Purchases and Sales Made in Q4 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 Q4 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
Feb 09, 2021 Q4 2020
Bank Of New York Mellon Corp

New York, NY
BUY
 -
177K
+ 332.94%
$8.26M - $9.5M
230K $18.5M
Feb 12, 2021 Q4 2020
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
108K
+ 28.89%
$5.04M - $5.79M
481K $38.7M
Feb 10, 2021 Q4 2020
Shore Haven Wealth Partners, LLC

BUY
 -
91.4K
New
$4.27M - $4.91M
91.4K $7.35M
Feb 05, 2021 Q4 2020
1900 Wealth Management LLC

BUY
 -
90.1K
New
$4.21M - $4.84M
90.1K $7.25M
Feb 03, 2021 Q4 2020
Advisors Preferred, LLC

Rockville, MD
BUY
 -
80.6K
New
$3.77M - $4.33M
80.6K $6.48M
Feb 12, 2021 Q4 2020
Lpl Financial LLC

Fort Mill, SC
BUY
 -
76.1K
+ 13.23%
$3.56M - $4.09M
651K $52.4M
Jan 20, 2021 Q4 2020
Kestra Advisory Services, LLC

BUY
 -
62.4K
+ 190.77%
$2.92M - $3.35M
95.1K $7.65M
Feb 01, 2021 Q4 2020
Ae Wealth Management LLC

BUY
 -
55.4K
New
$2.59M - $2.98M
55.4K $4.46M
Feb 09, 2021 Q4 2020
Sawtooth Solutions, LLC

BUY
 -
50.5K
New
$2.36M - $2.71M
50.5K $4.06M
Feb 05, 2021 Q4 2020
Koshinski Asset Management, Inc.

BUY
 -
32.4K
New
$1.51M - $1.74M
32.4K $2.6M
Mar 30, 2021 Q4 2020
Koshinski Asset Management, Inc.

BUY
 -
27.9K
+ 86.15%
$1.3M - $1.5M
60.3K $4.85M
Feb 02, 2021 Q4 2020
Berger Financial Group, Inc

Plymouth, MN
BUY
 -
26.3K
New
$1.23M - $1.42M
26.3K $2.12M
Feb 02, 2021 Q4 2020
Envestnet Asset Management Inc

BUY
 -
25.7K
+ 11.34%
$1.2M - $1.38M
252K $20.3M
Feb 12, 2021 Q4 2020
Insight Advisors, LLC

Newtown, PA
BUY
 -
23.9K
New
$1.12M - $1.29M
23.9K $1.92M
Jan 19, 2021 Q4 2020
Procyon Advisors, LLC

BUY
 -
17.9K
New
$839K - $964K
17.9K $1.44M
Feb 11, 2021 Q4 2020
Commonwealth Equity Services, LLC

BUY
 -
10.6K
+ 3.71%
$494K - $567K
295K $23.7M
Feb 11, 2021 Q4 2020
Iag Wealth Partners, LLC

BUY
 -
9.22K
+ 8.0%
$431K - $495K
124K $10M
Feb 10, 2021 Q4 2020
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
8.99K
+ 14.25%
$421K - $483K
72.1K $5.8M
Feb 09, 2021 Q4 2020
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
8.89K
+ 74.45%
$416K - $478K
20.8K $1.68M
Feb 11, 2021 Q4 2020
Baird Financial Group, Inc.

Milwaukee, WI
BUY
 -
7.4K
+ 9.41%
$346K - $398K
86.1K $6.93M
Jan 29, 2021 Q4 2020
Great Valley Advisor Group, Inc.

BUY
 -
7.13K
+ 37.46%
$334K - $383K
26.2K $2.11M
Feb 12, 2021 Q4 2020
Advisory Research Inc

Chicago, IL
BUY
 -
6.69K
+ 97.95%
$313K - $360K
13.5K $1.09M
Feb 12, 2021 Q4 2020
Cibc Private Wealth Group, LLC

BUY
 -
5.46K
New
$255K - $294K
5.46K $439K
Feb 12, 2021 Q4 2020
Stifel Financial Corp

St. Louis, MO
BUY
 -
5.36K
+ 30.7%
$251K - $288K
22.8K $1.84M
Feb 01, 2021 Q4 2020
Vicus Capital

State College, PA
BUY
 -
5.21K
+ 69.74%
$244K - $280K
12.7K $1.02M
Jan 25, 2021 Q4 2020
Bristlecone Advisors, LLC

BUY
 -
4.66K
+ 6.72%
$218K - $251K
74K $5.96M
Mar 25, 2021 Q4 2020
Rollins Financial

BUY
 -
4.58K
New
$214K - $246K
4.58K $369K
Feb 16, 2021 Q4 2020
Thrivent Financial For Lutherans

Minneapolis, MN
BUY
 -
4.23K
+ 24.36%
$198K - $227K
21.6K $1.74M
Feb 16, 2021 Q4 2020
Captrust Financial Advisors

Raleigh, NC
BUY
 -
4.14K
+ 56.62%
$193K - $222K
11.4K $921K
Feb 10, 2021 Q4 2020
Jim Simons Renaissance Technologies LLC | New York, Ny
BUY
 -
3.8K
New
$178K - $204K
3.8K $306K
Feb 11, 2021 Q4 2020
Northern Capital Management, Inc.

BUY
 -
3.69K
New
$173K - $198K
3.69K $297K
Jan 29, 2021 Q4 2020
Stratos Wealth Advisors, LLC

BUY
 -
3.59K
+ 11.26%
$168K - $193K
35.4K $2.85M
Feb 05, 2021 Q4 2020
Tompkins Financial Corp

BUY
 -
3.29K
New
$154K - $177K
3.29K $265K
Apr 01, 2021 Q4 2020
Private Advisor Group, LLC

BUY
 -
3.14K
+ 22.0%
$147K - $169K
17.4K $1.4M
Jan 27, 2021 Q4 2020
Mtm Investment Management, LLC

Spartanburg, SC
BUY
 -
2.95K
New
$138K - $159K
2.95K $237K
Mar 05, 2021 Q4 2020
Voya Financial Advisors, Inc.

Windsor, CT
BUY
 -
2.89K
+ 19.7%
$135K - $155K
17.5K $1.41M
Feb 16, 2021 Q4 2020
Tiemann Investment Advisors, LLC

Menlo Park, CA
BUY
 -
2.85K
New
$133K - $153K
2.85K $230K
Feb 03, 2021 Q4 2020
Parthenon LLC

BUY
 -
2.37K
New
$111K - $127K
2.37K $190K
Feb 03, 2021 Q4 2020
Intrua Financial, LLC

Houston, TX
BUY
 -
2.33K
New
$109K - $125K
2.33K $187K
Jan 22, 2021 Q4 2020
Mgo One Seven LLC

Beachwood, OH
BUY
 -
2.27K
New
$106K - $122K
2.27K $182K
Feb 04, 2021 Q4 2020
Cambridge Investment Research Advisors, Inc.

BUY
 -
2.26K
+ 1.22%
$106K - $121K
188K $15.1M
May 19, 2021 Q4 2020
Geneos Wealth Management Inc.

BUY
 -
2.25K
+ 42.29%
$105K - $121K
7.58K $610K
Feb 26, 2021 Q4 2020
Bickling Financial Services, Inc.

Lexington, MA
BUY
 -
2.22K
New
$104K - $119K
2.22K $178K
Feb 11, 2021 Q4 2020
Full Sail Capital, LLC

Oklahoma City, OK
BUY
 -
2K
New
$93.3K - $107K
2K $161K
Feb 03, 2021 Q4 2020
Baker Tilly Wealth Management, LLC

BUY
 -
1.99K
New
$93K - $107K
1.99K $160K
Feb 16, 2021 Q4 2020
Capital Bank & Trust CO

Irvine, CA
BUY
 -
1.98K
New
$92.7K - $106K
1.98K $159K
Feb 08, 2021 Q4 2020
Ifg Advisory, LLC

BUY
 -
1.95K
+ 42.24%
$91.4K - $105K
6.58K $529K
Jan 12, 2021 Q4 2020
Burns J W & CO Inc

BUY
 -
1.88K
New
$87.7K - $101K
1.88K $151K
Feb 11, 2021 Q4 2020
Ubs Group Ag

BUY
 -
1.87K
+ 0.42%
$87.6K - $101K
448K $36.1M

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