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 |
---|---|---|---|---|---|---|---|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-4.1K- 7.58% |
$282K - $301K
|
50K
$3.91M
|
|
Jul 30, 2024
Q2 2024
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
SELL
|
- |
-12.8K- 54.19% |
$880K - $939K
|
10.8K
$847K
|
|
Jul 30, 2024
Q2 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
2+ 0.06% |
$137 - $147
|
3.56K
$278K
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
21+ 1.49% |
$1.44K - $1.54K
|
1.43K
$112K
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
550New |
$37.8K - $40.3K
|
550
$43K
|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.78KNew |
$191K - $204K
|
2.78K
$218K
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-40- 0.86% |
$2.75K - $2.93K
|
4.63K
$362K
|
|
Jul 29, 2024
Q2 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
113+ 0.59% |
$7.76K - $8.28K
|
19.2K
$1.5M
|
|
Jul 29, 2024
Q2 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
SELL
|
- |
-403- 6.09% |
$27.7K - $29.5K
|
6.21K
$486K
|
|
Jul 29, 2024
Q2 2024
|
Key F Inancial Inc
|
BUY
|
- |
12K+ 13.78% |
$827K - $883K
|
99.5K
$7.78M
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
44K+ 8.3% |
$3.02M - $3.23M
|
574K
$44.9M
|
|
Jul 26, 2024
Q2 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-21- 16.8% |
$1.44K - $1.54K
|
104
$8.13K
|
|
Jul 26, 2024
Q2 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-14.5K- 19.71% |
$998K - $1.07M
|
59.2K
$4.63M
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-344- 4.51% |
$23.6K - $25.2K
|
7.28K
$569K
|
|
Jul 25, 2024
Q2 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-200- 13.11% |
$13.7K - $14.7K
|
1.33K
$104K
|
|
Jul 25, 2024
Q2 2024
|
Tranquility Partners, LLC
|
BUY
|
- |
324+ 2.07% |
$22.3K - $23.8K
|
16K
$1.25M
|
|
Jul 25, 2024
Q2 2024
|
Waterway Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-145K- 21.94% |
$9.95M - $10.6M
|
516K
$40.3M
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
322+ 0.58% |
$22.1K - $23.6K
|
55.9K
$4.37M
|
|
Jul 25, 2024
Q2 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-2.02K- 0.9% |
$139K - $148K
|
222K
$17.4M
|
|
Jul 25, 2024
Q2 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-107- 2.2% |
$7.35K - $7.84K
|
4.76K
$373K
|
|
Jul 25, 2024
Q2 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-160- 1.98% |
$11K - $11.7K
|
7.93K
$620K
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
216+ 4.42% |
$14.8K - $15.8K
|
5.1K
$399K
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-29.8K- 6.42% |
$2.05M - $2.19M
|
435K
$34M
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.46K+ 1.43% |
$100K - $107K
|
104K
$8.13M
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-7- 0.24% |
$481 - $513
|
2.89K
$226K
|
|
Jul 24, 2024
Q2 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-410- 0.12% |
$28.2K - $30.1K
|
339K
$26.5M
|
|
Jul 24, 2024
Q2 2024
|
Powers Advisory Group, LLC
|
BUY
|
- |
37+ 0.6% |
$2.54K - $2.71K
|
6.24K
$488K
|
|
Jul 24, 2024
Q2 2024
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-1K- 8.28% |
$69K - $73.6K
|
11.1K
$870K
|
|
Jul 23, 2024
Q2 2024
|
Rockland Trust CO
|
SELL
|
- |
-700- 14.96% |
$48.1K - $51.3K
|
3.98K
$311K
|
|
Jul 23, 2024
Q2 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-112- 3.31% |
$7.69K - $8.21K
|
3.27K
$256K
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
5.02K+ 83.49% |
$345K - $368K
|
11K
$862K
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-841- 4.15% |
$57.8K - $61.7K
|
19.4K
$1.52M
|
|
Jul 23, 2024
Q2 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
1.09K+ 7.65% |
$75K - $80.1K
|
15.4K
$1.2M
|
|
Jul 23, 2024
Q2 2024
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
939+ 1.44% |
$64.5K - $68.8K
|
66.1K
$5.17M
|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
15.8KNew |
$1.09M - $1.16M
|
15.8K
$1.24M
|
|
Jul 23, 2024
Q2 2024
|
Bank Hapoalim Bm
|
SELL
|
- |
-94.5K- 50.0% |
$6.49M - $6.93M
|
94.5K
$7.39M
|
|
Jul 22, 2024
Q2 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
8+ 0.14% |
$549 - $586
|
5.9K
$461K
|
|
Jul 22, 2024
Q2 2024
|
Nadler Financial Group, Inc.
|
BUY
|
- |
2.76K+ 6.16% |
$189K - $202K
|
47.5K
$3.71M
|
|
Jul 22, 2024
Q2 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-76- 13.57% |
$5.22K - $5.57K
|
484
$37.9K
|
|
Jul 22, 2024
Q2 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-866- 3.06% |
$59.5K - $63.5K
|
27.4K
$2.14M
|
|
Jul 22, 2024
Q2 2024
|
Fox Financial, Inc
Wyomissing, PA |
BUY
|
- |
2.79K+ 1.11% |
$191K - $204K
|
254K
$19.9M
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
5.3K+ 6.06% |
$364K - $389K
|
92.8K
$7.26M
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.55K+ 0.32% |
$107K - $114K
|
492K
$38.5M
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.61K+ 1.37% |
$179K - $191K
|
194K
$15.2M
|
|
Jul 19, 2024
Q2 2024
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-632- 0.29% |
$43.4K - $46.3K
|
218K
$17M
|
|
Jul 19, 2024
Q2 2024
|
Sarasin & Partners LLP
|
SELL
|
- |
-18K- 25.54% |
$1.24M - $1.32M
|
52.5K
$4.1M
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
211+ 2.8% |
$14.5K - $15.5K
|
7.76K
$607K
|
|
Jul 19, 2024
Q2 2024
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
5+ 0.1% |
$343 - $367
|
5.15K
$403K
|
|
Jul 19, 2024
Q2 2024
|
Meridian Financial Partners LLC
|
SELL
|
- |
-136- 0.36% |
$9.34K - $9.97K
|
37.9K
$2.96M
|