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 |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
13New |
$934 - $1.02K
|
13
$1.02K
|
|
|
Nov 06, 2024
Q3 2024
|
Coastline Trust CO
|
BUY
|
- |
600New |
$43.1K - $47.1K
|
600
$47.2K
|
|
|
Nov 06, 2024
Q3 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
100+ 0.52% |
$7.19K - $7.86K
|
19.3K
$1.52M
|
|
|
Nov 06, 2024
Q3 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-347- 0.71% |
$24.9K - $27.3K
|
48.3K
$3.8M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-26.4K- 4.55% |
$1.9M - $2.07M
|
553K
$43.5M
|
|
|
Nov 06, 2024
Q3 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
12.5KNew |
$900K - $983K
|
12.5K
$984K
|
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
2.79KNew |
$201K - $219K
|
2.79K
$220K
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.05K+ 6.81% |
$75.5K - $82.6K
|
16.5K
$1.3M
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
7.83K+ 5.04% |
$563K - $615K
|
163K
$12.8M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
221+ 1.52% |
$15.9K - $17.4K
|
14.8K
$1.16M
|
|
|
Nov 05, 2024
Q3 2024
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-4.13K- 35.45% |
$297K - $324K
|
7.52K
$591K
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-2.58K- 32.53% |
$185K - $203K
|
5.35K
$421K
|
|
|
Nov 04, 2024
Q3 2024
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
81+ 0.5% |
$5.82K - $6.36K
|
16.4K
$1.29M
|
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
11.9K+ 100.02% |
$858K - $938K
|
23.9K
$1.88M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-148- 0.65% |
$10.6K - $11.6K
|
22.7K
$1.79M
|
|
|
Nov 01, 2024
Q3 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
69.3K+ 61.28% |
$4.98M - $5.45M
|
182K
$14.3M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-2.2K- 4.44% |
$158K - $172K
|
47.3K
$3.72M
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-2.42K- 10.9% |
$174K - $190K
|
19.8K
$1.55M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
62+ 0.12% |
$4.46K - $4.87K
|
53.3K
$4.19M
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-2.36K- 6.11% |
$169K - $185K
|
36.2K
$2.85M
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
SELL
|
- |
-672- 2.29% |
$48.3K - $52.8K
|
28.7K
$2.26M
|
|
|
Oct 31, 2024
Q3 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-4.58K- 3.2% |
$329K - $360K
|
139K
$10.9M
|
|
|
Oct 31, 2024
Q3 2024
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
205+ 3.98% |
$14.7K - $16.1K
|
5.36K
$421K
|
|
|
Oct 31, 2024
Q3 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
9.91K+ 10.83% |
$712K - $778K
|
101K
$7.97M
|
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
1.74K+ 22.16% |
$125K - $137K
|
9.6K
$755K
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
10+ 0.18% |
$719 - $786
|
5.58K
$439K
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
602+ 1.2% |
$43.3K - $47.3K
|
50.6K
$3.98M
|
|
|
Oct 30, 2024
Q3 2024
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
SELL
|
- |
-1.28K- 11.86% |
$92.3K - $101K
|
9.54K
$750K
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-22- 0.32% |
$1.58K - $1.73K
|
6.86K
$539K
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
13.6K+ 17.25% |
$975K - $1.07M
|
92.2K
$7.25M
|
|
|
Oct 30, 2024
Q3 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-1.92K- 2.3% |
$138K - $151K
|
81.6K
$6.41M
|
|
|
Oct 30, 2024
Q3 2024
|
Fox Financial, Inc
Wyomissing, PA |
BUY
|
- |
1.38K+ 0.54% |
$98.8K - $108K
|
255K
$20.1M
|
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-255- 52.69% |
$18.3K - $20K
|
229
$18K
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
14New |
$1.01K - $1.1K
|
14
$1.1K
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
SELL
|
- |
-53- 0.05% |
$3.81K - $4.16K
|
99.4K
$7.82M
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
2+ 0.06% |
$144 - $157
|
3.15K
$248K
|
|
|
Oct 29, 2024
Q3 2024
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-278- 2.17% |
$20K - $21.8K
|
12.5K
$987K
|
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
8.95K+ 2.19% |
$643K - $703K
|
418K
$32.9M
|
|
|
Oct 29, 2024
Q3 2024
|
Fidelis I M, LLC
Medford, OR |
BUY
|
- |
1.01K+ 0.58% |
$72.8K - $79.6K
|
175K
$13.8M
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-703- 2.96% |
$50.5K - $55.2K
|
23K
$1.81M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.32K+ 22.61% |
$94.8K - $104K
|
7.15K
$562K
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
4.73K+ 11.18% |
$340K - $372K
|
47.1K
$3.7M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
636+ 4.02% |
$45.7K - $50K
|
16.4K
$1.29M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
11.1K+ 1.93% |
$798K - $873K
|
586K
$46M
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
13+ 0.18% |
$934 - $1.02K
|
7.29K
$573K
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
2+ 0.05% |
$144 - $157
|
4.05K
$318K
|
|
|
Oct 25, 2024
Q3 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
2.9KNew |
$208K - $228K
|
2.9K
$228K
|
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
6.63K+ 2.98% |
$476K - $521K
|
229K
$18M
|
|
|
Oct 24, 2024
Q3 2024
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-48- 0.59% |
$3.45K - $3.77K
|
8.13K
$639K
|
|
|
Oct 24, 2024
Q3 2024
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-900- 8.09% |
$64.7K - $70.7K
|
10.2K
$804K
|