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 |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2025
Q2 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-486- 5.36% |
$34.4K - $39.9K
|
8.59K
$711K
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
2.43K+ 2.36% |
$172K - $199K
|
105K
$8.7M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-39- 0.79% |
$2.76K - $3.2K
|
4.92K
$407K
|
|
|
Jul 10, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
1.08K+ 122.73% |
$76.4K - $88.7K
|
1.96K
$162K
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
SELL
|
- |
-432- 2.15% |
$30.5K - $35.5K
|
19.6K
$1.62M
|
|
|
Jul 10, 2025
Q2 2025
|
Moller Financial Services
|
SELL
|
- |
-551- 0.59% |
$39K - $45.3K
|
92.8K
$7.68M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.92K- 2.13% |
$206K - $240K
|
134K
$11.1M
|
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
62.8K+ 530.11% |
$4.44M - $5.15M
|
74.6K
$6.17M
|
|
|
Jul 10, 2025
Q2 2025
|
Ryan Investment Management, Inc.
Basalt, CO |
BUY
|
- |
814New |
$57.5K - $66.9K
|
814
$67.4K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-22- 0.22% |
$1.56K - $1.81K
|
10.2K
$840K
|
|
|
Jul 09, 2025
Q2 2025
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
111+ 0.56% |
$7.85K - $9.12K
|
19.9K
$1.65M
|
|
|
Jul 09, 2025
Q2 2025
|
Post Resch Tallon Group Inc.
Pittsford, NY |
SELL
|
- |
-200- 2.61% |
$14.1K - $16.4K
|
7.48K
$619K
|
|
|
Jul 09, 2025
Q2 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-363- 0.52% |
$25.7K - $29.8K
|
68.9K
$5.7M
|
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
2.01K+ 12.07% |
$142K - $165K
|
18.7K
$1.54M
|
|
|
Jul 08, 2025
Q2 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
1.63K+ 11.45% |
$116K - $134K
|
15.9K
$1.32M
|
|
|
Jul 08, 2025
Q2 2025
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
12+ 0.15% |
$848 - $986
|
7.86K
$650K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-200- 7.62% |
$14.1K - $16.4K
|
2.43K
$201K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
2.24K+ 603.5% |
$158K - $184K
|
2.61K
$216K
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
5.09KNew |
$360K - $418K
|
5.09K
$421K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-178- 1.14% |
$12.6K - $14.6K
|
15.4K
$1.27M
|
|
| Q1 2025 | |||||||
|
Jun 11, 2025
Q1 2025
|
Kondo Wealth Advisors, Inc.
Pasadena, CA |
SELL
|
- |
-579- 2.18% |
$44.4K - $47.6K
|
26K
$2.15M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
6.99K+ 106.04% |
$537K - $575K
|
13.6K
$1.12M
|
|
|
May 27, 2025
Q1 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-602K- 97.93% |
$46.2M - $49.5M
|
12.7K
$1.05M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-30.7K- 54.68% |
$2.36M - $2.52M
|
25.4K
$2.1M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-150- 0.29% |
$11.5K - $12.3K
|
51.2K
$4.24M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-673K- 40.42% |
$51.6M - $55.3M
|
991K
$82M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
49K+ 1.68% |
$3.76M - $4.03M
|
2.96M
$245M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-18.2K- 6.89% |
$1.39M - $1.49M
|
245K
$20.3M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-8.89K- 2.71% |
$683K - $731K
|
319K
$26.4M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-100- 0.21% |
$7.68K - $8.22K
|
46.6K
$3.86M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
525+ 5.01% |
$40.3K - $43.2K
|
11K
$910K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-369- 3.88% |
$28.3K - $30.3K
|
9.14K
$757K
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-151- 1.51% |
$11.6K - $12.4K
|
9.88K
$818K
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
198New |
$15.2K - $16.3K
|
198
$16.4K
|
|
|
May 15, 2025
Q1 2025
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-43K- 3.79% |
$3.3M - $3.54M
|
1.09M
$90.3M
|
|
|
May 15, 2025
Q1 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
2.53KNew |
$194K - $208K
|
2.53K
$209K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.98K+ 13.03% |
$152K - $163K
|
17.2K
$1.42M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
32+ 0.37% |
$2.46K - $2.63K
|
8.68K
$719K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-239- 1.52% |
$18.3K - $19.7K
|
15.5K
$1.28M
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-1.31K- 20.73% |
$100K - $107K
|
5K
$414K
|
|
|
May 15, 2025
Q1 2025
|
Rockport Wealth LLC
Fairview Park, OH |
SELL
|
- |
-656- 1.89% |
$50.4K - $53.9K
|
34.1K
$2.82M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.99K+ 40.5% |
$153K - $164K
|
6.91K
$572K
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
51+ 0.3% |
$3.92K - $4.19K
|
16.9K
$1.39M
|
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
1+ 0.47% |
$76.8 - $82.2
|
214
$17.7K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.93K- 0.14% |
$148K - $158K
|
1.38M
$115M
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-1.43K- 15.41% |
$110K - $118K
|
7.87K
$651K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-714- 0.13% |
$54.8K - $58.7K
|
565K
$46.7M
|
|
|
May 15, 2025
Q1 2025
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-3.96K- 5.13% |
$304K - $326K
|
73.2K
$6.06M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-887- 1.7% |
$68.1K - $72.9K
|
51.2K
$4.23M
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-499- 1.69% |
$38.3K - $41K
|
29.1K
$2.41M
|
|