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 03, 2024
Q1 2024
|
Fox Financial, Inc
Wyomissing, PA |
SELL
|
- |
-1.53K- 0.61% |
$101K - $111K
|
251K
$18.3M
|
|
Apr 12, 2024
Q1 2024
|
Sarasin & Partners LLP
|
SELL
|
- |
-1.5K- 2.08% |
$98.5K - $108K
|
70.4K
$5.14M
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-1.47K- 4.12% |
$96.7K - $106K
|
34.2K
$2.49M
|
|
May 10, 2024
Q1 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-1.46K- 11.49% |
$96.3K - $106K
|
11.3K
$822K
|
|
May 14, 2024
Q1 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-1.41K- 22.57% |
$92.5K - $101K
|
4.82K
$352K
|
|
Apr 24, 2024
Q1 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-1.32K- 1.75% |
$86.6K - $94.9K
|
73.7K
$5.38M
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-1.3K- 4.89% |
$85.3K - $93.5K
|
25.2K
$1.84M
|
|
May 10, 2024
Q1 2024
|
Kuhn & CO Investment Counsel
Chicago, IL |
SELL
|
- |
-1.15K- 27.25% |
$75.7K - $83K
|
3.07K
$224K
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.11K- 0.81% |
$73.3K - $80.3K
|
137K
$9.99M
|
|
Apr 30, 2024
Q1 2024
|
Fairway Wealth LLC
Independence, OH |
SELL
|
- |
-1.06K- 1.03% |
$69.6K - $76.3K
|
102K
$7.42M
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-980- 14.02% |
$64.5K - $70.7K
|
6.01K
$439K
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-951- 5.16% |
$62.6K - $68.7K
|
17.5K
$1.28M
|
|
Apr 26, 2024
Q1 2024
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-950- 2.08% |
$62.5K - $68.6K
|
44.7K
$3.26M
|
|
Apr 29, 2024
Q1 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-940- 13.11% |
$61.9K - $67.9K
|
6.23K
$455K
|
|
Apr 15, 2024
Q1 2024
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-919- 0.42% |
$60.5K - $66.3K
|
218K
$15.9M
|
|
Apr 24, 2024
Q1 2024
|
Brown Advisory Inc
|
SELL
|
- |
-895- 16.52% |
$58.9K - $64.6K
|
4.52K
$330K
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-869- 9.11% |
$57.2K - $62.7K
|
8.67K
$633K
|
|
May 02, 2024
Q1 2024
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-839- 6.47% |
$55.2K - $60.6K
|
12.1K
$885K
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-810- 1.53% |
$53.3K - $58.5K
|
52.1K
$3.8M
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-695- 1.72% |
$45.8K - $50.2K
|
39.7K
$2.9M
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-679- 2.97% |
$44.7K - $49K
|
22.2K
$1.62M
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-678- 0.11% |
$44.6K - $48.9K
|
608K
$44.4M
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-638- 11.55% |
$42K - $46.1K
|
4.89K
$357K
|
|
May 14, 2024
Q1 2024
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-621- 1.37% |
$40.9K - $44.8K
|
44.7K
$3.26M
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-606- 2.9% |
$39.9K - $43.7K
|
20.3K
$1.48M
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-579- 0.76% |
$38.1K - $41.8K
|
75.7K
$5.53M
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
SELL
|
- |
-508- 2.27% |
$33.4K - $36.7K
|
21.9K
$1.6M
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-500- 50.0% |
$32.9K - $36.1K
|
500
$36.5K
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-482- 8.68% |
$31.7K - $34.8K
|
5.07K
$370K
|
|
Apr 17, 2024
Q1 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-482- 12.46% |
$31.7K - $34.8K
|
3.39K
$247K
|
|
Apr 19, 2024
Q1 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-479- 7.5% |
$31.5K - $34.6K
|
5.91K
$431K
|
|
May 13, 2024
Q1 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-443- 4.5% |
$29.2K - $32K
|
9.4K
$686K
|
|
May 15, 2024
Q1 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-436- 9.36% |
$28.7K - $31.5K
|
4.22K
$308K
|
|
Apr 11, 2024
Q1 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-400- 2.74% |
$26.3K - $28.9K
|
14.2K
$1.03M
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-397- 1.24% |
$26.1K - $28.7K
|
31.6K
$2.31M
|
|
May 06, 2024
Q1 2024
|
Nvwm, LLC
|
SELL
|
- |
-389- 50.26% |
$25.6K - $28.1K
|
385
$28.1K
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-386- 0.8% |
$25.4K - $27.9K
|
47.9K
$3.49M
|
|
Apr 15, 2024
Q1 2024
|
Allen Capital Group, LLC
|
SELL
|
- |
-355- 0.84% |
$23.4K - $25.6K
|
42.1K
$3.07M
|
|
May 06, 2024
Q1 2024
|
Staley Capital Advisers Inc
|
SELL
|
- |
-341- 4.22% |
$22.5K - $24.6K
|
7.74K
$565K
|
|
May 09, 2024
Q1 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-333- 27.01% |
$21.9K - $24K
|
900
$65.7K
|
|
May 07, 2024
Q1 2024
|
Beacon Financial Group
|
SELL
|
- |
-319- 1.35% |
$21K - $23K
|
23.3K
$1.7M
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-315- 8.69% |
$20.7K - $22.7K
|
3.31K
$241K
|
|
May 10, 2024
Q1 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
SELL
|
- |
-295- 4.27% |
$19.4K - $21.3K
|
6.61K
$483K
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-291- 0.43% |
$19.2K - $21K
|
66.9K
$4.88M
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-281- 2.95% |
$18.5K - $20.3K
|
9.24K
$674K
|
|
Apr 15, 2024
Q1 2024
|
Aspiriant, LLC
|
SELL
|
- |
-279- 0.62% |
$18.4K - $20.1K
|
44.8K
$3.27M
|
|
May 01, 2024
Q1 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-275- 3.2% |
$18.1K - $19.9K
|
8.32K
$607K
|
|
May 07, 2024
Q1 2024
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-265- 5.74% |
$17.4K - $19.1K
|
4.35K
$318K
|
|
May 09, 2024
Q1 2024
|
Brighton Jones LLC
|
SELL
|
- |
-260- 4.89% |
$17.1K - $18.8K
|
5.06K
$369K
|
|
Apr 29, 2024
Q1 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-206- 3.57% |
$13.6K - $14.9K
|
5.56K
$406K
|