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 05, 2025
Q2 2025
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-293- 8.86% |
$20.7K - $24.1K
|
3.01K
$256K
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
3+ 0.1% |
$212 - $246
|
3.16K
$269K
|
|
|
Aug 05, 2025
Q2 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
2.96KNew |
$210K - $243K
|
2.96K
$252K
|
|
|
Aug 05, 2025
Q2 2025
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-241- 7.65% |
$17K - $19.8K
|
2.91K
$248K
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
16+ 0.57% |
$1.13K - $1.31K
|
2.84K
$242K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
SELL
|
- |
-885- 1.91% |
$62.6K - $72.7K
|
45.5K
$3.87M
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
9+ 0.04% |
$636 - $739
|
21.7K
$1.85M
|
|
|
Aug 04, 2025
Q2 2025
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-11.8K- 50.0% |
$835K - $970K
|
11.8K
$1M
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
2.96K+ 6.15% |
$209K - $243K
|
51K
$4.34M
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
35+ 5.09% |
$2.47K - $2.87K
|
723
$61.5K
|
|
|
Aug 04, 2025
Q2 2025
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-209- 0.44% |
$14.8K - $17.2K
|
47K
$4M
|
|
|
Aug 04, 2025
Q2 2025
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
39+ 0.45% |
$2.76K - $3.2K
|
8.67K
$738K
|
|
|
Aug 04, 2025
Q2 2025
|
Bristlecone Advisors, LLC
|
BUY
|
- |
4.4K+ 2.0% |
$311K - $361K
|
224K
$19M
|
|
|
Aug 01, 2025
Q2 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
6.27KNew |
$443K - $515K
|
6.27K
$533K
|
|
|
Aug 01, 2025
Q2 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.8KNew |
$127K - $148K
|
1.8K
$153K
|
|
|
Aug 01, 2025
Q2 2025
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
SELL
|
- |
-3.96K- 35.35% |
$280K - $326K
|
7.25K
$616K
|
|
|
Aug 01, 2025
Q2 2025
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-4.88K- 61.46% |
$345K - $401K
|
3.06K
$260K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
49.9K+ 8.51% |
$3.53M - $4.1M
|
636K
$54.1M
|
|
|
Jul 31, 2025
Q2 2025
|
Future You Wealth LLC
New York, NY |
BUY
|
- |
9.28K+ 5.11% |
$656K - $763K
|
191K
$16.2M
|
|
|
Jul 31, 2025
Q2 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
2.07K+ 14.83% |
$147K - $170K
|
16K
$1.36M
|
|
|
Jul 31, 2025
Q2 2025
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-100- 8.51% |
$7.07K - $8.21K
|
1.08K
$91.4K
|
|
|
Jul 31, 2025
Q2 2025
|
Brighton Jones LLC
|
BUY
|
- |
4.57K+ 162.78% |
$323K - $375K
|
7.38K
$628K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-2.33K- 18.19% |
$165K - $191K
|
10.5K
$891K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
54.5K+ 9.13% |
$3.86M - $4.48M
|
652K
$55.5M
|
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
7.12K+ 42.25% |
$503K - $585K
|
24K
$2.04M
|
|
|
Jul 30, 2025
Q2 2025
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
2.6KNew |
$184K - $214K
|
2.6K
$221K
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
13.1K+ 7.24% |
$926K - $1.08M
|
194K
$16.5M
|
|
|
Jul 30, 2025
Q2 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
SELL
|
- |
-7.56K- 5.63% |
$534K - $621K
|
127K
$10.8M
|
|
|
Jul 30, 2025
Q2 2025
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-24- 0.69% |
$1.7K - $1.97K
|
3.45K
$294K
|
|
|
Jul 30, 2025
Q2 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
3.81KNew |
$269K - $313K
|
3.81K
$324K
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
495New |
$35K - $40.7K
|
495
$42.1K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-4.29K- 21.88% |
$303K - $352K
|
15.3K
$1.3M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-32K- 8.34% |
$2.27M - $2.63M
|
352K
$29.9M
|
|
|
Jul 29, 2025
Q2 2025
|
Aspiriant, LLC
|
BUY
|
- |
25K+ 62.15% |
$1.77M - $2.05M
|
65.2K
$5.55M
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
131+ 0.23% |
$9.26K - $10.8K
|
57.8K
$4.92M
|
|
|
Jul 29, 2025
Q2 2025
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-122- 1.22% |
$8.63K - $10K
|
9.88K
$840K
|
|
|
Jul 29, 2025
Q2 2025
|
Kondo Wealth Advisors, Inc.
Pasadena, CA |
SELL
|
- |
-640- 2.46% |
$45.2K - $52.6K
|
25.4K
$2.16M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1.06K- 1.0% |
$74.9K - $87.1K
|
105K
$8.9M
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
57+ 0.72% |
$4.03K - $4.68K
|
7.93K
$674K
|
|
|
Jul 29, 2025
Q2 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-65- 1.61% |
$4.6K - $5.34K
|
3.97K
$337K
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-320- 1.25% |
$22.6K - $26.3K
|
25.2K
$2.14M
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
3+ 50.0% |
$212 - $246
|
9
$765
|
|
|
Jul 29, 2025
Q2 2025
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
2.96K+ 1.14% |
$209K - $243K
|
262K
$22.3M
|
|
|
Jul 29, 2025
Q2 2025
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-509- 0.92% |
$36K - $41.8K
|
55.1K
$4.68M
|
|
|
Jul 28, 2025
Q2 2025
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-6.17K- 2.81% |
$436K - $507K
|
213K
$18.2M
|
|
|
Jul 28, 2025
Q2 2025
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
1.93K+ 68.14% |
$136K - $158K
|
4.75K
$404K
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-31.3K- 25.92% |
$2.21M - $2.57M
|
89.5K
$7.61M
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
5+ 0.09% |
$354 - $411
|
5.34K
$455K
|
|
|
Jul 28, 2025
Q2 2025
|
Dixon Fnancial Services, Inc.
|
BUY
|
- |
16+ 0.56% |
$1.13K - $1.31K
|
2.86K
$243K
|
|
|
Jul 28, 2025
Q2 2025
|
Courier Capital LLC
|
BUY
|
- |
18+ 0.38% |
$1.27K - $1.48K
|
4.8K
$408K
|