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 |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2025
Q1 2025
|
Longview Financial Advisors LLC
San Rafael, CA |
SELL
|
- |
-48- 10.71% |
$3.68K - $3.95K
|
400
$34.9K
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
24.5KNew |
$1.88M - $2.02M
|
24.5K
$2.14M
|
|
|
May 14, 2025
Q1 2025
|
Absolute Capital Management, LLC
|
SELL
|
- |
-678- 10.37% |
$52.1K - $55.7K
|
5.86K
$511K
|
|
|
May 14, 2025
Q1 2025
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
2.73KNew |
$209K - $224K
|
2.73K
$237K
|
|
|
May 14, 2025
Q1 2025
|
Wolfstich Capital, LLC
Medfield, MA |
BUY
|
- |
3.95K+ 5125.97% |
$303K - $325K
|
4.02K
$351K
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-1.25K- 32.16% |
$95.7K - $103K
|
2.63K
$229K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
27New |
$2.07K - $2.22K
|
27
$2.35K
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
974New |
$74.8K - $80.1K
|
974
$84.9K
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
2.63KNew |
$202K - $216K
|
2.63K
$229K
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-1.63K- 7.88% |
$125K - $134K
|
19K
$1.66M
|
|
|
May 08, 2025
Q1 2025
|
Waldron Private Wealth LLC
|
SELL
|
- |
-125- 2.02% |
$9.6K - $10.3K
|
6.06K
$528K
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-718- 3.97% |
$55.1K - $59K
|
17.4K
$1.51M
|
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
3KNew |
$230K - $246K
|
3K
$261K
|
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
171New |
$13.1K - $14.1K
|
171
$14.9K
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
111+ 2.36% |
$8.52K - $9.13K
|
4.81K
$419K
|
|
|
May 01, 2025
Q1 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
4.85KNew |
$373K - $399K
|
4.85K
$423K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-187- 4.49% |
$14.4K - $15.4K
|
3.98K
$347K
|
|
|
Apr 25, 2025
Q1 2025
|
Spinnaker Trust
|
SELL
|
- |
-385- 7.18% |
$29.6K - $31.7K
|
4.98K
$434K
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
12.6KNew |
$966K - $1.03M
|
12.6K
$1.1M
|
|
|
Apr 24, 2025
Q1 2025
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
SELL
|
- |
-125- 0.79% |
$9.6K - $10.3K
|
15.7K
$1.37M
|
|
|
Apr 23, 2025
Q1 2025
|
Win Advisors, Inc
|
BUY
|
- |
113KNew |
$8.67M - $9.29M
|
113K
$9.85M
|
|
|
Apr 22, 2025
Q1 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
851New |
$65.3K - $70K
|
851
$74.2K
|
|
|
Apr 21, 2025
Q1 2025
|
Well Done, LLC
|
BUY
|
- |
1.75K+ 20.92% |
$134K - $144K
|
10.1K
$881K
|
|
|
Apr 21, 2025
Q1 2025
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-38- 1.43% |
$2.92K - $3.12K
|
2.62K
$228K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
5.93KNew |
$455K - $487K
|
5.93K
$516K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
71+ 1.34% |
$5.45K - $5.84K
|
5.38K
$469K
|
|
|
Apr 17, 2025
Q1 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-822- 24.3% |
$63.1K - $67.6K
|
2.56K
$223K
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
SELL
|
- |
-273- 15.96% |
$21K - $22.4K
|
1.44K
$125K
|
|
|
Apr 14, 2025
Q1 2025
|
Meridian Financial Partners LLC
|
SELL
|
- |
-883- 2.31% |
$67.8K - $72.6K
|
37.3K
$3.25M
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
2.6KNew |
$200K - $214K
|
2.6K
$227K
|
|
|
Apr 10, 2025
Q1 2025
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
2.96KNew |
$227K - $244K
|
2.96K
$258K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
3KNew |
$230K - $247K
|
3K
$261K
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
SELL
|
- |
-6.22K- 32.24% |
$478K - $512K
|
13.1K
$1.14M
|
|
|
Apr 09, 2025
Q1 2025
|
Sarasin & Partners LLP
|
BUY
|
- |
46.6KNew |
$3.58M - $3.83M
|
46.6K
$4.06M
|
|
|
Apr 08, 2025
Q1 2025
|
Marion Wealth Management
|
BUY
|
- |
30+ 0.61% |
$2.3K - $2.47K
|
4.92K
$429K
|
|
| Q4 2024 | |||||||
|
Jul 14, 2025
Q4 2024
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
97New |
$7.49K - $7.96K
|
97
$8.45K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Mar 10, 2025
Q4 2024
|
Spring Vest Wealth Management LLC
Dallas, TX |
BUY
|
- |
6.55KNew |
$506K - $538K
|
6.55K
$571K
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
160New |
$12.4K - $13.1K
|
160
$13.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
2.64KNew |
$204K - $217K
|
2.64K
$230K
|
|
|
Feb 14, 2025
Q4 2024
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
3.08KNew |
$238K - $253K
|
3.08K
$268K
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-200- 5.04% |
$15.4K - $16.4K
|
3.77K
$328K
|
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
128New |
$9.89K - $10.5K
|
128
$11.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-1K- 17.24% |
$77.2K - $82.1K
|
4.8K
$418K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-3.87K- 99.97% |
$299K - $318K
|
1
$87.2
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.34K- 90.08% |
$103K - $110K
|
147
$12.8K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
400New |
$30.9K - $32.8K
|
400
$34.9K
|
|
|
Feb 11, 2025
Q4 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-200- 17.7% |
$15.4K - $16.4K
|
930
$81K
|
|
|
Feb 11, 2025
Q4 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-121- 16.78% |
$9.34K - $9.94K
|
600
$52.3K
|
|
|
Feb 07, 2025
Q4 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
1.63KNew |
$126K - $134K
|
1.63K
$142K
|
|