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 17, 2025
Q4 2024
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
25+ 0.1% |
$1.93K - $2.05K
|
25.2K
$2.05M
|
|
|
Jan 16, 2025
Q4 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
275+ 3.16% |
$21.2K - $22.6K
|
8.98K
$732K
|
|
|
Jan 16, 2025
Q4 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-100- 0.38% |
$7.72K - $8.21K
|
26.1K
$2.13M
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-661- 1.13% |
$51K - $54.3K
|
57.7K
$4.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
598New |
$46.2K - $49.1K
|
598
$48.7K
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
SELL
|
- |
-973- 2.3% |
$75.1K - $79.9K
|
41.4K
$3.37M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
5.08KNew |
$392K - $417K
|
5.08K
$414K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-714- 8.64% |
$55.1K - $58.6K
|
7.55K
$615K
|
|
|
Jan 15, 2025
Q4 2024
|
Lake Street Financial LLC
|
BUY
|
- |
138KNew |
$10.7M - $11.4M
|
138K
$11.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
15+ 0.54% |
$1.16K - $1.23K
|
2.81K
$229K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-128- 2.76% |
$9.89K - $10.5K
|
4.51K
$368K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
718+ 4.14% |
$55.5K - $59K
|
18.1K
$1.47M
|
|
|
Jan 14, 2025
Q4 2024
|
Tallon Kerry Patrick
Pittsford, NY |
BUY
|
- |
7.68KNew |
$593K - $630K
|
7.68K
$626K
|
|
|
Jan 14, 2025
Q4 2024
|
626 Financial, LLC
|
BUY
|
- |
28+ 0.28% |
$2.16K - $2.3K
|
9.94K
$810K
|
|
|
Jan 14, 2025
Q4 2024
|
Meridian Financial Partners LLC
|
BUY
|
- |
173+ 0.45% |
$13.4K - $14.2K
|
38.2K
$3.11M
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-936- 16.55% |
$72.3K - $76.9K
|
4.72K
$385K
|
|
|
Jan 14, 2025
Q4 2024
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
40+ 0.2% |
$3.09K - $3.28K
|
19.7K
$1.61M
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
322+ 2.0% |
$24.9K - $26.4K
|
16.4K
$1.34M
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
27+ 0.32% |
$2.09K - $2.22K
|
8.59K
$700K
|
|
|
Jan 13, 2025
Q4 2024
|
Grandview Asset Management LLC
|
SELL
|
- |
-558- 7.61% |
$43.1K - $45.8K
|
6.77K
$552K
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
BUY
|
- |
2+ 0.35% |
$154 - $164
|
578
$47.1K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
1+ 0.11% |
$77.2 - $82.1
|
902
$73.5K
|
|
|
Jan 13, 2025
Q4 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-2.15K- 2.98% |
$166K - $176K
|
69.8K
$5.69M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.53K+ 3.31% |
$350K - $372K
|
141K
$11.5M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1.5KNew |
$116K - $123K
|
1.5K
$122K
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
8.06KNew |
$623K - $662K
|
8.06K
$657K
|
|
|
Jan 07, 2025
Q4 2024
|
Moller Financial Services
|
SELL
|
- |
-1.34K- 1.39% |
$103K - $110K
|
94.6K
$7.71M
|
|
| Q3 2024 | |||||||
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
671+ 5.97% |
$48.2K - $52.7K
|
11.9K
$971K
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.09K+ 2868.42% |
$78.3K - $85.6K
|
1.13K
$91.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Weaver Consulting Group
|
SELL
|
- |
-100- 3.03% |
$7.19K - $7.86K
|
3.2K
$261K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-14.1K- 38.02% |
$1.02M - $1.11M
|
23K
$1.88M
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
51.4KNew |
$3.7M - $4.04M
|
51.4K
$4.19M
|
|
|
Nov 13, 2024
Q3 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
11.7KNew |
$841K - $919K
|
11.7K
$954K
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-500- 2.98% |
$35.9K - $39.3K
|
16.3K
$1.33M
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
2.69K+ 31.61% |
$193K - $211K
|
11.2K
$911K
|
|
|
Nov 13, 2024
Q3 2024
|
Financial Counselors Inc
|
SELL
|
- |
-109- 2.55% |
$7.83K - $8.56K
|
4.17K
$340K
|
|
|
Nov 13, 2024
Q3 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
7.45KNew |
$536K - $585K
|
7.45K
$607K
|
|
|
Nov 12, 2024
Q3 2024
|
Northern Capital Management, Inc.
|
BUY
|
- |
2.71KNew |
$195K - $213K
|
2.71K
$221K
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-1.14K- 15.36% |
$82.2K - $89.9K
|
6.31K
$514K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-408- 8.0% |
$29.3K - $32.1K
|
4.69K
$383K
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
195+ 2.51% |
$14K - $15.3K
|
7.95K
$648K
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
102K+ 12.91% |
$7.3M - $7.98M
|
888K
$72.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-583- 4.24% |
$41.9K - $45.8K
|
13.2K
$1.07M
|
|
|
Nov 12, 2024
Q3 2024
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-7.32KClosed |
$526K - $575K
|
0
$0
|
|
|
Nov 08, 2024
Q3 2024
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
961New |
$69.1K - $75.5K
|
961
$78.3K
|
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-2.29K- 14.88% |
$164K - $180K
|
13.1K
$1.07M
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
13New |
$934 - $1.02K
|
13
$1.06K
|
|
|
Nov 06, 2024
Q3 2024
|
Coastline Trust CO
|
BUY
|
- |
600New |
$43.1K - $47.1K
|
600
$48.9K
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-2.58K- 32.53% |
$185K - $203K
|
5.35K
$436K
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
13.6K+ 17.25% |
$975K - $1.07M
|
92.2K
$7.52M
|
|