Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2025
Q4 2024
|
Fidelis I M, LLC
Medford, OR |
SELL
|
- |
-9.48K- 5.41% |
$732K - $778K
|
166K
$13.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.01K- 5.43% |
$233K - $247K
|
52.5K
$4.19M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.74K- 99.89% |
$212K - $225K
|
3
$239
|
|
|
Jan 13, 2025
Q4 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-2.15K- 2.98% |
$166K - $176K
|
69.8K
$5.57M
|
|
|
Jan 22, 2025
Q4 2024
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-1.51K- 0.68% |
$116K - $124K
|
218K
$17.4M
|
|
|
Jan 07, 2025
Q4 2024
|
Moller Financial Services
|
SELL
|
- |
-1.34K- 1.39% |
$103K - $110K
|
94.6K
$7.55M
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-1.17K- 11.56% |
$90K - $95.7K
|
8.91K
$711K
|
|
|
Jan 17, 2025
Q4 2024
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
SELL
|
- |
-1.15K- 12.06% |
$88.9K - $94.5K
|
8.39K
$670K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.07K- 1.03% |
$82.9K - $88.2K
|
103K
$8.22M
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
SELL
|
- |
-973- 2.3% |
$75.1K - $79.9K
|
41.4K
$3.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-936- 16.55% |
$72.3K - $76.9K
|
4.72K
$377K
|
|
|
Jan 23, 2025
Q4 2024
|
Allen Capital Group, LLC
|
SELL
|
- |
-782- 1.93% |
$60.4K - $64.2K
|
39.8K
$3.18M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-714- 8.64% |
$55.1K - $58.6K
|
7.55K
$602K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-661- 1.13% |
$51K - $54.3K
|
57.7K
$4.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Grandview Asset Management LLC
|
SELL
|
- |
-558- 7.61% |
$43.1K - $45.8K
|
6.77K
$540K
|
|
|
Jan 21, 2025
Q4 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-235- 6.5% |
$18.1K - $19.3K
|
3.38K
$270K
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
SELL
|
- |
-235- 7.75% |
$18.1K - $19.3K
|
2.8K
$223K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-128- 2.76% |
$9.89K - $10.5K
|
4.51K
$360K
|
|
|
Jan 17, 2025
Q4 2024
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-115- 3.91% |
$8.88K - $9.44K
|
2.83K
$225K
|
|
|
Jan 16, 2025
Q4 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-100- 0.38% |
$7.72K - $8.21K
|
26.1K
$2.08M
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-64- 1.54% |
$4.94K - $5.26K
|
4.08K
$326K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-345K- 24.64% |
$24.8M - $27.1M
|
1.06M
$84.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-212K- 7.25% |
$15.2M - $16.6M
|
2.71M
$216M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-46.3K- 49.89% |
$3.33M - $3.64M
|
46.5K
$3.71M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-37.4K- 0.95% |
$2.69M - $2.94M
|
3.9M
$312M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-37.3K- 20.5% |
$2.68M - $2.93M
|
145K
$11.5M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-26.4K- 4.55% |
$1.9M - $2.07M
|
553K
$44.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-26.4K- 9.58% |
$1.89M - $2.07M
|
249K
$19.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-18.1K- 3.68% |
$1.3M - $1.42M
|
474K
$37.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-17.1K- 2.92% |
$1.23M - $1.34M
|
569K
$45.4M
|
|
|
Nov 14, 2024
Q3 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-15.2K- 20.54% |
$1.09M - $1.19M
|
58.6K
$4.68M
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-14.2K- 8.91% |
$1.02M - $1.11M
|
145K
$11.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-14.1K- 38.02% |
$1.02M - $1.11M
|
23K
$1.84M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-13.1K- 8.32% |
$944K - $1.03M
|
145K
$11.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-11.2K- 16.44% |
$808K - $883K
|
57.1K
$4.56M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-11K- 0.77% |
$789K - $862K
|
1.42M
$113M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-8.15K- 0.63% |
$586K - $641K
|
1.29M
$103M
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-7.8K- 26.43% |
$560K - $613K
|
21.7K
$1.73M
|
|
|
Nov 12, 2024
Q3 2024
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-7.32KClosed |
$526K - $575K
|
0
$0
|
|
|
Oct 09, 2024
Q3 2024
|
Sarasin & Partners LLP
|
SELL
|
- |
-5.88K- 11.2% |
$422K - $462K
|
46.6K
$3.72M
|
|
|
Nov 12, 2024
Q3 2024
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-5.4K- 49.25% |
$388K - $424K
|
5.57K
$444K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-4.84K- 5.04% |
$348K - $380K
|
91.3K
$7.28M
|
|
|
Oct 31, 2024
Q3 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-4.58K- 3.2% |
$329K - $360K
|
139K
$11.1M
|
|
|
Nov 05, 2024
Q3 2024
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-4.13K- 35.45% |
$297K - $324K
|
7.52K
$600K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-3.7K- 5.4% |
$266K - $290K
|
64.7K
$5.17M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-3.56K- 2.29% |
$256K - $280K
|
152K
$12.1M
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
SELL
|
- |
-3.04K- 1.14% |
$219K - $239K
|
264K
$21M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.79K- 0.36% |
$200K - $219K
|
778K
$62.1M
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-2.58K- 32.53% |
$185K - $203K
|
5.35K
$427K
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-2.42K- 10.9% |
$174K - $190K
|
19.8K
$1.58M
|
|