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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-2.36K- 6.11% |
$169K - $185K
|
36.2K
$2.89M
|
|
|
Nov 13, 2024
Q3 2024
|
Rockport Wealth LLC
Fairview Park, OH |
SELL
|
- |
-2.31K- 6.2% |
$166K - $182K
|
35K
$2.79M
|
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-2.29K- 14.88% |
$164K - $180K
|
13.1K
$1.04M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-2.2K- 4.44% |
$158K - $172K
|
47.3K
$3.77M
|
|
|
Oct 30, 2024
Q3 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-1.92K- 2.3% |
$138K - $151K
|
81.6K
$6.51M
|
|
|
Nov 14, 2024
Q3 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-1.7K- 31.82% |
$122K - $134K
|
3.64K
$291K
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-1.34K- 8.47% |
$96.4K - $105K
|
14.5K
$1.16M
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
SELL
|
- |
-1.29K- 5.86% |
$92.9K - $102K
|
20.8K
$1.66M
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-1.14K- 15.36% |
$82.2K - $89.9K
|
6.31K
$503K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-977- 3.23% |
$70.2K - $76.8K
|
29.2K
$2.33M
|
|
|
Oct 23, 2024
Q3 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-934- 10.12% |
$67.1K - $73.4K
|
8.29K
$662K
|
|
|
Oct 24, 2024
Q3 2024
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-900- 8.09% |
$64.7K - $70.7K
|
10.2K
$816K
|
|
|
Nov 12, 2024
Q3 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-875- 1.17% |
$62.9K - $68.7K
|
73.8K
$5.89M
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-703- 2.96% |
$50.5K - $55.2K
|
23K
$1.84M
|
|
|
Nov 14, 2024
Q3 2024
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-700- 10.77% |
$50.3K - $55K
|
5.8K
$463K
|
|
|
Oct 11, 2024
Q3 2024
|
Empirical Asset Management, LLC
|
SELL
|
- |
-700- 6.23% |
$50.3K - $55K
|
10.5K
$840K
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
SELL
|
- |
-672- 2.29% |
$48.3K - $52.8K
|
28.7K
$2.29M
|
|
|
Nov 14, 2024
Q3 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-655- 47.6% |
$47.1K - $51.5K
|
721
$57.5K
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-583- 4.24% |
$41.9K - $45.8K
|
13.2K
$1.05M
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-530- 1.12% |
$38.1K - $41.6K
|
46.6K
$3.72M
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
SELL
|
- |
-524- 6.26% |
$37.7K - $41.2K
|
7.84K
$626K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-524- 0.33% |
$37.7K - $41.2K
|
160K
$12.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-500- 2.98% |
$35.9K - $39.3K
|
16.3K
$1.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-462- 1.31% |
$33.2K - $36.3K
|
34.7K
$2.77M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-408- 8.0% |
$29.3K - $32.1K
|
4.69K
$375K
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-405- 11.21% |
$29.1K - $31.8K
|
3.21K
$256K
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-400- 4.56% |
$28.7K - $31.4K
|
8.38K
$669K
|
|
|
Nov 06, 2024
Q3 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-347- 0.71% |
$24.9K - $27.3K
|
48.3K
$3.85M
|
|
|
Nov 15, 2024
Q3 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-328- 0.1% |
$23.6K - $25.8K
|
339K
$27M
|
|
|
Oct 29, 2024
Q3 2024
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-278- 2.17% |
$20K - $21.8K
|
12.5K
$1M
|
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-255- 52.69% |
$18.3K - $20K
|
229
$18.3K
|
|
|
Nov 08, 2024
Q3 2024
|
Absolute Capital Management, LLC
|
SELL
|
- |
-254- 4.39% |
$18.3K - $20K
|
5.53K
$442K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-249- 2.32% |
$17.9K - $19.6K
|
10.5K
$836K
|
|
|
Oct 18, 2024
Q3 2024
|
Old National Bancorp
|
SELL
|
- |
-235- 8.37% |
$16.9K - $18.5K
|
2.57K
$205K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-200- 38.61% |
$14.4K - $15.7K
|
318
$25.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Financial Group
|
SELL
|
- |
-165- 0.79% |
$11.9K - $13K
|
20.6K
$1.65M
|
|
|
Nov 13, 2024
Q3 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-150- 2.46% |
$10.8K - $11.8K
|
5.96K
$475K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-148- 0.65% |
$10.6K - $11.6K
|
22.7K
$1.81M
|
|
|
Nov 14, 2024
Q3 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-127- 0.55% |
$9.13K - $9.98K
|
23.1K
$1.84M
|
|
|
Oct 04, 2024
Q3 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-110- 20.0% |
$7.9K - $8.64K
|
440
$35.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Financial Counselors Inc
|
SELL
|
- |
-109- 2.55% |
$7.83K - $8.56K
|
4.17K
$333K
|
|
|
Nov 14, 2024
Q3 2024
|
Weaver Consulting Group
|
SELL
|
- |
-100- 3.03% |
$7.19K - $7.86K
|
3.2K
$256K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-98- 0.29% |
$7.04K - $7.7K
|
33.7K
$2.69M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-75- 0.13% |
$5.39K - $5.89K
|
59K
$4.71M
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
SELL
|
- |
-53- 0.05% |
$3.81K - $4.16K
|
99.4K
$7.94M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-51- 0.01% |
$3.66K - $4.01K
|
435K
$34.7M
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-51- 0.95% |
$3.66K - $4.01K
|
5.31K
$424K
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-50- 0.16% |
$3.59K - $3.93K
|
31.9K
$2.54M
|
|
|
Oct 24, 2024
Q3 2024
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-48- 0.59% |
$3.45K - $3.77K
|
8.13K
$649K
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-38- 46.34% |
$2.73K - $2.99K
|
44
$3.51K
|