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 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-1.31K- 13.21% |
$92.7K - $108K
|
8.62K
$733K
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-8.85K- 12.88% |
$626K - $727K
|
59.9K
$5.09M
|
|
|
Jul 25, 2025
Q2 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-1.93K- 0.57% |
$136K - $158K
|
336K
$28.6M
|
|
|
Jul 25, 2025
Q2 2025
|
Tranquility Partners, LLC
|
BUY
|
- |
151+ 0.93% |
$10.7K - $12.4K
|
16.4K
$1.4M
|
|
|
Jul 25, 2025
Q2 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
10+ 0.2% |
$707 - $821
|
5.05K
$430K
|
|
|
Jul 25, 2025
Q2 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-115K- 92.54% |
$8.11M - $9.42M
|
9.24K
$786K
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
296+ 5.11% |
$20.9K - $24.3K
|
6.09K
$518K
|
|
|
Jul 25, 2025
Q2 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
2.41KNew |
$170K - $198K
|
2.41K
$205K
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
607+ 7.76% |
$42.9K - $49.9K
|
8.43K
$717K
|
|
|
Jul 25, 2025
Q2 2025
|
Fidelis I M, LLC
Medford, OR |
BUY
|
- |
1.26K+ 0.53% |
$88.7K - $103K
|
237K
$20.2M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.08K- 6.32% |
$147K - $171K
|
30.8K
$2.62M
|
|
|
Jul 25, 2025
Q2 2025
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-1.94K- 4.01% |
$137K - $159K
|
46.4K
$3.95M
|
|
|
Jul 24, 2025
Q2 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
12.5K+ 63.29% |
$887K - $1.03M
|
32.4K
$2.75M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
4+ 0.26% |
$283 - $329
|
1.55K
$132K
|
|
|
Jul 24, 2025
Q2 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
4+ 0.44% |
$283 - $329
|
915
$77.8K
|
|
|
Jul 23, 2025
Q2 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
3.96KNew |
$280K - $325K
|
3.96K
$336K
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
3.89KNew |
$275K - $320K
|
3.89K
$331K
|
|
|
Jul 23, 2025
Q2 2025
|
Element Wealth, LLC
|
SELL
|
- |
-59- 0.74% |
$4.17K - $4.85K
|
7.97K
$678K
|
|
|
Jul 23, 2025
Q2 2025
|
626 Financial, LLC
|
SELL
|
- |
-131- 1.4% |
$9.26K - $10.8K
|
9.2K
$782K
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
631+ 12.84% |
$44.6K - $51.8K
|
5.55K
$472K
|
|
|
Jul 23, 2025
Q2 2025
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
5.68K+ 8.43% |
$402K - $467K
|
73.1K
$6.22M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-11- 0.07% |
$778 - $904
|
16.3K
$1.39M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-143- 2.32% |
$10.1K - $11.7K
|
6.01K
$511K
|
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
106+ 0.31% |
$7.49K - $8.71K
|
34.6K
$2.95M
|
|
|
Jul 22, 2025
Q2 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
11+ 0.4% |
$778 - $904
|
2.74K
$233K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
95+ 0.81% |
$6.72K - $7.8K
|
11.8K
$1M
|
|
|
Jul 22, 2025
Q2 2025
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
6.59K+ 26.62% |
$466K - $541K
|
31.3K
$2.66M
|
|
|
Jul 22, 2025
Q2 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
1.26K+ 8.86% |
$88.8K - $103K
|
15.4K
$1.31M
|
|
|
Jul 22, 2025
Q2 2025
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
BUY
|
- |
26.7KNew |
$1.89M - $2.19M
|
26.7K
$2.27M
|
|
|
Jul 21, 2025
Q2 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
14+ 0.02% |
$990 - $1.15K
|
62.5K
$5.31M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-3.81K- 84.38% |
$269K - $313K
|
705
$60K
|
|
|
Jul 21, 2025
Q2 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
113+ 0.52% |
$7.99K - $9.28K
|
21.7K
$1.84M
|
|
|
Jul 21, 2025
Q2 2025
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-3K- 63.83% |
$212K - $246K
|
1.7K
$145K
|
|
|
Jul 18, 2025
Q2 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-488- 16.03% |
$34.5K - $40.1K
|
2.56K
$217K
|
|
|
Jul 18, 2025
Q2 2025
|
Powers Advisory Group, LLC
|
BUY
|
- |
33+ 0.57% |
$2.33K - $2.71K
|
5.85K
$497K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
2.4K+ 3.65% |
$170K - $197K
|
68.2K
$5.8M
|
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-13- 0.33% |
$919 - $1.07K
|
3.96K
$336K
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-20.5K- 1.74% |
$1.45M - $1.68M
|
1.16M
$98.4M
|
|
|
Jul 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
3+ 0.09% |
$212 - $246
|
3.26K
$278K
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
34+ 0.37% |
$2.4K - $2.79K
|
9.27K
$788K
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
5.3KNew |
$375K - $436K
|
5.3K
$451K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-7.97K- 15.17% |
$563K - $654K
|
44.5K
$3.79M
|
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
1New |
$70.7 - $82.1
|
1
$85.1
|
|
|
Jul 17, 2025
Q2 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
8.84K+ 108.07% |
$625K - $726K
|
17K
$1.45M
|
|
|
Jul 17, 2025
Q2 2025
|
Grandview Asset Management LLC
|
BUY
|
- |
27+ 0.4% |
$1.91K - $2.22K
|
6.82K
$580K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
3+ 2.83% |
$212 - $246
|
109
$9.27K
|
|
|
Jul 16, 2025
Q2 2025
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
104New |
$7.35K - $8.54K
|
104
$8.85K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.36K- 94.2% |
$96.4K - $112K
|
84
$7.14K
|
|
|
Jul 16, 2025
Q2 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
7.14KNew |
$505K - $587K
|
7.14K
$607K
|
|
|
Jul 15, 2025
Q2 2025
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-5.73K- 53.58% |
$405K - $471K
|
4.96K
$422K
|