Latest Institutional Transactions on Wisdomtree Tr U.S Largecap Div (DLN)
This table provides information on the latest institutional transactions involving Wisdomtree Tr U.S Largecap Div (DLN) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
75.6K+ 17.95% |
$5.34M - $6.21M
|
497K
$42.3M
|
|
|
Aug 19, 2025
Q2 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
151+ 1.53% |
$10.7K - $12.4K
|
10K
$853K
|
|
|
Aug 19, 2025
Q2 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-7.86K- 66.43% |
$556K - $645K
|
3.97K
$338K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
31.5K+ 124.01% |
$2.23M - $2.59M
|
56.9K
$4.84M
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.65K+ 4.0% |
$188K - $218K
|
68.9K
$5.86M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-9.54K- 0.32% |
$674K - $783K
|
2.95M
$251M
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
8.32K+ 113.54% |
$588K - $683K
|
15.6K
$1.33M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.18K+ 2.36% |
$154K - $179K
|
94.3K
$8.02M
|
|
|
Aug 14, 2025
Q2 2025
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
2+ 0.02% |
$141 - $164
|
9.08K
$773K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-34.8K- 67.68% |
$2.46M - $2.86M
|
16.6K
$1.41M
|
|
|
Aug 14, 2025
Q2 2025
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
2.05K+ 6.39% |
$145K - $168K
|
34.1K
$2.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
41+ 0.47% |
$2.9K - $3.37K
|
8.73K
$742K
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
677K+ 47.36% |
$47.9M - $55.6M
|
2.11M
$179M
|
|
|
Aug 14, 2025
Q2 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-11- 0.15% |
$778 - $904
|
7.37K
$627K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.36K- 14.88% |
$96.2K - $112K
|
7.78K
$662K
|
|
|
Aug 14, 2025
Q2 2025
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-5.68K- 3.13% |
$402K - $466K
|
175K
$14.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
139K+ 13.42% |
$9.83M - $11.4M
|
1.17M
$99.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
14.3K+ 2.13% |
$1.01M - $1.17M
|
685K
$58.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Camden Capital, LLC
|
BUY
|
- |
55+ 1.31% |
$3.89K - $4.52K
|
4.27K
$363K
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.23K+ 623.23% |
$87.2K - $101K
|
1.43K
$122K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-13.4K- 1.02% |
$950K - $1.1M
|
1.3M
$111M
|
|
|
Aug 14, 2025
Q2 2025
|
Staley Capital Advisers Inc
|
BUY
|
- |
4+ 0.06% |
$283 - $329
|
6.29K
$535K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.56K+ 14.21% |
$110K - $128K
|
12.6K
$1.07M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.07K- 5.03% |
$146K - $170K
|
39.1K
$3.33M
|
|
|
Aug 14, 2025
Q2 2025
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
61.8K+ 11.48% |
$4.37M - $5.08M
|
600K
$51.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
198+ 3.8% |
$14K - $16.3K
|
5.41K
$460K
|
|
|
Aug 14, 2025
Q2 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
210+ 2.91% |
$14.8K - $17.2K
|
7.42K
$631K
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-2.13K- 0.67% |
$151K - $175K
|
314K
$26.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
56.6K+ 5.71% |
$4M - $4.65M
|
1.05M
$89.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
3.69KNew |
$261K - $303K
|
3.69K
$314K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
18.7K+ 3.34% |
$1.32M - $1.54M
|
578K
$49.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Novus Advisors, LLC
Greenville, SC |
SELL
|
- |
-1.14K- 23.7% |
$80.6K - $93.6K
|
3.67K
$312K
|
|
|
Aug 14, 2025
Q2 2025
|
Clg LLC
Long Beach, CA |
BUY
|
- |
33.8K+ 13.74% |
$2.39M - $2.78M
|
280K
$23.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
22.2K+ 13.53% |
$1.57M - $1.82M
|
186K
$15.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
13.4KNew |
$946K - $1.1M
|
13.4K
$1.14M
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-758- 1.25% |
$53.6K - $62.3K
|
59.9K
$5.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
11K+ 63.7% |
$774K - $900K
|
28.2K
$2.39M
|
|
|
Aug 14, 2025
Q2 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
12.7KNew |
$898K - $1.04M
|
12.7K
$1.08M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
10.1KNew |
$711K - $826K
|
10.1K
$855K
|
|
|
Aug 14, 2025
Q2 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-515- 1.77% |
$36.4K - $42.3K
|
28.6K
$2.43M
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.95K+ 11.44% |
$138K - $160K
|
19K
$1.62M
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
6.01K+ 11.75% |
$425K - $494K
|
57.2K
$4.86M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.29K+ 0.23% |
$91K - $106K
|
566K
$48.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
7.37K+ 47.56% |
$521K - $605K
|
22.9K
$1.94M
|
|
|
Aug 14, 2025
Q2 2025
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-18.7K- 1.71% |
$1.32M - $1.53M
|
1.07M
$91.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-1.92K- 58.52% |
$136K - $158K
|
1.36K
$116K
|
|
|
Aug 14, 2025
Q2 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
1.38K+ 17.48% |
$97.2K - $113K
|
9.24K
$786K
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
9.21K+ 24.31% |
$651K - $756K
|
47.1K
$4M
|
|
|
Aug 13, 2025
Q2 2025
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-17.5K- 4.2% |
$1.23M - $1.43M
|
398K
$33.9M
|
|
|
Aug 13, 2025
Q2 2025
|
M&T Bank Corp
|
SELL
|
- |
-250- 3.18% |
$17.7K - $20.5K
|
7.62K
$648K
|