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 |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2025
Q3 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-16- 0.42% |
$1.32K - $1.39K
|
3.8K
$332K
|
|
|
Oct 22, 2025
Q3 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
8.67K+ 50.95% |
$715K - $755K
|
25.7K
$2.24M
|
|
|
Oct 22, 2025
Q3 2025
|
Powers Advisory Group, LLC
|
BUY
|
- |
28+ 0.48% |
$2.31K - $2.44K
|
5.88K
$512K
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
15.3K+ 7.9% |
$1.26M - $1.33M
|
209K
$18.2M
|
|
|
Oct 22, 2025
Q3 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-1.63K- 17.65% |
$134K - $142K
|
7.61K
$663K
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2.77K+ 5.42% |
$228K - $241K
|
54K
$4.7M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
240+ 0.42% |
$19.8K - $20.9K
|
57.2K
$4.98M
|
|
|
Oct 22, 2025
Q3 2025
|
Grandview Asset Management LLC
|
BUY
|
- |
9+ 0.13% |
$742 - $783
|
6.83K
$595K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
3.96K+ 20.84% |
$326K - $345K
|
23K
$2M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-1.03K- 2.2% |
$85.2K - $90K
|
46K
$4.01M
|
|
|
Oct 21, 2025
Q3 2025
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-7.96K- 30.53% |
$656K - $693K
|
18.1K
$1.58M
|
|
|
Oct 21, 2025
Q3 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-1.15K- 6.6% |
$94.5K - $99.7K
|
16.2K
$1.41M
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1+ 1.19% |
$82.4 - $87
|
85
$7.41K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.29K+ 14.89% |
$106K - $112K
|
9.97K
$869K
|
|
|
Oct 21, 2025
Q3 2025
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-86- 2.17% |
$7.09K - $7.48K
|
3.87K
$337K
|
|
|
Oct 20, 2025
Q3 2025
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
SELL
|
- |
-241- 4.72% |
$19.9K - $21K
|
4.87K
$424K
|
|
|
Oct 20, 2025
Q3 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
2+ 1.45% |
$165 - $174
|
140
$12.2K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-2.18K- 18.55% |
$180K - $190K
|
9.59K
$836K
|
|
|
Oct 20, 2025
Q3 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
879+ 22.6% |
$72.4K - $76.5K
|
4.77K
$416K
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-7- 0.15% |
$577 - $609
|
4.72K
$411K
|
|
|
Oct 17, 2025
Q3 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-24- 0.28% |
$1.98K - $2.09K
|
8.57K
$746K
|
|
|
Oct 17, 2025
Q3 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
3+ 0.61% |
$247 - $261
|
498
$43.4K
|
|
|
Oct 17, 2025
Q3 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-600- 15.17% |
$49.5K - $52.2K
|
3.36K
$292K
|
|
|
Oct 17, 2025
Q3 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
14+ 0.02% |
$1.15K - $1.22K
|
62.5K
$5.45M
|
|
|
Oct 16, 2025
Q3 2025
|
Cra Financial Services, LLC
|
SELL
|
- |
-645- 2.02% |
$53.2K - $56.1K
|
31.3K
$2.73M
|
|
|
Oct 16, 2025
Q3 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
2+ 0.06% |
$165 - $174
|
3.59K
$313K
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
BUY
|
- |
2.37KNew |
$196K - $207K
|
2.37K
$207K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
99+ 0.65% |
$8.16K - $8.62K
|
15.4K
$1.34M
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
10.4KNew |
$856K - $904K
|
10.4K
$905K
|
|
|
Oct 15, 2025
Q3 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
2.88KNew |
$238K - $251K
|
2.88K
$251K
|
|
|
Oct 15, 2025
Q3 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
8.45K+ 118.3% |
$696K - $735K
|
15.6K
$1.36M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
2.45K+ 28.44% |
$202K - $213K
|
11.1K
$965K
|
|
|
Oct 15, 2025
Q3 2025
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-66- 0.76% |
$5.44K - $5.74K
|
8.57K
$747K
|
|
|
Oct 15, 2025
Q3 2025
|
Foresight Capital Management Advisors, Inc.
|
SELL
|
- |
-969- 3.09% |
$79.9K - $84.3K
|
30.4K
$2.65M
|
|
|
Oct 14, 2025
Q3 2025
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-4.6K- 2.15% |
$379K - $400K
|
209K
$18.2M
|
|
|
Oct 14, 2025
Q3 2025
|
Old National Bancorp
|
BUY
|
- |
2.37KNew |
$195K - $206K
|
2.37K
$206K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
13.1K+ 266.48% |
$1.08M - $1.14M
|
18K
$1.57M
|
|
|
Oct 14, 2025
Q3 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-14.7K- 42.32% |
$1.21M - $1.28M
|
20K
$1.74M
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
BUY
|
- |
36+ 0.49% |
$2.97K - $3.13K
|
7.42K
$646K
|
|
|
Oct 10, 2025
Q3 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
2.76K+ 51.98% |
$227K - $240K
|
8.06K
$702K
|
|
|
Oct 09, 2025
Q3 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
182+ 0.98% |
$15K - $15.8K
|
18.8K
$1.64M
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
173+ 1.7% |
$14.3K - $15.1K
|
10.3K
$900K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-774- 85.71% |
$63.8K - $67.4K
|
129
$11.2K
|
|
|
Oct 09, 2025
Q3 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
1.15K+ 1.54% |
$94.6K - $99.9K
|
75.7K
$6.6M
|
|
|
Oct 08, 2025
Q3 2025
|
Dixon Fnancial Services, Inc.
|
BUY
|
- |
14+ 0.49% |
$1.15K - $1.22K
|
2.88K
$251K
|
|
|
Oct 06, 2025
Q3 2025
|
Moller Financial Services
|
SELL
|
- |
-3.71K- 3.99% |
$305K - $323K
|
89.1K
$7.76M
|
|
|
Oct 06, 2025
Q3 2025
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-234- 1.18% |
$19.3K - $20.4K
|
19.7K
$1.71M
|
|
|
Oct 06, 2025
Q3 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
97+ 0.45% |
$7.99K - $8.44K
|
21.8K
$1.9M
|
|
|
Oct 06, 2025
Q3 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
61+ 2.34% |
$5.03K - $5.31K
|
2.67K
$233K
|
|
|
Oct 06, 2025
Q3 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-6.27K- 9.1% |
$516K - $545K
|
62.6K
$5.46M
|
|