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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2023
Q3 2023
|
Spinnaker Trust
|
SELL
|
- |
-282- 4.99% |
$17.3K - $18.5K
|
5.37K
$431K
|
|
|
Nov 08, 2023
Q3 2023
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-705- 5.66% |
$43.3K - $46.3K
|
11.7K
$944K
|
|
|
Nov 08, 2023
Q3 2023
|
Redwood Financial Network Corp
|
SELL
|
- |
-485- 12.75% |
$29.8K - $31.8K
|
3.32K
$267K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-2.97K- 4.97% |
$182K - $195K
|
56.7K
$4.56M
|
|
|
Nov 07, 2023
Q3 2023
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
1.52K+ 6.63% |
$93.2K - $99.5K
|
24.4K
$1.96M
|
|
|
Nov 06, 2023
Q3 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-15- 0.94% |
$922 - $985
|
1.59K
$127K
|
|
|
Nov 02, 2023
Q3 2023
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-14- 50.0% |
$861 - $919
|
14
$1.13K
|
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
393New |
$24.2K - $25.8K
|
393
$31.6K
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-44.5K- 17.84% |
$2.73M - $2.92M
|
205K
$16.5M
|
|
|
Oct 19, 2023
Q3 2023
|
Virginia National Bank
|
SELL
|
- |
-41- 0.8% |
$2.52K - $2.69K
|
5.06K
$407K
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
90.9KNew |
$5.59M - $5.97M
|
90.9K
$7.31M
|
|
|
Oct 12, 2023
Q3 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
1.84K+ 31.66% |
$113K - $121K
|
7.67K
$617K
|
|
|
Oct 11, 2023
Q3 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-247- 27.97% |
$15.2K - $16.2K
|
636
$51.1K
|
|
|
Oct 10, 2023
Q3 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-569- 12.05% |
$35K - $37.4K
|
4.15K
$334K
|
|
|
Oct 10, 2023
Q3 2023
|
Gunderson Capital Management Inc.
|
SELL
|
- |
-30- 0.4% |
$1.84K - $1.97K
|
7.52K
$604K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
12New |
$738 - $788
|
12
$965
|
|
| Q2 2023 | |||||||
|
Aug 31, 2023
Q2 2023
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-142- 2.07% |
$8.57K - $9.03K
|
6.72K
$540K
|
|
|
Aug 14, 2023
Q2 2023
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-200- 4.11% |
$12.1K - $12.7K
|
4.66K
$375K
|
|
|
Aug 11, 2023
Q2 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1New |
$60.4 - $63.6
|
1
$80.4
|
|
|
Aug 11, 2023
Q2 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-200- 3.85% |
$12.1K - $12.7K
|
4.99K
$401K
|
|
|
Aug 09, 2023
Q2 2023
|
Camden Capital, LLC
|
SELL
|
- |
-1.22K- 22.47% |
$73.7K - $77.7K
|
4.21K
$339K
|
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
BUY
|
- |
183+ 32.8% |
$11K - $11.6K
|
741
$59.6K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
180New |
$10.9K - $11.4K
|
180
$14.5K
|
|
|
Aug 04, 2023
Q2 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-8.21K- 50.0% |
$496K - $522K
|
8.21K
$660K
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
534+ 79.7% |
$32.2K - $34K
|
1.2K
$96.8K
|
|
|
Aug 02, 2023
Q2 2023
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
10.7KNew |
$645K - $680K
|
10.7K
$859K
|
|
|
Jul 31, 2023
Q2 2023
|
Bms Financial Advisors, LLC
|
BUY
|
- |
148KNew |
$8.92M - $9.4M
|
148K
$11.9M
|
|
|
Jul 20, 2023
Q2 2023
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
808+ 14.29% |
$48.8K - $51.4K
|
6.46K
$519K
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
SELL
|
- |
-229- 4.89% |
$13.8K - $14.6K
|
4.46K
$358K
|
|
|
Jul 20, 2023
Q2 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
3.21KNew |
$194K - $204K
|
3.21K
$258K
|
|
|
Jul 14, 2023
Q2 2023
|
Pacifica Partners Inc.
|
SELL
|
- |
-1.75K- 69.06% |
$106K - $111K
|
784
$63K
|
|
| Q1 2023 | |||||||
|
May 24, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
52+ 41.94% |
$3.09K - $3.34K
|
176
$14.2K
|
|
|
May 18, 2023
Q1 2023
|
Courier Capital LLC
|
SELL
|
- |
-532- 10.02% |
$31.6K - $34.1K
|
4.78K
$384K
|
|
|
May 15, 2023
Q1 2023
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-177- 4.12% |
$10.5K - $11.4K
|
4.12K
$331K
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
6.61KNew |
$392K - $424K
|
6.61K
$531K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-38- 0.4% |
$2.26K - $2.44K
|
9.56K
$769K
|
|
|
May 15, 2023
Q1 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
9.02KNew |
$536K - $579K
|
9.02K
$725K
|
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-3.12K- 47.09% |
$185K - $200K
|
3.51K
$282K
|
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
8.35KNew |
$496K - $536K
|
8.35K
$672K
|
|
|
May 12, 2023
Q1 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-40- 0.91% |
$2.37K - $2.57K
|
4.34K
$349K
|
|
|
May 12, 2023
Q1 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
7.8KNew |
$463K - $501K
|
7.8K
$627K
|
|
|
May 10, 2023
Q1 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-250K- 98.21% |
$14.9M - $16.1M
|
4.58K
$368K
|
|
|
May 10, 2023
Q1 2023
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
BUY
|
- |
440New |
$26.1K - $28.2K
|
440
$35.4K
|
|
|
May 08, 2023
Q1 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
1.47KNew |
$87K - $94.1K
|
1.47K
$118K
|
|
|
May 05, 2023
Q1 2023
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$59.4 - $64.2
|
4.15K
$334K
|
|
|
Apr 28, 2023
Q1 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 24, 2023
Q1 2023
|
Toth Financial Advisory Corp
|
SELL
|
- |
-50- 15.72% |
$2.97K - $3.21K
|
268
$21.5K
|
|
|
Apr 21, 2023
Q1 2023
|
Baldwin Brothers LLC
|
BUY
|
- |
132New |
$7.84K - $8.47K
|
132
$10.6K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
2.91KNew |
$173K - $187K
|
2.91K
$234K
|
|
|
Apr 19, 2023
Q1 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
16New |
$950 - $1.03K
|
16
$1.29K
|
|