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 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-658- 0.34% |
$45.2K - $48.2K
|
194K
$15.2M
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-892- 18.74% |
$61.3K - $65.4K
|
3.87K
$303K
|
|
Aug 08, 2024
Q2 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
11.2K+ 16.68% |
$772K - $824K
|
78.7K
$6.15M
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-2- 0.01% |
$137 - $147
|
25.8K
$2.02M
|
|
Aug 08, 2024
Q2 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
2.58K+ 37.18% |
$177K - $189K
|
9.51K
$743K
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-28.5K- 4.69% |
$1.96M - $2.09M
|
580K
$45.3M
|
|
Aug 07, 2024
Q2 2024
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
12+ 0.02% |
$824 - $880
|
48.6K
$3.8M
|
|
Aug 07, 2024
Q2 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
10+ 0.18% |
$687 - $733
|
5.57K
$436K
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
52.8K+ 1.84% |
$3.62M - $3.87M
|
2.92M
$229M
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
15+ 0.44% |
$1.03K - $1.1K
|
3.4K
$266K
|
|
Aug 07, 2024
Q2 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
6.87K+ 4.62% |
$472K - $504K
|
155K
$12.2M
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.34K- 8.41% |
$91.8K - $98K
|
14.6K
$1.14M
|
|
Aug 07, 2024
Q2 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-1.16K- 3.5% |
$79.5K - $84.9K
|
31.9K
$2.5M
|
|
Aug 06, 2024
Q2 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-4.01K- 12.69% |
$275K - $294K
|
27.6K
$2.16M
|
|
Aug 06, 2024
Q2 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-1.02K- 1.34% |
$69.8K - $74.5K
|
74.6K
$5.84M
|
|
Aug 06, 2024
Q2 2024
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-997- 22.91% |
$68.5K - $73.1K
|
3.36K
$262K
|
|
Aug 06, 2024
Q2 2024
|
Beacon Financial Group
|
SELL
|
- |
-2.5K- 10.74% |
$172K - $183K
|
20.8K
$1.63M
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
SELL
|
- |
-11- 0.07% |
$755 - $806
|
15.8K
$1.24M
|
|
Aug 06, 2024
Q2 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
21.2K+ 253.66% |
$1.45M - $1.55M
|
29.5K
$2.31M
|
|
Aug 06, 2024
Q2 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
45+ 0.45% |
$3.09K - $3.3K
|
10K
$785K
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
349+ 2.31% |
$24K - $25.6K
|
15.4K
$1.21M
|
|
Aug 05, 2024
Q2 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-766- 43.47% |
$52.6K - $56.2K
|
996
$77.9K
|
|
Aug 05, 2024
Q2 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
2+ 0.02% |
$137 - $147
|
11K
$862K
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
752+ 0.36% |
$51.6K - $55.1K
|
209K
$16.4M
|
|
Aug 05, 2024
Q2 2024
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
1.09K+ 7.15% |
$74.7K - $79.7K
|
16.3K
$1.27M
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
3.47K+ 6.96% |
$238K - $254K
|
53.3K
$4.17M
|
|
Aug 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
3.72K+ 9.64% |
$256K - $273K
|
42.3K
$3.31M
|
|
Aug 02, 2024
Q2 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
3.62KNew |
$248K - $265K
|
3.62K
$283K
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
3.91KNew |
$268K - $286K
|
3.91K
$306K
|
|
Aug 02, 2024
Q2 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-887- 4.57% |
$60.9K - $65K
|
18.5K
$1.45M
|
|
Aug 02, 2024
Q2 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
865+ 11.52% |
$59.4K - $63.4K
|
8.37K
$655K
|
|
Aug 02, 2024
Q2 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-1.15K- 2.9% |
$79.1K - $84.4K
|
38.6K
$3.02M
|
|
Aug 02, 2024
Q2 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
150+ 2.54% |
$10.3K - $11K
|
6.06K
$474K
|
|
Aug 01, 2024
Q2 2024
|
Financial Counselors Inc
|
SELL
|
- |
-24- 0.56% |
$1.65K - $1.76K
|
4.28K
$335K
|
|
Aug 01, 2024
Q2 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-447- 6.1% |
$30.7K - $32.8K
|
6.88K
$538K
|
|
Aug 01, 2024
Q2 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-38- 0.31% |
$2.61K - $2.79K
|
12K
$942K
|
|
Aug 01, 2024
Q2 2024
|
Spc Financial, Inc.
|
BUY
|
- |
3.6KNew |
$247K - $264K
|
3.6K
$282K
|
|
Aug 01, 2024
Q2 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-176- 1.87% |
$12.1K - $12.9K
|
9.23K
$722K
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-14.2K- 1.79% |
$975K - $1.04M
|
781K
$61.1M
|
|
Jul 31, 2024
Q2 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
1.64KNew |
$112K - $120K
|
1.64K
$128K
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-1.46K- 5.78% |
$100K - $107K
|
23.8K
$1.86M
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
693+ 13.48% |
$47.6K - $50.8K
|
5.83K
$456K
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
25.7K+ 33.98% |
$1.77M - $1.89M
|
101K
$7.94M
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.08K+ 36.2% |
$73.9K - $78.9K
|
4.05K
$317K
|
|
Jul 30, 2024
Q2 2024
|
Culbertson A N & CO Inc
|
SELL
|
- |
-100- 0.44% |
$6.87K - $7.33K
|
22.9K
$1.79M
|
|
Jul 30, 2024
Q2 2024
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-702- 5.19% |
$48.2K - $51.5K
|
12.8K
$1M
|
|
Jul 30, 2024
Q2 2024
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-21.2K- 10.42% |
$1.45M - $1.55M
|
182K
$14.2M
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-288- 0.85% |
$19.8K - $21.1K
|
33.4K
$2.61M
|
|
Jul 30, 2024
Q2 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-459- 5.52% |
$31.5K - $33.6K
|
7.86K
$615K
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
4+ 0.08% |
$275 - $293
|
5.08K
$397K
|