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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-179Closed |
$10.7K - $11.8K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
2K+ 100.0% |
$119K - $132K
|
3.99K
$330K
|
|
|
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
$140K
|
|
|
Feb 11, 2022
Q4 2021
|
Phoenix Wealth Advisors
|
SELL
|
- |
-1.1KClosed |
$65.9K - $72.8K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
182New |
$10.9K - $12K
|
182
$15.1K
|
|
|
Feb 11, 2022
Q4 2021
|
Valley National Advisers Inc
|
BUY
|
- |
205+ 100.0% |
$12.3K - $13.6K
|
410
$33.9K
|
|
|
Feb 10, 2022
Q4 2021
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
399+ 100.0% |
$23.9K - $26.4K
|
798
$66K
|
|
|
Feb 09, 2022
Q4 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
1.71KNew |
$102K - $113K
|
1.71K
$142K
|
|
|
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
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
1.07KNew |
$64K - $70.7K
|
1.07K
$88.5K
|
|
|
Feb 08, 2022
Q4 2021
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
160+ 100.0% |
$9.58K - $10.6K
|
320
$26.5K
|
|
|
Feb 07, 2022
Q4 2021
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
5.9KNew |
$353K - $391K
|
5.9K
$489K
|
|
|
Feb 07, 2022
Q4 2021
|
Orion Capital Management LLC
|
BUY
|
- |
130+ 100.0% |
$7.78K - $8.6K
|
260
$21.5K
|
|
|
Feb 07, 2022
Q4 2021
|
Oakworth Capital, Inc.
|
SELL
|
- |
-893Closed |
$53.5K - $59.1K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-125- 1.23% |
$7.48K - $8.27K
|
10K
$828K
|
|
|
Feb 03, 2022
Q4 2021
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
2.83K+ 100.0% |
$170K - $187K
|
5.66K
$469K
|
|
|
Feb 01, 2022
Q4 2021
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-58Closed |
$3.47K - $3.84K
|
0
$0
|
|
|
Jan 31, 2022
Q4 2021
|
Adviser Investments LLC
|
BUY
|
- |
4.61K+ 100.0% |
$276K - $305K
|
9.22K
$763K
|
|
|
Jan 28, 2022
Q4 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-520Closed |
$31.1K - $34.4K
|
0
$0
|
|
|
Jan 25, 2022
Q4 2021
|
Private Ocean, LLC
|
BUY
|
- |
1.71K+ 100.0% |
$102K - $113K
|
3.42K
$283K
|
|
|
Jan 20, 2022
Q4 2021
|
Burns J W & CO Inc
|
BUY
|
- |
1.88K+ 100.0% |
$112K - $124K
|
3.75K
$310K
|
|
|
Jan 20, 2022
Q4 2021
|
Minot Wealth Management LLC
|
BUY
|
- |
9.16K+ 131.25% |
$548K - $606K
|
16.1K
$1.34M
|
|
|
Jan 20, 2022
Q4 2021
|
Chicago Capital, LLC
|
SELL
|
- |
-190Closed |
$11.4K - $12.6K
|
0
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
3.29K+ 100.0% |
$197K - $218K
|
6.58K
$545K
|
|
|
Jan 19, 2022
Q4 2021
|
Hudock, Inc.
|
BUY
|
- |
594+ 100.0% |
$35.6K - $39.3K
|
1.19K
$98.3K
|
|
|
Jan 13, 2022
Q4 2021
|
Sound Income Strategies, LLC
|
BUY
|
- |
53+ 100.0% |
$3.17K - $3.51K
|
106
$8.77K
|
|
|
Jan 13, 2022
Q4 2021
|
Wedbush Securities Inc
|
BUY
|
- |
5.55K+ 100.0% |
$332K - $367K
|
11.1K
$918K
|
|
| Q3 2021 | |||||||
|
Nov 12, 2021
Q3 2021
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-1.92KClosed |
$115K - $121K
|
0
$0
|
|
|
Nov 08, 2021
Q3 2021
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-303Closed |
$18.1K - $19.1K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-165Closed |
$9.84K - $10.4K
|
0
$0
|
|
|
Oct 26, 2021
Q3 2021
|
Cutler Group LP
|
BUY
|
- |
900New |
$53.7K - $56.8K
|
900
$74.5K
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Rmr Wealth Builders
|
SELL
|
- |
-47Closed |
$2.71K - $2.85K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Capital Bank & Trust CO
Irvine, CA |
SELL
|
- |
-1.98KClosed |
$114K - $120K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-20.8KClosed |
$1.2M - $1.26M
|
0
$0
|
|
|
Aug 12, 2021
Q2 2021
|
Simplex Trading, LLC
|
SELL
|
- |
-811- 89.02% |
$46.7K - $49.2K
|
100
$8.28K
|
|
|
Aug 10, 2021
Q2 2021
|
Jtc Employer Solutions Trustee LTD
|
BUY
|
- |
1.47KNew |
$84.4K - $88.9K
|
1.47K
$121K
|
|
|
Aug 02, 2021
Q2 2021
|
Bison Wealth, LLC
|
SELL
|
- |
-117Closed |
$6.74K - $7.1K
|
0
$0
|
|
|
Jul 22, 2021
Q2 2021
|
Domani Wealth, LLC
|
SELL
|
- |
-2.5KClosed |
$144K - $152K
|
0
$0
|
|
|
Jul 12, 2021
Q2 2021
|
Gradient Investments LLC
|
SELL
|
- |
-46Closed |
$2.65K - $2.79K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 14, 2021
Q1 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-4.75KClosed |
$252K - $274K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-50.5KClosed |
$2.68M - $2.91M
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Madison Wealth Management
Cincinnati, OH |
SELL
|
- |
-3.07KClosed |
$163K - $177K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-265Closed |
$14.1K - $15.3K
|
0
$0
|
|
|
May 04, 2021
Q1 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-4Closed |
$212 - $230
|
0
$0
|
|
|
May 03, 2021
Q1 2021
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-4.13KClosed |
$219K - $238K
|
0
$0
|
|
|
Apr 28, 2021
Q1 2021
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-96Closed |
$5.09K - $5.53K
|
0
$0
|
|
|
Apr 23, 2021
Q1 2021
|
Parthenon LLC
|
SELL
|
- |
-2.37KClosed |
$125K - $136K
|
0
$0
|
|
|
Apr 20, 2021
Q1 2021
|
Central Bank & Trust CO
|
SELL
|
- |
-809Closed |
$42.9K - $46.6K
|
0
$0
|
|