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 | Trade History |
|---|---|---|---|---|---|---|---|
|
Mar 24, 2023
Q4 2019
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-7.84K- 57.44% |
$376K - $416K
|
5.81K
$467K
|
|
|
Feb 14, 2020
Q4 2019
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-9.03KClosed |
$433K - $479K
|
0
$0
|
|
|
Feb 05, 2020
Q4 2019
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-10.1K- 67.8% |
$483K - $534K
|
4.78K
$385K
|
|
|
Feb 14, 2020
Q4 2019
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-16.1K- 11.34% |
$774K - $856K
|
126K
$10.1M
|
|
|
Jan 27, 2020
Q4 2019
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-16.3K- 13.34% |
$780K - $862K
|
106K
$8.49M
|
|
|
Jan 31, 2020
Q4 2019
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-19.7K- 2.21% |
$945K - $1.04M
|
872K
$70.2M
|
|
|
Feb 07, 2020
Q4 2019
|
M&T Bank Corp
|
SELL
|
- |
-20.9KClosed |
$1.01M - $1.11M
|
0
$0
|
|
|
Feb 12, 2020
Q4 2019
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-41K- 10.19% |
$1.97M - $2.17M
|
361K
$29.1M
|
|
|
Jan 09, 2020
Q4 2019
|
Traverso Chambers Private Wealth Management, LLC
|
SELL
|
- |
-65.4K- 51.87% |
$3.14M - $3.47M
|
60.7K
$4.88M
|