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 20, 2023
Q2 2023
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
808+ 14.29% |
$48.8K - $51.4K
|
6.46K
$535K
|
|
|
Jul 14, 2023
Q2 2023
|
Pacifica Partners Inc.
|
SELL
|
- |
-1.75K- 69.06% |
$106K - $111K
|
784
$64.9K
|
|
| Q1 2023 | |||||||
|
May 24, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
52+ 41.94% |
$3.09K - $3.34K
|
176
$14.6K
|
|
|
May 18, 2023
Q1 2023
|
Courier Capital LLC
|
SELL
|
- |
-532- 10.02% |
$31.6K - $34.1K
|
4.78K
$396K
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
6.61KNew |
$392K - $424K
|
6.61K
$547K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-38- 0.4% |
$2.26K - $2.44K
|
9.56K
$791K
|
|
|
May 15, 2023
Q1 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
9.02KNew |
$536K - $579K
|
9.02K
$747K
|
|
|
May 12, 2023
Q1 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
7.8KNew |
$463K - $501K
|
7.8K
$646K
|
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-3.12K- 47.09% |
$185K - $200K
|
3.51K
$290K
|
|
|
May 12, 2023
Q1 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-40- 0.91% |
$2.37K - $2.57K
|
4.34K
$360K
|
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
8.35KNew |
$496K - $536K
|
8.35K
$691K
|
|
|
May 10, 2023
Q1 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-250K- 98.21% |
$14.9M - $16.1M
|
4.58K
$379K
|
|
|
May 10, 2023
Q1 2023
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
BUY
|
- |
440New |
$26.1K - $28.2K
|
440
$36.4K
|
|
|
May 08, 2023
Q1 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
1.47KNew |
$87K - $94.1K
|
1.47K
$121K
|
|
|
May 05, 2023
Q1 2023
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$59.4 - $64.2
|
4.15K
$344K
|
|
|
Apr 28, 2023
Q1 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 24, 2023
Q1 2023
|
Toth Financial Advisory Corp
|
SELL
|
- |
-50- 15.72% |
$2.97K - $3.21K
|
268
$22.2K
|
|
|
Apr 21, 2023
Q1 2023
|
Baldwin Brothers LLC
|
BUY
|
- |
132New |
$7.84K - $8.47K
|
132
$10.9K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
2.91KNew |
$173K - $187K
|
2.91K
$241K
|
|
|
Apr 19, 2023
Q1 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
16New |
$950 - $1.03K
|
16
$1.32K
|
|
|
Apr 19, 2023
Q1 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-118- 3.27% |
$7.01K - $7.57K
|
3.49K
$289K
|
|
|
Apr 07, 2023
Q1 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
4.39KNew |
$260K - $281K
|
4.39K
$363K
|
|
| Q4 2022 | |||||||
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-769- 5.56% |
$42.9K - $49.7K
|
13.1K
$1.08M
|
|
|
Feb 15, 2023
Q4 2022
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
4.7KNew |
$262K - $304K
|
4.7K
$389K
|
|
|
Feb 14, 2023
Q4 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
1+ 0.68% |
$55.8 - $64.6
|
149
$12.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
4.71KNew |
$263K - $304K
|
4.71K
$390K
|
|
|
Feb 14, 2023
Q4 2022
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.29KNew |
$184K - $213K
|
3.29K
$273K
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
8.96KNew |
$500K - $579K
|
8.96K
$742K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
164New |
$9.15K - $10.6K
|
164
$13.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
200New |
$11.2K - $12.9K
|
200
$16.6K
|
|
|
Feb 13, 2023
Q4 2022
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.31KNew |
$185K - $214K
|
3.31K
$274K
|
|
|
Feb 13, 2023
Q4 2022
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
10.7KNew |
$597K - $691K
|
10.7K
$885K
|
|
|
Feb 09, 2023
Q4 2022
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
500+ 10.91% |
$27.9K - $32.3K
|
5.08K
$421K
|
|
|
Feb 08, 2023
Q4 2022
|
Seven Springs Wealth Group, LLC
|
BUY
|
- |
3.6KNew |
$201K - $233K
|
3.6K
$298K
|
|
|
Feb 07, 2023
Q4 2022
|
Dakota Wealth Management
|
BUY
|
- |
395+ 2.62% |
$22K - $25.5K
|
15.5K
$1.28M
|
|
|
Feb 06, 2023
Q4 2022
|
New Square Capital LLC
|
BUY
|
- |
84New |
$4.69K - $5.43K
|
84
$6.95K
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
120New |
$6.69K - $7.76K
|
120
$9.93K
|
|
|
Feb 03, 2023
Q4 2022
|
St. Louis Trust CO
|
BUY
|
- |
4.72KNew |
$263K - $305K
|
4.72K
$391K
|
|
|
Feb 03, 2023
Q4 2022
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-270- 4.71% |
$15.1K - $17.5K
|
5.46K
$452K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
600New |
$33.5K - $38.8K
|
600
$49.7K
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
350New |
$19.5K - $22.6K
|
350
$29K
|
|
|
Jan 31, 2023
Q4 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
BUY
|
- |
39+ 0.59% |
$2.18K - $2.52K
|
6.7K
$554K
|
|
|
Jan 20, 2023
Q4 2022
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
36.5KNew |
$2.04M - $2.36M
|
36.5K
$3.02M
|
|
|
Jan 18, 2023
Q4 2022
|
Calton & Associates, Inc.
|
SELL
|
- |
-103- 0.39% |
$5.75K - $6.66K
|
26.5K
$2.19M
|
|
|
Jan 12, 2023
Q4 2022
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
6.47KNew |
$361K - $418K
|
6.47K
$535K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
670New |
$37.4K - $43.3K
|
670
$55.4K
|
|
| 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
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
56+ 0.7% |
$3.09K - $3.6K
|
8.05K
$666K
|
|