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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2021
Q4 2020
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-2.51K- 0.97% |
$117K - $135K
|
257K
$20.7M
|
|
|
Jan 19, 2021
Q4 2020
|
Lake Street Financial LLC
|
SELL
|
- |
-2.79K- 5.12% |
$131K - $150K
|
51.8K
$4.16M
|
|
|
Feb 10, 2021
Q4 2020
|
Peninsula Wealth, LLC
San Francisco, CA |
SELL
|
- |
-3.19KClosed |
$149K - $171K
|
0
$0
|
|
|
Jan 19, 2021
Q4 2020
|
Mission Wealth Management, LP
|
SELL
|
- |
-3.5K- 8.9% |
$164K - $188K
|
35.9K
$2.88M
|
|
|
Feb 12, 2021
Q4 2020
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-3.56K- 3.02% |
$166K - $191K
|
114K
$9.2M
|
|
|
Aug 13, 2024
Q4 2020
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-3.63K- 80.5% |
$170K - $195K
|
880
$70.8K
|
|
|
Feb 16, 2021
Q4 2020
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-4.14K- 7.17% |
$194K - $223K
|
53.6K
$4.31M
|
|
|
Feb 04, 2021
Q4 2020
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-4.16K- 3.75% |
$194K - $223K
|
107K
$8.59M
|
|
|
Jan 22, 2021
Q4 2020
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-4.3K- 25.79% |
$201K - $231K
|
12.4K
$996K
|
|
|
Feb 16, 2021
Q4 2020
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-5.25K- 99.68% |
$245K - $282K
|
17
$1.37K
|
|
|
Jan 12, 2021
Q4 2020
|
Cx Institutional
|
SELL
|
- |
-7.41K- 8.74% |
$347K - $398K
|
77.4K
$6.23M
|
|
|
Mar 22, 2023
Q4 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-8.63K- 63.2% |
$404K - $464K
|
5.02K
$404K
|
|
|
Feb 18, 2021
Q4 2020
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-11.6K- 27.47% |
$541K - $622K
|
30.5K
$2.46M
|
|
|
Jan 29, 2021
Q4 2020
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-17.2K- 3.15% |
$805K - $925K
|
529K
$42.6M
|
|
|
Feb 10, 2021
Q4 2020
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-18.4KClosed |
$861K - $989K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-23.1K- 1.02% |
$1.08M - $1.24M
|
2.23M
$180M
|
|
|
Feb 17, 2021
Q4 2020
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-26.7K- 80.47% |
$1.25M - $1.44M
|
6.48K
$521K
|
|
|
Feb 12, 2021
Q4 2020
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-30.2K- 69.32% |
$1.41M - $1.62M
|
13.4K
$1.07M
|
|
|
Jan 22, 2021
Q4 2020
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-32.3K- 34.69% |
$1.51M - $1.74M
|
60.9K
$4.9M
|
|
|
Feb 08, 2021
Q4 2020
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-34.2KClosed |
$1.6M - $1.84M
|
0
$0
|
|
|
Jan 29, 2021
Q4 2020
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-47.9K- 13.74% |
$2.24M - $2.57M
|
301K
$24.2M
|
|
|
Feb 02, 2021
Q4 2020
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-58.7KClosed |
$2.75M - $3.16M
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-125K- 24.48% |
$5.85M - $6.72M
|
386K
$31.1M
|