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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-1.29K- 2.15% |
$88.5K - $94.4K
|
58.6K
$4.67M
|
|
|
Aug 13, 2024
Q2 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
2.8KNew |
$192K - $205K
|
2.8K
$224K
|
|
|
Aug 12, 2024
Q2 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-670- 15.85% |
$46K - $49.1K
|
3.56K
$284K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-48- 1.18% |
$3.3K - $3.52K
|
4.03K
$321K
|
|
|
Aug 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
6.49KNew |
$446K - $476K
|
6.49K
$518K
|
|
|
Aug 12, 2024
Q2 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-2.17K- 25.8% |
$149K - $159K
|
6.23K
$497K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2+ 0.17% |
$137 - $147
|
1.19K
$95.3K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-419- 22.04% |
$28.8K - $30.7K
|
1.48K
$118K
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-892- 18.74% |
$61.3K - $65.4K
|
3.87K
$309K
|
|
|
Aug 07, 2024
Q2 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-1.16K- 3.5% |
$79.5K - $84.9K
|
31.9K
$2.55M
|
|
|
Aug 05, 2024
Q2 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-766- 43.47% |
$52.6K - $56.2K
|
996
$79.5K
|
|
|
Aug 02, 2024
Q2 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
150+ 2.54% |
$10.3K - $11K
|
6.06K
$483K
|
|
|
Aug 02, 2024
Q2 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
865+ 11.52% |
$59.4K - $63.4K
|
8.37K
$668K
|
|
|
Aug 02, 2024
Q2 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
3.62KNew |
$248K - $265K
|
3.62K
$289K
|
|
|
Aug 01, 2024
Q2 2024
|
Spc Financial, Inc.
|
BUY
|
- |
3.6KNew |
$247K - $264K
|
3.6K
$287K
|
|
|
Jul 31, 2024
Q2 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
1.64KNew |
$112K - $120K
|
1.64K
$130K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-288- 0.85% |
$19.8K - $21.1K
|
33.4K
$2.67M
|
|
|
Jul 30, 2024
Q2 2024
|
Culbertson A N & CO Inc
|
SELL
|
- |
-100- 0.44% |
$6.87K - $7.33K
|
22.9K
$1.82M
|
|
|
Jul 29, 2024
Q2 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
SELL
|
- |
-403- 6.09% |
$27.7K - $29.5K
|
6.21K
$496K
|
|
|
Jul 26, 2024
Q2 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-21- 16.8% |
$1.44K - $1.54K
|
104
$8.3K
|
|
|
Jul 25, 2024
Q2 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-107- 2.2% |
$7.35K - $7.84K
|
4.76K
$380K
|
|
|
Jul 25, 2024
Q2 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-200- 13.11% |
$13.7K - $14.7K
|
1.33K
$106K
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-7- 0.24% |
$481 - $513
|
2.89K
$231K
|
|
|
Jul 23, 2024
Q2 2024
|
Bank Hapoalim Bm
|
SELL
|
- |
-94.5K- 50.0% |
$6.49M - $6.93M
|
94.5K
$7.54M
|
|
|
Jul 23, 2024
Q2 2024
|
Rockland Trust CO
|
SELL
|
- |
-700- 14.96% |
$48.1K - $51.3K
|
3.98K
$318K
|
|
|
Jul 22, 2024
Q2 2024
|
Nadler Financial Group, Inc.
|
BUY
|
- |
2.76K+ 6.16% |
$189K - $202K
|
47.5K
$3.79M
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
184New |
$12.6K - $13.5K
|
184
$14.7K
|
|
|
Jul 17, 2024
Q2 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-50- 50.0% |
$3.43K - $3.67K
|
50
$3.99K
|
|
|
Jul 15, 2024
Q2 2024
|
Aspiriant, LLC
|
SELL
|
- |
-2.41K- 5.39% |
$166K - $177K
|
42.3K
$3.38M
|
|
|
Jul 15, 2024
Q2 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-47- 1.23% |
$3.23K - $3.45K
|
3.77K
$301K
|
|
|
Jul 15, 2024
Q2 2024
|
Wedmont Private Capital
|
BUY
|
- |
3.28K+ 67.15% |
$225K - $241K
|
8.17K
$652K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
75+ 35.05% |
$5.15K - $5.5K
|
289
$23.1K
|
|
|
Jul 12, 2024
Q2 2024
|
Lake Street Financial LLC
|
BUY
|
- |
4.86K+ 3.57% |
$334K - $356K
|
141K
$11.3M
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
141KNew |
$9.69M - $10.3M
|
141K
$11.3M
|
|
|
Jul 10, 2024
Q2 2024
|
Walden Wealth Partners LLC
Beachwood, OH |
BUY
|
- |
111+ 1.35% |
$7.62K - $8.14K
|
8.36K
$667K
|
|
|
Jul 09, 2024
Q2 2024
|
Marion Wealth Management
|
BUY
|
- |
183+ 3.88% |
$12.6K - $13.4K
|
4.89K
$391K
|
|
| Q1 2024 | |||||||
|
Nov 12, 2024
Q1 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
5.54K+ 55.13% |
$365K - $400K
|
15.6K
$1.24M
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-480Closed |
$31.6K - $34.7K
|
0
$0
|
|
|
May 30, 2024
Q1 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
4.66KNew |
$307K - $337K
|
4.66K
$372K
|
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-21K- 79.91% |
$1.38M - $1.52M
|
5.29K
$422K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
185+ 29.79% |
$12.2K - $13.4K
|
806
$64.3K
|
|
|
May 14, 2024
Q1 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
17.6KNew |
$1.16M - $1.27M
|
17.6K
$1.4M
|
|
|
May 14, 2024
Q1 2024
|
Rodgers Brothers Inc.
Harmony, PA |
BUY
|
- |
12.7KNew |
$838K - $919K
|
12.7K
$1.02M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
16.4K+ 6.54% |
$1.08M - $1.18M
|
267K
$21.3M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
30.8K+ 21.03% |
$2.03M - $2.22M
|
177K
$14.1M
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.22KNew |
$80.6K - $88.4K
|
1.22K
$97.7K
|
|
|
May 13, 2024
Q1 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
66.4KNew |
$4.37M - $4.79M
|
66.4K
$5.3M
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
SELL
|
- |
-200- 37.31% |
$13.2K - $14.4K
|
336
$26.8K
|
|
|
May 13, 2024
Q1 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
2.82KNew |
$186K - $204K
|
2.82K
$225K
|
|
|
May 10, 2024
Q1 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
2.79KNew |
$184K - $201K
|
2.79K
$222K
|
|