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 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
171New |
$13.1K - $14.1K
|
171
$14.2K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-403- 7.63% |
$30.9K - $33.1K
|
4.88K
$404K
|
|
|
May 06, 2025
Q1 2025
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
1.23K+ 10.46% |
$94.7K - $101K
|
13K
$1.08M
|
|
|
May 06, 2025
Q1 2025
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-106K- 94.04% |
$8.11M - $8.69M
|
6.69K
$554K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-676- 3.11% |
$51.9K - $55.6K
|
21K
$1.74M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-493- 2.22% |
$37.8K - $40.5K
|
21.7K
$1.8M
|
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
3KNew |
$230K - $246K
|
3K
$248K
|
|
|
May 06, 2025
Q1 2025
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-198- 1.94% |
$15.2K - $16.3K
|
10K
$828K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-190- 0.41% |
$14.6K - $15.6K
|
46.4K
$3.84M
|
|
|
May 06, 2025
Q1 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-280- 9.32% |
$21.5K - $23K
|
2.72K
$225K
|
|
|
May 06, 2025
Q1 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
1.18MNew |
$90.4M - $96.8M
|
1.18M
$97.5M
|
|
|
May 06, 2025
Q1 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
134KNew |
$10.3M - $11M
|
134K
$11.1M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-22K- 83.49% |
$1.69M - $1.81M
|
4.36K
$361K
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
111+ 2.36% |
$8.52K - $9.13K
|
4.81K
$398K
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-544- 9.74% |
$41.8K - $44.7K
|
5.04K
$417K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
927+ 1.52% |
$71.2K - $76.2K
|
61.9K
$5.13M
|
|
|
May 05, 2025
Q1 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-211- 0.95% |
$16.2K - $17.3K
|
22K
$1.82M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
16.2K+ 6.91% |
$1.24M - $1.33M
|
251K
$20.8M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
46+ 3.06% |
$3.53K - $3.78K
|
1.55K
$128K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
10.4K+ 215.44% |
$796K - $852K
|
15.2K
$1.26M
|
|
|
May 05, 2025
Q1 2025
|
Flynn Zito Capital Management, LLC
|
SELL
|
- |
-381- 2.31% |
$29.2K - $31.3K
|
16.1K
$1.33M
|
|
|
May 05, 2025
Q1 2025
|
Guidance Capital, Inc
Lousville, KY |
SELL
|
- |
-48- 1.41% |
$3.68K - $3.95K
|
3.36K
$278K
|
|
|
May 02, 2025
Q1 2025
|
Future You Wealth LLC
New York, NY |
BUY
|
- |
37.3K+ 25.88% |
$2.86M - $3.07M
|
182K
$15M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
14+ 0.36% |
$1.07K - $1.15K
|
3.95K
$327K
|
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
SELL
|
- |
-68- 0.17% |
$5.22K - $5.59K
|
39.8K
$3.29M
|
|
|
May 02, 2025
Q1 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
3.15KNew |
$242K - $259K
|
3.15K
$261K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-151- 2.57% |
$11.6K - $12.4K
|
5.73K
$474K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-201- 20.26% |
$15.4K - $16.5K
|
791
$65.5K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-15- 9.8% |
$1.15K - $1.23K
|
138
$11.4K
|
|
|
May 01, 2025
Q1 2025
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
SELL
|
- |
-446- 7.18% |
$34.2K - $36.7K
|
5.76K
$477K
|
|
|
May 01, 2025
Q1 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
4.85KNew |
$373K - $399K
|
4.85K
$402K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
5.68K+ 133.77% |
$436K - $467K
|
9.93K
$822K
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-106- 0.03% |
$8.14K - $8.72K
|
338K
$27.9M
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
SELL
|
- |
-1.5K- 1.52% |
$115K - $123K
|
96.9K
$8.02M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-733- 1.35% |
$56.3K - $60.3K
|
53.5K
$4.43M
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-270- 7.79% |
$20.7K - $22.2K
|
3.2K
$265K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
4+ 200.0% |
$307 - $329
|
6
$497
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.39K+ 18.56% |
$107K - $114K
|
8.87K
$734K
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-121- 1.51% |
$9.29K - $9.95K
|
7.87K
$651K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.64K+ 1.57% |
$126K - $135K
|
106K
$8.75M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-37.6K- 8.92% |
$2.89M - $3.09M
|
384K
$31.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
1.49K+ 11.95% |
$115K - $123K
|
14K
$1.16M
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
297New |
$22.8K - $24.4K
|
297
$24.6K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
3.25K+ 9.39% |
$250K - $267K
|
37.9K
$3.13M
|
|
|
Apr 30, 2025
Q1 2025
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-30- 0.93% |
$2.3K - $2.47K
|
3.21K
$265K
|
|
|
Apr 30, 2025
Q1 2025
|
Fidelis I M, LLC
Medford, OR |
BUY
|
- |
70.6K+ 42.68% |
$5.42M - $5.81M
|
236K
$19.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-364- 63.19% |
$27.9K - $29.9K
|
212
$17.5K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-2.2K- 3.23% |
$169K - $181K
|
65.8K
$5.44M
|
|
|
Apr 29, 2025
Q1 2025
|
Element Wealth, LLC
|
SELL
|
- |
-153- 1.87% |
$11.7K - $12.6K
|
8.03K
$664K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
43.2K+ 7.8% |
$3.32M - $3.55M
|
597K
$49.4M
|