
Q3 2020
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-11.8K- 15.75% |
$545K - $602K
|
63.1K
$5.11M
|
|
|
Oct 29, 2020
Q3 2020
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-12.1K- 3.36% |
$560K - $618K
|
349K
$28.2M
|
|
|
Nov 16, 2020
Q3 2020
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-13.4K- 71.83% |
$620K - $685K
|
5.26K
$426K
|