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 15, 2025
Q2 2025
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
SELL
|
- |
-910- 15.12% |
$64.3K - $74.7K
|
5.11K
$435K
|
|
|
Jul 15, 2025
Q2 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
3+ 0.08% |
$212 - $246
|
3.59K
$305K
|
|
|
Jul 15, 2025
Q2 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
2.45K+ 81.77% |
$173K - $201K
|
5.45K
$464K
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-208- 0.64% |
$14.7K - $17.1K
|
32.1K
$2.73M
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
10New |
$707 - $821
|
10
$851
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-130- 1.99% |
$9.19K - $10.7K
|
6.39K
$543K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
1+ 0.11% |
$70.7 - $82.1
|
903
$76.8K
|
|
|
Jul 14, 2025
Q2 2025
|
Lee Kelleher Wealth Management
Fulton, MD |
BUY
|
- |
10K+ 3.15% |
$708K - $823K
|
328K
$27.9M
|
|
|
Jul 14, 2025
Q2 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
21+ 0.07% |
$1.48K - $1.72K
|
31.9K
$2.72M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-39- 0.79% |
$2.76K - $3.2K
|
4.92K
$419K
|
|
|
Jul 11, 2025
Q2 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-486- 5.36% |
$34.4K - $39.9K
|
8.59K
$730K
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
2.43K+ 2.36% |
$172K - $199K
|
105K
$8.94M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.92K- 2.13% |
$206K - $240K
|
134K
$11.4M
|
|
|
Jul 10, 2025
Q2 2025
|
Moller Financial Services
|
SELL
|
- |
-551- 0.59% |
$39K - $45.3K
|
92.8K
$7.89M
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
SELL
|
- |
-432- 2.15% |
$30.5K - $35.5K
|
19.6K
$1.67M
|
|
|
Jul 10, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
1.08K+ 122.73% |
$76.4K - $88.7K
|
1.96K
$167K
|
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
62.8K+ 530.11% |
$4.44M - $5.15M
|
74.6K
$6.34M
|
|
|
Jul 10, 2025
Q2 2025
|
Ryan Investment Management, Inc.
Basalt, CO |
BUY
|
- |
814New |
$57.5K - $66.9K
|
814
$69.2K
|
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
2.01K+ 12.07% |
$142K - $165K
|
18.7K
$1.59M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-22- 0.22% |
$1.56K - $1.81K
|
10.2K
$863K
|
|
|
Jul 09, 2025
Q2 2025
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
111+ 0.56% |
$7.85K - $9.12K
|
19.9K
$1.69M
|
|
|
Jul 09, 2025
Q2 2025
|
Post Resch Tallon Group Inc.
Pittsford, NY |
SELL
|
- |
-200- 2.61% |
$14.1K - $16.4K
|
7.48K
$636K
|
|
|
Jul 09, 2025
Q2 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-363- 0.52% |
$25.7K - $29.8K
|
68.9K
$5.86M
|
|
|
Jul 08, 2025
Q2 2025
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
12+ 0.15% |
$848 - $986
|
7.86K
$668K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-200- 7.62% |
$14.1K - $16.4K
|
2.43K
$206K
|
|
|
Jul 08, 2025
Q2 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
1.63K+ 11.45% |
$116K - $134K
|
15.9K
$1.35M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-178- 1.14% |
$12.6K - $14.6K
|
15.4K
$1.31M
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
2.24K+ 603.5% |
$158K - $184K
|
2.61K
$222K
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
5.09KNew |
$360K - $418K
|
5.09K
$432K
|
|
| Q1 2025 | |||||||
|
Aug 26, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
19.4KNew |
$1.49M - $1.59M
|
19.4K
$1.65M
|
|
|
Aug 15, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
414+ 4.51% |
$31.8K - $34K
|
9.6K
$817K
|
|
|
Aug 06, 2025
Q1 2025
|
Longview Financial Advisors LLC
San Rafael, CA |
SELL
|
- |
-48- 10.71% |
$3.68K - $3.95K
|
400
$34K
|
|
|
Jul 25, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-149- 0.28% |
$11.4K - $12.3K
|
53.6K
$4.56M
|
|
|
May 27, 2025
Q1 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-602K- 97.93% |
$46.2M - $49.5M
|
12.7K
$1.08M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-150- 0.29% |
$11.5K - $12.3K
|
51.2K
$4.35M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-18.2K- 6.89% |
$1.39M - $1.49M
|
245K
$20.8M
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-1.31K- 20.73% |
$100K - $107K
|
5K
$425K
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
24.5KNew |
$1.88M - $2.02M
|
24.5K
$2.09M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.99K+ 40.5% |
$153K - $164K
|
6.91K
$588K
|
|
|
May 15, 2025
Q1 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
2.53KNew |
$194K - $208K
|
2.53K
$215K
|
|
|
May 14, 2025
Q1 2025
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
140+ 2.41% |
$10.7K - $11.5K
|
5.95K
$506K
|
|
|
May 14, 2025
Q1 2025
|
Absolute Capital Management, LLC
|
SELL
|
- |
-678- 10.37% |
$52.1K - $55.7K
|
5.86K
$498K
|
|
|
May 14, 2025
Q1 2025
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
2.73KNew |
$209K - $224K
|
2.73K
$232K
|
|
|
May 14, 2025
Q1 2025
|
Wolfstich Capital, LLC
Medfield, MA |
BUY
|
- |
3.95K+ 5125.97% |
$303K - $325K
|
4.02K
$342K
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-1.25K- 32.16% |
$95.7K - $103K
|
2.63K
$224K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
27New |
$2.07K - $2.22K
|
27
$2.3K
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-1.37K- 8.44% |
$105K - $113K
|
14.9K
$1.27M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-25- 0.08% |
$1.92K - $2.06K
|
31.2K
$2.65M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
25.1K+ 16.24% |
$1.93M - $2.07M
|
180K
$15.3M
|
|
|
May 12, 2025
Q1 2025
|
Empirical Asset Management, LLC
|
SELL
|
- |
-7.25K- 68.85% |
$557K - $596K
|
3.28K
$279K
|
|