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 12, 2024
Q2 2024
|
Fidelis I M, LLC
Medford, OR |
BUY
|
- |
2.1K+ 1.22% |
$144K - $154K
|
174K
$13.6M
|
|
Sep 11, 2024
Q2 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-118- 1.11% |
$8.1K - $8.65K
|
10.5K
$821K
|
|
Aug 28, 2024
Q2 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
10.1KNew |
$695K - $742K
|
10.1K
$791K
|
|
Aug 23, 2024
Q2 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
5.11K+ 29.92% |
$351K - $375K
|
22.2K
$1.74M
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
39.5K+ 8.42% |
$2.71M - $2.89M
|
508K
$39.8M
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-764- 1.1% |
$52.5K - $56K
|
68.4K
$5.35M
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-5- 0.01% |
$343 - $367
|
52.1K
$4.07M
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2.01K+ 21.76% |
$138K - $147K
|
11.2K
$880K
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-335- 0.56% |
$23K - $24.6K
|
59K
$4.62M
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
13.2K+ 450.36% |
$903K - $964K
|
16.1K
$1.26M
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-32K- 2.19% |
$2.2M - $2.34M
|
1.43M
$112M
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-457- 0.33% |
$31.4K - $33.5K
|
138K
$10.8M
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
6.47K+ 152.21% |
$444K - $474K
|
10.7K
$838K
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2+ 1.05% |
$137 - $147
|
192
$15K
|
|
Aug 15, 2024
Q2 2024
|
Rockport Wealth LLC
Fairview Park, OH |
SELL
|
- |
-810- 2.13% |
$55.6K - $59.4K
|
37.3K
$2.92M
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-127K- 8.32% |
$8.73M - $9.32M
|
1.4M
$110M
|
|
Aug 14, 2024
Q2 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
229+ 2.59% |
$15.7K - $16.8K
|
9.08K
$710K
|
|
Aug 14, 2024
Q2 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-1.75K- 1.31% |
$120K - $128K
|
131K
$10.3M
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-253K- 16.38% |
$17.4M - $18.6M
|
1.29M
$101M
|
|
Aug 14, 2024
Q2 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
1.77K+ 1.97% |
$121K - $129K
|
91.5K
$7.16M
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
78New |
$5.36K - $5.72K
|
78
$6.1K
|
|
Aug 14, 2024
Q2 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
357+ 1.39% |
$24.5K - $26.2K
|
26K
$2.03M
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
172+ 0.36% |
$11.8K - $12.6K
|
47.4K
$3.71M
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-98- 1.13% |
$6.73K - $7.18K
|
8.58K
$671K
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
19+ 0.6% |
$1.3K - $1.39K
|
3.19K
$249K
|
|
Aug 14, 2024
Q2 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-1.98K- 5.33% |
$136K - $145K
|
35.2K
$2.75M
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
23.3KNew |
$1.6M - $1.71M
|
23.3K
$1.82M
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-560- 22.55% |
$38.5K - $41.1K
|
1.92K
$150K
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
49K+ 46.12% |
$3.36M - $3.59M
|
155K
$12.1M
|
|
Aug 14, 2024
Q2 2024
|
Brown Advisory Inc
|
BUY
|
- |
150+ 3.32% |
$10.3K - $11K
|
4.67K
$366K
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3.58K+ 108.22% |
$246K - $262K
|
6.89K
$539K
|
|
Aug 14, 2024
Q2 2024
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
8.2K+ 0.73% |
$563K - $601K
|
1.13M
$88.4M
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
37.2KNew |
$2.55M - $2.72M
|
37.2K
$2.91M
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-7.8K- 10.55% |
$535K - $572K
|
66.1K
$5.17M
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-687- 1.44% |
$47.2K - $50.4K
|
47.2K
$3.69M
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
3.22K+ 247.46% |
$221K - $236K
|
4.52K
$353K
|
|
Aug 14, 2024
Q2 2024
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-50- 0.11% |
$3.43K - $3.67K
|
44.6K
$3.49M
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
38New |
$2.61K - $2.79K
|
38
$2.97K
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-8.47K- 65.15% |
$582K - $621K
|
4.53K
$354K
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-486- 10.91% |
$33.4K - $35.6K
|
3.97K
$310K
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.88K+ 6.92% |
$197K - $211K
|
44.4K
$3.47M
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-2.99K- 4.47% |
$205K - $219K
|
63.9K
$5M
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
20.7K+ 3.67% |
$1.42M - $1.52M
|
586K
$45.8M
|
|
Aug 14, 2024
Q2 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-24.2K- 51.06% |
$1.66M - $1.78M
|
23.2K
$1.82M
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.82K- 1.73% |
$194K - $207K
|
160K
$12.5M
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
167K+ 38.62% |
$11.5M - $12.3M
|
601K
$47M
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
206+ 2.91% |
$14.1K - $15.1K
|
7.29K
$570K
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.75K+ 2.94% |
$189K - $201K
|
96.1K
$7.52M
|
|
Aug 13, 2024
Q2 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-6.36K- 7.08% |
$437K - $466K
|
83.5K
$6.53M
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.03K+ 4.73% |
$70.9K - $75.7K
|
22.9K
$1.79M
|