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 14, 2022
Q2 2022
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-3.38KClosed |
$193K - $226K
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
American National Bank
|
BUY
|
- |
200New |
$11.4K - $13.4K
|
200
$16K
|
|
|
Jul 06, 2022
Q2 2022
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-3.96KClosed |
$227K - $265K
|
0
$0
|
|
| Q1 2022 | |||||||
|
Feb 08, 2024
Q1 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
14.8KNew |
$925K - $991K
|
14.8K
$1.18M
|
|
|
May 11, 2022
Q1 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-122- 0.84% |
$7.6K - $8.14K
|
14.4K
$1.15M
|
|
|
May 11, 2022
Q1 2022
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
1.08KNew |
$67.3K - $72.1K
|
1.08K
$86.2K
|
|
|
May 09, 2022
Q1 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-360Closed |
$22.4K - $24K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-3.48KClosed |
$217K - $232K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
3KNew |
$187K - $200K
|
3K
$239K
|
|
|
May 05, 2022
Q1 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
31+ 4.72% |
$1.93K - $2.07K
|
688
$54.9K
|
|
|
May 02, 2022
Q1 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
1.18K+ 23.01% |
$73.7K - $78.9K
|
6.32K
$504K
|
|
|
May 02, 2022
Q1 2022
|
Hnp Capital LLC
|
BUY
|
- |
5.31KNew |
$331K - $354K
|
5.31K
$424K
|
|
|
Apr 29, 2022
Q1 2022
|
Addison Advisors LLC
|
SELL
|
- |
-10Closed |
$623 - $667
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
748New |
$46.6K - $49.9K
|
748
$59.7K
|
|
|
Apr 27, 2022
Q1 2022
|
Alta Wealth Advisors LLC
|
BUY
|
- |
17.4KNew |
$1.09M - $1.16M
|
17.4K
$1.39M
|
|
|
Apr 22, 2022
Q1 2022
|
Umb Bank, N.A.
|
BUY
|
- |
246New |
$15.3K - $16.4K
|
246
$19.6K
|
|
|
Apr 20, 2022
Q1 2022
|
Bank Of New Hampshire
|
BUY
|
- |
810New |
$50.5K - $54.1K
|
810
$64.6K
|
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
SELL
|
- |
-17K- 88.69% |
$1.06M - $1.13M
|
2.17K
$173K
|
|
|
Apr 07, 2022
Q1 2022
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
787New |
$49K - $52.5K
|
787
$62.8K
|
|
| Q4 2021 | |||||||
|
Feb 25, 2022
Q4 2021
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
5.87K+ 100.0% |
$351K - $388K
|
11.7K
$937K
|
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-205Closed |
$12.3K - $13.6K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-179Closed |
$10.7K - $11.8K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Ls Investment Advisors, LLC
|
BUY
|
- |
2.9K+ 100.0% |
$174K - $192K
|
5.8K
$463K
|
|
|
Feb 14, 2022
Q4 2021
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
2K+ 100.0% |
$119K - $132K
|
3.99K
$318K
|
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-1.39KClosed |
$83.1K - $91.8K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
843+ 100.0% |
$50.5K - $55.8K
|
1.69K
$135K
|
|
|
Feb 11, 2022
Q4 2021
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
182New |
$10.9K - $12K
|
182
$14.5K
|
|
|
Feb 11, 2022
Q4 2021
|
Phoenix Wealth Advisors
|
SELL
|
- |
-1.1KClosed |
$65.9K - $72.8K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Valley National Advisers Inc
|
BUY
|
- |
205+ 100.0% |
$12.3K - $13.6K
|
410
$32.7K
|
|
|
Feb 10, 2022
Q4 2021
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
399+ 100.0% |
$23.9K - $26.4K
|
798
$63.7K
|
|
|
Feb 09, 2022
Q4 2021
|
Washington Trust CO
|
SELL
|
- |
-1.16KClosed |
$69.4K - $76.7K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Advanced Research Investment Solutions, LLC
|
SELL
|
- |
-172Closed |
$10.3K - $11.4K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
1.71KNew |
$102K - $113K
|
1.71K
$136K
|
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
1.07KNew |
$64K - $70.7K
|
1.07K
$85.3K
|
|
|
Feb 08, 2022
Q4 2021
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
160+ 100.0% |
$9.58K - $10.6K
|
320
$25.5K
|
|
|
Feb 07, 2022
Q4 2021
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
5.9KNew |
$353K - $391K
|
5.9K
$471K
|
|
|
Feb 07, 2022
Q4 2021
|
Orion Capital Management LLC
|
BUY
|
- |
130+ 100.0% |
$7.78K - $8.6K
|
260
$20.7K
|
|
|
Feb 07, 2022
Q4 2021
|
Bridgewater Advisors Inc.
|
BUY
|
- |
1.94K+ 100.0% |
$116K - $128K
|
3.88K
$309K
|
|
|
Feb 07, 2022
Q4 2021
|
Oakworth Capital, Inc.
|
SELL
|
- |
-893Closed |
$53.5K - $59.1K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
2.83K+ 100.0% |
$170K - $187K
|
5.66K
$452K
|
|
|
Feb 03, 2022
Q4 2021
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-125- 1.23% |
$7.48K - $8.27K
|
10K
$798K
|
|
|
Feb 01, 2022
Q4 2021
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-58Closed |
$3.47K - $3.84K
|
0
$0
|
|
|
Feb 01, 2022
Q4 2021
|
Platform Technology Partners
|
BUY
|
- |
8.5K+ 100.0% |
$509K - $562K
|
17K
$1.36M
|
|
|
Jan 31, 2022
Q4 2021
|
Adviser Investments LLC
|
BUY
|
- |
4.61K+ 100.0% |
$276K - $305K
|
9.22K
$736K
|
|
|
Jan 28, 2022
Q4 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-520Closed |
$31.1K - $34.4K
|
0
$0
|
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
236+ 100.0% |
$14.1K - $15.6K
|
472
$37.7K
|
|
|
Jan 25, 2022
Q4 2021
|
Private Ocean, LLC
|
BUY
|
- |
1.71K+ 100.0% |
$102K - $113K
|
3.42K
$273K
|
|
|
Jan 20, 2022
Q4 2021
|
Burns J W & CO Inc
|
BUY
|
- |
1.88K+ 100.0% |
$112K - $124K
|
3.75K
$299K
|
|
|
Jan 20, 2022
Q4 2021
|
Minot Wealth Management LLC
|
BUY
|
- |
9.16K+ 131.25% |
$548K - $606K
|
16.1K
$1.29M
|
|