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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
631+ 9.59% |
$48.4K - $51.9K
|
7.21K
$597K
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
24.5KNew |
$1.88M - $2.02M
|
24.5K
$2.03M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4.92K+ 3.19% |
$378K - $404K
|
159K
$13.1M
|
|
|
May 14, 2025
Q1 2025
|
Absolute Capital Management, LLC
|
SELL
|
- |
-678- 10.37% |
$52.1K - $55.7K
|
5.86K
$485K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
24.3K+ 89.2% |
$1.86M - $1.99M
|
51.4K
$4.26M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
226+ 3.18% |
$17.4K - $18.6K
|
7.33K
$606K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
4.12K+ 1.07% |
$316K - $338K
|
390K
$32.3M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-344K- 19.39% |
$26.4M - $28.3M
|
1.43M
$118M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-3.81K- 6.23% |
$292K - $313K
|
57.3K
$4.74M
|
|
|
May 14, 2025
Q1 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
73+ 0.43% |
$5.6K - $6K
|
16.9K
$1.4M
|
|
|
May 14, 2025
Q1 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
2.53KNew |
$194K - $208K
|
2.53K
$209K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
14+ 0.44% |
$1.07K - $1.15K
|
3.23K
$267K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.54K+ 2.85% |
$348K - $373K
|
164K
$13.6M
|
|
|
May 14, 2025
Q1 2025
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
140+ 2.41% |
$10.7K - $11.5K
|
5.95K
$492K
|
|
|
May 14, 2025
Q1 2025
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
2.73KNew |
$209K - $224K
|
2.73K
$226K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-882- 1.48% |
$67.7K - $72.5K
|
58.8K
$4.87M
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-592- 7.43% |
$45.4K - $48.7K
|
7.38K
$611K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
27New |
$2.07K - $2.22K
|
27
$2.23K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-3.15K- 4.94% |
$242K - $259K
|
60.7K
$5.02M
|
|
|
May 14, 2025
Q1 2025
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
3.28KNew |
$252K - $270K
|
3.28K
$272K
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-1.25K- 32.16% |
$95.7K - $103K
|
2.63K
$218K
|
|
|
May 14, 2025
Q1 2025
|
Wolfstich Capital, LLC
Medfield, MA |
BUY
|
- |
3.95K+ 5125.97% |
$303K - $325K
|
4.02K
$333K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-8.33K- 16.83% |
$639K - $685K
|
41.2K
$3.41M
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-100- 0.67% |
$7.68K - $8.22K
|
14.8K
$1.22M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.54K- 1.3% |
$195K - $208K
|
192K
$15.9M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
886+ 1.36% |
$68K - $72.8K
|
66.2K
$5.48M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
949+ 77.53% |
$72.9K - $78K
|
2.17K
$180K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-25- 0.08% |
$1.92K - $2.06K
|
31.2K
$2.58M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
17.1K+ 2.62% |
$1.32M - $1.41M
|
671K
$55.5M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.35K- 31.21% |
$103K - $111K
|
2.97K
$245K
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
34+ 0.41% |
$2.61K - $2.8K
|
8.43K
$698K
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-3.68K- 15.97% |
$283K - $303K
|
19.4K
$1.6M
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
315K+ 43.69% |
$24.2M - $25.9M
|
1.03M
$85.7M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
127+ 0.28% |
$9.75K - $10.4K
|
45.7K
$3.78M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-20K- 3.46% |
$1.54M - $1.65M
|
560K
$46.3M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-245- 0.27% |
$18.8K - $20.1K
|
92.1K
$7.62M
|
|
|
May 13, 2025
Q1 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-508- 2.89% |
$39K - $41.8K
|
17.1K
$1.41M
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-1.37K- 8.44% |
$105K - $113K
|
14.9K
$1.23M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
27.2K+ 2.11% |
$2.08M - $2.23M
|
1.32M
$109M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.21K+ 342.37% |
$93K - $99.7K
|
1.57K
$130K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1+ 0.05% |
$76.8 - $82.2
|
1.9K
$157K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
3.6KNew |
$277K - $296K
|
3.6K
$298K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
25.1K+ 16.24% |
$1.93M - $2.07M
|
180K
$14.9M
|
|
|
May 12, 2025
Q1 2025
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
2K+ 6.64% |
$153K - $164K
|
32K
$2.65M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
728+ 3.13% |
$55.9K - $59.9K
|
24K
$1.98M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
2.02K+ 10.1% |
$155K - $166K
|
22.1K
$1.83M
|
|
|
May 12, 2025
Q1 2025
|
Empirical Asset Management, LLC
|
SELL
|
- |
-7.25K- 68.85% |
$557K - $596K
|
3.28K
$271K
|
|
|
May 12, 2025
Q1 2025
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-10.3K- 4.48% |
$790K - $846K
|
219K
$18.2M
|
|
|
May 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-282- 0.81% |
$21.6K - $23.2K
|
34.5K
$2.86M
|