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 |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
589+ 7.68% |
$42.3K - $46.3K
|
8.26K
$659K
|
|
|
Oct 17, 2024
Q3 2024
|
Meridian Financial Partners LLC
|
BUY
|
- |
137+ 0.36% |
$9.84K - $10.8K
|
38K
$3.03M
|
|
|
Oct 17, 2024
Q3 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
1.34K+ 9.07% |
$96.3K - $105K
|
16.1K
$1.29M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
650+ 0.63% |
$46.7K - $51.1K
|
105K
$8.34M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-51- 0.01% |
$3.66K - $4.01K
|
435K
$34.7M
|
|
|
Oct 17, 2024
Q3 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-263- 6.78% |
$18.9K - $20.7K
|
3.62K
$289K
|
|
|
Oct 16, 2024
Q3 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-1.24K- 4.53% |
$89.3K - $97.7K
|
26.2K
$2.09M
|
|
|
Oct 16, 2024
Q3 2024
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
2.6K+ 3.93% |
$186K - $204K
|
68.7K
$5.48M
|
|
|
Oct 16, 2024
Q3 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
231+ 2.73% |
$16.6K - $18.1K
|
8.7K
$694K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
235+ 2.13% |
$16.9K - $18.5K
|
11.3K
$899K
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-51- 0.95% |
$3.66K - $4.01K
|
5.31K
$424K
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.64KNew |
$334K - $365K
|
4.64K
$371K
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
17.3K+ 19.92% |
$1.24M - $1.36M
|
104K
$8.31M
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-38- 46.34% |
$2.73K - $2.99K
|
44
$3.51K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
137+ 5.25% |
$9.84K - $10.8K
|
2.75K
$219K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-37.3K- 20.5% |
$2.68M - $2.93M
|
145K
$11.5M
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
240+ 7.06% |
$17.2K - $18.9K
|
3.64K
$290K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-160- 15.08% |
$11.5K - $12.6K
|
901
$71.9K
|
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
BUY
|
- |
2+ 0.35% |
$144 - $157
|
576
$46K
|
|
|
Oct 15, 2024
Q3 2024
|
626 Financial, LLC
|
BUY
|
- |
26+ 0.26% |
$1.87K - $2.04K
|
9.91K
$791K
|
|
|
Oct 15, 2024
Q3 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
2.66KNew |
$191K - $209K
|
2.66K
$212K
|
|
|
Oct 15, 2024
Q3 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
27+ 0.32% |
$1.94K - $2.12K
|
8.56K
$683K
|
|
|
Oct 11, 2024
Q3 2024
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
10+ 0.11% |
$719 - $786
|
8.89K
$709K
|
|
|
Oct 11, 2024
Q3 2024
|
Empirical Asset Management, LLC
|
SELL
|
- |
-700- 6.23% |
$50.3K - $55K
|
10.5K
$840K
|
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
BUY
|
- |
666+ 0.67% |
$47.9K - $52.3K
|
99.8K
$7.96M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-11K- 0.77% |
$789K - $862K
|
1.42M
$113M
|
|
|
Oct 10, 2024
Q3 2024
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
4KNew |
$287K - $314K
|
4K
$319K
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-705- 1.19% |
$50.7K - $55.4K
|
58.3K
$4.65M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 10, 2024
Q3 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-21- 0.07% |
$1.51K - $1.65K
|
29.9K
$2.39M
|
|
|
Oct 09, 2024
Q3 2024
|
Sarasin & Partners LLP
|
SELL
|
- |
-5.88K- 11.2% |
$422K - $462K
|
46.6K
$3.72M
|
|
|
Oct 09, 2024
Q3 2024
|
Moller Financial Services
|
SELL
|
- |
-275- 0.29% |
$19.8K - $21.6K
|
95.9K
$7.66M
|
|
|
Oct 08, 2024
Q3 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
4.99KNew |
$359K - $392K
|
4.99K
$398K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
9+ 0.27% |
$647 - $707
|
3.38K
$270K
|
|
|
Oct 08, 2024
Q3 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
4.4KNew |
$316K - $346K
|
4.4K
$351K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-98- 0.29% |
$7.04K - $7.7K
|
33.7K
$2.69M
|
|
|
Oct 07, 2024
Q3 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
200+ 1.08% |
$14.4K - $15.7K
|
18.7K
$1.49M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.17K+ 13.51% |
$83.9K - $91.8K
|
9.81K
$783K
|
|
|
Oct 07, 2024
Q3 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-245- 4.15% |
$17.6K - $19.2K
|
5.66K
$451K
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
472+ 100.0% |
$33.9K - $37.1K
|
944
$75.3K
|
|
|
Oct 04, 2024
Q3 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-110- 20.0% |
$7.9K - $8.64K
|
440
$35.1K
|
|
|
Oct 04, 2024
Q3 2024
|
Grandview Asset Management LLC
|
BUY
|
- |
70+ 0.96% |
$5.03K - $5.5K
|
7.33K
$585K
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
2.18K+ 7.89% |
$156K - $171K
|
29.8K
$2.37M
|
|
| Q2 2024 | |||||||
|
Aug 28, 2024
Q2 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
10.1KNew |
$695K - $742K
|
10.1K
$807K
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2.01K+ 21.76% |
$138K - $147K
|
11.2K
$897K
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2+ 1.05% |
$137 - $147
|
192
$15.3K
|
|
|
Aug 14, 2024
Q2 2024
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-50- 0.11% |
$3.43K - $3.67K
|
44.6K
$3.56M
|
|
|
Aug 14, 2024
Q2 2024
|
Brown Advisory Inc
|
BUY
|
- |
150+ 3.32% |
$10.3K - $11K
|
4.67K
$373K
|
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
23.3KNew |
$1.6M - $1.71M
|
23.3K
$1.86M
|
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-486- 10.91% |
$33.4K - $35.6K
|
3.97K
$317K
|
|