Latest Institutional Purchases of Wisdomtree Tr U.S Largecap Div (DLN)
This list provides information on the latest institutional transactions involving Wisdomtree Tr U.S Largecap Div (DLN) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
2.69K+ 31.61% |
$193K - $211K
|
11.2K
$875K
|
|
|
Oct 15, 2024
Q3 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
2.66KNew |
$191K - $209K
|
2.66K
$208K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.62K+ 0.76% |
$188K - $206K
|
347K
$27.2M
|
|
|
Oct 16, 2024
Q3 2024
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
2.6K+ 3.93% |
$186K - $204K
|
68.7K
$5.38M
|
|
|
Nov 13, 2024
Q3 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
2.42K+ 9.32% |
$174K - $190K
|
28.4K
$2.22M
|
|
|
Oct 18, 2024
Q3 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
2.34K+ 1.07% |
$168K - $184K
|
220K
$17.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
2.2K+ 12.61% |
$158K - $173K
|
19.7K
$1.54M
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
2.18K+ 7.89% |
$156K - $171K
|
29.8K
$2.33M
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
1.91K+ 10.8% |
$137K - $150K
|
19.6K
$1.53M
|
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
1.74K+ 22.16% |
$125K - $137K
|
9.6K
$751K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.72K+ 11.82% |
$124K - $135K
|
16.3K
$1.28M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.4K+ 0.37% |
$100K - $110K
|
381K
$29.8M
|
|
|
Oct 30, 2024
Q3 2024
|
Fox Financial, Inc
Wyomissing, PA |
BUY
|
- |
1.38K+ 0.54% |
$98.8K - $108K
|
255K
$20M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.35K+ 15.73% |
$96.9K - $106K
|
9.92K
$776K
|
|
|
Oct 17, 2024
Q3 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
1.34K+ 9.07% |
$96.3K - $105K
|
16.1K
$1.26M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.33K+ 12.29% |
$95.9K - $105K
|
12.2K
$953K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.33K+ 15.72% |
$95.6K - $105K
|
9.8K
$766K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.32K+ 22.61% |
$94.8K - $104K
|
7.15K
$560K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.3K+ 1.96% |
$93.1K - $102K
|
67.4K
$5.27M
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.28K+ 0.19% |
$92.1K - $101K
|
691K
$54.1M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.17K+ 13.51% |
$83.9K - $91.8K
|
9.81K
$768K
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.09K+ 2868.42% |
$78.3K - $85.6K
|
1.13K
$88.3K
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.05K+ 6.81% |
$75.5K - $82.6K
|
16.5K
$1.29M
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
1.04K+ 24.59% |
$74.9K - $81.9K
|
5.28K
$413K
|
|
|
Nov 12, 2024
Q3 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1.03K+ 9.77% |
$73.7K - $80.6K
|
11.5K
$902K
|
|
|
Oct 29, 2024
Q3 2024
|
Fidelis I M, LLC
Medford, OR |
BUY
|
- |
1.01K+ 0.58% |
$72.8K - $79.6K
|
175K
$13.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1K+ 13.74% |
$71.9K - $78.6K
|
8.29K
$648K
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
1KNew |
$71.9K - $78.6K
|
1K
$78.2K
|
|
|
Nov 08, 2024
Q3 2024
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
961New |
$69.1K - $75.5K
|
961
$75.2K
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
671+ 5.97% |
$48.2K - $52.7K
|
11.9K
$932K
|
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
BUY
|
- |
666+ 0.67% |
$47.9K - $52.3K
|
99.8K
$7.81M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
650+ 0.63% |
$46.7K - $51.1K
|
105K
$8.18M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
636+ 4.02% |
$45.7K - $50K
|
16.4K
$1.29M
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
602+ 1.2% |
$43.3K - $47.3K
|
50.6K
$3.96M
|
|
|
Nov 06, 2024
Q3 2024
|
Coastline Trust CO
|
BUY
|
- |
600New |
$43.1K - $47.1K
|
600
$46.9K
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
589+ 7.68% |
$42.3K - $46.3K
|
8.26K
$646K
|
|
|
Oct 22, 2024
Q3 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
582New |
$41.8K - $45.7K
|
582
$45.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
566+ 2.91% |
$40.7K - $44.5K
|
20K
$1.56M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
542+ 694.87% |
$38.9K - $42.6K
|
620
$48.5K
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
472+ 100.0% |
$33.9K - $37.1K
|
944
$73.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
447+ 6.49% |
$32.1K - $35.1K
|
7.34K
$574K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
409+ 1.58% |
$29.4K - $32.1K
|
26.3K
$2.05M
|
|
|
Nov 14, 2024
Q3 2024
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
390+ 0.03% |
$28K - $30.6K
|
1.13M
$88.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
304+ 8.47% |
$21.8K - $23.9K
|
3.89K
$305K
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
276+ 2.9% |
$19.8K - $21.7K
|
9.78K
$765K
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
255+ 5.02% |
$18.3K - $20K
|
5.33K
$417K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
240+ 7.06% |
$17.2K - $18.9K
|
3.64K
$285K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
235+ 2.13% |
$16.9K - $18.5K
|
11.3K
$881K
|
|
|
Oct 16, 2024
Q3 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
231+ 2.73% |
$16.6K - $18.1K
|
8.7K
$681K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
221+ 1.52% |
$15.9K - $17.4K
|
14.8K
$1.16M
|