Purchases and Sales Made in Q1 2025 in Wisdomtree Tr U.S Largecap Div (DLN)
This table provides information about the institutional ownership of Wisdomtree Tr U.S Largecap Div (DLN) during Q1 2025. The information is specifically focused on institutions that hold shares of WISDOMTREE TR U.S LARGECAP DIV.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
911New |
$69.9K - $74.9K
|
911
$72.5K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
886+ 1.36% |
$68K - $72.8K
|
66.2K
$5.27M
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
865+ 21.36% |
$66.4K - $71.1K
|
4.92K
$391K
|
|
|
Apr 22, 2025
Q1 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
851New |
$65.3K - $70K
|
851
$67.7K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
728+ 3.13% |
$55.9K - $59.9K
|
24K
$1.91M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
677+ 100.0% |
$52K - $55.7K
|
1.35K
$108K
|
|
|
Apr 24, 2025
Q1 2025
|
Tranquility Partners, LLC
|
BUY
|
- |
665+ 4.25% |
$51.1K - $54.7K
|
16.3K
$1.3M
|
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
631+ 9.59% |
$48.4K - $51.9K
|
7.21K
$574K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
525+ 5.01% |
$40.3K - $43.2K
|
11K
$875K
|
|
|
May 09, 2025
Q1 2025
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
433+ 1.47% |
$33.2K - $35.6K
|
29.9K
$2.38M
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
414+ 4.51% |
$31.8K - $34K
|
9.6K
$764K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
395+ 12.76% |
$30.3K - $32.5K
|
3.49K
$278K
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
323+ 3.62% |
$24.8K - $26.6K
|
9.24K
$735K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
297New |
$22.8K - $24.4K
|
297
$23.6K
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
280New |
$21.5K - $23K
|
280
$22.3K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
263+ 61.88% |
$20.2K - $21.6K
|
688
$54.8K
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
226+ 3.18% |
$17.4K - $18.6K
|
7.33K
$583K
|
|
|
Apr 14, 2025
Q1 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
224+ 1.36% |
$17.2K - $18.4K
|
16.7K
$1.33M
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
198New |
$15.2K - $16.3K
|
198
$15.8K
|
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
171New |
$13.1K - $14.1K
|
171
$13.6K
|
|
|
Apr 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
169+ 0.53% |
$13K - $13.9K
|
31.9K
$2.54M
|
|
|
Apr 22, 2025
Q1 2025
|
Rodgers & Associates, LTD
|
BUY
|
- |
150+ 4.46% |
$11.5K - $12.3K
|
3.51K
$279K
|
|
|
May 14, 2025
Q1 2025
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
140+ 2.41% |
$10.7K - $11.5K
|
5.95K
$474K
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
127+ 0.28% |
$9.75K - $10.4K
|
45.7K
$3.63M
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
111+ 2.36% |
$8.52K - $9.13K
|
4.81K
$383K
|
|
|
Apr 17, 2025
Q1 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
98+ 1.09% |
$7.52K - $8.06K
|
9.08K
$722K
|
|
|
Apr 09, 2025
Q1 2025
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
83+ 0.42% |
$6.37K - $6.82K
|
19.8K
$1.57M
|
|
|
May 14, 2025
Q1 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
73+ 0.43% |
$5.6K - $6K
|
16.9K
$1.35M
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
71+ 1.34% |
$5.45K - $5.84K
|
5.38K
$428K
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
51+ 0.3% |
$3.92K - $4.19K
|
16.9K
$1.34M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
46+ 3.06% |
$3.53K - $3.78K
|
1.55K
$123K
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
34+ 0.41% |
$2.61K - $2.8K
|
8.43K
$671K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
32+ 0.37% |
$2.46K - $2.63K
|
8.68K
$691K
|
|
|
Apr 11, 2025
Q1 2025
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
30+ 0.35% |
$2.3K - $2.47K
|
8.63K
$687K
|
|
|
Apr 08, 2025
Q1 2025
|
Marion Wealth Management
|
BUY
|
- |
30+ 0.61% |
$2.3K - $2.47K
|
4.92K
$392K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
27New |
$2.07K - $2.22K
|
27
$2.15K
|
|
|
Apr 21, 2025
Q1 2025
|
Grandview Asset Management LLC
|
BUY
|
- |
22+ 0.32% |
$1.69K - $1.81K
|
6.79K
$541K
|
|
|
Apr 24, 2025
Q1 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
20+ 0.23% |
$1.54K - $1.64K
|
8.61K
$685K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
14+ 0.36% |
$1.07K - $1.15K
|
3.95K
$315K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
14+ 0.44% |
$1.07K - $1.15K
|
3.23K
$257K
|
|
|
Apr 22, 2025
Q1 2025
|
Dixon Fnancial Services, Inc.
|
BUY
|
- |
13+ 0.46% |
$998 - $1.07K
|
2.85K
$227K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
12+ 0.43% |
$921 - $987
|
2.81K
$223K
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
12+ 0.43% |
$921 - $987
|
2.83K
$225K
|
|
|
Apr 23, 2025
Q1 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
11+ 0.31% |
$844 - $904
|
3.58K
$285K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
10+ 0.02% |
$768 - $822
|
57.7K
$4.59M
|
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
6+ 0.18% |
$461 - $493
|
3.26K
$260K
|
|
|
May 06, 2025
Q1 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
5+ 0.12% |
$384 - $411
|
4.03K
$321K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
4+ 200.0% |
$307 - $329
|
6
$478
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
3+ 0.06% |
$230 - $247
|
5.34K
$425K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2+ 0.0% |
$154 - $164
|
52.5K
$4.18M
|