Latest Institutional Sells 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 sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 06, 2025
Q1 2025
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-106K- 94.04% |
$8.11M - $8.69M
|
6.69K
$515K
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-81K- 11.19% |
$6.22M - $6.66M
|
643K
$49.5M
|
|
Apr 10, 2025
Q1 2025
|
Lake Street Financial LLC
|
SELL
|
- |
-76.7K- 55.51% |
$5.89M - $6.31M
|
61.5K
$4.73M
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-74K- 98.74% |
$5.68M - $6.08M
|
944
$72.6K
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-37.6K- 8.92% |
$2.89M - $3.09M
|
384K
$29.5M
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-22K- 83.49% |
$1.69M - $1.81M
|
4.36K
$335K
|
|
Apr 24, 2025
Q1 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-11.8K- 8.69% |
$905K - $969K
|
124K
$9.53M
|
|
Apr 17, 2025
Q1 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
SELL
|
- |
-8.44K- 11.05% |
$648K - $694K
|
68K
$5.23M
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-6.83K- 4.75% |
$524K - $561K
|
137K
$10.5M
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-6.62K- 10.99% |
$508K - $544K
|
53.6K
$4.12M
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
SELL
|
- |
-6.22K- 32.24% |
$478K - $512K
|
13.1K
$1.01M
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
SELL
|
- |
-5.33K- 4.93% |
$409K - $438K
|
103K
$7.9M
|
|
May 05, 2025
Q1 2025
|
Wolfstich Capital, LLC
Medfield, MA |
SELL
|
- |
-3.95K- 98.09% |
$303K - $325K
|
77
$5.92K
|
|
Apr 22, 2025
Q1 2025
|
Team Financial Group, LLC
Temecula, CA |
SELL
|
- |
-3.6K- 14.3% |
$276K - $296K
|
21.6K
$1.66M
|
|
May 08, 2025
Q1 2025
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-3.47K- 30.42% |
$266K - $285K
|
7.93K
$610K
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-2.61K- 43.56% |
$200K - $214K
|
3.38K
$260K
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-2.2K- 3.23% |
$169K - $181K
|
65.8K
$5.06M
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-1.8K- 5.04% |
$138K - $148K
|
34K
$2.61M
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-1.76K- 8.26% |
$135K - $145K
|
19.6K
$1.51M
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-1.63K- 7.88% |
$125K - $134K
|
19K
$1.46M
|
|
Apr 28, 2025
Q1 2025
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
SELL
|
- |
-1.61K- 21.12% |
$124K - $133K
|
6.02K
$463K
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
SELL
|
- |
-1.5K- 1.52% |
$115K - $123K
|
96.9K
$7.45M
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.4K- 19.12% |
$107K - $115K
|
5.91K
$454K
|
|
Apr 09, 2025
Q1 2025
|
Moller Financial Services
|
SELL
|
- |
-1.25K- 1.32% |
$96K - $103K
|
93.4K
$7.18M
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
SELL
|
- |
-1.14K- 2.76% |
$87.7K - $93.9K
|
40.2K
$3.09M
|
|
Apr 11, 2025
Q1 2025
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-1.05K- 11.84% |
$80.9K - $86.7K
|
7.85K
$604K
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-940- 2.83% |
$72.2K - $77.3K
|
32.3K
$2.48M
|
|
Apr 14, 2025
Q1 2025
|
Meridian Financial Partners LLC
|
SELL
|
- |
-883- 2.31% |
$67.8K - $72.6K
|
37.3K
$2.87M
|
|
Apr 17, 2025
Q1 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-822- 24.3% |
$63.1K - $67.6K
|
2.56K
$197K
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-733- 1.35% |
$56.3K - $60.3K
|
53.5K
$4.11M
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-718- 3.97% |
$55.1K - $59K
|
17.4K
$1.33M
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-677- 50.0% |
$52K - $55.7K
|
677
$52.1K
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-676- 3.11% |
$51.9K - $55.6K
|
21K
$1.62M
|
|
Apr 11, 2025
Q1 2025
|
626 Financial, LLC
|
SELL
|
- |
-616- 6.2% |
$47.3K - $50.6K
|
9.33K
$717K
|
|
Apr 09, 2025
Q1 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-603- 0.86% |
$46.3K - $49.6K
|
69.2K
$5.33M
|
|
May 08, 2025
Q1 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-577- 6.75% |
$44.3K - $47.4K
|
7.97K
$613K
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-544- 9.74% |
$41.8K - $44.7K
|
5.04K
$388K
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-493- 2.22% |
$37.8K - $40.5K
|
21.7K
$1.67M
|
|
Apr 16, 2025
Q1 2025
|
Powers Advisory Group, LLC
|
SELL
|
- |
-485- 7.7% |
$37.2K - $39.9K
|
5.82K
$447K
|
|
May 01, 2025
Q1 2025
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
SELL
|
- |
-446- 7.18% |
$34.2K - $36.7K
|
5.76K
$443K
|
|
Apr 22, 2025
Q1 2025
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-439- 0.65% |
$33.7K - $36.1K
|
67.4K
$5.19M
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-403- 7.63% |
$30.9K - $33.1K
|
4.88K
$375K
|
|
Apr 25, 2025
Q1 2025
|
Spinnaker Trust
|
SELL
|
- |
-385- 7.18% |
$29.6K - $31.7K
|
4.98K
$383K
|
|
May 05, 2025
Q1 2025
|
Flynn Zito Capital Management, LLC
|
SELL
|
- |
-381- 2.31% |
$29.2K - $31.3K
|
16.1K
$1.24M
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-364- 63.19% |
$27.9K - $29.9K
|
212
$16.3K
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-343- 0.71% |
$26.3K - $28.2K
|
48.1K
$3.7M
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-321- 4.03% |
$24.6K - $26.4K
|
7.64K
$588K
|
|
Apr 23, 2025
Q1 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-296- 8.86% |
$22.7K - $24.3K
|
3.05K
$234K
|
|
May 06, 2025
Q1 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-280- 9.32% |
$21.5K - $23K
|
2.72K
$210K
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-280- 7.45% |
$21.5K - $23K
|
3.48K
$267K
|