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 03, 2024
Q1 2024
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-96- 2.86% |
$6.32K - $6.93K
|
3.26K
$278K
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
BUY
|
- |
2.88KNew |
$190K - $208K
|
2.88K
$245K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
5+ 0.16% |
$329 - $361
|
3.22K
$274K
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-500- 50.0% |
$32.9K - $36.1K
|
500
$42.5K
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1+ 0.03% |
$65.8 - $72.2
|
3.93K
$334K
|
|
|
Apr 29, 2024
Q1 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-940- 13.11% |
$61.9K - $67.9K
|
6.23K
$530K
|
|
|
Apr 24, 2024
Q1 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-36- 3.0% |
$2.37K - $2.6K
|
1.17K
$99.2K
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
BUY
|
- |
210+ 80.77% |
$13.8K - $15.2K
|
470
$40K
|
|
|
Apr 19, 2024
Q1 2024
|
Veriti Management LLC
|
BUY
|
- |
5.11KNew |
$336K - $369K
|
5.11K
$434K
|
|
|
Apr 17, 2024
Q1 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
37.1KNew |
$2.44M - $2.68M
|
37.1K
$3.15M
|
|
|
Apr 15, 2024
Q1 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-35.8K- 81.41% |
$2.36M - $2.58M
|
8.17K
$695K
|
|
|
Apr 12, 2024
Q1 2024
|
Riverview Trust CO
|
BUY
|
- |
44New |
$2.9K - $3.18K
|
44
$3.74K
|
|
|
Apr 11, 2024
Q1 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-400- 2.74% |
$26.3K - $28.9K
|
14.2K
$1.21M
|
|
|
Apr 10, 2024
Q1 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
756+ 24.67% |
$49.8K - $54.6K
|
3.82K
$325K
|
|
|
Apr 09, 2024
Q1 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-3.91K- 9.55% |
$258K - $282K
|
37.1K
$3.15M
|
|
| Q4 2023 | |||||||
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
5New |
$294 - $333
|
5
$425
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
586New |
$34.5K - $39K
|
586
$49.8K
|
|
|
Apr 09, 2024
Q4 2023
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
86New |
$5.06K - $5.72K
|
86
$7.31K
|
|
|
Feb 21, 2024
Q4 2023
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
2.7KNew |
$159K - $180K
|
2.7K
$230K
|
|
|
Feb 14, 2024
Q4 2023
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-313- 0.61% |
$18.4K - $20.8K
|
51.2K
$4.36M
|
|
|
Feb 14, 2024
Q4 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
4.41KNew |
$260K - $293K
|
4.41K
$375K
|
|
|
Feb 14, 2024
Q4 2023
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
13.2K+ 4.06% |
$779K - $880K
|
339K
$28.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
2.48KNew |
$146K - $165K
|
2.48K
$211K
|
|
|
Feb 12, 2024
Q4 2023
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
4.76KNew |
$280K - $317K
|
4.76K
$405K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
29.9KNew |
$1.76M - $1.99M
|
29.9K
$2.55M
|
|
|
Feb 09, 2024
Q4 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-1.4K- 20.85% |
$82.2K - $92.9K
|
5.3K
$451K
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
10.4K+ 0.5% |
$610K - $689K
|
2.09M
$178M
|
|
|
Feb 08, 2024
Q4 2023
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
6.67KNew |
$393K - $444K
|
6.67K
$567K
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-50- 1.41% |
$2.94K - $3.33K
|
3.49K
$297K
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-97- 1.75% |
$5.71K - $6.45K
|
5.45K
$463K
|
|
|
Feb 06, 2024
Q4 2023
|
Rollins Financial
|
SELL
|
- |
-2.69K- 9.73% |
$158K - $179K
|
24.9K
$2.12M
|
|
|
Feb 01, 2024
Q4 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
2KNew |
$118K - $133K
|
2K
$170K
|
|
|
Jan 31, 2024
Q4 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-4.97K- 89.24% |
$292K - $330K
|
599
$50.9K
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
180New |
$10.6K - $12K
|
180
$15.3K
|
|
|
Jan 30, 2024
Q4 2023
|
Marino, Stram & Associates LLC
|
BUY
|
- |
3.08KNew |
$181K - $205K
|
3.08K
$262K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 1.23% |
$58.9 - $66.5
|
82
$6.97K
|
|
|
Jan 29, 2024
Q4 2023
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
3.2KNew |
$188K - $213K
|
3.2K
$272K
|
|
|
Jan 25, 2024
Q4 2023
|
Tfc Financial Management
|
SELL
|
- |
-100- 50.0% |
$5.89K - $6.65K
|
100
$8.51K
|
|
|
Jan 22, 2024
Q4 2023
|
Fusion Capital, LLC
|
BUY
|
- |
3.06KNew |
$180K - $204K
|
3.06K
$260K
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
CALL |
1KNew |
$58.9K - $66.5K
|
1K
$85.1K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
1.43KNew |
$84K - $94.9K
|
1.43K
$121K
|
|
|
Jan 16, 2024
Q4 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-540- 14.75% |
$31.8K - $35.9K
|
3.12K
$266K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
4.28MNew |
$252M - $285M
|
4.28M
$364M
|
|
|
Jan 09, 2024
Q4 2023
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
6+ 0.15% |
$353 - $399
|
4.04K
$344K
|
|
|
Jan 08, 2024
Q4 2023
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
5.29K+ 2.12% |
$312K - $352K
|
255K
$21.7M
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-666- 35.07% |
$39.2K - $44.3K
|
1.23K
$105K
|
|
| Q3 2023 | |||||||
|
Aug 08, 2024
Q3 2023
|
Syntrinsic LLC
Denver, CO |
BUY
|
- |
171New |
$10.5K - $11.2K
|
171
$14.5K
|
|
|
Nov 15, 2023
Q3 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
8.61KNew |
$529K - $565K
|
8.61K
$732K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-3.96K- 20.96% |
$243K - $260K
|
14.9K
$1.27M
|
|
|
Nov 14, 2023
Q3 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-362- 9.64% |
$22.3K - $23.8K
|
3.39K
$289K
|
|