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 12, 2025
Q1 2025
|
Staley Capital Advisers Inc
|
SELL
|
- |
-1.4K- 18.17% |
$107K - $115K
|
6.29K
$521K
|
|
|
May 12, 2025
Q1 2025
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-1.1K- 2.27% |
$84.3K - $90.3K
|
47.2K
$3.91M
|
|
|
May 12, 2025
Q1 2025
|
First American Trust, Fsb
|
BUY
|
- |
7.17K+ 6.11% |
$550K - $589K
|
124K
$10.3M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.79K- 2.35% |
$291K - $312K
|
157K
$13M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
395+ 12.76% |
$30.3K - $32.5K
|
3.49K
$289K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-14.7K- 30.95% |
$1.13M - $1.21M
|
32.9K
$2.72M
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
911New |
$69.9K - $74.9K
|
911
$75.4K
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
1+ 0.01% |
$76.8 - $82.2
|
10.6K
$875K
|
|
|
May 09, 2025
Q1 2025
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
433+ 1.47% |
$33.2K - $35.6K
|
29.9K
$2.47M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
3.58K+ 26.56% |
$275K - $294K
|
17K
$1.41M
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-130- 1.56% |
$9.98K - $10.7K
|
8.18K
$677K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
81.2K+ 10.37% |
$6.23M - $6.68M
|
864K
$71.5M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-16.1K- 0.41% |
$1.24M - $1.33M
|
3.89M
$322M
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
11.7K+ 40.17% |
$895K - $959K
|
40.7K
$3.37M
|
|
|
May 09, 2025
Q1 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
1+ 0.23% |
$76.8 - $82.2
|
433
$35.8K
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
11.6K+ 3.81% |
$890K - $953K
|
316K
$26.2M
|
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-296- 10.1% |
$22.7K - $24.3K
|
2.64K
$218K
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-237- 6.19% |
$18.2K - $19.5K
|
3.59K
$297K
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-3.26K- 11.34% |
$251K - $268K
|
25.5K
$2.11M
|
|
|
May 09, 2025
Q1 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
30.5KNew |
$2.34M - $2.51M
|
30.5K
$2.53M
|
|
|
May 08, 2025
Q1 2025
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-3.47K- 30.42% |
$266K - $285K
|
7.93K
$657K
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.98K+ 51.71% |
$152K - $162K
|
5.8K
$480K
|
|
|
May 08, 2025
Q1 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-577- 6.75% |
$44.3K - $47.4K
|
7.97K
$660K
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
280New |
$21.5K - $23K
|
280
$23.2K
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
2.63KNew |
$202K - $216K
|
2.63K
$218K
|
|
|
May 08, 2025
Q1 2025
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
17.2K+ 3.3% |
$1.32M - $1.41M
|
539K
$44.6M
|
|
|
May 08, 2025
Q1 2025
|
Waldron Private Wealth LLC
|
SELL
|
- |
-125- 2.02% |
$9.6K - $10.3K
|
6.06K
$501K
|
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
11.8K+ 100.0% |
$907K - $971K
|
23.6K
$1.95M
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
9.96K+ 5.82% |
$765K - $819K
|
181K
$15M
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
12+ 0.43% |
$921 - $987
|
2.83K
$234K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
84.9K+ 8.93% |
$6.52M - $6.98M
|
1.04M
$85.7M
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-1.63K- 7.88% |
$125K - $134K
|
19K
$1.57M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.14K+ 38.7% |
$87.4K - $93.6K
|
4.08K
$338K
|
|
|
May 08, 2025
Q1 2025
|
Lee Kelleher Wealth Management
Fulton, MD |
BUY
|
- |
10.4K+ 3.38% |
$798K - $855K
|
318K
$26.3M
|
|
|
May 08, 2025
Q1 2025
|
Novus Advisors, LLC
Greenville, SC |
BUY
|
- |
4.81KNew |
$369K - $395K
|
4.81K
$398K
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
974New |
$74.8K - $80.1K
|
974
$80.6K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-91- 0.55% |
$6.99K - $7.48K
|
16.4K
$1.35M
|
|
|
May 08, 2025
Q1 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
1.73K+ 1.62% |
$133K - $142K
|
108K
$8.97M
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-74- 2.04% |
$5.68K - $6.08K
|
3.55K
$294K
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
414+ 4.51% |
$31.8K - $34K
|
9.6K
$795K
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-343- 0.71% |
$26.3K - $28.2K
|
48.1K
$3.98M
|
|
|
May 08, 2025
Q1 2025
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-153- 0.28% |
$11.7K - $12.6K
|
54.9K
$4.54M
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-718- 3.97% |
$55.1K - $59K
|
17.4K
$1.44M
|
|
|
May 07, 2025
Q1 2025
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
2.59K+ 4.9% |
$199K - $213K
|
55.6K
$4.6M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
495K+ 16.71% |
$38M - $40.7M
|
3.46M
$286M
|
|
|
May 07, 2025
Q1 2025
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-80- 0.98% |
$6.14K - $6.58K
|
8.06K
$667K
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-2.61K- 43.56% |
$200K - $214K
|
3.38K
$279K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-81K- 11.19% |
$6.22M - $6.66M
|
643K
$53.2M
|
|
|
May 06, 2025
Q1 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
5+ 0.12% |
$384 - $411
|
4.03K
$334K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.88K+ 6.31% |
$144K - $155K
|
31.7K
$2.62M
|