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 |
|---|---|---|---|---|---|---|---|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
5New |
$294 - $333
|
5
$402
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
586New |
$34.5K - $39K
|
586
$47.1K
|
|
|
Apr 09, 2024
Q4 2023
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
86New |
$5.06K - $5.72K
|
86
$6.91K
|
|
|
Feb 21, 2024
Q4 2023
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
2.7KNew |
$159K - $180K
|
2.7K
$217K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
345+ 13.28% |
$20.3K - $23K
|
2.94K
$237K
|
|
|
Feb 14, 2024
Q4 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
4.41KNew |
$260K - $293K
|
4.41K
$355K
|
|
|
Feb 14, 2024
Q4 2023
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-313- 0.61% |
$18.4K - $20.8K
|
51.2K
$4.12M
|
|
|
Feb 14, 2024
Q4 2023
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
13.2K+ 4.06% |
$779K - $880K
|
339K
$27.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
3.42KNew |
$201K - $227K
|
3.42K
$275K
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
300New |
$17.7K - $20K
|
300
$24.1K
|
|
|
Feb 12, 2024
Q4 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-908- 66.81% |
$53.5K - $60.4K
|
451
$36.3K
|
|
|
Feb 12, 2024
Q4 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
2.48KNew |
$146K - $165K
|
2.48K
$199K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
29.9KNew |
$1.76M - $1.99M
|
29.9K
$2.41M
|
|
|
Feb 12, 2024
Q4 2023
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
4.76KNew |
$280K - $317K
|
4.76K
$383K
|
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-113- 36.1% |
$6.65K - $7.52K
|
200
$16.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-1.4K- 20.85% |
$82.2K - $92.9K
|
5.3K
$426K
|
|
|
Feb 08, 2024
Q4 2023
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
6.67KNew |
$393K - $444K
|
6.67K
$536K
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-50- 1.41% |
$2.94K - $3.33K
|
3.49K
$280K
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
10.4K+ 0.5% |
$610K - $689K
|
2.09M
$168M
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-97- 1.75% |
$5.71K - $6.45K
|
5.45K
$438K
|
|
|
Feb 06, 2024
Q4 2023
|
Rollins Financial
|
SELL
|
- |
-2.69K- 9.73% |
$158K - $179K
|
24.9K
$2M
|
|
|
Feb 01, 2024
Q4 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
2KNew |
$118K - $133K
|
2K
$161K
|
|
|
Jan 31, 2024
Q4 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-4.97K- 89.24% |
$292K - $330K
|
599
$48.2K
|
|
|
Jan 30, 2024
Q4 2023
|
Marino, Stram & Associates LLC
|
BUY
|
- |
3.08KNew |
$181K - $205K
|
3.08K
$247K
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
180New |
$10.6K - $12K
|
180
$14.5K
|
|
|
Jan 29, 2024
Q4 2023
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-545- 13.56% |
$32.1K - $36.3K
|
3.48K
$279K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 1.23% |
$58.9 - $66.5
|
82
$6.59K
|
|
|
Jan 29, 2024
Q4 2023
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
3.2KNew |
$188K - $213K
|
3.2K
$257K
|
|
|
Jan 25, 2024
Q4 2023
|
Tfc Financial Management
|
SELL
|
- |
-100- 50.0% |
$5.89K - $6.65K
|
100
$8.04K
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-200- 18.52% |
$11.8K - $13.3K
|
880
$70.8K
|
|
|
Jan 22, 2024
Q4 2023
|
Fusion Capital, LLC
|
BUY
|
- |
3.06KNew |
$180K - $204K
|
3.06K
$246K
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
CALL |
1KNew |
$58.9K - $66.5K
|
1K
$80.4K
|
|
|
Jan 16, 2024
Q4 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-540- 14.75% |
$31.8K - $35.9K
|
3.12K
$251K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
1.43KNew |
$84K - $94.9K
|
1.43K
$115K
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
5.85KNew |
$344K - $389K
|
5.85K
$470K
|
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
4.7KNew |
$277K - $312K
|
4.7K
$378K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
4.28MNew |
$252M - $285M
|
4.28M
$344M
|
|
|
Jan 09, 2024
Q4 2023
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
6+ 0.15% |
$353 - $399
|
4.04K
$325K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-666- 35.07% |
$39.2K - $44.3K
|
1.23K
$99.1K
|
|
|
Jan 08, 2024
Q4 2023
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
5.29K+ 2.12% |
$312K - $352K
|
255K
$20.5M
|
|
| Q3 2023 | |||||||
|
Aug 08, 2024
Q3 2023
|
Syntrinsic LLC
Denver, CO |
BUY
|
- |
171New |
$10.5K - $11.2K
|
171
$13.7K
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-241- 1.26% |
$14.8K - $15.8K
|
18.9K
$1.52M
|
|
|
Nov 30, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-3.5K- 35.55% |
$215K - $229K
|
6.34K
$509K
|
|
|
Nov 20, 2023
Q3 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-524- 7.9% |
$32.2K - $34.4K
|
6.11K
$491K
|
|
|
Nov 15, 2023
Q3 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
8.61KNew |
$529K - $565K
|
8.61K
$692K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-3.96K- 20.96% |
$243K - $260K
|
14.9K
$1.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-362- 9.64% |
$22.3K - $23.8K
|
3.39K
$273K
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-1.15K- 4.21% |
$70.6K - $75.4K
|
26.1K
$2.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
4.7KNew |
$289K - $309K
|
4.7K
$378K
|
|
|
Nov 09, 2023
Q3 2023
|
Hallmark Capital Management Inc
|
SELL
|
- |
-153- 27.92% |
$9.4K - $10K
|
395
$31.8K
|
|