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 01, 2021 Q4 2020
Ausdal Financial Partners, Inc.

Davenport, IA
BUY
 -
1.84K
+ 15.68%
$86.1K - $98.9K
13.6K $1.09M
Feb 12, 2021 Q4 2020
Tobias Financial Advisors, Inc.

Plantation, FL
BUY
 -
1.57K
+ 2.14%
$73.4K - $84.3K
75K $6.03M
Feb 02, 2021 Q4 2020
Simplex Trading, LLC

BUY
 -
1.23K
New
$57.7K - $66.3K
1.23K $99.2K
Jan 29, 2021 Q4 2020
Key F Inancial Inc

BUY
 -
1.19K
+ 4.87%
$55.7K - $64K
25.7K $2.06M
Feb 05, 2021 Q4 2020
Phoenix Wealth Advisors

BUY
 -
1.1K
New
$51.5K - $59.1K
1.1K $88.5K
Jan 21, 2021 Q4 2020
Meridian Financial Partners LLC

BUY
 -
1.06K
+ 1.59%
$49.4K - $56.8K
67.5K $5.43M
Jan 13, 2021 Q4 2020
Global Retirement Partners, LLC

BUY
 -
950
+ 283.58%
$44.4K - $51.1K
1.29K $103K
Jan 28, 2021 Q4 2020
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
918
New
$42.9K - $49.3K
918 $73.9K
Feb 09, 2021 Q4 2020
Equitable Holdings, Inc.

New York, NY
BUY
 -
813
+ 5.01%
$38K - $43.7K
17K $1.37M
May 17, 2021 Q4 2020
Money Concepts Capital Corp

BUY
 -
798
New
$37.3K - $42.9K
798 $64.2K
Feb 16, 2021 Q4 2020
Ten Capital Wealth Advisors, LLC

Spokane, WA
BUY
 -
520
New
$24.3K - $28K
520 $41.8K
Feb 12, 2021 Q4 2020
J.W. Cole Advisors, Inc.

BUY
 -
471
+ 0.88%
$22K - $25.3K
53.9K $4.33M
Feb 12, 2021 Q4 2020
Charter Oak Capital Management, LLC

BUY
 -
469
New
$21.9K - $25.2K
469 $37.7K
Feb 02, 2021 Q4 2020
Parallel Advisors, LLC

BUY
 -
458
+ 4.79%
$21.4K - $24.6K
10K $806K
Feb 12, 2021 Q4 2020
Lebenthal Global Advisors, LLC

BUY
 -
371
New
$17.4K - $19.9K
371 $29.9K
Jan 19, 2021 Q4 2020
Allen Capital Group, LLC

BUY
 -
330
+ 1.85%
$15.4K - $17.7K
18.2K $1.46M
Feb 12, 2021 Q4 2020
Perennial Advisors, LLC

New York, NY
BUY
 -
303
New
$14.2K - $16.3K
303 $24.4K
Jan 13, 2021 Q4 2020
Kmg Fiduciary Partners, LLC

BUY
 -
303
+ 5.09%
$14.2K - $16.3K
6.26K $504K
Feb 17, 2021 Q4 2020
Cetera Advisors LLC

Denver, CO
BUY
 -
302
+ 1.14%
$14.1K - $16.2K
26.8K $2.16M
Feb 18, 2021 Q4 2020
Safeguard Investment Advisory Group, LLC

BUY
 -
265
New
$12.4K - $14.2K
265 $21.3K
Feb 11, 2021 Q4 2020
Cresset Asset Management, LLC

Chicago, IL
BUY
 -
243
+ 0.79%
$11.4K - $13.1K
30.9K $2.48M
Feb 12, 2021 Q4 2020
Gm Advisory Group, Inc.

Melville, NY
BUY
 -
200
+ 1.92%
$9.36K - $10.8K
10.6K $856K
Jan 11, 2021 Q4 2020
Huntington National Bank

Columbus, OH
BUY
 -
159
+ 15900.0%
$7.44K - $8.55K
160 $12.9K
Feb 09, 2021 Q4 2020
Comerica Securities,Inc.

BUY
 -
156
+ 0.58%
$7.3K - $8.39K
27.3K $2.19M
Feb 12, 2021 Q4 2020
M&T Bank Corp

BUY
 -
136
+ 0.6%
$6.36K - $7.31K
22.7K $1.83M
Feb 23, 2021 Q4 2020
Orion Capital Management LLC

BUY
 -
130
New
$6.08K - $6.99K
130 $10.5K
Feb 16, 2021 Q4 2020
Buckingham Strategic Wealth, LLC

Clayton, MO
BUY
 -
125
+ 3.67%
$5.85K - $6.72K
3.54K $284K
Feb 16, 2021 Q4 2020
Strategic Family Wealth Counselors, L.L.C.

Fairfield, NJ
BUY
 -
114
+ 0.37%
$5.33K - $6.13K
31K $2.49M
Feb 11, 2021 Q4 2020
Cerity Partners LLC

New York, NY
BUY
 -
106
+ 0.74%
$4.96K - $5.7K
14.4K $1.16M
Feb 12, 2021 Q4 2020
Regent Peak Wealth Advisors LLC

Atlanta, GA
BUY
 -
96
New
$4.49K - $5.16K
96 $7.72K
Feb 12, 2021 Q4 2020
Brown Advisory Inc

BUY
 -
77
+ 0.76%
$3.6K - $4.14K
10.2K $822K
Feb 16, 2021 Q4 2020
Evergreen Capital Management LLC

Bellevue, WA
BUY
 -
72
+ 0.8%
$3.37K - $3.87K
9.02K $726K
Feb 02, 2021 Q4 2020
Well Done, LLC

BUY
 -
58
+ 0.94%
$2.71K - $3.12K
6.23K $501K
Aug 05, 2024 Q4 2020
Mason Investment Advisory Services, Inc.

Reston, VA
BUY
 -
49
+ 0.81%
$2.29K - $2.63K
6.08K $489K
Feb 11, 2021 Q4 2020
Oppenheimer & CO Inc

New York, NY
BUY
 -
42
+ 0.99%
$1.96K - $2.26K
4.29K $345K
Feb 12, 2021 Q4 2020
Vestor Capital, LLC

Chicago, IL
BUY
 -
32
+ 0.39%
$1.5K - $1.72K
8.21K $661K
Feb 12, 2021 Q4 2020
Shepherd Kaplan Krochuk, LLC

Boston, MA
BUY
 -
14
+ 0.32%
$655 - $753
4.44K $357K
Feb 16, 2021 Q4 2020
Financial Gravity Asset Management, Inc.

BUY
 -
12
New
$561 - $645
12 $966
Feb 12, 2021 Q4 2020
Wealth Bridge Capital Management, LLC

Westerville, OH
BUY
 -
10
+ 0.1%
$468 - $538
10.2K $817K
Feb 09, 2021 Q4 2020
Arkadios Wealth Advisors

BUY
 -
6
+ 0.44%
$281 - $323
1.38K $111K
Feb 12, 2021 Q4 2020
Mml Investors Services, LLC

Springfield, MA
BUY
 -
6
+ 0.06%
$281 - $323
9.34K $752K
Jan 26, 2021 Q4 2020
Nadler Financial Group, Inc.

BUY
 -
5
+ 0.02%
$234 - $269
25.5K $2.05M
Feb 04, 2021 Q4 2020
Lloyd Advisory Services, Llc.

Suwanee, GA
BUY
 -
4
New
$187 - $215
4 $322
Feb 16, 2021 Q4 2020
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
BUY
 -
2
+ 0.33%
$93.6 - $108
615 $49.5K
Feb 09, 2021 Q4 2020
Advisory Services Network, LLC

BUY
 -
2
+ 0.99%
$93.6 - $108
204 $16.4K
Feb 16, 2021 Q4 2020
Colony Group LLC

Boston, MA
BUY
 -
1
+ 0.01%
$46.8 - $53.8
9.02K $726K
Jan 20, 2021 Q4 2020
Ellis Investment Partners, LLC

BUY
 -
1
+ 1.79%
$46.8 - $53.8
57 $4.59K
Feb 02, 2021 Q4 2020
Concourse Financial Group Securities, Inc.

Birmingham, AL
SELL
 -
-1
- 1.19%
$46.8 - $53.8
83 $6.68K
Jan 21, 2021 Q4 2020
Optimum Investment Advisors

SELL
 -
-8
- 0.24%
$374 - $430
3.34K $268K

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