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 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-677- 50.0% |
$52K - $55.7K
|
677
$53.9K
|
|
|
Apr 24, 2025
Q1 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
20+ 0.23% |
$1.54K - $1.64K
|
8.61K
$685K
|
|
|
Apr 24, 2025
Q1 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-11.8K- 8.69% |
$905K - $969K
|
124K
$9.86M
|
|
|
Apr 24, 2025
Q1 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-180- 0.96% |
$13.8K - $14.8K
|
18.6K
$1.48M
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
12.6KNew |
$966K - $1.03M
|
12.6K
$1M
|
|
|
Apr 23, 2025
Q1 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-296- 8.86% |
$22.7K - $24.3K
|
3.05K
$242K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-191- 2.37% |
$14.7K - $15.7K
|
7.87K
$627K
|
|
|
Apr 23, 2025
Q1 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
11+ 0.31% |
$844 - $904
|
3.58K
$285K
|
|
|
Apr 23, 2025
Q1 2025
|
Win Advisors, Inc
|
BUY
|
- |
113KNew |
$8.67M - $9.29M
|
113K
$8.99M
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-62- 0.94% |
$4.76K - $5.1K
|
6.52K
$519K
|
|
|
Apr 23, 2025
Q1 2025
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
SELL
|
- |
-45- 0.38% |
$3.45K - $3.7K
|
11.7K
$929K
|
|
|
Apr 23, 2025
Q1 2025
|
Nadler Financial Group, Inc.
|
BUY
|
- |
960+ 2.03% |
$73.7K - $78.9K
|
48.4K
$3.85M
|
|
|
Apr 23, 2025
Q1 2025
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-21- 0.15% |
$1.61K - $1.73K
|
14.2K
$1.13M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-321- 4.03% |
$24.6K - $26.4K
|
7.64K
$608K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
7.83KNew |
$601K - $644K
|
7.83K
$623K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
263+ 61.88% |
$20.2K - $21.6K
|
688
$54.8K
|
|
|
Apr 22, 2025
Q1 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
851New |
$65.3K - $70K
|
851
$67.7K
|
|
|
Apr 22, 2025
Q1 2025
|
Dixon Fnancial Services, Inc.
|
BUY
|
- |
13+ 0.46% |
$998 - $1.07K
|
2.85K
$227K
|
|
|
Apr 22, 2025
Q1 2025
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-439- 0.65% |
$33.7K - $36.1K
|
67.4K
$5.37M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.55K+ 0.96% |
$426K - $456K
|
586K
$46.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
5.13K+ 56.04% |
$394K - $422K
|
14.3K
$1.14M
|
|
|
Apr 22, 2025
Q1 2025
|
Rodgers & Associates, LTD
|
BUY
|
- |
150+ 4.46% |
$11.5K - $12.3K
|
3.51K
$279K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
865+ 21.36% |
$66.4K - $71.1K
|
4.92K
$391K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-169- 1.3% |
$13K - $13.9K
|
12.8K
$1.02M
|
|
|
Apr 22, 2025
Q1 2025
|
Team Financial Group, LLC
Temecula, CA |
SELL
|
- |
-3.6K- 14.3% |
$276K - $296K
|
21.6K
$1.72M
|
|
|
Apr 21, 2025
Q1 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-115- 2.82% |
$8.83K - $9.46K
|
3.97K
$316K
|
|
|
Apr 21, 2025
Q1 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
4.33K+ 112.66% |
$333K - $356K
|
8.18K
$651K
|
|
|
Apr 21, 2025
Q1 2025
|
Grandview Asset Management LLC
|
BUY
|
- |
22+ 0.32% |
$1.69K - $1.81K
|
6.79K
$541K
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
SELL
|
- |
-1.14K- 2.76% |
$87.7K - $93.9K
|
40.2K
$3.2M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-6.62K- 10.99% |
$508K - $544K
|
53.6K
$4.27M
|
|
|
Apr 21, 2025
Q1 2025
|
Fox Financial, Inc
Wyomissing, PA |
BUY
|
- |
2.57K+ 0.83% |
$197K - $211K
|
313K
$24.9M
|
|
|
Apr 21, 2025
Q1 2025
|
Well Done, LLC
|
BUY
|
- |
1.75K+ 20.92% |
$134K - $144K
|
10.1K
$805K
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
5.69K+ 5.51% |
$436K - $467K
|
109K
$8.67M
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
323+ 3.62% |
$24.8K - $26.6K
|
9.24K
$735K
|
|
|
Apr 21, 2025
Q1 2025
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
BUY
|
- |
2.82K+ 33.56% |
$216K - $232K
|
11.2K
$892K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
5.93KNew |
$455K - $487K
|
5.93K
$472K
|
|
|
Apr 21, 2025
Q1 2025
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-38- 1.43% |
$2.92K - $3.12K
|
2.62K
$208K
|
|
|
Apr 21, 2025
Q1 2025
|
True Link Financial Advisors, LLC
|
BUY
|
- |
45.6KNew |
$3.5M - $3.75M
|
45.6K
$3.63M
|
|
|
Apr 21, 2025
Q1 2025
|
Clg LLC
Long Beach, CA |
BUY
|
- |
94.3K+ 62.17% |
$7.24M - $7.76M
|
246K
$19.6M
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
71+ 1.34% |
$5.45K - $5.84K
|
5.38K
$428K
|
|
|
Apr 17, 2025
Q1 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
SELL
|
- |
-8.44K- 11.05% |
$648K - $694K
|
68K
$5.41M
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
12+ 0.43% |
$921 - $987
|
2.81K
$223K
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-1.8K- 5.04% |
$138K - $148K
|
34K
$2.7M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2+ 0.0% |
$154 - $164
|
52.5K
$4.18M
|
|
|
Apr 17, 2025
Q1 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
3.87K+ 6.6% |
$297K - $318K
|
62.5K
$4.97M
|
|
|
Apr 17, 2025
Q1 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-822- 24.3% |
$63.1K - $67.6K
|
2.56K
$204K
|
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
6+ 0.18% |
$461 - $493
|
3.26K
$260K
|
|
|
Apr 17, 2025
Q1 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
98+ 1.09% |
$7.52K - $8.06K
|
9.08K
$722K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-6.83K- 4.75% |
$524K - $561K
|
137K
$10.9M
|
|
|
Apr 16, 2025
Q1 2025
|
Powers Advisory Group, LLC
|
SELL
|
- |
-485- 7.7% |
$37.2K - $39.9K
|
5.82K
$463K
|