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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-187- 4.49% |
$14.4K - $15.4K
|
3.98K
$330K
|
|
|
Apr 29, 2025
Q1 2025
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
36.3K+ 16.27% |
$2.78M - $2.98M
|
259K
$21.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-123- 2.5% |
$9.44K - $10.1K
|
4.79K
$397K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
64.8K+ 1656.99% |
$4.98M - $5.33M
|
68.7K
$5.69M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
33.6K+ 22.78% |
$2.58M - $2.76M
|
181K
$15M
|
|
|
Apr 28, 2025
Q1 2025
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
SELL
|
- |
-1.61K- 21.12% |
$124K - $133K
|
6.02K
$498K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-1.76K- 8.26% |
$135K - $145K
|
19.6K
$1.62M
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.4K- 19.12% |
$107K - $115K
|
5.91K
$489K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
3+ 0.06% |
$230 - $247
|
5.34K
$442K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
10+ 0.02% |
$768 - $822
|
57.7K
$4.77M
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-150- 11.32% |
$11.5K - $12.3K
|
1.18K
$97.2K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-940- 2.83% |
$72.2K - $77.3K
|
32.3K
$2.67M
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-13- 6.31% |
$998 - $1.07K
|
193
$16K
|
|
|
Apr 25, 2025
Q1 2025
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
9.14K+ 30.88% |
$702K - $751K
|
38.7K
$3.21M
|
|
|
Apr 25, 2025
Q1 2025
|
Spinnaker Trust
|
SELL
|
- |
-385- 7.18% |
$29.6K - $31.7K
|
4.98K
$412K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-677- 50.0% |
$52K - $55.7K
|
677
$56K
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
BUY
|
- |
2+ 0.35% |
$154 - $164
|
580
$48K
|
|
|
Apr 24, 2025
Q1 2025
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
SELL
|
- |
-125- 0.79% |
$9.6K - $10.3K
|
15.7K
$1.3M
|
|
|
Apr 24, 2025
Q1 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
4.74K+ 31.38% |
$364K - $389K
|
19.8K
$1.64M
|
|
|
Apr 24, 2025
Q1 2025
|
Tranquility Partners, LLC
|
BUY
|
- |
665+ 4.25% |
$51.1K - $54.7K
|
16.3K
$1.35M
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
4.7KNew |
$361K - $386K
|
4.7K
$389K
|
|
|
Apr 24, 2025
Q1 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
20+ 0.23% |
$1.54K - $1.64K
|
8.61K
$713K
|
|
|
Apr 24, 2025
Q1 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-11.8K- 8.69% |
$905K - $969K
|
124K
$10.3M
|
|
|
Apr 24, 2025
Q1 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-180- 0.96% |
$13.8K - $14.8K
|
18.6K
$1.54M
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
12.6KNew |
$966K - $1.03M
|
12.6K
$1.04M
|
|
|
Apr 23, 2025
Q1 2025
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
SELL
|
- |
-45- 0.38% |
$3.45K - $3.7K
|
11.7K
$966K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-62- 0.94% |
$4.76K - $5.1K
|
6.52K
$539K
|
|
|
Apr 23, 2025
Q1 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-296- 8.86% |
$22.7K - $24.3K
|
3.05K
$252K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-191- 2.37% |
$14.7K - $15.7K
|
7.87K
$651K
|
|
|
Apr 23, 2025
Q1 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
11+ 0.31% |
$844 - $904
|
3.58K
$297K
|
|
|
Apr 23, 2025
Q1 2025
|
Win Advisors, Inc
|
BUY
|
- |
113KNew |
$8.67M - $9.29M
|
113K
$9.35M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
263+ 61.88% |
$20.2K - $21.6K
|
688
$56.9K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
7.83KNew |
$601K - $644K
|
7.83K
$648K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-321- 4.03% |
$24.6K - $26.4K
|
7.64K
$632K
|
|
|
Apr 23, 2025
Q1 2025
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-21- 0.15% |
$1.61K - $1.73K
|
14.2K
$1.17M
|
|
|
Apr 23, 2025
Q1 2025
|
Nadler Financial Group, Inc.
|
BUY
|
- |
960+ 2.03% |
$73.7K - $78.9K
|
48.4K
$4M
|
|
|
Apr 22, 2025
Q1 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
851New |
$65.3K - $70K
|
851
$70.4K
|
|
|
Apr 22, 2025
Q1 2025
|
Dixon Fnancial Services, Inc.
|
BUY
|
- |
13+ 0.46% |
$998 - $1.07K
|
2.85K
$236K
|
|
|
Apr 22, 2025
Q1 2025
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-439- 0.65% |
$33.7K - $36.1K
|
67.4K
$5.58M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.55K+ 0.96% |
$426K - $456K
|
586K
$48.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Rodgers & Associates, LTD
|
BUY
|
- |
150+ 4.46% |
$11.5K - $12.3K
|
3.51K
$290K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
865+ 21.36% |
$66.4K - $71.1K
|
4.92K
$407K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-169- 1.3% |
$13K - $13.9K
|
12.8K
$1.06M
|
|
|
Apr 22, 2025
Q1 2025
|
Team Financial Group, LLC
Temecula, CA |
SELL
|
- |
-3.6K- 14.3% |
$276K - $296K
|
21.6K
$1.79M
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
5.69K+ 5.51% |
$436K - $467K
|
109K
$9.02M
|
|
|
Apr 21, 2025
Q1 2025
|
Well Done, LLC
|
BUY
|
- |
1.75K+ 20.92% |
$134K - $144K
|
10.1K
$837K
|
|
|
Apr 21, 2025
Q1 2025
|
Fox Financial, Inc
Wyomissing, PA |
BUY
|
- |
2.57K+ 0.83% |
$197K - $211K
|
313K
$25.9M
|
|
|
Apr 21, 2025
Q1 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-115- 2.82% |
$8.83K - $9.46K
|
3.97K
$328K
|
|
|
Apr 21, 2025
Q1 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
4.33K+ 112.66% |
$333K - $356K
|
8.18K
$677K
|
|
|
Apr 21, 2025
Q1 2025
|
Grandview Asset Management LLC
|
BUY
|
- |
22+ 0.32% |
$1.69K - $1.81K
|
6.79K
$562K
|