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 01, 2024
Q2 2024
|
Moller Financial Services
|
SELL
|
- |
-1.31K- 1.35% |
$90.2K - $96.3K
|
96.2K
$7.05M
|
|
Q1 2024 | |||||||
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-402K- 12.3% |
$26.5M - $29.1M
|
2.87M
$210M
|
|
May 06, 2024
Q1 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-108K- 66.61% |
$7.11M - $7.79M
|
54.1K
$3.96M
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-105K- 35.47% |
$6.92M - $7.59M
|
191K
$14M
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-97.5K- 95.98% |
$6.42M - $7.04M
|
4.08K
$299K
|
|
Apr 18, 2024
Q1 2024
|
Waterway Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-68.4K- 9.38% |
$4.5M - $4.94M
|
661K
$48.4M
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-63.4K- 4.77% |
$4.18M - $4.58M
|
1.27M
$92.6M
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-58.3K- 1.44% |
$3.84M - $4.21M
|
3.99M
$292M
|
|
Apr 19, 2024
Q1 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-50.6K- 27.09% |
$3.33M - $3.65M
|
136K
$9.97M
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-40.6K- 35.75% |
$2.68M - $2.93M
|
73.1K
$5.35M
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-38.2K- 92.9% |
$2.52M - $2.76M
|
2.92K
$214K
|
|
Apr 15, 2024
Q1 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-35.8K- 81.41% |
$2.36M - $2.58M
|
8.17K
$598K
|
|
Apr 22, 2024
Q1 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-31.8K- 17.65% |
$2.1M - $2.3M
|
149K
$10.9M
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-29.9K- 69.66% |
$1.97M - $2.16M
|
13K
$952K
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-23.2K- 9.99% |
$1.53M - $1.67M
|
209K
$15.3M
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-21.8K- 1.47% |
$1.43M - $1.57M
|
1.46M
$107M
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-21K- 79.91% |
$1.38M - $1.52M
|
5.29K
$387K
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-18.4K- 3.8% |
$1.21M - $1.33M
|
464K
$34M
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-16.5K- 2.03% |
$1.08M - $1.19M
|
795K
$58.2M
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-15.3K- 4.44% |
$1.01M - $1.11M
|
330K
$24.1M
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-13.5K- 6.83% |
$888K - $973K
|
184K
$13.5M
|
|
May 08, 2024
Q1 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-11.5K- 73.09% |
$756K - $829K
|
4.23K
$310K
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-9.08K- 25.1% |
$598K - $655K
|
27.1K
$1.98M
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-8.38K- 51.99% |
$552K - $605K
|
7.74K
$566K
|
|
Apr 23, 2024
Q1 2024
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-7.72K- 10.59% |
$508K - $557K
|
65.2K
$4.77M
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-7.66K- 18.81% |
$504K - $553K
|
33.1K
$2.42M
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-7.03K- 1.6% |
$463K - $508K
|
433K
$31.7M
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-6.84K- 0.25% |
$451K - $494K
|
2.76M
$202M
|
|
May 13, 2024
Q1 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-6.26K- 4.49% |
$412K - $452K
|
133K
$9.74M
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-5.39K- 39.24% |
$355K - $389K
|
8.34K
$611K
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-4.61K- 5.87% |
$304K - $333K
|
73.9K
$5.41M
|
|
May 02, 2024
Q1 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-4.22K- 4.48% |
$278K - $304K
|
89.9K
$6.58M
|
|
Apr 15, 2024
Q1 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-4.17K- 8.39% |
$275K - $301K
|
45.5K
$3.33M
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-4.14K- 10.62% |
$272K - $299K
|
34.8K
$2.55M
|
|
May 14, 2024
Q1 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-4.01K- 7.62% |
$264K - $290K
|
48.6K
$3.56M
|
|
Apr 09, 2024
Q1 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-3.91K- 9.55% |
$258K - $282K
|
37.1K
$2.71M
|
|
Apr 18, 2024
Q1 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-3.64K- 5.73% |
$239K - $262K
|
59.9K
$4.38M
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
CALL |
-3.4K- 44.16% |
$224K - $245K
|
4.3K
$315K
|
|
May 14, 2024
Q1 2024
|
Keybank National Association
|
SELL
|
- |
-3.29K- 10.07% |
$217K - $237K
|
29.4K
$2.15M
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-3.04K- 31.36% |
$200K - $220K
|
6.66K
$487K
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-3.02K- 0.42% |
$199K - $218K
|
725K
$53M
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-2.95K- 37.36% |
$194K - $213K
|
4.95K
$362K
|
|
May 09, 2024
Q1 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-2.6K- 3.32% |
$171K - $188K
|
75.6K
$5.54M
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.56K- 2.67% |
$169K - $185K
|
93.3K
$6.83M
|
|
Apr 17, 2024
Q1 2024
|
Meridian Financial Partners LLC
|
SELL
|
- |
-2.15K- 5.36% |
$142K - $155K
|
38K
$2.78M
|
|
May 07, 2024
Q1 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-2.13K- 23.48% |
$140K - $153K
|
6.93K
$507K
|
|
May 09, 2024
Q1 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-2.1K- 34.02% |
$138K - $152K
|
4.08K
$298K
|
|
May 14, 2024
Q1 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-2.05K- 13.79% |
$135K - $148K
|
12.8K
$938K
|
|
May 13, 2024
Q1 2024
|
Mason Investment Advisory Services, Inc.
Reston, VA |
SELL
|
- |
-1.91K- 33.86% |
$126K - $138K
|
3.74K
$274K
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.86K- 10.46% |
$122K - $134K
|
15.9K
$1.16M
|