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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
3.08KNew |
$238K - $253K
|
3.08K
$262K
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-200- 5.04% |
$15.4K - $16.4K
|
3.77K
$321K
|
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
128New |
$9.89K - $10.5K
|
128
$10.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-1K- 17.24% |
$77.2K - $82.1K
|
4.8K
$408K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-3.87K- 99.97% |
$299K - $318K
|
1
$85.1
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.34K- 90.08% |
$103K - $110K
|
147
$12.5K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
400New |
$30.9K - $32.8K
|
400
$34K
|
|
|
Feb 11, 2025
Q4 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-200- 17.7% |
$15.4K - $16.4K
|
930
$79.1K
|
|
|
Feb 11, 2025
Q4 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-121- 16.78% |
$9.34K - $9.94K
|
600
$51K
|
|
|
Feb 10, 2025
Q4 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-1- 0.01% |
$77.2 - $82.1
|
8.37K
$712K
|
|
|
Feb 10, 2025
Q4 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-200- 3.36% |
$15.4K - $16.4K
|
5.76K
$490K
|
|
|
Feb 07, 2025
Q4 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
1.63KNew |
$126K - $134K
|
1.63K
$139K
|
|
|
Feb 06, 2025
Q4 2024
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
187+ 2.49% |
$14.4K - $15.4K
|
7.71K
$655K
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
2.65K+ 9.23% |
$205K - $218K
|
31.4K
$2.67M
|
|
|
Feb 06, 2025
Q4 2024
|
Mason Investment Advisory Services, Inc.
Reston, VA |
SELL
|
- |
-26- 0.69% |
$2.01K - $2.13K
|
3.74K
$318K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
454+ 4.05% |
$35.1K - $37.3K
|
11.7K
$993K
|
|
|
Feb 03, 2025
Q4 2024
|
Lutz Financial Services LLC
|
BUY
|
- |
3.41K+ 84.28% |
$263K - $280K
|
7.46K
$634K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-534- 44.35% |
$41.2K - $43.8K
|
670
$57K
|
|
|
Feb 03, 2025
Q4 2024
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
BUY
|
- |
3KNew |
$232K - $246K
|
3K
$255K
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
250New |
$19.3K - $20.5K
|
250
$21.3K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
1.13K+ 0.72% |
$86.9K - $92.4K
|
157K
$13.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
650New |
$50.2K - $53.4K
|
650
$55.3K
|
|
|
Jan 30, 2025
Q4 2024
|
Belvedere Trading LLC
|
BUY
|
CALL |
3.1KNew |
$239K - $255K
|
3.1K
$264K
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-38- 0.8% |
$2.93K - $3.12K
|
4.73K
$402K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
6.61KNew |
$510K - $543K
|
6.61K
$562K
|
|
|
Jan 29, 2025
Q4 2024
|
Equitable Trust CO
|
BUY
|
- |
5.15KNew |
$398K - $423K
|
5.15K
$438K
|
|
|
Jan 28, 2025
Q4 2024
|
Platform Technology Partners
|
SELL
|
- |
-3.4K- 20.0% |
$263K - $279K
|
13.6K
$1.16M
|
|
|
Jan 27, 2025
Q4 2024
|
Berkshire Money Management, Inc.
|
BUY
|
- |
6KNew |
$463K - $493K
|
6K
$510K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
642New |
$49.6K - $52.7K
|
642
$54.6K
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
598New |
$46.2K - $49.1K
|
598
$50.9K
|
|
|
Jan 16, 2025
Q4 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-100- 0.38% |
$7.72K - $8.21K
|
26.1K
$2.22M
|
|
|
Jan 14, 2025
Q4 2024
|
Tallon Kerry Patrick
Pittsford, NY |
BUY
|
- |
7.68KNew |
$593K - $630K
|
7.68K
$653K
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-936- 16.55% |
$72.3K - $76.9K
|
4.72K
$401K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1.5KNew |
$116K - $123K
|
1.5K
$128K
|
|
| Q3 2024 | |||||||
|
Jul 30, 2025
Q3 2024
|
Uhlmann Price Securities, LLC
Skokie, IL |
BUY
|
- |
7.92K+ 68.89% |
$569K - $623K
|
19.4K
$1.65M
|
|
|
Jul 25, 2025
Q3 2024
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-267- 4.7% |
$19.2K - $21K
|
5.42K
$461K
|
|
|
May 28, 2025
Q3 2024
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-4.01KClosed |
$288K - $315K
|
0
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Weaver Consulting Group
|
SELL
|
- |
-100- 3.03% |
$7.19K - $7.86K
|
3.2K
$272K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-14.1K- 38.02% |
$1.02M - $1.11M
|
23K
$1.96M
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
2.69K+ 31.61% |
$193K - $211K
|
11.2K
$951K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
51.4KNew |
$3.7M - $4.04M
|
51.4K
$4.37M
|
|
|
Nov 13, 2024
Q3 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
11.7KNew |
$841K - $919K
|
11.7K
$995K
|
|
|
Nov 12, 2024
Q3 2024
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-7.32KClosed |
$526K - $575K
|
0
$0
|
|
|
Nov 12, 2024
Q3 2024
|
Northern Capital Management, Inc.
|
BUY
|
- |
2.71KNew |
$195K - $213K
|
2.71K
$231K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-408- 8.0% |
$29.3K - $32.1K
|
4.69K
$399K
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-583- 4.24% |
$41.9K - $45.8K
|
13.2K
$1.12M
|
|
|
Nov 08, 2024
Q3 2024
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
961New |
$69.1K - $75.5K
|
961
$81.7K
|
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-2.29K- 14.88% |
$164K - $180K
|
13.1K
$1.11M
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
13New |
$934 - $1.02K
|
13
$1.11K
|
|
|
Nov 06, 2024
Q3 2024
|
Coastline Trust CO
|
BUY
|
- |
600New |
$43.1K - $47.1K
|
600
$51K
|
|