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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.01K- 5.43% |
$233K - $247K
|
52.5K
$4.13M
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
13+ 0.37% |
$1K - $1.07K
|
3.57K
$281K
|
|
|
Jan 17, 2025
Q4 2024
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-115- 3.91% |
$8.88K - $9.44K
|
2.83K
$222K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
4+ 0.08% |
$309 - $328
|
5.34K
$420K
|
|
|
Jan 16, 2025
Q4 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-100- 0.38% |
$7.72K - $8.21K
|
26.1K
$2.05M
|
|
|
Jan 16, 2025
Q4 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
275+ 3.16% |
$21.2K - $22.6K
|
8.98K
$706K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-661- 1.13% |
$51K - $54.3K
|
57.7K
$4.53M
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
598New |
$46.2K - $49.1K
|
598
$47K
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
SELL
|
- |
-973- 2.3% |
$75.1K - $79.9K
|
41.4K
$3.25M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
5.08KNew |
$392K - $417K
|
5.08K
$399K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-714- 8.64% |
$55.1K - $58.6K
|
7.55K
$593K
|
|
|
Jan 15, 2025
Q4 2024
|
Lake Street Financial LLC
|
BUY
|
- |
138KNew |
$10.7M - $11.4M
|
138K
$10.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
718+ 4.14% |
$55.5K - $59K
|
18.1K
$1.42M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-128- 2.76% |
$9.89K - $10.5K
|
4.51K
$355K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
15+ 0.54% |
$1.16K - $1.23K
|
2.81K
$221K
|
|
|
Jan 14, 2025
Q4 2024
|
626 Financial, LLC
|
BUY
|
- |
28+ 0.28% |
$2.16K - $2.3K
|
9.94K
$782K
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-936- 16.55% |
$72.3K - $76.9K
|
4.72K
$371K
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
322+ 2.0% |
$24.9K - $26.4K
|
16.4K
$1.29M
|
|
|
Jan 14, 2025
Q4 2024
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
40+ 0.2% |
$3.09K - $3.28K
|
19.7K
$1.55M
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
27+ 0.32% |
$2.09K - $2.22K
|
8.59K
$675K
|
|
|
Jan 14, 2025
Q4 2024
|
Tallon Kerry Patrick
Pittsford, NY |
BUY
|
- |
7.68KNew |
$593K - $630K
|
7.68K
$603K
|
|
|
Jan 14, 2025
Q4 2024
|
Meridian Financial Partners LLC
|
BUY
|
- |
173+ 0.45% |
$13.4K - $14.2K
|
38.2K
$3M
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
BUY
|
- |
2+ 0.35% |
$154 - $164
|
578
$45.4K
|
|
|
Jan 13, 2025
Q4 2024
|
Grandview Asset Management LLC
|
SELL
|
- |
-558- 7.61% |
$43.1K - $45.8K
|
6.77K
$532K
|
|
|
Jan 13, 2025
Q4 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-2.15K- 2.98% |
$166K - $176K
|
69.8K
$5.49M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
1+ 0.11% |
$77.2 - $82.1
|
902
$70.9K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.53K+ 3.31% |
$350K - $372K
|
141K
$11.1M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1.5KNew |
$116K - $123K
|
1.5K
$118K
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
8.06KNew |
$623K - $662K
|
8.06K
$634K
|
|
|
Jan 07, 2025
Q4 2024
|
Moller Financial Services
|
SELL
|
- |
-1.34K- 1.39% |
$103K - $110K
|
94.6K
$7.44M
|
|
| Q3 2024 | |||||||
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-14.2K- 8.91% |
$1.02M - $1.11M
|
145K
$11.4M
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
671+ 5.97% |
$48.2K - $52.7K
|
11.9K
$937K
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
24.6KNew |
$1.77M - $1.93M
|
24.6K
$1.94M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
156KNew |
$11.2M - $12.3M
|
156K
$12.3M
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1+ 0.52% |
$71.9 - $78.6
|
193
$15.2K
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
SELL
|
- |
-524- 6.26% |
$37.7K - $41.2K
|
7.84K
$617K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.86K+ 8.69% |
$278K - $303K
|
48.3K
$3.8M
|
|
|
Nov 15, 2024
Q3 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-328- 0.1% |
$23.6K - $25.8K
|
339K
$26.6M
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-50- 0.16% |
$3.59K - $3.93K
|
31.9K
$2.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Weaver Consulting Group
|
SELL
|
- |
-100- 3.03% |
$7.19K - $7.86K
|
3.2K
$252K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
566+ 2.91% |
$40.7K - $44.5K
|
20K
$1.57M
|
|
|
Nov 14, 2024
Q3 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-15.2K- 20.54% |
$1.09M - $1.19M
|
58.6K
$4.61M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
161+ 0.08% |
$11.6K - $12.6K
|
194K
$15.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
447+ 6.49% |
$32.1K - $35.1K
|
7.34K
$577K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-524- 0.33% |
$37.7K - $41.2K
|
160K
$12.6M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-249- 2.32% |
$17.9K - $19.6K
|
10.5K
$823K
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-530- 1.12% |
$38.1K - $41.6K
|
46.6K
$3.67M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-26.4K- 9.58% |
$1.89M - $2.07M
|
249K
$19.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
1+ 0.01% |
$71.9 - $78.6
|
9.08K
$714K
|
|
|
Nov 14, 2024
Q3 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-127- 0.55% |
$9.13K - $9.98K
|
23.1K
$1.82M
|
|