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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2024
Q4 2023
|
Rollins Financial
|
SELL
|
- |
-2.69K- 9.73% |
$158K - $179K
|
24.9K
$1.96M
|
|
|
Feb 09, 2024
Q4 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-1.4K- 20.85% |
$82.2K - $92.9K
|
5.3K
$416K
|
|
|
Feb 12, 2024
Q4 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-908- 66.81% |
$53.5K - $60.4K
|
451
$35.4K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-666- 35.07% |
$39.2K - $44.3K
|
1.23K
$96.8K
|
|
|
Jan 29, 2024
Q4 2023
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-545- 13.56% |
$32.1K - $36.3K
|
3.48K
$273K
|
|
|
Jan 16, 2024
Q4 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-540- 14.75% |
$31.8K - $35.9K
|
3.12K
$245K
|
|
|
Feb 14, 2024
Q4 2023
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-313- 0.61% |
$18.4K - $20.8K
|
51.2K
$4.02M
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-200- 18.52% |
$11.8K - $13.3K
|
880
$69.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-113- 36.1% |
$6.65K - $7.52K
|
200
$15.7K
|
|
|
Jan 25, 2024
Q4 2023
|
Tfc Financial Management
|
SELL
|
- |
-100- 50.0% |
$5.89K - $6.65K
|
100
$7.85K
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-97- 1.75% |
$5.71K - $6.45K
|
5.45K
$428K
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-50- 1.41% |
$2.94K - $3.33K
|
3.49K
$274K
|
|
| Q3 2023 | |||||||
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-44.5K- 17.84% |
$2.73M - $2.92M
|
205K
$16.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-3.96K- 20.96% |
$243K - $260K
|
14.9K
$1.17M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-2.97K- 4.97% |
$182K - $195K
|
56.7K
$4.46M
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-1.15K- 4.21% |
$70.6K - $75.4K
|
26.1K
$2.05M
|
|
|
Nov 08, 2023
Q3 2023
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-705- 5.66% |
$43.3K - $46.3K
|
11.7K
$923K
|
|
|
Oct 10, 2023
Q3 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-569- 12.05% |
$35K - $37.4K
|
4.15K
$326K
|
|
|
Nov 08, 2023
Q3 2023
|
Redwood Financial Network Corp
|
SELL
|
- |
-485- 12.75% |
$29.8K - $31.8K
|
3.32K
$261K
|
|
|
Nov 14, 2023
Q3 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-362- 9.64% |
$22.3K - $23.8K
|
3.39K
$267K
|
|
|
Nov 08, 2023
Q3 2023
|
Spinnaker Trust
|
SELL
|
- |
-282- 4.99% |
$17.3K - $18.5K
|
5.37K
$421K
|
|
|
Oct 11, 2023
Q3 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-247- 27.97% |
$15.2K - $16.2K
|
636
$50K
|
|
|
Nov 09, 2023
Q3 2023
|
Hallmark Capital Management Inc
|
SELL
|
- |
-153- 27.92% |
$9.4K - $10K
|
395
$31K
|
|
|
Oct 19, 2023
Q3 2023
|
Virginia National Bank
|
SELL
|
- |
-41- 0.8% |
$2.52K - $2.69K
|
5.06K
$398K
|
|
|
Oct 10, 2023
Q3 2023
|
Gunderson Capital Management Inc.
|
SELL
|
- |
-30- 0.4% |
$1.84K - $1.97K
|
7.52K
$590K
|
|
|
Nov 06, 2023
Q3 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-15- 0.94% |
$922 - $985
|
1.59K
$124K
|
|
|
Nov 02, 2023
Q3 2023
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-14- 50.0% |
$861 - $919
|
14
$1.1K
|
|
| Q2 2023 | |||||||
|
Aug 04, 2023
Q2 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-8.21K- 50.0% |
$496K - $522K
|
8.21K
$645K
|
|
|
Jul 14, 2023
Q2 2023
|
Pacifica Partners Inc.
|
SELL
|
- |
-1.75K- 69.06% |
$106K - $111K
|
784
$61.6K
|
|
|
Aug 09, 2023
Q2 2023
|
Camden Capital, LLC
|
SELL
|
- |
-1.22K- 22.47% |
$73.7K - $77.7K
|
4.21K
$331K
|
|
|
Aug 14, 2023
Q2 2023
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-200- 4.11% |
$12.1K - $12.7K
|
4.66K
$366K
|
|
|
Aug 11, 2023
Q2 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-200- 3.85% |
$12.1K - $12.7K
|
4.99K
$392K
|
|
|
Aug 31, 2023
Q2 2023
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-142- 2.07% |
$8.57K - $9.03K
|
6.72K
$528K
|
|
| Q1 2023 | |||||||
|
May 10, 2023
Q1 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-250K- 98.21% |
$14.9M - $16.1M
|
4.58K
$359K
|
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-3.12K- 47.09% |
$185K - $200K
|
3.51K
$275K
|
|
|
May 18, 2023
Q1 2023
|
Courier Capital LLC
|
SELL
|
- |
-532- 10.02% |
$31.6K - $34.1K
|
4.78K
$375K
|
|
|
Apr 19, 2023
Q1 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-118- 3.27% |
$7.01K - $7.57K
|
3.49K
$274K
|
|
|
Apr 24, 2023
Q1 2023
|
Toth Financial Advisory Corp
|
SELL
|
- |
-50- 15.72% |
$2.97K - $3.21K
|
268
$21K
|
|
|
May 12, 2023
Q1 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-40- 0.91% |
$2.37K - $2.57K
|
4.34K
$341K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-38- 0.4% |
$2.26K - $2.44K
|
9.56K
$751K
|
|
| Q4 2022 | |||||||
|
Jan 17, 2023
Q4 2022
|
Well Done, LLC
|
SELL
|
- |
-4.1K- 32.89% |
$229K - $265K
|
8.36K
$657K
|
|
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-769- 5.56% |
$42.9K - $49.7K
|
13.1K
$1.03M
|
|
|
Feb 03, 2023
Q4 2022
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-270- 4.71% |
$15.1K - $17.5K
|
5.46K
$429K
|
|
|
Jan 18, 2023
Q4 2022
|
Calton & Associates, Inc.
|
SELL
|
- |
-103- 0.39% |
$5.75K - $6.66K
|
26.5K
$2.08M
|
|
| Q3 2022 | |||||||
|
Dec 02, 2022
Q3 2022
|
American Trust
Lexington, KY |
SELL
|
- |
-8.47KClosed |
$468K - $545K
|
0
$0
|
|
|
Jul 24, 2024
Q3 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-3.41KClosed |
$188K - $219K
|
0
$0
|
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-624Closed |
$34.5K - $40.1K
|
0
$0
|
|
|
Oct 26, 2022
Q3 2022
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-559- 7.81% |
$30.9K - $36K
|
6.6K
$518K
|
|
|
Nov 08, 2022
Q3 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-270- 6.59% |
$14.9K - $17.4K
|
3.83K
$301K
|
|
|
Nov 09, 2022
Q3 2022
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-132- 2.59% |
$7.29K - $8.49K
|
4.96K
$389K
|
|