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 21, 2025
Q1 2025
|
Aspiriant, LLC
|
SELL
|
- |
-1.14K- 2.76% |
$87.7K - $93.9K
|
40.2K
$3.33M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-6.62K- 10.99% |
$508K - $544K
|
53.6K
$4.44M
|
|
|
Apr 21, 2025
Q1 2025
|
Clg LLC
Long Beach, CA |
BUY
|
- |
94.3K+ 62.17% |
$7.24M - $7.76M
|
246K
$20.4M
|
|
|
Apr 21, 2025
Q1 2025
|
True Link Financial Advisors, LLC
|
BUY
|
- |
45.6KNew |
$3.5M - $3.75M
|
45.6K
$3.78M
|
|
|
Apr 21, 2025
Q1 2025
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-38- 1.43% |
$2.92K - $3.12K
|
2.62K
$217K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
5.93KNew |
$455K - $487K
|
5.93K
$490K
|
|
|
Apr 21, 2025
Q1 2025
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
BUY
|
- |
2.82K+ 33.56% |
$216K - $232K
|
11.2K
$928K
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
323+ 3.62% |
$24.8K - $26.6K
|
9.24K
$764K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
71+ 1.34% |
$5.45K - $5.84K
|
5.38K
$445K
|
|
|
Apr 17, 2025
Q1 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
3.87K+ 6.6% |
$297K - $318K
|
62.5K
$5.17M
|
|
|
Apr 17, 2025
Q1 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
SELL
|
- |
-8.44K- 11.05% |
$648K - $694K
|
68K
$5.63M
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
12+ 0.43% |
$921 - $987
|
2.81K
$232K
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-1.8K- 5.04% |
$138K - $148K
|
34K
$2.81M
|
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
6+ 0.18% |
$461 - $493
|
3.26K
$270K
|
|
|
Apr 17, 2025
Q1 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-822- 24.3% |
$63.1K - $67.6K
|
2.56K
$212K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2+ 0.0% |
$154 - $164
|
52.5K
$4.35M
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
3.22K+ 0.78% |
$247K - $265K
|
416K
$34.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Powers Advisory Group, LLC
|
SELL
|
- |
-485- 7.7% |
$37.2K - $39.9K
|
5.82K
$481K
|
|
|
Apr 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
169+ 0.53% |
$13K - $13.9K
|
31.9K
$2.64M
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
SELL
|
- |
-273- 15.96% |
$21K - $22.4K
|
1.44K
$119K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
2+ 0.06% |
$154 - $164
|
3.15K
$261K
|
|
|
Apr 15, 2025
Q1 2025
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
24.7KNew |
$1.9M - $2.03M
|
24.7K
$2.05M
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
2.6KNew |
$200K - $214K
|
2.6K
$215K
|
|
|
Apr 14, 2025
Q1 2025
|
Meridian Financial Partners LLC
|
SELL
|
- |
-883- 2.31% |
$67.8K - $72.6K
|
37.3K
$3.09M
|
|
|
Apr 14, 2025
Q1 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
1.1K+ 0.5% |
$84.4K - $90.4K
|
220K
$18.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.07K+ 21.11% |
$82.3K - $88.1K
|
6.15K
$509K
|
|
|
Apr 14, 2025
Q1 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-261- 3.27% |
$20K - $21.5K
|
7.71K
$638K
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-74K- 98.74% |
$5.68M - $6.08M
|
944
$78.1K
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-280- 7.45% |
$21.5K - $23K
|
3.48K
$288K
|
|
|
Apr 11, 2025
Q1 2025
|
626 Financial, LLC
|
SELL
|
- |
-616- 6.2% |
$47.3K - $50.6K
|
9.33K
$772K
|
|
|
Apr 11, 2025
Q1 2025
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
30+ 0.35% |
$2.3K - $2.47K
|
8.63K
$714K
|
|
|
Apr 10, 2025
Q1 2025
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
2.96KNew |
$227K - $244K
|
2.96K
$245K
|
|
|
Apr 10, 2025
Q1 2025
|
Lake Street Financial LLC
|
SELL
|
- |
-76.7K- 55.51% |
$5.89M - $6.31M
|
61.5K
$5.09M
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
3KNew |
$230K - $247K
|
3K
$248K
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
SELL
|
- |
-6.22K- 32.24% |
$478K - $512K
|
13.1K
$1.08M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
17.8K+ 17.31% |
$1.37M - $1.47M
|
121K
$10M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
4.13K+ 54.68% |
$317K - $339K
|
11.7K
$966K
|
|
|
Apr 09, 2025
Q1 2025
|
Sarasin & Partners LLP
|
BUY
|
- |
46.6KNew |
$3.58M - $3.83M
|
46.6K
$3.85M
|
|
|
Apr 08, 2025
Q1 2025
|
Marion Wealth Management
|
BUY
|
- |
30+ 0.61% |
$2.3K - $2.47K
|
4.92K
$408K
|
|
| Q4 2024 | |||||||
|
Jul 08, 2025
Q4 2024
|
Team Hewins, LLC
Redwood City, CA |
SELL
|
- |
-147- 2.09% |
$11.4K - $12.1K
|
6.88K
$569K
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-249K- 54.5% |
$19.3M - $20.5M
|
208K
$17.2M
|
|
|
May 30, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
2K+ 38.42% |
$155K - $164K
|
7.22K
$597K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Mar 10, 2025
Q4 2024
|
Spring Vest Wealth Management LLC
Dallas, TX |
BUY
|
- |
6.55KNew |
$506K - $538K
|
6.55K
$542K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-88- 0.74% |
$6.8K - $7.23K
|
11.8K
$979K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1+ 0.52% |
$77.2 - $82.1
|
194
$16.1K
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
160New |
$12.4K - $13.1K
|
160
$13.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
2.64KNew |
$204K - $217K
|
2.64K
$218K
|
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
1+ 0.01% |
$77.2 - $82.1
|
9.08K
$752K
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
BUY
|
- |
1.94K+ 41.51% |
$150K - $159K
|
6.61K
$547K
|
|