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 |
---|---|---|---|---|---|---|---|
Jan 27, 2020
Q4 2019
|
Tsfg, LLC
|
BUY
|
- |
4+ 1.53% |
$192 - $212
|
265
$21.3K
|
|
Jan 29, 2020
Q4 2019
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
3+ 0.42% |
$144 - $159
|
712
$57.3K
|
|
Jan 29, 2020
Q4 2019
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2+ 0.87% |
$96 - $106
|
232
$18.7K
|
|
Feb 11, 2020
Q4 2019
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2+ 0.03% |
$96 - $106
|
6.83K
$550K
|
|
Feb 14, 2020
Q4 2019
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2+ 0.02% |
$96 - $106
|
10.2K
$822K
|
|
Feb 14, 2020
Q4 2019
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jan 29, 2020
Q4 2019
|
Well Done, LLC
|
SELL
|
- |
-15- 0.25% |
$720 - $796
|
6.03K
$485K
|
|
Jan 06, 2020
Q4 2019
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-18- 5.88% |
$864 - $955
|
288
$23.2K
|
|
Feb 04, 2020
Q4 2019
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-30Closed |
$1.44K - $1.59K
|
0
$0
|
|
Feb 05, 2020
Q4 2019
|
Spinnaker Trust
|
SELL
|
- |
-43- 1.06% |
$2.06K - $2.28K
|
4.02K
$324K
|
|
Feb 13, 2020
Q4 2019
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-53- 1.11% |
$2.54K - $2.81K
|
4.7K
$378K
|
|
Jan 06, 2020
Q4 2019
|
Sound Income Strategies, LLC
|
SELL
|
- |
-53Closed |
$2.54K - $2.81K
|
0
$0
|
|
Feb 12, 2020
Q4 2019
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-60- 0.59% |
$2.88K - $3.18K
|
10.1K
$813K
|
|
Feb 14, 2020
Q4 2019
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-79- 0.23% |
$3.79K - $4.19K
|
34.4K
$2.77M
|
|
Feb 05, 2020
Q4 2019
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-90- 1.44% |
$4.32K - $4.77K
|
6.18K
$497K
|
|
Feb 07, 2020
Q4 2019
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-100- 1.9% |
$4.8K - $5.31K
|
5.16K
$415K
|
|
Jan 08, 2020
Q4 2019
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-113Closed |
$5.42K - $5.99K
|
0
$0
|
|
Jan 29, 2020
Q4 2019
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-125- 2.83% |
$6K - $6.63K
|
4.29K
$345K
|
|
Jan 30, 2020
Q4 2019
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-126- 2.9% |
$6.05K - $6.68K
|
4.22K
$340K
|
|
Feb 04, 2020
Q4 2019
|
Staley Capital Advisers Inc
|
SELL
|
- |
-130- 0.82% |
$6.24K - $6.9K
|
15.7K
$1.26M
|
|
Feb 04, 2020
Q4 2019
|
Vicus Capital
State College, PA |
SELL
|
- |
-133- 2.3% |
$6.38K - $7.06K
|
5.65K
$454K
|
|
Jan 29, 2020
Q4 2019
|
Plimoth Trust CO LLC
|
SELL
|
- |
-134- 1.97% |
$6.43K - $7.11K
|
6.67K
$537K
|
|
Feb 10, 2020
Q4 2019
|
Peninsula Wealth, LLC
San Francisco, CA |
SELL
|
- |
-174- 5.18% |
$8.35K - $9.23K
|
3.19K
$256K
|
|
Jan 08, 2020
Q4 2019
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-185- 0.72% |
$8.88K - $9.81K
|
25.5K
$2.05M
|
|
Jan 14, 2020
Q4 2019
|
Raymond James Trust N.A.
|
SELL
|
- |
-187- 8.88% |
$8.97K - $9.92K
|
1.92K
$154K
|
|
Aug 13, 2024
Q4 2019
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-200- 16.67% |
$9.6K - $10.6K
|
1K
$80.5K
|
|
Jan 17, 2020
Q4 2019
|
Ifp Advisors, Inc
|
SELL
|
- |
-294- 22.48% |
$14.1K - $15.6K
|
1.01K
$81.6K
|
|
Feb 13, 2024
Q4 2019
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-330- 10.75% |
$15.8K - $17.5K
|
2.74K
$220K
|
|
Feb 03, 2020
Q4 2019
|
Tranquility Partners, LLC
|
SELL
|
- |
-442- 3.92% |
$21.2K - $23.4K
|
10.8K
$872K
|
|
Jan 27, 2020
Q4 2019
|
Cwm, LLC
|
SELL
|
- |
-448- 95.93% |
$21.5K - $23.8K
|
19
$1.53K
|
|
Jan 22, 2020
Q4 2019
|
Optimum Investment Advisors
|
SELL
|
- |
-448- 6.05% |
$21.5K - $23.8K
|
6.96K
$560K
|
|
Feb 07, 2020
Q4 2019
|
Brighton Jones LLC
|
SELL
|
- |
-484- 13.81% |
$23.2K - $25.7K
|
3.02K
$243K
|
|
Feb 14, 2020
Q4 2019
|
Brown Advisory Inc
|
SELL
|
- |
-694- 4.55% |
$33.3K - $36.8K
|
14.6K
$1.17M
|
|
Feb 07, 2020
Q4 2019
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-708- 20.23% |
$34K - $37.6K
|
2.79K
$225K
|
|
Feb 14, 2020
Q4 2019
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-1.03K- 8.86% |
$49.4K - $54.6K
|
10.6K
$853K
|
|
Feb 13, 2020
Q4 2019
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.21K- 7.0% |
$57.8K - $63.9K
|
16K
$1.29M
|
|
Jan 28, 2020
Q4 2019
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-1.23KClosed |
$59.1K - $65.4K
|
0
$0
|
|
Jan 22, 2020
Q4 2019
|
Allen Capital Group, LLC
|
SELL
|
- |
-1.39K- 9.72% |
$66.7K - $73.7K
|
12.9K
$1.04M
|
|
Jan 27, 2020
Q4 2019
|
Culbertson A N & CO Inc
|
SELL
|
- |
-1.9K- 11.13% |
$91.2K - $101K
|
15.2K
$1.22M
|
|
Feb 13, 2020
Q4 2019
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-2.41KClosed |
$115K - $128K
|
0
$0
|
|
Feb 07, 2020
Q4 2019
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-3.23K- 89.91% |
$155K - $172K
|
363
$29.2K
|
|
Feb 13, 2020
Q4 2019
|
Rmb Capital Management, LLC
|
SELL
|
- |
-3.24KClosed |
$156K - $172K
|
0
$0
|
|
Jan 17, 2020
Q4 2019
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-3.84KClosed |
$184K - $203K
|
0
$0
|
|
Feb 12, 2020
Q4 2019
|
Sarasin & Partners LLP
|
SELL
|
- |
-4.48K- 6.74% |
$215K - $238K
|
61.9K
$4.98M
|
|
Feb 13, 2020
Q4 2019
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-4.5K- 17.27% |
$216K - $239K
|
21.5K
$1.73M
|
|
Feb 12, 2020
Q4 2019
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-4.53K- 1.45% |
$217K - $240K
|
308K
$24.7M
|
|
Feb 06, 2020
Q4 2019
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-4.61K- 70.86% |
$221K - $245K
|
1.9K
$153K
|
|
Jan 21, 2020
Q4 2019
|
Cx Institutional
|
SELL
|
- |
-5.74K- 7.57% |
$275K - $305K
|
70.1K
$5.64M
|
|
Feb 14, 2020
Q4 2019
|
Provida Pension Fund Administrator
Santiago, F3 |
SELL
|
- |
-5.8KClosed |
$278K - $308K
|
0
$0
|
|
Feb 14, 2020
Q4 2019
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-7.68KClosed |
$368K - $407K
|
0
$0
|