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
Feb 14, 2020 Q4 2019	Truist Financial Corp	BUY	-	101K + 3242.53%	$4.86M - $5.38M	104K $8.4M
Feb 04, 2020 Q4 2019	Tobias Financial Advisors, Inc. Plantation, FL	BUY	-	81.5K New	$3.91M - $4.32M	81.5K $6.55M
Feb 07, 2020 Q4 2019	Wade G W & Inc Wellesley, MA	BUY	-	68.1K + 9.31%	$3.27M - $3.61M	799K $64.3M
Jan 23, 2020 Q4 2019	J.W. Cole Advisors, Inc.	BUY	-	54.4K New	$2.61M - $2.88M	54.4K $4.37M
Feb 05, 2020 Q4 2019	Commonwealth Equity Services, LLC	BUY	-	52.7K + 26.02%	$2.53M - $2.8M	255K $20.5M
Feb 13, 2020 Q4 2019	Evercore Wealth Management, LLC New York, NY	BUY	-	41K + 9.2%	$1.97M - $2.17M	486K $39.1M
Jan 29, 2020 Q4 2019	Koshinski Asset Management, Inc.	BUY	-	37.9K New	$1.82M - $2.01M	37.9K $3.05M
Feb 14, 2020 Q4 2019	Ubs Group Ag	BUY	-	37K + 11.51%	$1.77M - $1.96M	358K $28.8M
Jan 29, 2020 Q4 2019	Stratos Wealth Partners, Ltd.	BUY	-	31.2K + 12.79%	$1.5M - $1.65M	275K $22.1M
Jan 30, 2020 Q4 2019	Creative Planning Overland Park, KS	BUY	-	26.1K + 10.98%	$1.25M - $1.39M	264K $21.3M
Feb 14, 2020 Q4 2019	Susquehanna International Group, LLP Bala Cynwyd, PA	BUY	-	23.2K + 1107.73%	$1.11M - $1.23M	25.3K $2.04M
Feb 14, 2020 Q4 2019	Lpl Financial LLC Fort Mill, SC	BUY	-	22.3K + 7.24%	$1.07M - $1.18M	330K $26.6M
Feb 11, 2020 Q4 2019	Envestnet Asset Management Inc	BUY	-	20.2K + 14.03%	$969K - $1.07M	164K $13.2M
Feb 14, 2020 Q4 2019	Ep Wealth Advisors, LLC Torrance, CA	BUY	-	19K + 554.43%	$912K - $1.01M	22.4K $1.81M
Feb 07, 2020 Q4 2019	Pnc Financial Services Group, Inc. Pittsburgh, PA	BUY	-	18.2K + 0.82%	$872K - $964K	2.23M $179M
Feb 18, 2020 Q4 2019	Equitable Holdings, Inc. New York, NY	BUY	-	17.4K New	$834K - $922K	17.4K $1.4M
Feb 14, 2020 Q4 2019	Baird Financial Group, Inc. Milwaukee, WI	BUY	-	17K + 32.61%	$818K - $904K	69.3K $5.58M
Feb 14, 2020 Q4 2019	Ameriprise Financial Inc Minneapolis, MN	BUY	-	16.5K + 6.55%	$791K - $875K	268K $21.6M
Feb 24, 2020 Q4 2019	Circle Wealth Management, LLC Summit, NJ	BUY	-	16.2K + 64.62%	$778K - $861K	41.3K $3.33M
Jan 29, 2020 Q4 2019	Stratos Wealth Advisors, LLC	BUY	-	16.1K New	$774K - $856K	16.1K $1.3M
Feb 14, 2020 Q4 2019	Cerity Partners LLC New York, NY	BUY	-	14.1K New	$678K - $749K	14.1K $1.14M
Jan 21, 2020 Q4 2019	Bristlecone Advisors, LLC	BUY	-	12.8K + 37.73%	$614K - $678K	46.7K $3.76M
Feb 11, 2021 Q4 2019	Iag Wealth Partners, LLC	BUY	-	11.1K New	$534K - $591K	11.1K $896K
Feb 07, 2020 Q4 2019	Noesis Capital Mangement Corp	BUY	-	10.1K New	$486K - $537K	10.1K $815K
Feb 14, 2020 Q4 2019	Avantax Advisory Services, Inc.	BUY	-	9.89K + 16.81%	$474K - $525K	68.7K $5.53M
Feb 03, 2020 Q4 2019	Sigma Planning Corp Ann Arbor, MI	BUY	-	9.81K + 100.09%	$470K - $520K	19.6K $1.58M
Feb 04, 2020 Q4 2019	Cambridge Investment Research Advisors, Inc.	BUY	-	9.29K + 16.78%	$446K - $493K	64.7K $5.2M
Jan 21, 2020 Q4 2019	Advisors Preferred, LLC Rockville, MD	BUY	-	8.58K + 216.95%	$411K - $455K	12.5K $1.01M
Feb 14, 2020 Q4 2019	Jane Street Group, LLC New York, NY	BUY	-	8.39K New	$402K - $445K	8.39K $675K
Feb 13, 2020 Q4 2019	Psi Advisors, LLC	BUY	-	7.96K New	$382K - $422K	7.96K $640K
Feb 11, 2020 Q4 2019	Key F Inancial Inc	BUY	-	7.84K New	$376K - $416K	7.84K $631K
Jan 15, 2020 Q4 2019	Ae Wealth Management LLC	BUY	-	7.05K New	$338K - $374K	7.05K $567K
Feb 12, 2020 Q4 2019	Sawtooth Solutions, LLC	BUY	-	6.53K New	$313K - $346K	6.53K $525K
Feb 10, 2020 Q4 2019	Cetera Advisor Networks LLC El Segundo, CA	BUY	-	5.84K + 16.51%	$280K - $310K	41.2K $3.31M
Jun 01, 2020 Q4 2019	Provida Pension Fund Administrator Santiago, F3	BUY	-	5.8K New	$278K - $308K	5.8K $467K
Feb 14, 2020 Q4 2019	Ausdal Financial Partners, Inc. Davenport, IA	BUY	-	4.31K + 107.22%	$207K - $229K	8.33K $670K
Feb 28, 2020 Q4 2019	Ackerman Capital Advisors, LLC	BUY	-	3.84K New	$184K - $203K	3.84K $309K
Feb 10, 2020 Q4 2019	Cetera Advisors LLC Denver, CO	BUY	-	3.77K New	$181K - $200K	3.77K $303K
Feb 12, 2020 Q4 2019	Element Wealth, LLC	BUY	-	3.75K New	$180K - $199K	3.75K $302K
Feb 18, 2020 Q4 2019	Belpointe Asset Management LLC	BUY	-	3.69K New	$177K - $196K	3.69K $297K
Jan 22, 2020 Q4 2019	Davenport & CO LLC	BUY	-	3.39K New	$163K - $180K	3.39K $273K
Feb 11, 2020 Q4 2019	Madison Wealth Management Cincinnati, OH	BUY	-	3.07K New	$147K - $163K	3.07K $247K
Feb 13, 2020 Q4 2019	Jim Simons Renaissance Technologies LLC \| New York, Ny	BUY	-	2.8K + 116.67%	$134K - $149K	5.2K $418K
Feb 06, 2020 Q4 2019	Cutler Group LP	BUY	-	2.7K New	$129K - $143K	2.7K $217K
Feb 14, 2020 Q4 2019	Ancora Advisors, LLC Cleveland, OH	BUY	-	2.47K New	$119K - $131K	2.47K $199K
Jan 30, 2020 Q4 2019	Parallel Advisors, LLC	BUY	-	2.36K + 59.19%	$113K - $125K	6.35K $511K
Feb 18, 2020 Q4 2019	Kcm Investment Advisors LLC Greenbrae, CA	BUY	-	2K New	$96K - $106K	2K $161K
Feb 21, 2020 Q4 2019	Seven Springs Wealth Group, LLC	BUY	-	1.8K New	$86.4K - $95.5K	1.8K $145K
Jan 16, 2020 Q4 2019	Mgo One Seven LLC Beachwood, OH	BUY	-	1.77K + 64.73%	$84.8K - $93.7K	4.5K $362K
Jan 13, 2020 Q4 2019	Meridian Financial Partners LLC	BUY	-	1.73K + 2.72%	$82.8K - $91.6K	65.2K $5.24M

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Account

Purchases and Sales Made in Q4 2019 in Wisdomtree Tr U.S Largecap Div (DLN)

101K

81.5K

68.1K

54.4K

52.7K

41K

37.9K

37K

31.2K

26.1K

23.2K

22.3K

20.2K

19K

18.2K

17.4K

17K

16.5K

16.2K

16.1K

14.1K

12.8K

11.1K

10.1K

9.89K

9.81K

9.29K

8.58K

8.39K

7.96K

7.84K

7.05K

6.53K

5.84K

5.8K

4.31K

3.84K

3.77K

3.75K

3.69K

3.39K

3.07K

2.8K

2.7K

2.47K

2.36K

2K

1.8K

1.77K

1.73K

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