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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q3 2025
|
Pfg Advisors
|
BUY
|
- |
4.52K+ 17.48% |
$373K - $393K
|
30.4K
$2.65M
|
|
|
Nov 12, 2025
Q3 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
82+ 0.48% |
$6.76K - $7.14K
|
17.1K
$1.49M
|
|
|
Nov 12, 2025
Q3 2025
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-994- 1.36% |
$81.9K - $86.5K
|
72.1K
$6.28M
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-253- 16.93% |
$20.9K - $22K
|
1.24K
$108K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambria Investment Management, L.P.
|
BUY
|
- |
15.4KNew |
$1.27M - $1.34M
|
15.4K
$1.34M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-3.66K- 3.88% |
$301K - $318K
|
90.6K
$7.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
110+ 0.24% |
$9.07K - $9.57K
|
45.9K
$4M
|
|
|
Nov 12, 2025
Q3 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
8.69K+ 8.0% |
$716K - $756K
|
117K
$10.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
13+ 0.43% |
$1.07K - $1.13K
|
3.03K
$264K
|
|
|
Nov 12, 2025
Q3 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
2+ 0.46% |
$165 - $174
|
438
$38.2K
|
|
|
Nov 12, 2025
Q3 2025
|
Burk Holdings LLC
Tulsa, OK |
BUY
|
- |
10.8KNew |
$890K - $940K
|
10.8K
$941K
|
|
|
Nov 12, 2025
Q3 2025
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
3.9KNew |
$322K - $340K
|
3.9K
$340K
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
318+ 10.22% |
$26.2K - $27.7K
|
3.43K
$299K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
3.3K+ 1.35% |
$272K - $287K
|
248K
$21.7M
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-10- 0.13% |
$824 - $870
|
7.82K
$681K
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-725- 41.62% |
$59.8K - $63.1K
|
1.02K
$88.6K
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
4.53K+ 0.43% |
$374K - $395K
|
1.05M
$91.9M
|
|
|
Nov 10, 2025
Q3 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-7- 0.01% |
$577 - $609
|
57.8K
$5.04M
|
|
|
Nov 10, 2025
Q3 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
9.43K+ 100.35% |
$777K - $821K
|
18.8K
$1.64M
|
|
|
Nov 10, 2025
Q3 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.87K- 3.3% |
$154K - $163K
|
54.8K
$4.78M
|
|
|
Nov 10, 2025
Q3 2025
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
27.5KNew |
$2.27M - $2.39M
|
27.5K
$2.4M
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
BUY
|
- |
4.85K+ 20.34% |
$400K - $422K
|
28.7K
$2.5M
|
|
|
Nov 10, 2025
Q3 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
131+ 1.5% |
$10.8K - $11.4K
|
8.89K
$775K
|
|
|
Nov 10, 2025
Q3 2025
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-47- 1.36% |
$3.87K - $4.09K
|
3.41K
$297K
|
|
|
Nov 10, 2025
Q3 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-188- 7.44% |
$15.5K - $16.4K
|
2.34K
$204K
|
|
|
Nov 10, 2025
Q3 2025
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-23- 0.74% |
$1.9K - $2K
|
3.09K
$269K
|
|
|
Nov 10, 2025
Q3 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
4+ 0.03% |
$330 - $348
|
12.6K
$1.1M
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
BUY
|
- |
2+ 0.01% |
$165 - $174
|
16.3K
$1.42M
|
|
|
Nov 10, 2025
Q3 2025
|
Weaver Consulting Group
|
SELL
|
- |
-78- 2.44% |
$6.43K - $6.79K
|
3.12K
$272K
|
|
|
Nov 10, 2025
Q3 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
19+ 0.16% |
$1.57K - $1.65K
|
11.8K
$1.03M
|
|
|
Nov 10, 2025
Q3 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
2.33K+ 70.91% |
$192K - $202K
|
5.61K
$489K
|
|
|
Nov 10, 2025
Q3 2025
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
BUY
|
- |
1.65K+ 14.15% |
$136K - $144K
|
13.3K
$1.16M
|
|
|
Nov 10, 2025
Q3 2025
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
3.07K+ 9.01% |
$253K - $267K
|
37.2K
$3.24M
|
|
|
Nov 10, 2025
Q3 2025
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-14- 0.17% |
$1.15K - $1.22K
|
8.36K
$728K
|
|
|
Nov 10, 2025
Q3 2025
|
First American Trust, Fsb
|
SELL
|
- |
-3.72K- 2.95% |
$307K - $324K
|
123K
$10.7M
|
|
|
Nov 10, 2025
Q3 2025
|
Lake Street Financial LLC
|
BUY
|
- |
627+ 1.01% |
$51.7K - $54.6K
|
62.5K
$5.45M
|
|
|
Nov 10, 2025
Q3 2025
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-471- 1.59% |
$38.8K - $41K
|
29.2K
$2.55M
|
|
|
Nov 07, 2025
Q3 2025
|
Guidance Capital, Inc
Lousville, KY |
SELL
|
- |
-439- 12.63% |
$36.2K - $38.2K
|
3.04K
$265K
|
|
|
Nov 07, 2025
Q3 2025
|
Fox Financial, Inc
Wyomissing, PA |
SELL
|
- |
-1.25K- 0.4% |
$103K - $109K
|
314K
$27.3M
|
|
|
Nov 07, 2025
Q3 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-1.35K- 6.16% |
$111K - $117K
|
20.5K
$1.79M
|
|
|
Nov 07, 2025
Q3 2025
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-131- 4.97% |
$10.8K - $11.4K
|
2.5K
$218K
|
|
|
Nov 07, 2025
Q3 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-225- 1.21% |
$18.5K - $19.6K
|
18.3K
$1.6M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-15.2K- 8.44% |
$1.25M - $1.32M
|
165K
$14.3M
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
13.3K+ 0.34% |
$1.1M - $1.16M
|
3.9M
$340M
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
13+ 0.22% |
$1.07K - $1.13K
|
6.02K
$525K
|
|
|
Nov 07, 2025
Q3 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
221+ 1.39% |
$18.2K - $19.2K
|
16.1K
$1.41M
|
|
|
Nov 07, 2025
Q3 2025
|
626 Financial, LLC
|
BUY
|
- |
525+ 5.71% |
$43.3K - $45.7K
|
9.72K
$847K
|
|
|
Nov 07, 2025
Q3 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
1+ 0.47% |
$82.4 - $87
|
216
$18.8K
|
|
|
Nov 07, 2025
Q3 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
1.83K+ 1.64% |
$150K - $159K
|
113K
$9.88M
|
|
|
Nov 07, 2025
Q3 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
225+ 6.67% |
$18.5K - $19.6K
|
3.6K
$314K
|
|