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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2025
Q2 2025
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-96- 3.0% |
$6.79K - $7.89K
|
3.11K
$264K
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-4.98K- 12.24% |
$352K - $409K
|
35.7K
$3.04M
|
|
|
Aug 11, 2025
Q2 2025
|
First American Trust, Fsb
|
BUY
|
- |
2K+ 1.6% |
$141K - $164K
|
126K
$10.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
3+ 0.69% |
$212 - $246
|
436
$37.1K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
18+ 0.46% |
$1.27K - $1.48K
|
3.97K
$338K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-6.19K- 0.16% |
$438K - $508K
|
3.89M
$331M
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
1.74KNew |
$123K - $143K
|
1.74K
$148K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
14.9K+ 1.44% |
$1.05M - $1.22M
|
1.05M
$89.3M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.62K+ 5.11% |
$115K - $133K
|
33.3K
$2.84M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
80.4K+ 12.5% |
$5.68M - $6.6M
|
723K
$61.5M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-2.11K- 0.54% |
$149K - $174K
|
388K
$33M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
27.9K+ 2.02% |
$1.97M - $2.29M
|
1.41M
$120M
|
|
|
Aug 08, 2025
Q2 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-1.81K- 17.16% |
$128K - $149K
|
8.76K
$745K
|
|
|
Aug 08, 2025
Q2 2025
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
2.49KNew |
$176K - $205K
|
2.49K
$212K
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-101- 1.32% |
$7.14K - $8.3K
|
7.54K
$641K
|
|
|
Aug 08, 2025
Q2 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-1.07K- 13.46% |
$75.9K - $88.1K
|
6.9K
$587K
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-950- 16.59% |
$67.2K - $78K
|
4.78K
$406K
|
|
|
Aug 08, 2025
Q2 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
5+ 0.14% |
$354 - $411
|
3.6K
$306K
|
|
|
Aug 07, 2025
Q2 2025
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
113+ 3.36% |
$7.99K - $9.28K
|
3.48K
$296K
|
|
|
Aug 07, 2025
Q2 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
SELL
|
- |
-779- 1.15% |
$55.1K - $64K
|
67.2K
$5.71M
|
|
|
Aug 07, 2025
Q2 2025
|
Fox Financial, Inc
Wyomissing, PA |
BUY
|
- |
1.73K+ 0.55% |
$122K - $142K
|
315K
$26.8M
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
13+ 0.02% |
$919 - $1.07K
|
61.9K
$5.27M
|
|
|
Aug 07, 2025
Q2 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
3.98KNew |
$282K - $327K
|
3.98K
$339K
|
|
|
Aug 07, 2025
Q2 2025
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-161- 0.54% |
$11.4K - $13.2K
|
29.7K
$2.53M
|
|
|
Aug 07, 2025
Q2 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
SELL
|
- |
-11K- 36.03% |
$778K - $904K
|
19.5K
$1.66M
|
|
|
Aug 07, 2025
Q2 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-31- 0.4% |
$2.19K - $2.55K
|
7.68K
$653K
|
|
|
Aug 07, 2025
Q2 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
300+ 1.76% |
$21.2K - $24.6K
|
17.4K
$1.48M
|
|
|
Aug 07, 2025
Q2 2025
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
2.45KNew |
$173K - $201K
|
2.45K
$208K
|
|
|
Aug 07, 2025
Q2 2025
|
Pfg Advisors
|
BUY
|
- |
10.7K+ 70.44% |
$756K - $878K
|
25.9K
$2.2M
|
|
|
Aug 07, 2025
Q2 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
12.7KNew |
$897K - $1.04M
|
12.7K
$1.08M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
340+ 138.21% |
$24K - $27.9K
|
586
$49.8K
|
|
|
Aug 07, 2025
Q2 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-94- 2.94% |
$6.65K - $7.72K
|
3.1K
$264K
|
|
|
Aug 06, 2025
Q2 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
154+ 4.27% |
$10.9K - $12.6K
|
3.76K
$320K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-230K- 26.66% |
$16.3M - $18.9M
|
634K
$53.9M
|
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-109- 1.77% |
$7.71K - $8.95K
|
6.06K
$515K
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-277- 40.92% |
$19.6K - $22.8K
|
400
$34K
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
BUY
|
- |
525+ 4.73% |
$37.1K - $43.1K
|
11.6K
$988K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
843+ 17.27% |
$59.6K - $69.2K
|
5.72K
$487K
|
|
|
Aug 06, 2025
Q2 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
95+ 0.56% |
$6.72K - $7.8K
|
17K
$1.45M
|
|
|
Aug 05, 2025
Q2 2025
|
Tsfg, LLC
|
BUY
|
- |
2+ 0.34% |
$141 - $164
|
582
$49.5K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-101- 5.31% |
$7.14K - $8.3K
|
1.8K
$153K
|
|
|
Aug 05, 2025
Q2 2025
|
Key F Inancial Inc
|
BUY
|
- |
3.09K+ 3.19% |
$218K - $254K
|
99.9K
$8.5M
|
|
|
Aug 05, 2025
Q2 2025
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
86+ 0.53% |
$6.08K - $7.06K
|
16.2K
$1.38M
|
|
|
Aug 05, 2025
Q2 2025
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
4.53K+ 11.7% |
$321K - $372K
|
43.3K
$3.68M
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
3.22K+ 6.01% |
$227K - $264K
|
56.7K
$4.82M
|
|
|
Aug 05, 2025
Q2 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-41- 1.13% |
$2.9K - $3.37K
|
3.6K
$306K
|
|
|
Aug 05, 2025
Q2 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-264- 0.78% |
$18.7K - $21.7K
|
33.7K
$2.86M
|
|
|
Aug 05, 2025
Q2 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
1.24K+ 441.43% |
$87.4K - $102K
|
1.52K
$129K
|
|
|
Aug 05, 2025
Q2 2025
|
Simplex Trading, LLC
|
BUY
|
- |
1New |
$70.7 - $82.1
|
1
$85.1
|
|
|
Aug 05, 2025
Q2 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-35- 0.99% |
$2.47K - $2.87K
|
3.52K
$299K
|