Latest Institutional Transactions on Wisdomtree Tr U.S Largecap Div (DLN)
This table provides information on the latest institutional transactions involving Wisdomtree Tr U.S Largecap Div (DLN) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2026
Q4 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
772New |
$65.9K - $68.1K
|
772
$67.3K
|
|
|
Jan 15, 2026
Q4 2025
|
Dixon Fnancial Services, Inc.
|
BUY
|
- |
15+ 0.52% |
$1.28K - $1.32K
|
2.89K
$252K
|
|
|
Jan 15, 2026
Q4 2025
|
Clg LLC
Long Beach, CA |
BUY
|
- |
55.1K+ 14.57% |
$4.7M - $4.86M
|
434K
$37.8M
|
|
|
Jan 15, 2026
Q4 2025
|
Cra Financial Services, LLC
|
SELL
|
- |
-54- 0.17% |
$4.61K - $4.76K
|
31.2K
$2.72M
|
|
|
Jan 14, 2026
Q4 2025
|
Wolfstich Capital, LLC
Medfield, MA |
BUY
|
- |
229+ 5.69% |
$19.5K - $20.2K
|
4.25K
$371K
|
|
|
Jan 14, 2026
Q4 2025
|
Lee Kelleher Wealth Management
Fulton, MD |
BUY
|
- |
22.6K+ 6.46% |
$1.92M - $1.99M
|
372K
$32.4M
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
33+ 0.55% |
$2.81K - $2.91K
|
6.05K
$528K
|
|
|
Jan 14, 2026
Q4 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
2.21K+ 2.91% |
$188K - $195K
|
77.9K
$6.79M
|
|
|
Jan 14, 2026
Q4 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-14- 0.52% |
$1.19K - $1.23K
|
2.66K
$232K
|
|
|
Jan 14, 2026
Q4 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
2.78K+ 10.83% |
$237K - $245K
|
28.5K
$2.48M
|
|
|
Jan 13, 2026
Q4 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
611+ 2.8% |
$52.1K - $53.9K
|
22.4K
$1.95M
|
|
|
Jan 13, 2026
Q4 2025
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
3.32KNew |
$283K - $293K
|
3.32K
$289K
|
|
|
Jan 13, 2026
Q4 2025
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-34- 0.43% |
$2.9K - $3K
|
7.83K
$683K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.61K+ 11.37% |
$223K - $230K
|
25.6K
$2.23M
|
|
|
Jan 13, 2026
Q4 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
185+ 0.98% |
$15.8K - $16.3K
|
19K
$1.66M
|
|
|
Jan 12, 2026
Q4 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
2.1K+ 11.59% |
$179K - $185K
|
20.2K
$1.76M
|
|
|
Jan 12, 2026
Q4 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-58- 1.52% |
$4.95K - $5.11K
|
3.75K
$326K
|
|
|
Jan 12, 2026
Q4 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-63- 0.74% |
$5.37K - $5.55K
|
8.5K
$741K
|
|
|
Jan 12, 2026
Q4 2025
|
Uhlmann Price Securities, LLC
Skokie, IL |
BUY
|
- |
906+ 4.06% |
$77.3K - $79.9K
|
23.2K
$2.02M
|
|
|
Jan 12, 2026
Q4 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-898- 18.83% |
$76.6K - $79.2K
|
3.87K
$337K
|
|
|
Jan 12, 2026
Q4 2025
|
Nerd Wallet Wealth Partners, LLC
New York, NY |
BUY
|
- |
20.1K+ 9.96% |
$1.72M - $1.77M
|
222K
$19.4M
|
|
|
Jan 08, 2026
Q4 2025
|
Post Resch Tallon Group Inc.
Pittsford, NY |
SELL
|
- |
-60- 0.83% |
$5.12K - $5.29K
|
7.17K
$624K
|
|
|
Jan 08, 2026
Q4 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-678- 1.08% |
$57.8K - $59.8K
|
61.9K
$5.4M
|
|
|
Jan 08, 2026
Q4 2025
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
437+ 2.22% |
$37.3K - $38.5K
|
20.1K
$1.75M
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
932+ 9.03% |
$79.5K - $82.2K
|
11.3K
$981K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
11.4K+ 7.8% |
$970K - $1M
|
157K
$13.7M
|
|
|
Jan 08, 2026
Q4 2025
|
Moller Financial Services
|
SELL
|
- |
-204- 0.23% |
$17.4K - $18K
|
88.9K
$7.75M
|
|
|
Jan 07, 2026
Q4 2025
|
Lake Street Financial LLC
|
BUY
|
- |
817+ 1.31% |
$69.7K - $72K
|
63.3K
$5.52M
|
|
|
Jan 06, 2026
Q4 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
238+ 1.48% |
$20.3K - $21K
|
16.4K
$1.43M
|
|
| Q3 2025 | |||||||
|
Jan 13, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-147K- 44.96% |
$12.1M - $12.8M
|
179K
$15.6M
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
268+ 45.73% |
$22.1K - $23.3K
|
854
$74.4K
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2+ 1.03% |
$165 - $174
|
196
$17.1K
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-341- 0.57% |
$28.1K - $29.7K
|
59.6K
$5.19M
|
|
|
Nov 19, 2025
Q3 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-260- 0.83% |
$21.4K - $22.6K
|
30.9K
$2.69M
|
|
|
Nov 18, 2025
Q3 2025
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-1.47K- 24.69% |
$121K - $128K
|
4.48K
$391K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
21New |
$1.73K - $1.83K
|
21
$1.83K
|
|
|
Nov 18, 2025
Q3 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
3+ 0.12% |
$247 - $261
|
2.54K
$221K
|
|
|
Nov 17, 2025
Q3 2025
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-114- 2.38% |
$9.4K - $9.92K
|
4.68K
$408K
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-51.8K- 2.46% |
$4.27M - $4.51M
|
2.06M
$179M
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
5.52K+ 33.18% |
$455K - $480K
|
22.1K
$1.93M
|
|
|
Nov 14, 2025
Q3 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
246+ 4.92% |
$20.3K - $21.4K
|
5.25K
$457K
|
|
|
Nov 14, 2025
Q3 2025
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-22K- 2.05% |
$1.81M - $1.91M
|
1.05M
$91.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
691+ 18.74% |
$57K - $60.1K
|
4.38K
$382K
|
|
|
Nov 14, 2025
Q3 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
311+ 4.31% |
$25.6K - $27.1K
|
7.53K
$656K
|
|
|
Nov 14, 2025
Q3 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
2.54KNew |
$210K - $221K
|
2.54K
$222K
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
19.4K+ 6.17% |
$1.6M - $1.69M
|
333K
$29.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
112K+ 10.68% |
$9.22M - $9.74M
|
1.16M
$101M
|
|
|
Nov 14, 2025
Q3 2025
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
52+ 0.57% |
$4.29K - $4.53K
|
9.14K
$796K
|
|
|
Nov 14, 2025
Q3 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-7.97K- 59.51% |
$657K - $693K
|
5.42K
$472K
|
|
|
Nov 14, 2025
Q3 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
695+ 2.31% |
$57.3K - $60.5K
|
30.8K
$2.69M
|
|