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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-36- 0.38% |
$2.59K - $2.83K
|
9.42K
$752K
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-22- 0.32% |
$1.58K - $1.73K
|
6.86K
$547K
|
|
|
Oct 10, 2024
Q3 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-21- 0.07% |
$1.51K - $1.65K
|
29.9K
$2.39M
|
|
|
Oct 23, 2024
Q3 2024
|
Element Wealth, LLC
|
SELL
|
- |
-17- 0.21% |
$1.22K - $1.34K
|
8.18K
$653K
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-3- 60.0% |
$216 - $236
|
2
$160
|
|
|
Oct 21, 2024
Q3 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-2- 0.06% |
$144 - $157
|
3.27K
$261K
|
|
| Q2 2024 | |||||||
|
Jul 23, 2024
Q2 2024
|
Bank Hapoalim Bm
|
SELL
|
- |
-94.5K- 50.0% |
$6.49M - $6.93M
|
94.5K
$7.54M
|
|
|
Aug 12, 2024
Q2 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-2.17K- 25.8% |
$149K - $159K
|
6.23K
$497K
|
|
|
Aug 13, 2024
Q2 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-1.29K- 2.15% |
$88.5K - $94.4K
|
58.6K
$4.67M
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-892- 18.74% |
$61.3K - $65.4K
|
3.87K
$309K
|
|
|
Aug 05, 2024
Q2 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-766- 43.47% |
$52.6K - $56.2K
|
996
$79.5K
|
|
|
Jul 23, 2024
Q2 2024
|
Rockland Trust CO
|
SELL
|
- |
-700- 14.96% |
$48.1K - $51.3K
|
3.98K
$318K
|
|
|
Aug 12, 2024
Q2 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-670- 15.85% |
$46K - $49.1K
|
3.56K
$284K
|
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-486- 10.91% |
$33.4K - $35.6K
|
3.97K
$317K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-419- 22.04% |
$28.8K - $30.7K
|
1.48K
$118K
|
|
|
Jul 29, 2024
Q2 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
SELL
|
- |
-403- 6.09% |
$27.7K - $29.5K
|
6.21K
$496K
|
|
|
Jul 25, 2024
Q2 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-200- 13.11% |
$13.7K - $14.7K
|
1.33K
$106K
|
|
|
Jul 25, 2024
Q2 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-107- 2.2% |
$7.35K - $7.84K
|
4.76K
$380K
|
|
|
Jul 30, 2024
Q2 2024
|
Culbertson A N & CO Inc
|
SELL
|
- |
-100- 0.44% |
$6.87K - $7.33K
|
22.9K
$1.82M
|
|
|
Aug 14, 2024
Q2 2024
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-50- 0.11% |
$3.43K - $3.67K
|
44.6K
$3.56M
|
|
|
Jul 17, 2024
Q2 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-50- 50.0% |
$3.43K - $3.67K
|
50
$3.99K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-48- 1.18% |
$3.3K - $3.52K
|
4.03K
$321K
|
|
|
Jul 15, 2024
Q2 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-47- 1.23% |
$3.23K - $3.45K
|
3.77K
$301K
|
|
|
Jul 26, 2024
Q2 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-21- 16.8% |
$1.44K - $1.54K
|
104
$8.3K
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-7- 0.24% |
$481 - $513
|
2.89K
$231K
|
|
| Q1 2024 | |||||||
|
Apr 15, 2024
Q1 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-35.8K- 81.41% |
$2.36M - $2.58M
|
8.17K
$652K
|
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-21K- 79.91% |
$1.38M - $1.52M
|
5.29K
$422K
|
|
|
Apr 09, 2024
Q1 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-3.91K- 9.55% |
$258K - $282K
|
37.1K
$2.96M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
CALL |
-3.4K- 44.16% |
$224K - $245K
|
4.3K
$343K
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-2.95K- 37.36% |
$194K - $213K
|
4.95K
$395K
|
|
|
May 10, 2024
Q1 2024
|
Kuhn & CO Investment Counsel
Chicago, IL |
SELL
|
- |
-1.15K- 27.25% |
$75.7K - $83K
|
3.07K
$245K
|
|
|
Apr 29, 2024
Q1 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-940- 13.11% |
$61.9K - $67.9K
|
6.23K
$497K
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-500- 50.0% |
$32.9K - $36.1K
|
500
$39.9K
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-480Closed |
$31.6K - $34.7K
|
0
$0
|
|
|
Apr 11, 2024
Q1 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-400- 2.74% |
$26.3K - $28.9K
|
14.2K
$1.13M
|
|
|
May 06, 2024
Q1 2024
|
Nvwm, LLC
|
SELL
|
- |
-389- 50.26% |
$25.6K - $28.1K
|
385
$30.7K
|
|
|
May 09, 2024
Q1 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-333- 27.01% |
$21.9K - $24K
|
900
$71.8K
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
SELL
|
- |
-200- 37.31% |
$13.2K - $14.4K
|
336
$26.8K
|
|
|
May 03, 2024
Q1 2024
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-96- 2.86% |
$6.32K - $6.93K
|
3.26K
$260K
|
|
|
Apr 24, 2024
Q1 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-36- 3.0% |
$2.37K - $2.6K
|
1.17K
$93.1K
|
|
| Q4 2023 | |||||||
|
Jan 31, 2024
Q4 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-4.97K- 89.24% |
$292K - $330K
|
599
$47.8K
|
|
|
Aug 29, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-2.85K- 31.54% |
$168K - $190K
|
6.18K
$493K
|
|
|
Feb 06, 2024
Q4 2023
|
Rollins Financial
|
SELL
|
- |
-2.69K- 9.73% |
$158K - $179K
|
24.9K
$1.99M
|
|
|
Feb 09, 2024
Q4 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-1.4K- 20.85% |
$82.2K - $92.9K
|
5.3K
$423K
|
|
|
Feb 12, 2024
Q4 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-908- 66.81% |
$53.5K - $60.4K
|
451
$36K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-666- 35.07% |
$39.2K - $44.3K
|
1.23K
$98.4K
|
|
|
Jan 29, 2024
Q4 2023
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-545- 13.56% |
$32.1K - $36.3K
|
3.48K
$277K
|
|
|
Jan 16, 2024
Q4 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-540- 14.75% |
$31.8K - $35.9K
|
3.12K
$249K
|
|
|
Feb 14, 2024
Q4 2023
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-313- 0.61% |
$18.4K - $20.8K
|
51.2K
$4.09M
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-200- 18.52% |
$11.8K - $13.3K
|
880
$70.2K
|
|