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 12, 2026
Q4 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-898- 18.83% |
$76.6K - $79.2K
|
3.87K
$337K
|
|
|
Jan 08, 2026
Q4 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-678- 1.08% |
$57.8K - $59.8K
|
61.9K
$5.4M
|
|
|
Jan 08, 2026
Q4 2025
|
Moller Financial Services
|
SELL
|
- |
-204- 0.23% |
$17.4K - $18K
|
88.9K
$7.75M
|
|
|
Jan 12, 2026
Q4 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-63- 0.74% |
$5.37K - $5.55K
|
8.5K
$741K
|
|
|
Jan 08, 2026
Q4 2025
|
Post Resch Tallon Group Inc.
Pittsford, NY |
SELL
|
- |
-60- 0.83% |
$5.12K - $5.29K
|
7.17K
$624K
|
|
|
Jan 12, 2026
Q4 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-58- 1.52% |
$4.95K - $5.11K
|
3.75K
$326K
|
|
|
Jan 15, 2026
Q4 2025
|
Cra Financial Services, LLC
|
SELL
|
- |
-54- 0.17% |
$4.61K - $4.76K
|
31.2K
$2.72M
|
|
|
Jan 13, 2026
Q4 2025
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-34- 0.43% |
$2.9K - $3K
|
7.83K
$683K
|
|
|
Jan 14, 2026
Q4 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-14- 0.52% |
$1.19K - $1.23K
|
2.66K
$232K
|
|
| Q3 2025 | |||||||
|
Oct 31, 2025
Q3 2025
|
Fidelis I M, LLC
Medford, OR |
SELL
|
- |
-171K- 72.22% |
$14.1M - $14.9M
|
66K
$5.75M
|
|
|
Jan 13, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-147K- 44.96% |
$12.1M - $12.8M
|
179K
$15.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-88.6K- 3.0% |
$7.3M - $7.71M
|
2.87M
$250M
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-51.8K- 2.46% |
$4.27M - $4.51M
|
2.06M
$179M
|
|
|
Nov 05, 2025
Q3 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
SELL
|
- |
-43.7K- 34.46% |
$3.6M - $3.8M
|
83.1K
$7.24M
|
|
|
Oct 30, 2025
Q3 2025
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-41.6K- 75.47% |
$3.43M - $3.62M
|
13.5K
$1.18M
|
|
|
Oct 24, 2025
Q3 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-38.9K- 3.36% |
$3.21M - $3.39M
|
1.12M
$97.4M
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-23.2K- 12.45% |
$1.91M - $2.02M
|
163K
$14.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-22K- 2.05% |
$1.81M - $1.91M
|
1.05M
$91.5M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-17.6K- 2.79% |
$1.45M - $1.54M
|
616K
$53.7M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-15.2K- 8.44% |
$1.25M - $1.32M
|
165K
$14.3M
|
|
|
Oct 14, 2025
Q3 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-14.7K- 42.32% |
$1.21M - $1.28M
|
20K
$1.74M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-12.2K- 3.14% |
$1M - $1.06M
|
376K
$32.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-9.25K- 23.67% |
$763K - $805K
|
29.8K
$2.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-7.97K- 59.51% |
$657K - $693K
|
5.42K
$472K
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-7.71K- 0.55% |
$635K - $671K
|
1.4M
$122M
|
|
|
Oct 29, 2025
Q3 2025
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-5.66K- 41.77% |
$466K - $493K
|
7.89K
$687K
|
|
|
Oct 14, 2025
Q3 2025
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-4.6K- 2.15% |
$379K - $400K
|
209K
$18.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-4.25K- 1.07% |
$350K - $370K
|
394K
$34.3M
|
|
|
Nov 10, 2025
Q3 2025
|
First American Trust, Fsb
|
SELL
|
- |
-3.72K- 2.95% |
$307K - $324K
|
123K
$10.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-3.66K- 3.88% |
$301K - $318K
|
90.6K
$7.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-3.63K- 7.12% |
$299K - $316K
|
47.4K
$4.13M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-2.9K- 4.85% |
$239K - $252K
|
57K
$4.96M
|
|
|
Oct 31, 2025
Q3 2025
|
Rockport Wealth LLC
Fairview Park, OH |
SELL
|
- |
-2.8K- 9.99% |
$231K - $244K
|
25.3K
$2.2M
|
|
|
Nov 04, 2025
Q3 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
SELL
|
- |
-2.69K- 4.01% |
$222K - $234K
|
64.5K
$5.62M
|
|
|
Oct 31, 2025
Q3 2025
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-2.65K- 42.19% |
$218K - $230K
|
3.63K
$316K
|
|
|
Oct 23, 2025
Q3 2025
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-2.56K- 25.95% |
$211K - $223K
|
7.32K
$638K
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
SELL
|
- |
-2.51K- 2.39% |
$207K - $218K
|
103K
$8.94M
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-2.51K- 8.9% |
$206K - $218K
|
25.6K
$2.24M
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-2.43K- 24.14% |
$200K - $211K
|
7.63K
$665K
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-2.27K- 4.21% |
$187K - $197K
|
51.5K
$4.49M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-2.18K- 18.55% |
$180K - $190K
|
9.59K
$836K
|
|
|
Oct 27, 2025
Q3 2025
|
Allen Capital Group, LLC
|
SELL
|
- |
-2.17K- 5.46% |
$179K - $189K
|
37.6K
$3.28M
|
|
|
Nov 06, 2025
Q3 2025
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-2K- 4.38% |
$165K - $174K
|
43.6K
$3.8M
|
|
|
Nov 10, 2025
Q3 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.87K- 3.3% |
$154K - $163K
|
54.8K
$4.78M
|
|
|
Nov 13, 2025
Q3 2025
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-1.86K- 3.63% |
$153K - $162K
|
49.4K
$4.3M
|
|
|
Nov 05, 2025
Q3 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-1.65K- 91.5% |
$136K - $143K
|
153
$13.3K
|
|
|
Oct 29, 2025
Q3 2025
|
Element Wealth, LLC
|
SELL
|
- |
-1.64K- 20.53% |
$135K - $142K
|
6.33K
$552K
|
|
|
Oct 22, 2025
Q3 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-1.63K- 17.65% |
$134K - $142K
|
7.61K
$663K
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-1.58K- 4.68% |
$130K - $137K
|
32.1K
$2.8M
|
|
|
Nov 18, 2025
Q3 2025
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-1.47K- 24.69% |
$121K - $128K
|
4.48K
$391K
|
|