Purchases and Sales Made in Q4 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 Q4 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 |
---|---|---|---|---|---|---|---|
Feb 10, 2020
Q4 2019
|
Red Cedar Investment Management, LLC
|
BUY
|
- |
1.69K+ 0.88% |
$81.1K - $89.7K
|
195K
$15.7M
|
|
Feb 27, 2020
Q4 2019
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
1.62KNew |
$77.5K - $85.7K
|
1.62K
$130K
|
|
Feb 07, 2020
Q4 2019
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.56KNew |
$75K - $83K
|
1.56K
$126K
|
|
Feb 11, 2020
Q4 2019
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
1.5K+ 5.18% |
$72K - $79.6K
|
30.5K
$2.45M
|
|
Feb 14, 2020
Q4 2019
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.35KNew |
$64.6K - $71.5K
|
1.35K
$108K
|
|
Jan 13, 2020
Q4 2019
|
Lake Street Financial LLC
|
BUY
|
- |
1.22K+ 2.7% |
$58.4K - $64.6K
|
46.3K
$3.72M
|
|
Jan 17, 2020
Q4 2019
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.19K+ 0.7% |
$57.1K - $63.1K
|
171K
$13.7M
|
|
Feb 13, 2020
Q4 2019
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.15K+ 4.13% |
$55.1K - $61K
|
29K
$2.33M
|
|
Feb 14, 2020
Q4 2019
|
D.A. Davidson & Co.
|
BUY
|
- |
1.08K+ 2.24% |
$52K - $57.5K
|
49.4K
$3.97M
|
|
Feb 10, 2020
Q4 2019
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
914+ 9.63% |
$43.9K - $48.5K
|
10.4K
$837K
|
|
Feb 13, 2020
Q4 2019
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
904+ 9.68% |
$43.4K - $48K
|
10.2K
$824K
|
|
Feb 13, 2020
Q4 2019
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
726+ 0.27% |
$34.8K - $38.5K
|
270K
$21.7M
|
|
Feb 14, 2020
Q4 2019
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
661+ 2.97% |
$31.7K - $35.1K
|
22.9K
$1.84M
|
|
Jan 21, 2020
Q4 2019
|
Janney Montgomery Scott LLC
|
BUY
|
- |
624+ 0.75% |
$29.9K - $33.1K
|
83.7K
$6.74M
|
|
Feb 14, 2020
Q4 2019
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
602+ 0.92% |
$28.9K - $31.9K
|
66.1K
$5.32M
|
|
Jan 17, 2020
Q4 2019
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
583+ 3.21% |
$28K - $30.9K
|
18.7K
$1.51M
|
|
Feb 14, 2020
Q4 2019
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
500New |
$24K - $26.5K
|
500
$40.2K
|
|
Feb 22, 2022
Q4 2019
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
489New |
$23.5K - $25.9K
|
489
$39.3K
|
|
Jan 24, 2020
Q4 2019
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
471+ 3.88% |
$22.6K - $25K
|
12.6K
$1.02M
|
|
Sep 14, 2021
Q4 2019
|
Cwm, LLC
|
BUY
|
- |
448+ 2357.89% |
$21.5K - $23.8K
|
467
$37.6K
|
|
Jan 29, 2020
Q4 2019
|
Kovack Advisors, Inc.
|
BUY
|
- |
430+ 1.96% |
$20.6K - $22.8K
|
22.4K
$1.8M
|
|
Jan 21, 2020
Q4 2019
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
390+ 0.34% |
$18.7K - $20.7K
|
116K
$9.31M
|
|
Feb 14, 2020
Q4 2019
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
380New |
$18.2K - $20.2K
|
380
$30.6K
|
|
Feb 06, 2020
Q4 2019
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
345+ 56.65% |
$16.6K - $18.3K
|
954
$76.8K
|
|
Feb 04, 2020
Q4 2019
|
Advisory Services Network, LLC
|
BUY
|
- |
308+ 560.0% |
$14.8K - $16.3K
|
363
$29.2K
|
|
Feb 10, 2020
Q4 2019
|
Private Advisor Group, LLC
|
BUY
|
- |
283+ 6.93% |
$13.6K - $15K
|
4.37K
$352K
|
|
Jan 31, 2020
Q4 2019
|
Valmark Advisers, Inc.
|
BUY
|
- |
275+ 10.36% |
$13.2K - $14.6K
|
2.93K
$236K
|
|
Jan 21, 2020
Q4 2019
|
Mission Wealth Management, LP
|
BUY
|
- |
262+ 0.87% |
$12.6K - $13.9K
|
30.3K
$2.44M
|
|
Feb 11, 2020
Q4 2019
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
186+ 9.01% |
$8.92K - $9.87K
|
2.25K
$181K
|
|
Feb 14, 2020
Q4 2019
|
Fifth Third Bancorp
|
BUY
|
- |
160+ 29.74% |
$7.68K - $8.49K
|
698
$56.2K
|
|
Feb 10, 2020
Q4 2019
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
150New |
$7.2K - $7.96K
|
150
$12.1K
|
|
Feb 05, 2020
Q4 2019
|
Bison Wealth, LLC
|
BUY
|
- |
147New |
$7.05K - $7.8K
|
147
$11.8K
|
|
Feb 27, 2020
Q4 2019
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
143New |
$6.86K - $7.59K
|
143
$11.5K
|
|
Feb 14, 2020
Q4 2019
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
113New |
$5.42K - $5.99K
|
113
$9.09K
|
|
Feb 10, 2020
Q4 2019
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
100+ 0.21% |
$4.8K - $5.31K
|
47.8K
$3.84M
|
|
Jan 07, 2020
Q4 2019
|
First Horizon Advisors, Inc.
|
BUY
|
- |
90+ 26.87% |
$4.32K - $4.77K
|
425
$34.2K
|
|
Feb 14, 2020
Q4 2019
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
86New |
$4.13K - $4.56K
|
86
$6.92K
|
|
Aug 02, 2024
Q4 2019
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
53+ 0.71% |
$2.54K - $2.81K
|
7.5K
$603K
|
|
Jan 07, 2020
Q4 2019
|
Sound Income Strategies, LLC
|
BUY
|
- |
53New |
$2.54K - $2.81K
|
53
$4.26K
|
|
Feb 10, 2020
Q4 2019
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
51New |
$2.45K - $2.71K
|
51
$4.1K
|
|
Feb 10, 2020
Q4 2019
|
Jnba Financial Advisors
|
BUY
|
- |
51+ 6.98% |
$2.45K - $2.71K
|
782
$62.9K
|
|
Feb 06, 2020
Q4 2019
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
45+ 42.86% |
$2.16K - $2.39K
|
150
$12.1K
|
|
Feb 12, 2020
Q4 2019
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
32New |
$1.54K - $1.7K
|
32
$2.57K
|
|
Feb 13, 2020
Q4 2019
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
29+ 0.07% |
$1.39K - $1.54K
|
38.9K
$3.13M
|
|
Feb 27, 2020
Q4 2019
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
21New |
$1.01K - $1.11K
|
21
$1.69K
|
|
Jan 29, 2020
Q4 2019
|
S.A. Mason LLC
|
BUY
|
- |
20New |
$960 - $1.06K
|
20
$1.61K
|
|
Mar 19, 2020
Q4 2019
|
Sowa Financial Group, Inc.
Lincoln, RI |
BUY
|
- |
20New |
$960 - $1.06K
|
20
$1.61K
|
|
Jan 16, 2020
Q4 2019
|
Wedbush Securities Inc
|
BUY
|
- |
10+ 0.16% |
$480 - $531
|
6.4K
$515K
|
|
Feb 04, 2020
Q4 2019
|
Caprock Group, Inc.
|
BUY
|
- |
9+ 0.17% |
$432 - $477
|
5.27K
$424K
|
|
Sep 07, 2021
Q4 2019
|
Geneos Wealth Management Inc.
|
BUY
|
- |
5+ 0.14% |
$240 - $265
|
3.68K
$296K
|