Purchases and Sales Made in Q4 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 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 |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2021
Q4 2020
|
Kovack Advisors, Inc.
|
SELL
|
- |
-37- 0.29% |
$1.73K - $1.99K
|
12.8K
$1.03M
|
|
|
Feb 16, 2021
Q4 2020
|
Fifth Third Bancorp
|
SELL
|
- |
-38Closed |
$1.78K - $2.04K
|
0
$0
|
|
|
Feb 17, 2021
Q4 2020
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-40- 0.1% |
$1.87K - $2.15K
|
41.7K
$3.36M
|
|
|
Feb 09, 2021
Q4 2020
|
Platform Technology Partners
|
SELL
|
- |
-67- 0.72% |
$3.13K - $3.6K
|
9.25K
$745K
|
|
|
Jan 28, 2021
Q4 2020
|
Asset Dedication, LLC
|
SELL
|
- |
-70Closed |
$3.27K - $3.76K
|
0
$0
|
|
|
Jan 12, 2021
Q4 2020
|
First Premier Bank
|
SELL
|
- |
-101Closed |
$4.72K - $5.43K
|
0
$0
|
|
|
Jan 26, 2021
Q4 2020
|
Spinnaker Trust
|
SELL
|
- |
-115- 2.86% |
$5.38K - $6.18K
|
3.91K
$314K
|
|
|
Feb 16, 2021
Q4 2020
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-119- 0.48% |
$5.57K - $6.4K
|
24.9K
$2M
|
|
|
Feb 11, 2021
Q4 2020
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-143- 4.08% |
$6.69K - $7.69K
|
3.36K
$271K
|
|
|
Feb 23, 2021
Q4 2020
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-153- 4.77% |
$7.16K - $8.22K
|
3.06K
$246K
|
|
|
Feb 26, 2021
Q4 2020
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-167- 0.1% |
$7.81K - $8.98K
|
162K
$13.1M
|
|
|
Feb 12, 2021
Q4 2020
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-175Closed |
$8.19K - $9.41K
|
0
$0
|
|
|
Jan 26, 2021
Q4 2020
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-208- 4.82% |
$9.73K - $11.2K
|
4.11K
$330K
|
|
|
Feb 16, 2021
Q4 2020
|
Wedbush Securities Inc
|
SELL
|
- |
-239- 4.31% |
$11.2K - $12.8K
|
5.31K
$427K
|
|
|
Feb 11, 2021
Q4 2020
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-239- 11.23% |
$11.2K - $12.8K
|
1.89K
$152K
|
|
|
Jan 20, 2021
Q4 2020
|
Provident Wealth Management, LLC
|
SELL
|
- |
-260Closed |
$12.2K - $14K
|
0
$0
|
|
|
Sep 07, 2021
Q4 2020
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-291- 3.08% |
$13.6K - $15.6K
|
9.15K
$736K
|
|
|
Jan 27, 2021
Q4 2020
|
Culbertson A N & CO Inc
|
SELL
|
- |
-300- 2.04% |
$14K - $16.1K
|
14.4K
$1.16M
|
|
|
Feb 04, 2021
Q4 2020
|
New Square Capital LLC
|
SELL
|
- |
-314Closed |
$14.7K - $16.9K
|
0
$0
|
|
|
Feb 18, 2021
Q4 2020
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-337- 1.2% |
$15.8K - $18.1K
|
27.8K
$2.24M
|
|
|
Feb 11, 2021
Q4 2020
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-345- 0.89% |
$16.1K - $18.5K
|
38.4K
$3.09M
|
|
|
Feb 16, 2021
Q4 2020
|
Belpointe Asset Management LLC
|
SELL
|
- |
-354- 5.34% |
$16.6K - $19K
|
6.27K
$505K
|
|
|
Feb 10, 2021
Q4 2020
|
Brighton Jones LLC
|
SELL
|
- |
-404- 13.12% |
$18.9K - $21.7K
|
2.68K
$215K
|
|
|
Feb 12, 2021
Q4 2020
|
Prospera Financial Services Inc
|
SELL
|
- |
-459Closed |
$21.5K - $24.7K
|
0
$0
|
|
|
Feb 05, 2021
Q4 2020
|
Element Wealth, LLC
|
SELL
|
- |
-554- 15.28% |
$25.9K - $29.8K
|
3.07K
$247K
|
|
|
Jan 27, 2021
Q4 2020
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-562- 3.89% |
$26.3K - $30.2K
|
13.9K
$1.12M
|
|
|
Feb 08, 2021
Q4 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-568Closed |
$26.6K - $30.5K
|
0
$0
|
|
|
Jan 19, 2021
Q4 2020
|
Traverso Chambers Private Wealth Management, LLC
|
SELL
|
- |
-599- 0.88% |
$28K - $32.2K
|
67.3K
$5.42M
|
|
|
Feb 09, 2021
Q4 2020
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-625- 8.19% |
$29.2K - $33.6K
|
7.01K
$564K
|
|
|
Jan 29, 2021
Q4 2020
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-630- 11.25% |
$29.5K - $33.9K
|
4.97K
$400K
|
|
|
Feb 12, 2021
Q4 2020
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-779- 7.26% |
$36.4K - $41.9K
|
9.95K
$801K
|
|
|
Feb 08, 2021
Q4 2020
|
Psi Advisors, LLC
|
SELL
|
- |
-826- 26.71% |
$38.6K - $44.4K
|
2.27K
$182K
|
|
|
Feb 11, 2021
Q4 2020
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-880- 15.64% |
$41.2K - $47.3K
|
4.75K
$382K
|
|
|
Jan 19, 2021
Q4 2020
|
Sarasin & Partners LLP
|
SELL
|
- |
-899- 1.96% |
$42.1K - $48.3K
|
45K
$3.62M
|
|
|
Jan 21, 2021
Q4 2020
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-922- 1.2% |
$43.1K - $49.6K
|
75.8K
$6.1M
|
|
|
Feb 12, 2021
Q4 2020
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-990Closed |
$46.3K - $53.2K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.02K- 4.93% |
$47.6K - $54.7K
|
19.6K
$1.58M
|
|
|
Feb 16, 2021
Q4 2020
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-1.04K- 19.17% |
$48.4K - $55.6K
|
4.37K
$351K
|
|
|
Jan 29, 2021
Q4 2020
|
Tranquility Partners, LLC
|
SELL
|
- |
-1.04K- 15.26% |
$48.6K - $55.8K
|
5.76K
$464K
|
|
|
Feb 10, 2021
Q4 2020
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.05K- 1.91% |
$48.9K - $56.2K
|
53.7K
$4.32M
|
|
|
Feb 17, 2021
Q4 2020
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.28K- 40.73% |
$59.8K - $68.7K
|
1.86K
$150K
|
|
|
Feb 16, 2021
Q4 2020
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-1.32K- 0.29% |
$61.6K - $70.8K
|
448K
$36M
|
|
|
Jan 29, 2021
Q4 2020
|
Weaver Consulting Group
|
SELL
|
- |
-1.33KClosed |
$62K - $71.3K
|
0
$0
|
|
|
Feb 11, 2021
Q4 2020
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.52K- 1.41% |
$70.9K - $81.5K
|
106K
$8.55M
|
|
|
Jan 25, 2021
Q4 2020
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.62K- 5.57% |
$75.8K - $87.1K
|
27.5K
$2.21M
|
|
|
Feb 10, 2021
Q4 2020
|
Assetmark, Inc
|
SELL
|
- |
-1.69K- 2.63% |
$78.9K - $90.6K
|
62.3K
$5.02M
|
|
|
Jan 12, 2021
Q4 2020
|
Central Bank & Trust CO
|
SELL
|
- |
-1.72K- 67.99% |
$80.4K - $92.3K
|
809
$65.1K
|
|
|
Feb 09, 2021
Q4 2020
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-2.11K- 1.14% |
$98.6K - $113K
|
183K
$14.7M
|
|
|
Feb 16, 2021
Q4 2020
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-2.32KClosed |
$108K - $125K
|
0
$0
|
|
|
Jan 11, 2021
Q4 2020
|
Moller Financial Services
|
SELL
|
- |
-2.4K- 4.35% |
$112K - $129K
|
52.7K
$4.24M
|