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 |
---|---|---|---|---|---|---|---|
Aug 15, 2022
Q2 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-18.5KClosed |
$1.06M - $1.24M
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
South State Corp
|
SELL
|
- |
-5KClosed |
$286K - $335K
|
0
$0
|
|
Jul 06, 2022
Q2 2022
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-3.96KClosed |
$227K - $265K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Carlson Capital Management
|
SELL
|
- |
-3.52KClosed |
$201K - $235K
|
0
$0
|
|
Jul 14, 2022
Q2 2022
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-3.38KClosed |
$193K - $226K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-1.6K- 30.19% |
$91.6K - $107K
|
3.7K
$294K
|
|
Aug 01, 2022
Q2 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-1.5KClosed |
$85.8K - $100K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-350Closed |
$20K - $23.4K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-345Closed |
$19.7K - $23.1K
|
0
$0
|
|
Q1 2022 | |||||||
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
SELL
|
- |
-17K- 88.69% |
$1.06M - $1.13M
|
2.17K
$172K
|
|
May 06, 2022
Q1 2022
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-3.48KClosed |
$217K - $232K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-360Closed |
$22.4K - $24K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-122- 0.84% |
$7.6K - $8.14K
|
14.4K
$1.14M
|
|
Apr 29, 2022
Q1 2022
|
Addison Advisors LLC
|
SELL
|
- |
-10Closed |
$623 - $667
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Q4 2021 | |||||||
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-1.39KClosed |
$83.1K - $91.8K
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
Washington Trust CO
|
SELL
|
- |
-1.16KClosed |
$69.4K - $76.7K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Phoenix Wealth Advisors
|
SELL
|
- |
-1.1KClosed |
$65.9K - $72.8K
|
0
$0
|
|
Feb 07, 2022
Q4 2021
|
Oakworth Capital, Inc.
|
SELL
|
- |
-893Closed |
$53.5K - $59.1K
|
0
$0
|
|
Jan 28, 2022
Q4 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-520Closed |
$31.1K - $34.4K
|
0
$0
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-205Closed |
$12.3K - $13.6K
|
0
$0
|
|
Jan 20, 2022
Q4 2021
|
Chicago Capital, LLC
|
SELL
|
- |
-190Closed |
$11.4K - $12.6K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-179Closed |
$10.7K - $11.8K
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
Advanced Research Investment Solutions, LLC
|
SELL
|
- |
-172Closed |
$10.3K - $11.4K
|
0
$0
|
|
Feb 03, 2022
Q4 2021
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-125- 1.23% |
$7.48K - $8.27K
|
10K
$793K
|
|
Feb 01, 2022
Q4 2021
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-58Closed |
$3.47K - $3.84K
|
0
$0
|
|
Q3 2021 | |||||||
Nov 12, 2021
Q3 2021
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-1.92KClosed |
$115K - $121K
|
0
$0
|
|
Nov 08, 2021
Q3 2021
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-303Closed |
$18.1K - $19.1K
|
0
$0
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-165Closed |
$9.84K - $10.4K
|
0
$0
|
|
Q2 2021 | |||||||
Aug 16, 2021
Q2 2021
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-20.8KClosed |
$1.2M - $1.26M
|
0
$0
|
|
Jul 22, 2021
Q2 2021
|
Domani Wealth, LLC
|
SELL
|
- |
-2.5KClosed |
$144K - $152K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Capital Bank & Trust CO
Irvine, CA |
SELL
|
- |
-1.98KClosed |
$114K - $120K
|
0
$0
|
|
Aug 12, 2021
Q2 2021
|
Simplex Trading, LLC
|
SELL
|
- |
-811- 89.02% |
$46.7K - $49.2K
|
100
$7.93K
|
|
Aug 02, 2021
Q2 2021
|
Bison Wealth, LLC
|
SELL
|
- |
-117Closed |
$6.74K - $7.1K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Rmr Wealth Builders
|
SELL
|
- |
-47Closed |
$2.71K - $2.85K
|
0
$0
|
|
Jul 12, 2021
Q2 2021
|
Gradient Investments LLC
|
SELL
|
- |
-46Closed |
$2.65K - $2.79K
|
0
$0
|
|
Q1 2021 | |||||||
May 13, 2021
Q1 2021
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-50.5KClosed |
$2.68M - $2.91M
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-4.75KClosed |
$252K - $274K
|
0
$0
|
|
May 03, 2021
Q1 2021
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-4.13KClosed |
$219K - $238K
|
0
$0
|
|
May 11, 2021
Q1 2021
|
Madison Wealth Management
Cincinnati, OH |
SELL
|
- |
-3.07KClosed |
$163K - $177K
|
0
$0
|
|
Apr 23, 2021
Q1 2021
|
Parthenon LLC
|
SELL
|
- |
-2.37KClosed |
$125K - $136K
|
0
$0
|
|
Apr 20, 2021
Q1 2021
|
Central Bank & Trust CO
|
SELL
|
- |
-809Closed |
$42.9K - $46.6K
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-265Closed |
$14.1K - $15.3K
|
0
$0
|
|
Apr 28, 2021
Q1 2021
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-96Closed |
$5.09K - $5.53K
|
0
$0
|
|
May 04, 2021
Q1 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-4Closed |
$212 - $230
|
0
$0
|
|
Q4 2020 | |||||||
Feb 08, 2021
Q4 2020
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-34.2KClosed |
$1.6M - $1.84M
|
0
$0
|
|
Feb 08, 2021
Q4 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-568Closed |
$26.6K - $30.5K
|
0
$0
|
|
Jan 20, 2021
Q4 2020
|
Provident Wealth Management, LLC
|
SELL
|
- |
-260Closed |
$12.2K - $14K
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-175Closed |
$8.19K - $9.41K
|
0
$0
|
|
Jan 12, 2021
Q4 2020
|
First Premier Bank
|
SELL
|
- |
-101Closed |
$4.72K - $5.43K
|
0
$0
|