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 |
|---|---|---|---|---|---|---|---|
|
Apr 19, 2023
Q1 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-118- 3.27% |
$7.01K - $7.57K
|
3.49K
$281K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-877- 46.67% |
$52.1K - $56.3K
|
1K
$80.6K
|
|
|
Apr 07, 2023
Q1 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
4.39KNew |
$260K - $281K
|
4.39K
$353K
|
|
| Q4 2022 | |||||||
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-769- 5.56% |
$42.9K - $49.7K
|
13.1K
$1.05M
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
404New |
$22.5K - $26.1K
|
404
$32.5K
|
|
|
Feb 15, 2023
Q4 2022
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
4.7KNew |
$262K - $304K
|
4.7K
$378K
|
|
|
Feb 14, 2023
Q4 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
1+ 0.68% |
$55.8 - $64.6
|
149
$12K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
200New |
$11.2K - $12.9K
|
200
$16.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
164New |
$9.15K - $10.6K
|
164
$13.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
8.96KNew |
$500K - $579K
|
8.96K
$720K
|
|
|
Feb 14, 2023
Q4 2022
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.29KNew |
$184K - $213K
|
3.29K
$265K
|
|
|
Feb 14, 2023
Q4 2022
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
4.71KNew |
$263K - $304K
|
4.71K
$379K
|
|
|
Feb 13, 2023
Q4 2022
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
10.7KNew |
$597K - $691K
|
10.7K
$860K
|
|
|
Feb 13, 2023
Q4 2022
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.31KNew |
$185K - $214K
|
3.31K
$266K
|
|
|
Feb 09, 2023
Q4 2022
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
500+ 10.91% |
$27.9K - $32.3K
|
5.08K
$409K
|
|
|
Feb 08, 2023
Q4 2022
|
Seven Springs Wealth Group, LLC
|
BUY
|
- |
3.6KNew |
$201K - $233K
|
3.6K
$289K
|
|
|
Feb 07, 2023
Q4 2022
|
Dakota Wealth Management
|
BUY
|
- |
395+ 2.62% |
$22K - $25.5K
|
15.5K
$1.24M
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
120New |
$6.69K - $7.76K
|
120
$9.65K
|
|
|
Feb 06, 2023
Q4 2022
|
New Square Capital LLC
|
BUY
|
- |
84New |
$4.69K - $5.43K
|
84
$6.75K
|
|
|
Feb 03, 2023
Q4 2022
|
St. Louis Trust CO
|
BUY
|
- |
4.72KNew |
$263K - $305K
|
4.72K
$379K
|
|
|
Feb 03, 2023
Q4 2022
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-270- 4.71% |
$15.1K - $17.5K
|
5.46K
$439K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
600New |
$33.5K - $38.8K
|
600
$48.2K
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
350New |
$19.5K - $22.6K
|
350
$28.1K
|
|
|
Jan 31, 2023
Q4 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
BUY
|
- |
39+ 0.59% |
$2.18K - $2.52K
|
6.7K
$539K
|
|
|
Jan 20, 2023
Q4 2022
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
36.5KNew |
$2.04M - $2.36M
|
36.5K
$2.94M
|
|
|
Jan 18, 2023
Q4 2022
|
Calton & Associates, Inc.
|
SELL
|
- |
-103- 0.39% |
$5.75K - $6.66K
|
26.5K
$2.13M
|
|
|
Jan 17, 2023
Q4 2022
|
Well Done, LLC
|
SELL
|
- |
-4.1K- 32.89% |
$229K - $265K
|
8.36K
$672K
|
|
|
Jan 12, 2023
Q4 2022
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
6.47KNew |
$361K - $418K
|
6.47K
$520K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
670New |
$37.4K - $43.3K
|
670
$53.9K
|
|
|
Jan 05, 2023
Q4 2022
|
Optimum Investment Advisors
|
SELL
|
- |
-74- 6.15% |
$4.13K - $4.78K
|
1.13K
$90.9K
|
|
| Q3 2022 | |||||||
|
Jul 24, 2024
Q3 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-3.41KClosed |
$188K - $219K
|
0
$0
|
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-624Closed |
$34.5K - $40.1K
|
0
$0
|
|
|
Dec 02, 2022
Q3 2022
|
American Trust
Lexington, KY |
SELL
|
- |
-8.47KClosed |
$468K - $545K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
332+ 11.74% |
$18.3K - $21.4K
|
3.16K
$254K
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
8.61K+ 38.13% |
$476K - $554K
|
31.2K
$2.51M
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
56+ 0.7% |
$3.09K - $3.6K
|
8.05K
$647K
|
|
|
Nov 14, 2022
Q3 2022
|
Options Solutions, LLC
Chevy Chase, MD |
SELL
|
- |
-5- 0.06% |
$276 - $322
|
9K
$724K
|
|
|
Nov 14, 2022
Q3 2022
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
196+ 3.59% |
$10.8K - $12.6K
|
5.65K
$455K
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
558New |
$30.8K - $35.9K
|
558
$44.9K
|
|
|
Nov 09, 2022
Q3 2022
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-132- 2.59% |
$7.29K - $8.49K
|
4.96K
$398K
|
|
|
Nov 08, 2022
Q3 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-270- 6.59% |
$14.9K - $17.4K
|
3.83K
$308K
|
|
|
Oct 31, 2022
Q3 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
88.4KNew |
$4.89M - $5.69M
|
88.4K
$7.11M
|
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
558+ 9.04% |
$30.8K - $35.9K
|
6.73K
$541K
|
|
|
Oct 26, 2022
Q3 2022
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-559- 7.81% |
$30.9K - $36K
|
6.6K
$530K
|
|
|
Oct 26, 2022
Q3 2022
|
Udine Wealth Management, Inc.
|
BUY
|
- |
18.2KNew |
$1.01M - $1.17M
|
18.2K
$1.46M
|
|
|
Oct 24, 2022
Q3 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
234New |
$12.9K - $15.1K
|
234
$18.8K
|
|
|
Oct 17, 2022
Q3 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
40.8KNew |
$2.25M - $2.62M
|
40.8K
$3.28M
|
|
| Q2 2022 | |||||||
|
Aug 25, 2022
Q2 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
910+ 20.33% |
$52.1K - $60.9K
|
5.39K
$433K
|
|
|
Aug 15, 2022
Q2 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-18.5KClosed |
$1.06M - $1.24M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-345Closed |
$19.7K - $23.1K
|
0
$0
|
|