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 |
|---|---|---|---|---|---|---|---|
|
Jan 12, 2021
Q4 2020
|
First Premier Bank
|
SELL
|
- |
-101Closed |
$4.72K - $5.43K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 16, 2020
Q3 2020
|
Exodus Point Capital Management, LP
New York, NY |
SELL
|
- |
-5.9KClosed |
$273K - $301K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-500Closed |
$23.1K - $25.5K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Provida Pension Fund Administrator
Santiago, F3 |
SELL
|
- |
-5.8KClosed |
$268K - $296K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Archer Investment Corp
|
SELL
|
- |
-68Closed |
$3.14K - $3.47K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-113Closed |
$5.22K - $5.77K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-150Closed |
$6.93K - $7.66K
|
0
$0
|
|
|
Nov 09, 2020
Q3 2020
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-552Closed |
$25.5K - $28.2K
|
0
$0
|
|
|
Nov 06, 2020
Q3 2020
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
2.3KNew |
$106K - $117K
|
2.3K
$183K
|
|
|
Oct 28, 2020
Q3 2020
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-30.8KClosed |
$1.42M - $1.57M
|
0
$0
|
|
|
Oct 28, 2020
Q3 2020
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-293KClosed |
$13.5M - $14.9M
|
0
$0
|
|
|
Oct 27, 2020
Q3 2020
|
Marquette Asset Management, LLC
|
SELL
|
- |
-235Closed |
$10.9K - $12K
|
0
$0
|
|
|
Oct 23, 2020
Q3 2020
|
Patriot Investment Management Inc.
|
SELL
|
- |
-156Closed |
$7.21K - $7.96K
|
0
$0
|
|
|
Oct 19, 2020
Q3 2020
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-2.23KClosed |
$103K - $114K
|
0
$0
|
|
|
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
$528K
|
|
|
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
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-140Closed |
$5.42K - $6.97K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
PUT |
-4.3KClosed |
$167K - $214K
|
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
|
Plimoth Trust CO LLC
|
SELL
|
- |
-6.97KClosed |
$270K - $347K
|
0
$0
|
|
|
Jul 20, 2020
Q2 2020
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-1.66KClosed |
$64.3K - $82.7K
|
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
|
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 13, 2020
Q1 2020
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-1.8KClosed |
$62.3K - $97.4K
|
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
|
|
| 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
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-3.53KClosed |
N/A
|
0
$0
|
|
|
Jul 31, 2019
Q2 2019
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-1.17KClosed |
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
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-16KClosed |
N/A
|
0
$0
|
|
|
May 15, 2019
Q1 2019
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
- |
-14- 93.33% |
N/A
|
1
$79.6
|
|
|
May 15, 2019
Q1 2019
|
Claybrook Capital, LLC
|
SELL
|
- |
-6.36KClosed |
N/A
|
0
$0
|
|
|
May 14, 2019
Q1 2019
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-5.05KClosed |
N/A
|
0
$0
|
|