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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q3 2022
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
196+ 3.59% |
$10.8K - $12.6K
|
5.65K
$468K
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
8.61K+ 38.13% |
$476K - $554K
|
31.2K
$2.58M
|
|
|
Nov 14, 2022
Q3 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
332+ 11.74% |
$18.3K - $21.4K
|
3.16K
$261K
|
|
|
Nov 14, 2022
Q3 2022
|
Options Solutions, LLC
Chevy Chase, MD |
SELL
|
- |
-5- 0.06% |
$276 - $322
|
9K
$745K
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
558New |
$30.8K - $35.9K
|
558
$46.2K
|
|
|
Nov 09, 2022
Q3 2022
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-132- 2.59% |
$7.29K - $8.49K
|
4.96K
$410K
|
|
|
Nov 08, 2022
Q3 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-270- 6.59% |
$14.9K - $17.4K
|
3.83K
$317K
|
|
|
Oct 31, 2022
Q3 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
88.4KNew |
$4.89M - $5.69M
|
88.4K
$7.32M
|
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
558+ 9.04% |
$30.8K - $35.9K
|
6.73K
$557K
|
|
|
Oct 26, 2022
Q3 2022
|
Udine Wealth Management, Inc.
|
BUY
|
- |
18.2KNew |
$1.01M - $1.17M
|
18.2K
$1.51M
|
|
|
Oct 24, 2022
Q3 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
234New |
$12.9K - $15.1K
|
234
$19.4K
|
|
|
Oct 17, 2022
Q3 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
40.8KNew |
$2.25M - $2.62M
|
40.8K
$3.38M
|
|
| Q2 2022 | |||||||
|
Aug 25, 2022
Q2 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
910+ 20.33% |
$52.1K - $60.9K
|
5.39K
$446K
|
|
|
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
|
|
|
Aug 12, 2022
Q2 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-350Closed |
$20K - $23.4K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-1.6K- 30.19% |
$91.6K - $107K
|
3.7K
$306K
|
|
|
Aug 11, 2022
Q2 2022
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
1+ 0.47% |
$57.2 - $66.9
|
216
$17.9K
|
|
|
Aug 09, 2022
Q2 2022
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
5.5KNew |
$315K - $368K
|
5.5K
$455K
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
454New |
$26K - $30.4K
|
454
$37.6K
|
|
|
Aug 09, 2022
Q2 2022
|
Ntb Financial Corp
Centennial, CO |
BUY
|
- |
28+ 0.42% |
$1.6K - $1.87K
|
6.7K
$554K
|
|
|
Aug 09, 2022
Q2 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.23KNew |
$70.5K - $82.4K
|
1.23K
$102K
|
|
|
Aug 05, 2022
Q2 2022
|
Old Mission Capital LLC
|
BUY
|
- |
12KNew |
$687K - $804K
|
12K
$994K
|
|
|
Aug 05, 2022
Q2 2022
|
South State Corp
|
SELL
|
- |
-5KClosed |
$286K - $335K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
79+ 0.48% |
$4.52K - $5.29K
|
16.7K
$1.38M
|
|
|
Aug 01, 2022
Q2 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-1.5KClosed |
$85.8K - $100K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
286New |
$16.4K - $19.1K
|
286
$23.7K
|
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
1.3KNew |
$74.4K - $87K
|
1.3K
$108K
|
|
|
Jul 18, 2022
Q2 2022
|
Carlson Capital Management
|
SELL
|
- |
-3.52KClosed |
$201K - $235K
|
0
$0
|
|
|
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
$16.6K
|
|
| Q1 2022 | |||||||
|
May 11, 2022
Q1 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-122- 0.84% |
$7.6K - $8.14K
|
14.4K
$1.19M
|
|
|
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
$89.4K
|
|
|
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
$248K
|
|
|
May 05, 2022
Q1 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
31+ 4.72% |
$1.93K - $2.07K
|
688
$56.9K
|
|
|
May 02, 2022
Q1 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
1.18K+ 23.01% |
$73.7K - $78.9K
|
6.32K
$523K
|
|
|
May 02, 2022
Q1 2022
|
Hnp Capital LLC
|
BUY
|
- |
5.31KNew |
$331K - $354K
|
5.31K
$440K
|
|
|
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
$61.9K
|
|
|
Apr 27, 2022
Q1 2022
|
Alta Wealth Advisors LLC
|
BUY
|
- |
17.4KNew |
$1.09M - $1.16M
|
17.4K
$1.44M
|
|
|
Apr 22, 2022
Q1 2022
|
Umb Bank, N.A.
|
BUY
|
- |
246New |
$15.3K - $16.4K
|
246
$20.4K
|
|
|
Apr 20, 2022
Q1 2022
|
Bank Of New Hampshire
|
BUY
|
- |
810New |
$50.5K - $54.1K
|
810
$67K
|
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
SELL
|
- |
-17K- 88.69% |
$1.06M - $1.13M
|
2.17K
$179K
|
|
|
Apr 07, 2022
Q1 2022
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
787New |
$49K - $52.5K
|
787
$65.1K
|
|
| Q4 2021 | |||||||
|
Feb 25, 2022
Q4 2021
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
5.87K+ 100.0% |
$351K - $388K
|
11.7K
$972K
|
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-205Closed |
$12.3K - $13.6K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Ls Investment Advisors, LLC
|
BUY
|
- |
2.9K+ 100.0% |
$174K - $192K
|
5.8K
$480K
|
|