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 |
---|---|---|---|---|---|---|---|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.92K- 2.13% |
$206K - $240K
|
134K
$11.1M
|
|
Jul 10, 2025
Q2 2025
|
Moller Financial Services
|
SELL
|
- |
-551- 0.59% |
$39K - $45.3K
|
92.8K
$7.68M
|
|
Jul 11, 2025
Q2 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-486- 5.36% |
$34.4K - $39.9K
|
8.59K
$711K
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
SELL
|
- |
-432- 2.15% |
$30.5K - $35.5K
|
19.6K
$1.62M
|
|
Jul 09, 2025
Q2 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-363- 0.52% |
$25.7K - $29.8K
|
68.9K
$5.7M
|
|
Jul 09, 2025
Q2 2025
|
Post Resch Tallon Group Inc.
Pittsford, NY |
SELL
|
- |
-200- 2.61% |
$14.1K - $16.4K
|
7.48K
$619K
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-200- 7.62% |
$14.1K - $16.4K
|
2.43K
$201K
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-178- 1.14% |
$12.6K - $14.6K
|
15.4K
$1.27M
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-39- 0.79% |
$2.76K - $3.2K
|
4.92K
$407K
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-22- 0.22% |
$1.56K - $1.81K
|
10.2K
$840K
|
|
Q1 2025 | |||||||
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-673K- 40.42% |
$51.6M - $55.3M
|
991K
$82M
|
|
May 27, 2025
Q1 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-602K- 97.93% |
$46.2M - $49.5M
|
12.7K
$1.05M
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-344K- 19.39% |
$26.4M - $28.3M
|
1.43M
$118M
|
|
May 06, 2025
Q1 2025
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-106K- 94.04% |
$8.11M - $8.69M
|
6.69K
$554K
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-81K- 11.19% |
$6.22M - $6.66M
|
643K
$53.2M
|
|
Apr 10, 2025
Q1 2025
|
Lake Street Financial LLC
|
SELL
|
- |
-76.7K- 55.51% |
$5.89M - $6.31M
|
61.5K
$5.09M
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-74K- 98.74% |
$5.68M - $6.08M
|
944
$78.1K
|
|
May 15, 2025
Q1 2025
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-43K- 3.79% |
$3.3M - $3.54M
|
1.09M
$90.3M
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-37.6K- 8.92% |
$2.89M - $3.09M
|
384K
$31.8M
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-30.7K- 54.68% |
$2.36M - $2.52M
|
25.4K
$2.1M
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-22K- 83.49% |
$1.69M - $1.81M
|
4.36K
$361K
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-20K- 3.46% |
$1.54M - $1.65M
|
560K
$46.3M
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-18.2K- 6.89% |
$1.39M - $1.49M
|
245K
$20.3M
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-16.1K- 0.41% |
$1.24M - $1.33M
|
3.89M
$322M
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-14.7K- 30.95% |
$1.13M - $1.21M
|
32.9K
$2.72M
|
|
Apr 24, 2025
Q1 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-11.8K- 8.69% |
$905K - $969K
|
124K
$10.3M
|
|
May 12, 2025
Q1 2025
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-10.3K- 4.48% |
$790K - $846K
|
219K
$18.2M
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-8.89K- 2.71% |
$683K - $731K
|
319K
$26.4M
|
|
Apr 17, 2025
Q1 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
SELL
|
- |
-8.44K- 11.05% |
$648K - $694K
|
68K
$5.63M
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-8.33K- 16.83% |
$639K - $685K
|
41.2K
$3.41M
|
|
May 12, 2025
Q1 2025
|
Empirical Asset Management, LLC
|
SELL
|
- |
-7.25K- 68.85% |
$557K - $596K
|
3.28K
$271K
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-6.62K- 10.99% |
$508K - $544K
|
53.6K
$4.44M
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
SELL
|
- |
-6.22K- 32.24% |
$478K - $512K
|
13.1K
$1.08M
|
|
May 15, 2025
Q1 2025
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-3.96K- 5.13% |
$304K - $326K
|
73.2K
$6.06M
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-3.81K- 6.23% |
$292K - $313K
|
57.3K
$4.74M
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.79K- 2.35% |
$291K - $312K
|
157K
$13M
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-3.68K- 15.97% |
$283K - $303K
|
19.4K
$1.6M
|
|
Apr 22, 2025
Q1 2025
|
Team Financial Group, LLC
Temecula, CA |
SELL
|
- |
-3.6K- 14.3% |
$276K - $296K
|
21.6K
$1.79M
|
|
May 08, 2025
Q1 2025
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-3.47K- 30.42% |
$266K - $285K
|
7.93K
$657K
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-3.26K- 11.34% |
$251K - $268K
|
25.5K
$2.11M
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-3.15K- 4.94% |
$242K - $259K
|
60.7K
$5.02M
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-2.61K- 43.56% |
$200K - $214K
|
3.38K
$279K
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.54K- 1.3% |
$195K - $208K
|
192K
$15.9M
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-2.2K- 3.23% |
$169K - $181K
|
65.8K
$5.44M
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.93K- 0.14% |
$148K - $158K
|
1.38M
$115M
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-1.8K- 5.04% |
$138K - $148K
|
34K
$2.81M
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-1.76K- 8.26% |
$135K - $145K
|
19.6K
$1.62M
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-1.63K- 7.88% |
$125K - $134K
|
19K
$1.57M
|
|
Apr 28, 2025
Q1 2025
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
SELL
|
- |
-1.61K- 21.12% |
$124K - $133K
|
6.02K
$498K
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
SELL
|
- |
-1.5K- 1.52% |
$115K - $123K
|
96.9K
$8.02M
|