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 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-22- 0.32% |
$1.58K - $1.73K
|
6.86K
$559K
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
14New |
$1.01K - $1.1K
|
14
$1.14K
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
2+ 0.05% |
$144 - $157
|
4.05K
$330K
|
|
|
Oct 24, 2024
Q3 2024
|
Pullen Investment Management, LLC
Bradenton, FL |
BUY
|
- |
2.72KNew |
$196K - $214K
|
2.72K
$222K
|
|
|
Oct 23, 2024
Q3 2024
|
Element Wealth, LLC
|
SELL
|
- |
-17- 0.21% |
$1.22K - $1.34K
|
8.18K
$667K
|
|
|
Oct 23, 2024
Q3 2024
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
6.23KNew |
$448K - $489K
|
6.23K
$508K
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-3- 60.0% |
$216 - $236
|
2
$163
|
|
|
Oct 22, 2024
Q3 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
582New |
$41.8K - $45.7K
|
582
$47.4K
|
|
|
Oct 18, 2024
Q3 2024
|
Old National Bancorp
|
SELL
|
- |
-235- 8.37% |
$16.9K - $18.5K
|
2.57K
$210K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-200- 38.61% |
$14.4K - $15.7K
|
318
$25.9K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-18.1K- 3.68% |
$1.3M - $1.42M
|
474K
$38.6M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
44.5K+ 22.94% |
$3.19M - $3.49M
|
238K
$19.4M
|
|
|
Oct 18, 2024
Q3 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
4KNew |
$287K - $314K
|
4K
$326K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
16New |
$1.15K - $1.26K
|
16
$1.3K
|
|
|
Oct 16, 2024
Q3 2024
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
2.6K+ 3.93% |
$186K - $204K
|
68.7K
$5.6M
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-51- 0.95% |
$3.66K - $4.01K
|
5.31K
$433K
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-38- 46.34% |
$2.73K - $2.99K
|
44
$3.59K
|
|
|
Oct 15, 2024
Q3 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
2.66KNew |
$191K - $209K
|
2.66K
$216K
|
|
|
Oct 11, 2024
Q3 2024
|
Empirical Asset Management, LLC
|
SELL
|
- |
-700- 6.23% |
$50.3K - $55K
|
10.5K
$858K
|
|
|
Oct 10, 2024
Q3 2024
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
4KNew |
$287K - $314K
|
4K
$326K
|
|
|
Oct 09, 2024
Q3 2024
|
Sarasin & Partners LLP
|
SELL
|
- |
-5.88K- 11.2% |
$422K - $462K
|
46.6K
$3.8M
|
|
|
Oct 08, 2024
Q3 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
4.99KNew |
$359K - $392K
|
4.99K
$407K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.17K+ 13.51% |
$83.9K - $91.8K
|
9.81K
$800K
|
|
|
Oct 04, 2024
Q3 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-110- 20.0% |
$7.9K - $8.64K
|
440
$35.9K
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
472+ 100.0% |
$33.9K - $37.1K
|
944
$76.9K
|
|
| Q2 2024 | |||||||
|
Jan 27, 2025
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
17+ 0.37% |
$1.17K - $1.25K
|
4.66K
$380K
|
|
|
Aug 14, 2024
Q2 2024
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-50- 0.11% |
$3.43K - $3.67K
|
44.6K
$3.64M
|
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
23.3KNew |
$1.6M - $1.71M
|
23.3K
$1.9M
|
|
|
Aug 12, 2024
Q2 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-2.17K- 25.8% |
$149K - $159K
|
6.23K
$508K
|
|
|
Aug 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
6.49KNew |
$446K - $476K
|
6.49K
$529K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-48- 1.18% |
$3.3K - $3.52K
|
4.03K
$328K
|
|
|
Aug 12, 2024
Q2 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-670- 15.85% |
$46K - $49.1K
|
3.56K
$290K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2+ 0.17% |
$137 - $147
|
1.19K
$97.3K
|
|
|
Aug 05, 2024
Q2 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-766- 43.47% |
$52.6K - $56.2K
|
996
$81.2K
|
|
|
Aug 02, 2024
Q2 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
3.62KNew |
$248K - $265K
|
3.62K
$295K
|
|
|
Aug 01, 2024
Q2 2024
|
Spc Financial, Inc.
|
BUY
|
- |
3.6KNew |
$247K - $264K
|
3.6K
$293K
|
|
|
Jul 30, 2024
Q2 2024
|
Culbertson A N & CO Inc
|
SELL
|
- |
-100- 0.44% |
$6.87K - $7.33K
|
22.9K
$1.86M
|
|
|
Jul 29, 2024
Q2 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
SELL
|
- |
-403- 6.09% |
$27.7K - $29.5K
|
6.21K
$506K
|
|
|
Jul 26, 2024
Q2 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-21- 16.8% |
$1.44K - $1.54K
|
104
$8.48K
|
|
|
Jul 25, 2024
Q2 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-200- 13.11% |
$13.7K - $14.7K
|
1.33K
$108K
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-7- 0.24% |
$481 - $513
|
2.89K
$236K
|
|
|
Jul 23, 2024
Q2 2024
|
Rockland Trust CO
|
SELL
|
- |
-700- 14.96% |
$48.1K - $51.3K
|
3.98K
$324K
|
|
|
Jul 23, 2024
Q2 2024
|
Bank Hapoalim Bm
|
SELL
|
- |
-94.5K- 50.0% |
$6.49M - $6.93M
|
94.5K
$7.7M
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
184New |
$12.6K - $13.5K
|
184
$15K
|
|
|
Jul 17, 2024
Q2 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-50- 50.0% |
$3.43K - $3.67K
|
50
$4.08K
|
|
|
Jul 15, 2024
Q2 2024
|
Wedmont Private Capital
|
BUY
|
- |
3.28K+ 67.15% |
$225K - $241K
|
8.17K
$666K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
75+ 35.05% |
$5.15K - $5.5K
|
289
$23.6K
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
141KNew |
$9.69M - $10.3M
|
141K
$11.5M
|
|
|
Jul 10, 2024
Q2 2024
|
Walden Wealth Partners LLC
Beachwood, OH |
BUY
|
- |
111+ 1.35% |
$7.62K - $8.14K
|
8.36K
$682K
|
|
|
Jul 09, 2024
Q2 2024
|
Marion Wealth Management
|
BUY
|
- |
183+ 3.88% |
$12.6K - $13.4K
|
4.89K
$399K
|
|