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 |
|---|---|---|---|---|---|---|---|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-30.7K- 54.68% |
$2.36M - $2.52M
|
25.4K
$2.02M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
3.83K+ 138.14% |
$294K - $314K
|
6.59K
$525K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
32+ 0.37% |
$2.46K - $2.63K
|
8.68K
$691K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
49K+ 1.68% |
$3.76M - $4.03M
|
2.96M
$236M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-673K- 40.42% |
$51.6M - $55.3M
|
991K
$78.9M
|
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
2.23K+ 74.73% |
$171K - $183K
|
5.21K
$415K
|
|
|
May 15, 2025
Q1 2025
|
Rockport Wealth LLC
Fairview Park, OH |
SELL
|
- |
-656- 1.89% |
$50.4K - $53.9K
|
34.1K
$2.71M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-150- 0.29% |
$11.5K - $12.3K
|
51.2K
$4.07M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
525+ 5.01% |
$40.3K - $43.2K
|
11K
$875K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.98K+ 13.03% |
$152K - $163K
|
17.2K
$1.37M
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-151- 1.51% |
$11.6K - $12.4K
|
9.88K
$786K
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
198New |
$15.2K - $16.3K
|
198
$15.8K
|
|
|
May 15, 2025
Q1 2025
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-43K- 3.79% |
$3.3M - $3.54M
|
1.09M
$86.8M
|
|
|
May 15, 2025
Q1 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
2.53KNew |
$194K - $208K
|
2.53K
$201K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-18.2K- 6.89% |
$1.39M - $1.49M
|
245K
$19.5M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-8.89K- 2.71% |
$683K - $731K
|
319K
$25.4M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-100- 0.21% |
$7.68K - $8.22K
|
46.6K
$3.71M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-369- 3.88% |
$28.3K - $30.3K
|
9.14K
$728K
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
51+ 0.3% |
$3.92K - $4.19K
|
16.9K
$1.34M
|
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
1+ 0.47% |
$76.8 - $82.2
|
214
$17K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.93K- 0.14% |
$148K - $158K
|
1.38M
$110M
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-1.43K- 15.41% |
$110K - $118K
|
7.87K
$626K
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.99K+ 40.5% |
$153K - $164K
|
6.91K
$550K
|
|
|
May 15, 2025
Q1 2025
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-3.96K- 5.13% |
$304K - $326K
|
73.2K
$5.83M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-887- 1.7% |
$68.1K - $72.9K
|
51.2K
$4.07M
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-499- 1.69% |
$38.3K - $41K
|
29.1K
$2.31M
|
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
631+ 9.59% |
$48.4K - $51.9K
|
7.21K
$574K
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
24.5KNew |
$1.88M - $2.02M
|
24.5K
$1.95M
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-1.31K- 20.73% |
$100K - $107K
|
5K
$398K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-239- 1.52% |
$18.3K - $19.7K
|
15.5K
$1.23M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-714- 0.13% |
$54.8K - $58.7K
|
565K
$44.9M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-344K- 19.39% |
$26.4M - $28.3M
|
1.43M
$114M
|
|
|
May 14, 2025
Q1 2025
|
Wolfstich Capital, LLC
Medfield, MA |
BUY
|
- |
3.95K+ 5125.97% |
$303K - $325K
|
4.02K
$320K
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
226+ 3.18% |
$17.4K - $18.6K
|
7.33K
$583K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
4.12K+ 1.07% |
$316K - $338K
|
390K
$31.1M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-3.81K- 6.23% |
$292K - $313K
|
57.3K
$4.56M
|
|
|
May 14, 2025
Q1 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
73+ 0.43% |
$5.6K - $6K
|
16.9K
$1.35M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.54K+ 2.85% |
$348K - $373K
|
164K
$13.1M
|
|
|
May 14, 2025
Q1 2025
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
140+ 2.41% |
$10.7K - $11.5K
|
5.95K
$474K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
14+ 0.44% |
$1.07K - $1.15K
|
3.23K
$257K
|
|
|
May 14, 2025
Q1 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
2.53KNew |
$194K - $208K
|
2.53K
$201K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4.92K+ 3.19% |
$378K - $404K
|
159K
$12.6M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
24.3K+ 89.2% |
$1.86M - $1.99M
|
51.4K
$4.09M
|
|
|
May 14, 2025
Q1 2025
|
Absolute Capital Management, LLC
|
SELL
|
- |
-678- 10.37% |
$52.1K - $55.7K
|
5.86K
$466K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
27New |
$2.07K - $2.22K
|
27
$2.15K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-3.15K- 4.94% |
$242K - $259K
|
60.7K
$4.83M
|
|
|
May 14, 2025
Q1 2025
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
3.28KNew |
$252K - $270K
|
3.28K
$261K
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-1.25K- 32.16% |
$95.7K - $103K
|
2.63K
$209K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-8.33K- 16.83% |
$639K - $685K
|
41.2K
$3.28M
|