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 |
|---|---|---|---|---|---|---|---|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-718- 3.97% |
$55.1K - $59K
|
17.4K
$1.51M
|
|
|
May 14, 2025
Q1 2025
|
Absolute Capital Management, LLC
|
SELL
|
- |
-678- 10.37% |
$52.1K - $55.7K
|
5.86K
$511K
|
|
|
Apr 25, 2025
Q1 2025
|
Spinnaker Trust
|
SELL
|
- |
-385- 7.18% |
$29.6K - $31.7K
|
4.98K
$434K
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
SELL
|
- |
-273- 15.96% |
$21K - $22.4K
|
1.44K
$125K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-187- 4.49% |
$14.4K - $15.4K
|
3.98K
$347K
|
|
|
May 08, 2025
Q1 2025
|
Waldron Private Wealth LLC
|
SELL
|
- |
-125- 2.02% |
$9.6K - $10.3K
|
6.06K
$528K
|
|
|
Apr 24, 2025
Q1 2025
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
SELL
|
- |
-125- 0.79% |
$9.6K - $10.3K
|
15.7K
$1.37M
|
|
|
Aug 06, 2025
Q1 2025
|
Longview Financial Advisors LLC
San Rafael, CA |
SELL
|
- |
-48- 10.71% |
$3.68K - $3.95K
|
400
$34.9K
|
|
|
Apr 21, 2025
Q1 2025
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-38- 1.43% |
$2.92K - $3.12K
|
2.62K
$228K
|
|
| Q4 2024 | |||||||
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-3.87K- 99.97% |
$299K - $318K
|
1
$87.2
|
|
|
Jan 28, 2025
Q4 2024
|
Platform Technology Partners
|
SELL
|
- |
-3.4K- 20.0% |
$263K - $279K
|
13.6K
$1.18M
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.34K- 90.08% |
$103K - $110K
|
147
$12.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-1K- 17.24% |
$77.2K - $82.1K
|
4.8K
$418K
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-936- 16.55% |
$72.3K - $76.9K
|
4.72K
$411K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-534- 44.35% |
$41.2K - $43.8K
|
670
$58.4K
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-200- 5.04% |
$15.4K - $16.4K
|
3.77K
$328K
|
|
|
Feb 11, 2025
Q4 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-200- 17.7% |
$15.4K - $16.4K
|
930
$81K
|
|
|
Feb 11, 2025
Q4 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-121- 16.78% |
$9.34K - $9.94K
|
600
$52.3K
|
|
|
Feb 06, 2025
Q4 2024
|
Mason Investment Advisory Services, Inc.
Reston, VA |
SELL
|
- |
-26- 0.69% |
$2.01K - $2.13K
|
3.74K
$326K
|
|
| Q3 2024 | |||||||
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-18.1K- 3.68% |
$1.3M - $1.42M
|
474K
$41.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-7.32KClosed |
$526K - $575K
|
0
$0
|
|
|
May 28, 2025
Q3 2024
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-4.01KClosed |
$288K - $315K
|
0
$0
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-2.58K- 32.53% |
$185K - $203K
|
5.35K
$466K
|
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-2.29K- 14.88% |
$164K - $180K
|
13.1K
$1.14M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-408- 8.0% |
$29.3K - $32.1K
|
4.69K
$409K
|
|
|
Jul 25, 2025
Q3 2024
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-267- 4.7% |
$19.2K - $21K
|
5.42K
$472K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-200- 38.61% |
$14.4K - $15.7K
|
318
$27.7K
|
|
|
Oct 04, 2024
Q3 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-110- 20.0% |
$7.9K - $8.64K
|
440
$38.3K
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-38- 46.34% |
$2.73K - $2.99K
|
44
$3.83K
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-22- 0.32% |
$1.58K - $1.73K
|
6.86K
$598K
|
|
| Q2 2024 | |||||||
|
Jul 23, 2024
Q2 2024
|
Bank Hapoalim Bm
|
SELL
|
- |
-94.5K- 50.0% |
$6.49M - $6.93M
|
94.5K
$8.24M
|
|
|
Aug 12, 2024
Q2 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-2.17K- 25.8% |
$149K - $159K
|
6.23K
$543K
|
|
|
Aug 05, 2024
Q2 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-766- 43.47% |
$52.6K - $56.2K
|
996
$86.8K
|
|
|
Jul 23, 2024
Q2 2024
|
Rockland Trust CO
|
SELL
|
- |
-700- 14.96% |
$48.1K - $51.3K
|
3.98K
$347K
|
|
|
Aug 12, 2024
Q2 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-670- 15.85% |
$46K - $49.1K
|
3.56K
$310K
|
|
|
Aug 14, 2024
Q2 2024
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-50- 0.11% |
$3.43K - $3.67K
|
44.6K
$3.89M
|
|
|
Jul 17, 2024
Q2 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-50- 50.0% |
$3.43K - $3.67K
|
50
$4.36K
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-7- 0.24% |
$481 - $513
|
2.89K
$252K
|
|
| Q1 2024 | |||||||
|
Apr 15, 2024
Q1 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-35.8K- 81.41% |
$2.36M - $2.58M
|
8.17K
$712K
|
|
|
Apr 09, 2024
Q1 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-3.91K- 9.55% |
$258K - $282K
|
37.1K
$3.23M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
CALL |
-3.4K- 44.16% |
$224K - $245K
|
4.3K
$375K
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-2.95K- 37.36% |
$194K - $213K
|
4.95K
$431K
|
|
|
Apr 29, 2024
Q1 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-940- 13.11% |
$61.9K - $67.9K
|
6.23K
$543K
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-500- 50.0% |
$32.9K - $36.1K
|
500
$43.6K
|
|
|
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
$1.24M
|
|
|
May 06, 2024
Q1 2024
|
Nvwm, LLC
|
SELL
|
- |
-389- 50.26% |
$25.6K - $28.1K
|
385
$33.6K
|
|
|
May 09, 2024
Q1 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-333- 27.01% |
$21.9K - $24K
|
900
$78.4K
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
SELL
|
- |
-200- 37.31% |
$13.2K - $14.4K
|
336
$29.3K
|
|
|
May 03, 2024
Q1 2024
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-96- 2.86% |
$6.32K - $6.93K
|
3.26K
$284K
|
|