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 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
$76.5K
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Rmr Wealth Builders
|
SELL
|
- |
-47Closed |
$2.71K - $2.85K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-20.8KClosed |
$1.2M - $1.26M
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Capital Bank & Trust CO
Irvine, CA |
SELL
|
- |
-1.98KClosed |
$114K - $120K
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Jtc Employer Solutions Trustee LTD
|
BUY
|
- |
1.47KNew |
$84.4K - $88.9K
|
1.47K
$125K
|
|
|
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
|
|
| Q4 2020 | |||||||
|
Feb 12, 2021
Q4 2020
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-175Closed |
$8.19K - $9.41K
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-34.2KClosed |
$1.6M - $1.84M
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-568Closed |
$26.6K - $30.5K
|
0
$0
|
|
|
Feb 05, 2021
Q4 2020
|
Tompkins Financial Corp
|
BUY
|
- |
3.29KNew |
$154K - $177K
|
3.29K
$280K
|
|
|
Jan 20, 2021
Q4 2020
|
Provident Wealth Management, LLC
|
SELL
|
- |
-260Closed |
$12.2K - $14K
|
0
$0
|
|
|
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
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-113Closed |
$5.22K - $5.77K
|
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
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-500Closed |
$23.1K - $25.5K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Archer Investment Corp
|
SELL
|
- |
-68Closed |
$3.14K - $3.47K
|
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
$196K
|
|
|
Oct 28, 2020
Q3 2020
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-293KClosed |
$13.5M - $14.9M
|
0
$0
|
|
|
Oct 28, 2020
Q3 2020
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-30.8KClosed |
$1.42M - $1.57M
|
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
$564K
|
|
|
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
|
|