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 07, 2025
Q3 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-675- 8.79% |
$55.6K - $58.7K
|
7.01K
$611K
|
|
|
Nov 07, 2025
Q3 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-740- 10.72% |
$61K - $64.4K
|
6.16K
$537K
|
|
|
Nov 07, 2025
Q3 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
18.5K+ 250.8% |
$1.52M - $1.61M
|
25.9K
$2.25M
|
|
|
Nov 07, 2025
Q3 2025
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
351+ 13.49% |
$28.9K - $30.5K
|
2.95K
$257K
|
|
|
Nov 07, 2025
Q3 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
24.1KNew |
$1.99M - $2.1M
|
24.1K
$2.1M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
2.61K+ 2.49% |
$215K - $227K
|
107K
$9.35M
|
|
|
Nov 06, 2025
Q3 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
3+ 0.33% |
$247 - $261
|
918
$80K
|
|
|
Nov 06, 2025
Q3 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
882+ 22.15% |
$72.7K - $76.8K
|
4.86K
$424K
|
|
|
Nov 06, 2025
Q3 2025
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
34+ 0.39% |
$2.8K - $2.96K
|
8.71K
$759K
|
|
|
Nov 06, 2025
Q3 2025
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
132K+ 21.97% |
$10.9M - $11.5M
|
732K
$63.8M
|
|
|
Nov 06, 2025
Q3 2025
|
Harpswell Capital Advisors, LLC
Yarmouth, ME |
BUY
|
- |
10KNew |
$824K - $870K
|
10K
$872K
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
14.5K+ 4.12% |
$1.2M - $1.26M
|
367K
$31.9M
|
|
|
Nov 06, 2025
Q3 2025
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-2K- 4.38% |
$165K - $174K
|
43.6K
$3.8M
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
SELL
|
- |
-626- 1.38% |
$51.6K - $54.5K
|
44.9K
$3.91M
|
|
|
Nov 06, 2025
Q3 2025
|
Uhlmann Price Securities, LLC
Skokie, IL |
BUY
|
- |
10.8K+ 93.95% |
$891K - $941K
|
22.3K
$1.94M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.08K+ 1.85% |
$254K - $268K
|
169K
$14.8M
|
|
|
Nov 06, 2025
Q3 2025
|
St. Louis Trust CO
|
BUY
|
- |
2.36KNew |
$195K - $205K
|
2.36K
$206K
|
|
|
Nov 06, 2025
Q3 2025
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
86+ 0.2% |
$7.09K - $7.48K
|
43.4K
$3.78M
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
4.21K+ 597.02% |
$347K - $366K
|
4.91K
$428K
|
|
|
Nov 06, 2025
Q3 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-76- 0.65% |
$6.26K - $6.61K
|
11.5K
$1.01M
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
800+ 3.68% |
$65.9K - $69.6K
|
22.5K
$1.96M
|
|
|
Nov 05, 2025
Q3 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-1.65K- 91.5% |
$136K - $143K
|
153
$13.3K
|
|
|
Nov 05, 2025
Q3 2025
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-36- 0.08% |
$2.97K - $3.13K
|
47K
$4.09M
|
|
|
Nov 05, 2025
Q3 2025
|
Kondo Wealth Advisors, Inc.
Pasadena, CA |
SELL
|
- |
-25- 0.1% |
$2.06K - $2.18K
|
25.3K
$2.21M
|
|
|
Nov 05, 2025
Q3 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
12+ 0.12% |
$989 - $1.04K
|
9.72K
$847K
|
|
|
Nov 05, 2025
Q3 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-1.24K- 81.53% |
$102K - $108K
|
280
$24.4K
|
|
|
Nov 05, 2025
Q3 2025
|
Rodgers & Associates, LTD
|
BUY
|
- |
75+ 2.14% |
$6.18K - $6.53K
|
3.59K
$312K
|
|
|
Nov 05, 2025
Q3 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
290New |
$23.9K - $25.2K
|
290
$25.3K
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
515+ 4.91% |
$42.4K - $44.8K
|
11K
$958K
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
15.8K+ 17.7% |
$1.31M - $1.38M
|
105K
$9.18M
|
|
|
Nov 05, 2025
Q3 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
508+ 6.74% |
$41.9K - $44.2K
|
8.05K
$701K
|
|
|
Nov 05, 2025
Q3 2025
|
Key F Inancial Inc
|
SELL
|
- |
-1.34K- 1.34% |
$110K - $116K
|
98.6K
$8.59M
|
|
|
Nov 05, 2025
Q3 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
SELL
|
- |
-43.7K- 34.46% |
$3.6M - $3.8M
|
83.1K
$7.24M
|
|
|
Nov 05, 2025
Q3 2025
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-53- 0.33% |
$4.37K - $4.61K
|
16K
$1.39M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.08K+ 12.65% |
$172K - $181K
|
18.6K
$1.62M
|
|
|
Nov 04, 2025
Q3 2025
|
Tsfg, LLC
|
SELL
|
- |
-170- 29.21% |
$14K - $14.8K
|
412
$35.9K
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
19.3KNew |
$1.59M - $1.68M
|
19.3K
$1.68M
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
3+ 0.06% |
$247 - $261
|
5.35K
$466K
|
|
|
Nov 04, 2025
Q3 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
10+ 0.2% |
$824 - $870
|
5.06K
$441K
|
|
|
Nov 04, 2025
Q3 2025
|
Keybank National Association
|
SELL
|
- |
-8- 0.03% |
$659 - $696
|
31.3K
$2.73M
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-1.58K- 4.68% |
$130K - $137K
|
32.1K
$2.8M
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
205+ 69.02% |
$16.9K - $17.8K
|
502
$43.7K
|
|
|
Nov 04, 2025
Q3 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-2- 0.06% |
$165 - $174
|
3.1K
$270K
|
|
|
Nov 04, 2025
Q3 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
SELL
|
- |
-2.69K- 4.01% |
$222K - $234K
|
64.5K
$5.62M
|
|
|
Nov 04, 2025
Q3 2025
|
Post Resch Tallon Group Inc.
Pittsford, NY |
SELL
|
- |
-250- 3.34% |
$20.6K - $21.8K
|
7.23K
$630K
|
|
|
Nov 04, 2025
Q3 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
1.62KNew |
$133K - $141K
|
1.62K
$141K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
63.7K+ 9.78% |
$5.25M - $5.55M
|
716K
$62.4M
|
|
|
Nov 04, 2025
Q3 2025
|
Flynn Zito Capital Management, LLC
|
SELL
|
- |
-827- 5.12% |
$68.2K - $72K
|
15.3K
$1.34M
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.86K+ 11.54% |
$153K - $161K
|
17.9K
$1.56M
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
524+ 2.19% |
$43.2K - $45.6K
|
24.5K
$2.14M
|
|