Latest Institutional Purchases of Wisdomtree Tr U.S Largecap Div (DLN)
This list provides information on the latest institutional transactions involving Wisdomtree Tr U.S Largecap Div (DLN) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2024
Q3 2024
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
6.23KNew |
$448K - $489K
|
6.23K
$489K
|
|
|
Oct 08, 2024
Q3 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
4.99KNew |
$359K - $392K
|
4.99K
$392K
|
|
|
Oct 18, 2024
Q3 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
4KNew |
$287K - $314K
|
4K
$314K
|
|
|
Oct 10, 2024
Q3 2024
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
4KNew |
$287K - $314K
|
4K
$314K
|
|
|
Oct 24, 2024
Q3 2024
|
Pullen Investment Management, LLC
Bradenton, FL |
BUY
|
- |
2.72KNew |
$196K - $214K
|
2.72K
$214K
|
|
|
Nov 12, 2024
Q3 2024
|
Northern Capital Management, Inc.
|
BUY
|
- |
2.71KNew |
$195K - $213K
|
2.71K
$213K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
2.69K+ 31.61% |
$193K - $211K
|
11.2K
$878K
|
|
|
Oct 15, 2024
Q3 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
2.66KNew |
$191K - $209K
|
2.66K
$209K
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.09K+ 2868.42% |
$78.3K - $85.6K
|
1.13K
$88.6K
|
|
|
Nov 08, 2024
Q3 2024
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
961New |
$69.1K - $75.5K
|
961
$75.5K
|
|
|
Nov 06, 2024
Q3 2024
|
Coastline Trust CO
|
BUY
|
- |
600New |
$43.1K - $47.1K
|
600
$47.1K
|
|
|
Oct 22, 2024
Q3 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
582New |
$41.8K - $45.7K
|
582
$45.7K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
16New |
$1.15K - $1.26K
|
16
$1.26K
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
14New |
$1.01K - $1.1K
|
14
$1.1K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
13New |
$934 - $1.02K
|
13
$1.02K
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
2+ 0.05% |
$144 - $157
|
4.05K
$318K
|
|
| Q2 2024 | |||||||
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
141KNew |
$9.69M - $10.3M
|
141K
$11.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
23.3KNew |
$1.6M - $1.71M
|
23.3K
$1.83M
|
|
|
Aug 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
6.49KNew |
$446K - $476K
|
6.49K
$510K
|
|
|
Aug 02, 2024
Q2 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
3.62KNew |
$248K - $265K
|
3.62K
$284K
|
|
|
Aug 01, 2024
Q2 2024
|
Spc Financial, Inc.
|
BUY
|
- |
3.6KNew |
$247K - $264K
|
3.6K
$283K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
184New |
$12.6K - $13.5K
|
184
$14.5K
|
|
|
Jul 10, 2024
Q2 2024
|
Walden Wealth Partners LLC
Beachwood, OH |
BUY
|
- |
111+ 1.35% |
$7.62K - $8.14K
|
8.36K
$657K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
75+ 35.05% |
$5.15K - $5.5K
|
289
$22.7K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2+ 0.17% |
$137 - $147
|
1.19K
$93.8K
|
|
| Q1 2024 | |||||||
|
May 13, 2024
Q1 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
66.4KNew |
$4.37M - $4.79M
|
66.4K
$5.21M
|
|
|
Apr 17, 2024
Q1 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
37.1KNew |
$2.44M - $2.68M
|
37.1K
$2.91M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
30.8K+ 21.03% |
$2.03M - $2.22M
|
177K
$13.9M
|
|
|
May 14, 2024
Q1 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
17.6KNew |
$1.16M - $1.27M
|
17.6K
$1.38M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
16.4K+ 6.54% |
$1.08M - $1.18M
|
267K
$20.9M
|
|
|
May 14, 2024
Q1 2024
|
Rodgers Brothers Inc.
Harmony, PA |
BUY
|
- |
12.7KNew |
$838K - $919K
|
12.7K
$1M
|
|
|
May 03, 2024
Q1 2024
|
Coulter & Justus Financial Services, LLC
|
BUY
|
- |
10KNew |
$658K - $722K
|
10K
$785K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
7.85K+ 1.17% |
$517K - $567K
|
681K
$53.5M
|
|
|
Apr 19, 2024
Q1 2024
|
Veriti Management LLC
|
BUY
|
- |
5.11KNew |
$336K - $369K
|
5.11K
$401K
|
|
|
May 30, 2024
Q1 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
4.66KNew |
$307K - $337K
|
4.66K
$366K
|
|
|
May 06, 2024
Q1 2024
|
Empowered Funds, LLC
|
BUY
|
- |
2.98KNew |
$196K - $215K
|
2.98K
$234K
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
BUY
|
- |
2.88KNew |
$190K - $208K
|
2.88K
$226K
|
|
|
May 13, 2024
Q1 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
2.82KNew |
$186K - $204K
|
2.82K
$222K
|
|
|
May 08, 2024
Q1 2024
|
Ledyard National Bank
|
BUY
|
- |
2.82KNew |
$186K - $203K
|
2.82K
$221K
|
|
|
May 10, 2024
Q1 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
2.79KNew |
$184K - $201K
|
2.79K
$219K
|
|
|
May 03, 2024
Q1 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
2.79KNew |
$183K - $201K
|
2.79K
$219K
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.22KNew |
$80.6K - $88.4K
|
1.22K
$96.1K
|
|
|
Apr 10, 2024
Q1 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
756+ 24.67% |
$49.8K - $54.6K
|
3.82K
$300K
|
|
|
May 03, 2024
Q1 2024
|
Trust CO Of Vermont
|
BUY
|
- |
246New |
$16.2K - $17.8K
|
246
$19.3K
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
BUY
|
- |
210+ 80.77% |
$13.8K - $15.2K
|
470
$36.9K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
185+ 29.79% |
$12.2K - $13.4K
|
806
$63.3K
|
|
|
Apr 12, 2024
Q1 2024
|
Riverview Trust CO
|
BUY
|
- |
44New |
$2.9K - $3.18K
|
44
$3.46K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
5+ 0.16% |
$329 - $361
|
3.22K
$253K
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1+ 0.03% |
$65.8 - $72.2
|
3.93K
$309K
|
|
| Q4 2023 | |||||||
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
4.28MNew |
$252M - $285M
|
4.28M
$336M
|
|