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 03, 2025
Q3 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
2.9K+ 18.81% |
$239K - $252K
|
18.3K
$1.6M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
2.48K+ 3.64% |
$204K - $216K
|
70.6K
$6.16M
|
|
|
Nov 03, 2025
Q3 2025
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
10+ 0.13% |
$824 - $870
|
7.87K
$686K
|
|
|
Nov 03, 2025
Q3 2025
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-995- 1.47% |
$82K - $86.6K
|
66.9K
$5.83M
|
|
|
Nov 03, 2025
Q3 2025
|
Benedict Financial Advisors Inc
|
BUY
|
- |
2+ 0.02% |
$165 - $174
|
8.06K
$703K
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
3+ 0.1% |
$247 - $261
|
3.16K
$275K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-16- 0.28% |
$1.32K - $1.39K
|
5.71K
$497K
|
|
|
Nov 03, 2025
Q3 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-1.1K- 0.33% |
$90.4K - $95.5K
|
335K
$29.2M
|
|
|
Oct 31, 2025
Q3 2025
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
SELL
|
- |
-773- 10.67% |
$63.7K - $67.3K
|
6.47K
$564K
|
|
|
Oct 31, 2025
Q3 2025
|
Fidelis I M, LLC
Medford, OR |
SELL
|
- |
-171K- 72.22% |
$14.1M - $14.9M
|
66K
$5.75M
|
|
|
Oct 31, 2025
Q3 2025
|
Rockport Wealth LLC
Fairview Park, OH |
SELL
|
- |
-2.8K- 9.99% |
$231K - $244K
|
25.3K
$2.2M
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
29+ 0.31% |
$2.39K - $2.52K
|
9.3K
$810K
|
|
|
Oct 31, 2025
Q3 2025
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-2.65K- 42.19% |
$218K - $230K
|
3.63K
$316K
|
|
|
Oct 30, 2025
Q3 2025
|
Tranquility Partners, LLC
|
SELL
|
- |
-1.23K- 7.46% |
$101K - $107K
|
15.2K
$1.33M
|
|
|
Oct 30, 2025
Q3 2025
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
10.6K+ 4.06% |
$876K - $925K
|
273K
$23.8M
|
|
|
Oct 30, 2025
Q3 2025
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-41.6K- 75.47% |
$3.43M - $3.62M
|
13.5K
$1.18M
|
|
|
Oct 30, 2025
Q3 2025
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-100- 0.22% |
$8.24K - $8.7K
|
46.3K
$4.04M
|
|
|
Oct 30, 2025
Q3 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
SELL
|
- |
-660- 3.38% |
$54.4K - $57.4K
|
18.9K
$1.64M
|
|
|
Oct 29, 2025
Q3 2025
|
Courier Capital LLC
|
BUY
|
- |
2.04K+ 42.56% |
$168K - $178K
|
6.84K
$596K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
11.7K+ 8.74% |
$965K - $1.02M
|
146K
$12.7M
|
|
|
Oct 29, 2025
Q3 2025
|
Element Wealth, LLC
|
SELL
|
- |
-1.64K- 20.53% |
$135K - $142K
|
6.33K
$552K
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
14+ 0.49% |
$1.15K - $1.22K
|
2.86K
$249K
|
|
|
Oct 29, 2025
Q3 2025
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-5.66K- 41.77% |
$466K - $493K
|
7.89K
$687K
|
|
|
Oct 29, 2025
Q3 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
10New |
$824 - $870
|
10
$872
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-7- 0.03% |
$577 - $609
|
25.2K
$2.19M
|
|
|
Oct 28, 2025
Q3 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-20- 10.36% |
$1.65K - $1.74K
|
173
$15.1K
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
8.43KNew |
$695K - $734K
|
8.43K
$735K
|
|
|
Oct 28, 2025
Q3 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
2.97KNew |
$245K - $259K
|
2.97K
$259K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
14.3K+ 32.12% |
$1.18M - $1.25M
|
58.9K
$5.13M
|
|
|
Oct 27, 2025
Q3 2025
|
Allen Capital Group, LLC
|
SELL
|
- |
-2.17K- 5.46% |
$179K - $189K
|
37.6K
$3.28M
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
10+ 100.0% |
$824 - $870
|
20
$1.74K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-2.9K- 4.85% |
$239K - $252K
|
57K
$4.96M
|
|
|
Oct 27, 2025
Q3 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
322+ 10.86% |
$26.5K - $28K
|
3.29K
$286K
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
3.74KNew |
$308K - $325K
|
3.74K
$326K
|
|
|
Oct 24, 2025
Q3 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-38.9K- 3.36% |
$3.21M - $3.39M
|
1.12M
$97.4M
|
|
|
Oct 24, 2025
Q3 2025
|
Culbertson A N & CO Inc
|
SELL
|
- |
-20- 0.09% |
$1.65K - $1.74K
|
22.2K
$1.94M
|
|
|
Oct 24, 2025
Q3 2025
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
188+ 3.27% |
$15.5K - $16.4K
|
5.94K
$518K
|
|
|
Oct 24, 2025
Q3 2025
|
Bristlecone Advisors, LLC
|
BUY
|
- |
3.16K+ 1.41% |
$261K - $275K
|
227K
$19.8M
|
|
|
Oct 24, 2025
Q3 2025
|
Aspiriant, LLC
|
BUY
|
- |
24.9K+ 38.23% |
$2.05M - $2.17M
|
90.2K
$7.86M
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
4+ 0.11% |
$330 - $348
|
3.6K
$314K
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-175- 2.87% |
$14.4K - $15.2K
|
5.92K
$516K
|
|
|
Oct 24, 2025
Q3 2025
|
Vicus Capital
State College, PA |
SELL
|
- |
-13- 0.4% |
$1.07K - $1.13K
|
3.25K
$283K
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
BUY
|
- |
670New |
$55.2K - $58.3K
|
670
$58.4K
|
|
|
Oct 23, 2025
Q3 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
9.14K+ 28.24% |
$753K - $796K
|
41.5K
$3.62M
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
SELL
|
- |
-2.51K- 2.39% |
$207K - $218K
|
103K
$8.94M
|
|
|
Oct 23, 2025
Q3 2025
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-2.56K- 25.95% |
$211K - $223K
|
7.32K
$638K
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-2.27K- 4.21% |
$187K - $197K
|
51.5K
$4.49M
|
|
|
Oct 23, 2025
Q3 2025
|
Lee Kelleher Wealth Management
Fulton, MD |
BUY
|
- |
21K+ 6.4% |
$1.73M - $1.83M
|
349K
$30.4M
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
142+ 2.56% |
$11.7K - $12.4K
|
5.69K
$496K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-17.6K- 2.79% |
$1.45M - $1.54M
|
616K
$53.7M
|
|