Welcome   Guest   [Login | Register] Sign in with Facebook Sign in with Google Sign in with Yahoo!
logoRelationalStocks.com
STOCK TICKER:
WISDOMTREE LC DVDND   (ticker: DLN)
Institutions's Holdings On The Stock
INSTITUTION/GURU    (click Current Holdings for holding history) Current Holdings
(link to holding history)
Previous
Holdings
Change Portfolio
Date
MORGAN STANLEY 1,400,821 0 New Buy 2020-06-30
BANK OF AMERICA CORP /DE/ 1,055,601 0 New Buy 2020-06-30
WADE G W & INC 712,052 719,526 1% 2020-06-30
Creative Planning 533,148 454,908 17% 2020-06-30
Evercore Wealth Management, LLC 456,734 482,992 5% 2020-06-30
Raymond James Financial Services Advisors, Inc. 435,202 439,353 1% 2020-06-30
UBS Group AG 415,758 451,904 8% 2020-06-30
LPL Financial CORP 384,832 205,925 87% 2020-06-30
Stratos Wealth Partners, LTD. 360,714 280,693 29% 2020-06-30
AMERIPRISE FINANCIAL INC 344,219 0 New Buy 2020-06-30
RiverFront Investment Group, LLC 292,720 286,093 2% 2020-06-30
COMMONWEALTH EQUITY SERVICES, LLC. 281,401 272,246 3% 2020-06-30
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 256,421 261,412 2% 2020-06-30
GOLDMAN SACHS GROUP INC 203,548 0 New Buy 2020-06-30
ENVESTNET ASSET MANAGEMENT INC 197,337 175,768 12% 2020-06-30
WELLS FARGO & CO/MN 176,298 171,490 3% 2020-06-30
CX Institutional 169,791 166,001 2% 2020-06-30
M Holdings Securities, Inc. 152,334 127,613 19% 2020-06-30
RAYMOND JAMES & ASSOCIATES 132,350 175,485 25% 2020-06-30
Graves-Light Private Wealth Management, Inc. 115,351 116,821 1% 2020-06-30
ROYAL BANK OF CANADA 95,429 0 New Buy 2020-06-30
Financial Strategy Network, LLC 86,056 136,585 37% 2020-06-30
J P MORGAN CHASE & CO 80,561 67,998 18% 2020-06-30
BSC PRIVATE WEALTH MANAGEMENT, LLC 76,971 84,680 9% 2020-06-30
Baird Financial Group, Inc. 290 290 No Change 2020-06-30
Traverso Chambers Private Wealth Management, LLC 66,297 64,609 3% 2020-06-30
Meridian Financial Partners LLC 66,175 65,371 1% 2020-06-30
MOLLER FINANCIAL SERVICES 62,442 36,926 69% 2020-06-30
Bristlecone Advisors, LLC 61,761 51,371 20% 2020-06-30
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 60,243 67,648 11% 2020-06-30
Koshinski Asset Management, Inc. 60,100 47,040 28% 2020-06-30
JANE STREET GROUP, LLC 58,933 8,928 560% 2020-06-30
H D Vest Advisory Services 57,767 75,420 23% 2020-06-30
Sarasin & Partners LLP 54,872 59,032 7% 2020-06-30
GENWORTH FINANCIAL WEALTH MANAGEMENT, INC 53,042 62,607 15% 2020-06-30
LAKE STREET FINANCIAL LLC 52,977 53,509 1% 2020-06-30
DAVIDSON D A & CO 51,964 48,897 6% 2020-06-30
J.W. COLE ADVISORS, INC. 50,197 0 New Buy 2020-06-30
Financial Network 47,518 45,685 4% 2020-06-30
Janney Montgomery Scott LLC 43,981 63,077 30% 2020-06-30
Circle Wealth Management, LLC 41,873 41,679 0% 2020-06-30
Susquehanna International Group, LLP 41,130 0 New Buy 2020-06-30
BB&T CORP 40,549 0 New Buy 2020-06-30
Cresset Asset Management, LLC 39,498 0 New Buy 2020-06-30
MISSION WEALTH MANAGEMENT, LLC 38,613 35,915 8% 2020-06-30
Linscomb & Williams, Inc. 38,143 38,613 1% 2020-06-30
VisionPoint Advisory Group, LLC 34,187 0 New Buy 2020-06-30
UNITED CAPITAL FINANCIAL ADVISERS,INC. 32,453 0 New Buy 2020-06-30
AlphaStar Capital Management, LLC 30,759 30,719 0% 2020-06-30
Stratos Wealth Advisors, LLC 30,391 21,450 42% 2020-06-30
Multi-Financial Securities Corp 28,080 24,881 13% 2020-06-30
Strategic Family Wealth Counselors, L.L.C. 27,470 27,315 1% 2020-06-30
Paracle Advisors, LLC 25,712 26,999 5% 2020-06-30
Nadler Financial Group, Inc. 25,515 25,515 No Change 2020-06-30
First Heartland Consultants, Inc. 22,561 22,772 1% 2020-06-30
M&T BANK CORP 22,449 22,131 1% 2020-06-30
Financial Advocates Investment Management 22,198 22,441 1% 2020-06-30
Key FInancial Inc 22,169 12,457 78% 2020-06-30
Private Wealth Advisors, Inc. 19,759 20,423 3% 2020-06-30
Tower Research Capital LLC 18,680 0 New Buy 2020-06-30
SHINE INVESTMENT ADVISORY SERVICES INC 18,409 18,409 No Change 2020-06-30
HighTower Advisors, LLC 17,953 21,345 16% 2020-06-30
Equitable Holdings, Inc. 15,990 0 New Buy 2020-06-30
BLAIR WILLIAM & CO/IL 15,725 15,855 1% 2020-06-30
CULBERTSON A N & CO INC 14,911 15,166 2% 2020-06-30
STIFEL FINANCIAL CORP 410 0 New Buy 2020-06-30
Chicago Partners Investment Group LLC 14,619 14,288 2% 2020-06-30
HPM Partners LLC 14,170 14,221 0% 2020-06-30
Voya Financial Advisors, Inc. 14,072 0 New Buy 2020-06-30
CITIGROUP INC 12,993 5,803 124% 2020-06-30
Kovack Advisors, Inc. 12,738 20,382 38% 2020-06-30
Valeo Financial Advisors, LLC 12,676 12,676 No Change 2020-06-30
KEYBANK NATIONAL ASSOCIATION/OH 12,645 12,645 No Change 2020-06-30
CAPTRUST FINANCIAL ADVISORS 11,405 9,927 15% 2020-06-30
GM Advisory Group, Inc. 10,862 10,684 2% 2020-06-30
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 10,640 11,268 6% 2020-06-30
WealthBridge Capital Management, LLC 10,196 10,196 No Change 2020-06-30
STALEY CAPITAL ADVISERS INC 9,883 11,013 10% 2020-06-30
BROWN ADVISORY HOLDINGS INC 1,525 0 New Buy 2020-06-30
BEACON FINANCIAL GROUP 9,630 0 New Buy 2020-06-30
COLONY GROUP LLC 9,020 2,508 260% 2020-06-30
Private Advisor Group, LLC 8,911 6,086 46% 2020-06-30
EVERGREEN CAPITAL MANAGEMENT LLC 8,893 0 New Buy 2020-06-30
Parallel Advisors, LLC 7,918 7,072 12% 2020-06-30
US BANCORP DE 7,623 7,623 No Change 2020-06-30
ADVISORY RESEARCH INC 7,040 7,040 No Change 2020-06-30
Reynders McVeigh Capital Management, LLC 7,000 7,000 No Change 2020-06-30
PFG Financial Advisors 6,981 5,794 20% 2020-06-30
Starfire Investment Advisers, Inc. 6,929 6,929 No Change 2020-06-30
Tranquility Partners, LLC 6,852 8,741 22% 2020-06-30
Pineno Levin & Ford Asset Management, Inc. 6,825 6,485 5% 2020-06-30
Sigma Planning Corp 6,758 12,260 45% 2020-06-30
Eqis Capital Management, Inc. 6,743 6,058 11% 2020-06-30
Ausdal Financial Partners, Inc. 6,545 5,327 23% 2020-06-30
Well Done, LLC 6,320 6,961 9% 2020-06-30
KMG FIDUCIARY PARTNERS, LLC 5,924 5,896 0% 2020-06-30
Grant Street Asset Management, Inc. 5,870 0 New Buy 2020-06-30
WEDBUSH MORGAN SECURITIES INC 5,672 5,672 No Change 2020-06-30
One Capital Management, LLC 5,400 5,810 7% 2020-06-30
RSM US WEALTH MANAGEMENT LLC 5,195 5,195 No Change 2020-06-30
NICOLET ADVISORY SERVICES, LLC 5,048 0 New Buy 2020-06-30
Adviser Investments LLC 4,609 4,609 No Change 2020-06-30
HBK Sorce Advisory LLC 4,457 4,457 No Change 2020-06-30
GRT CAPITAL PARTNERS LLC 4,413 4,399 0% 2020-06-30
SPINNAKER TRUST 4,021 4,021 No Change 2020-06-30
CAMBRIDGE TRUST CO 3,956 3,956 No Change 2020-06-30
FINANCIAL COUNSELORS INC 3,953 3,953 No Change 2020-06-30
Ackerman Capital Advisors, LLC 3,835 0 New Buy 2020-06-30
COZAD ASSET MANAGEMENT INC 3,820 0 New Buy 2020-06-30
GREAT VALLEY ADVISOR GROUP, INC. 3,796 0 New Buy 2020-06-30
Buckingham Asset Management, LLC 3,709 3,527 5% 2020-06-30
Belpointe Asset Management LLC 3,689 0 New Buy 2020-06-30
FIRST COMMONWEALTH FINANCIAL CORP /PA/ 3,679 3,679 No Change 2020-06-30
Element Wealth, LLC 3,625 3,625 No Change 2020-06-30
IFG Advisory, LLC 3,521 0 New Buy 2020-06-30
OPTIMUM INVESTMENT ADVISORS 3,508 3,617 3% 2020-06-30
Kelman-Lazarov, Inc. 3,487 3,545 2% 2020-06-30
FineMark National Bank & Trust 3,420 3,420 No Change 2020-06-30
Burns Wealth Management, Inc. 3,359 4,376 23% 2020-06-30
OPPENHEIMER & CO INC 3,292 0 New Buy 2020-06-30
WHITTIER TRUST CO OF NEVADA INC 3,290 3,290 No Change 2020-06-30
Willow Creek Wealth Management Inc. 3,208 3,208 No Change 2020-06-30
Peninsula Wealth, LLC 3,186 3,186 No Change 2020-06-30
PSI Advisors, LLC 3,138 0 New Buy 2020-06-30
MADISON WEALTH MANAGEMENT 3,065 3,065 No Change 2020-06-30
BRIGHTON JONES LLC 3,061 3,055 0% 2020-06-30
FLOW TRADERS U.S. LLC 3,022 0 New Buy 2020-06-30
LS Investment Advisors, LLC 2,900 2,900 No Change 2020-06-30
PBWM Holdings, LLC 2,877 2,877 No Change 2020-06-30
Moisand Fitzgerald Tamayo, LLC 2,832 0 New Buy 2020-06-30
First Allied Advisory Services, Inc. 2,702 0 New Buy 2020-06-30
COURIER CAPITAL CORP 2,656 2,656 No Change 2020-06-30
Wealthquest Corp 2,650 0 New Buy 2020-06-30
PFG Advisors 2,635 2,360 12% 2020-06-30
REGENTATLANTIC CAPITAL LLC 2,633 2,633 No Change 2020-06-30
We Are One Seven, LLC 2,589 2,839 9% 2020-06-30
SCBT FINANCIAL CORP 2,500 2,500 No Change 2020-06-30
Bank of New York Mellon CORP 2,471 118,127 98% 2020-06-30
RAYMOND JAMES TRUST CO 2,355 0 New Buy 2020-06-30
NICOLET BANKSHARES INC 2,292 0 New Buy 2020-06-30
Vestmark Advisory Solutions, Inc. 2,229 3,739 40% 2020-06-30
FMR LLC 2,200 0 New Buy 2020-06-30
Sailer Financial LLC 1,800 1,800 No Change 2020-06-30
MCF Advisors LLC 1,500 1,500 No Change 2020-06-30
Bartlett & Co. LLC 1,387 1,614 14% 2020-06-30
NVWM, LLC 1,387 1,775 22% 2020-06-30
Arkadios Wealth Advisors 1,365 1,355 1% 2020-06-30
Weaver Consulting Group 1,326 1,754 24% 2020-06-30
Ancora Advisors, LLC 1,236 1,236 No Change 2020-06-30
Carroll Financial Associates, Inc. 1,000 1,000 No Change 2020-06-30
IFP Advisors, Inc 965 965 No Change 2020-06-30
FRANKLIN RESOURCES INC 918 0 New Buy 2020-06-30
Oakworth Capital, Inc. 893 893 No Change 2020-06-30
Farmers & Merchants Trust Co of Chambersburg PA 850 850 No Change 2020-06-30
SMITHFIELD TRUST CO 800 800 No Change 2020-06-30
BENJAMIN F. EDWARDS & COMPANY, INC. 796 800 1% 2020-06-30
Certified Advisory Corp 720 716 1% 2020-06-30
FLAGSHIP HARBOR ADVISORS, LLC 718 783 8% 2020-06-30
CVA Family Office, LLC 713 713 No Change 2020-06-30
JNBA Financial Advisors 712 782 9% 2020-06-30
Rockefeller Capital Management L.P. 698 1,163 40% 2020-06-30
SIGNATUREFD, LLC 682 682 No Change 2020-06-30
Hudock Moyer Wealth Resources, LLC 653 653 No Change 2020-06-30
Hoover Financial Advisors, Inc. 625 0 New Buy 2020-06-30
Financial Architects, Inc 552 552 No Change 2020-06-30
FIFTH THIRD BANCORP 538 538 No Change 2020-06-30
TSFG, LLC 521 265 97% 2020-06-30
Kore Private Wealth LLC 500 0 New Buy 2020-06-30
CULLEN FROST BANKERS INC 498 498 No Change 2020-06-30
CWM, LLC 467 169 176% 2020-06-30
Winslow, Evans & Crocker, Inc. 440 76 479% 2020-06-30
Sowell Financial Services LLC 363 363 No Change 2020-06-30
Global Retirement Partners, LLC 335 1,805 81% 2020-06-30
Sonora Investment Management, LLC 314 214 47% 2020-06-30
TRUEWEALTH LLC 291 380 23% 2020-06-30
Perennial Advisors, LLC 278 0 New Buy 2020-06-30
CREATIVE FINANCIAL DESIGNS INC /ADV 266 266 No Change 2020-06-30
Stonebridge Capital Advisors LLC 250 380 34% 2020-06-30
Capital Analysts, Inc. 250 250 No Change 2020-06-30
BANK OF MONTREAL /CAN/ 245 245 No Change 2020-06-30
VALLEY NATIONAL ADVISERS INC 240 493 51% 2020-06-30
Marquette Asset Management Inc. 235 235 No Change 2020-06-30
LIBERTY WEALTH MANAGEMENT LLC 205 205 No Change 2020-06-30
Capital Advisors, Ltd. LLC 160 160 No Change 2020-06-30
Patriot Investment Management Inc. 156 0 New Buy 2020-06-30
SYNOVUS FINANCIAL CORP 150 2,958 95% 2020-06-30
MARK SHEPTOFF FINANCIAL PLANNING, LLC 150 150 No Change 2020-06-30
Orion Portfolio Solutions, LLC 130 0 New Buy 2020-06-30
Advocacy Wealth Management Services, LLC 123 123 No Change 2020-06-30
Lakeview Capital Partners, LLC 117 147 20% 2020-06-30
First PREMIER Bank 101 101 No Change 2020-06-30
Asset Dedication, LLC 70 70 No Change 2020-06-30
Archer Investment Corp 68 0 New Buy 2020-06-30
Ellis Investment Partners, LLC 56 56 No Change 2020-06-30
Sound Income Strategies, LLC 53 53 No Change 2020-06-30
Gradient Investments LLC 46 46 No Change 2020-06-30
Capital Investment Advisory Services, LLC 30 30 No Change 2020-06-30
Riverview Trust Co 22 22 No Change 2020-06-30
Sowa Financial Group, Inc. 20 20 No Change 2020-06-30
HUNTINGTON NATIONAL BANK 1 1 No Change 2020-06-30
Baystate Wealth Management LLC 1 1 No Change 2020-06-30
PARAMETRIC PORTFOLIO ASSOCIATES 0 2,873 Sold Out 2020-06-30
Valmark Advisers, Inc. 0 3,075 Sold Out 2020-06-30
EP Wealth Advisors, Inc. 0 28,051 Sold Out 2020-06-30
TCI Wealth Advisors, Inc. 0 1,660 Sold Out 2020-06-30
Advisors Preferred, LLC 0 9,291 Sold Out 2020-06-30
Private Ocean, LLC 0 3,099 Sold Out 2020-06-30
NEXT Financial Group, Inc 0 259 Sold Out 2020-06-30
CAPROCK Group, Inc. 0 5,281 Sold Out 2020-06-30
Trexquant Investment LP 0 3,307 Sold Out 2020-06-30
Cutler Group LP 0 999 Sold Out 2020-06-30
WOLVERINE TRADING, LLC 0 12,493 Sold Out 2020-06-30
Wealthcare Advisory Partners LLC 0 233 Sold Out 2020-06-30
Capital Bank & Trust Co 0 55 Sold Out 2020-06-30
Squar Milner Financial Services LLC 0 1,120 Sold Out 2020-06-30
Merit Financial Group, LLC 0 2,553 Sold Out 2020-06-30
RED CEDAR INVESTMENT MANAGEMENT, LLC 0 182,299 Sold Out 2020-06-30
PLIMOTH TRUST CO LLC 0 6,971 Sold Out 2020-06-30
Western Wealth Management, LLC 0 2,939 Sold Out 2020-06-30
AMERITAS INVESTMENT CORP 0 971 Sold Out 2020-06-30
MBE Wealth Management, LLC 0 99 Sold Out 2020-06-30
Wealth Quarterback LLC 0 21 Sold Out 2020-06-30
PNC FINANCIAL SERVICES GROUP INC 72,019 46,386 55% 2020-03-31
Steward Partners Investment Advisory, LLC 170,156 170,764 0% 2020-03-31
TOBIAS FINANCIAL ADVISORS, INC. 83,941 81,458 3% 2020-03-31
Stratford Consulting, LLC 77,283 0 New Buy 2020-03-31
PagnatoKarp Partners LLC 44,862 59,905 25% 2020-03-31
Allen Capital Group, LLC 16,392 12,914 27% 2020-03-31
NOESIS CAPITAL MANGEMENT CORP 10,125 10,125 No Change 2020-03-31
VESTOR CAPITAL CORP 10,071 10,401 3% 2020-03-31
MML INVESTORS SERVICES, LLC 6,940 6,832 2% 2020-03-31
SignalPoint Asset Management, LLC 4,705 4,222 11% 2020-03-31
Arden Trust Co 3,607 3,803 5% 2020-03-31
Willingdon Wealth Management 146 146 No Change 2020-03-31
Golden State Wealth Management, LLC 93 0 New Buy 2020-03-31
Financial Gravity Wealth, Inc. 52 0 New Buy 2020-03-31
*Data and information is provided for informational purposes only, and is not intended for trading purposes.*
*By accessing the Relationalstocks.com web site, a user agrees that RelationalStocks.com shall be not liable for any errors or delays in the content.*