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 |
|---|---|---|---|---|---|---|---|
|
Oct 06, 2020
Q3 2020
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-20Closed |
$924 - $1.02K
|
0
$0
|
|
|
Oct 02, 2020
Q3 2020
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-123Closed |
$5.69K - $6.28K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
276+ 4.34% |
$10.7K - $13.7K
|
6.63K
$522K
|
|
|
Aug 20, 2020
Q2 2020
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-3.84KClosed |
$149K - $191K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-99Closed |
$3.83K - $4.93K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
PUT |
-4.3KClosed |
$167K - $214K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-140Closed |
$5.42K - $6.97K
|
0
$0
|
|
|
Aug 12, 2020
Q2 2020
|
Red Cedar Investment Management, LLC
|
SELL
|
- |
-182KClosed |
$7.06M - $9.08M
|
0
$0
|
|
|
Aug 07, 2020
Q2 2020
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-3.31KClosed |
$128K - $165K
|
0
$0
|
|
|
Aug 05, 2020
Q2 2020
|
Caprock Group, Inc.
|
SELL
|
- |
-5.28KClosed |
$205K - $263K
|
0
$0
|
|
|
Aug 03, 2020
Q2 2020
|
Time Scale Financial, Inc.
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Jul 20, 2020
Q2 2020
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-1.66KClosed |
$64.3K - $82.7K
|
0
$0
|
|
|
Jul 20, 2020
Q2 2020
|
Plimoth Trust CO LLC
|
SELL
|
- |
-6.97KClosed |
$270K - $347K
|
0
$0
|
|
|
Jul 09, 2020
Q2 2020
|
Arden Trust CO
|
SELL
|
- |
-3.61KClosed |
$140K - $180K
|
0
$0
|
|
| Q1 2020 | |||||||
|
Jan 08, 2024
Q1 2020
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-22.5KClosed |
$780K - $1.22M
|
0
$0
|
|
|
Feb 22, 2022
Q1 2020
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-489Closed |
$17K - $26.5K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
S.A. Mason LLC
|
SELL
|
- |
-20Closed |
$693 - $1.08K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-51Closed |
$1.77K - $2.76K
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-1.8KClosed |
$62.3K - $97.4K
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-41Closed |
$1.42K - $2.22K
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-6.18KClosed |
$214K - $335K
|
0
$0
|
|
|
May 05, 2020
Q1 2020
|
Davenport & CO LLC
|
SELL
|
- |
-3.39KClosed |
$118K - $184K
|
0
$0
|
|
|
May 05, 2020
Q1 2020
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-372Closed |
$12.9K - $20.2K
|
0
$0
|
|
|
Apr 30, 2020
Q1 2020
|
Community Bank, N.A.
|
SELL
|
- |
-835Closed |
$28.9K - $45.2K
|
0
$0
|
|
|
Apr 07, 2020
Q1 2020
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-1.02KClosed |
$35.4K - $55.3K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 13, 2020
Q4 2019
|
Rmb Capital Management, LLC
|
SELL
|
- |
-3.24KClosed |
$156K - $172K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 05, 2019
Q3 2019
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-30Closed |
$1.47K - $1.49K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 20, 2019
Q2 2019
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-104Closed |
N/A
|
0
$0
|
|
|
Aug 07, 2019
Q2 2019
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-130Closed |
N/A
|
0
$0
|
|
|
Jul 31, 2019
Q2 2019
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-1.17KClosed |
N/A
|
0
$0
|
|
|
Jul 31, 2019
Q2 2019
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-3.53KClosed |
N/A
|
0
$0
|
|
|
Jul 19, 2019
Q2 2019
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-1.57KClosed |
N/A
|
0
$0
|
|
|
Jul 10, 2019
Q2 2019
|
Kwmg, LLC
|
SELL
|
- |
-163Closed |
N/A
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 15, 2019
Q1 2019
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
- |
-14- 93.33% |
N/A
|
1
$78.6
|
|
|
May 15, 2019
Q1 2019
|
Claybrook Capital, LLC
|
SELL
|
- |
-6.36KClosed |
N/A
|
0
$0
|
|
|
May 15, 2019
Q1 2019
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-16KClosed |
N/A
|
0
$0
|
|
|
May 14, 2019
Q1 2019
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-5.05KClosed |
N/A
|
0
$0
|
|
|
May 13, 2019
Q1 2019
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-146Closed |
N/A
|
0
$0
|
|
|
May 13, 2019
Q1 2019
|
Perritt Capital Management Inc
Chicago, IL |
SELL
|
- |
-43.5KClosed |
N/A
|
0
$0
|
|
|
May 09, 2019
Q1 2019
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-464Closed |
N/A
|
0
$0
|
|
|
May 07, 2019
Q1 2019
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-1.25KClosed |
N/A
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 01, 2019
Q4 2018
|
Sg Americas Securities, LLC
|
SELL
|
- |
-1.62KClosed |
N/A
|
0
$0
|
|
|
Jan 16, 2019
Q4 2018
|
Norway Savings Bank
|
SELL
|
- |
-151Closed |
N/A
|
0
$0
|
|
|
Jan 04, 2019
Q4 2018
|
Confluence Investment Management LLC
|
SELL
|
- |
-2.72KClosed |
N/A
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
88.9KNew |
N/A
|
88.9K
$6.99M
|
|
|
Nov 13, 2018
Q3 2018
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-418Closed |
N/A
|
0
$0
|
|
|
Nov 07, 2018
Q3 2018
|
Destination Wealth Management
|
SELL
|
- |
-16Closed |
N/A
|
0
$0
|
|
|
Oct 26, 2018
Q3 2018
|
Tufton Capital Management
|
SELL
|
- |
-4.72KClosed |
N/A
|
0
$0
|
|
| Q2 2018 | |||||||
|
Aug 30, 2024
Q2 2018
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-600- 50.0% |
N/A
|
600
$47.2K
|
|
|
Aug 14, 2018
Q2 2018
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-1.66KClosed |
N/A
|
0
$0
|
|