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 |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
BUY
|
- |
2+ 0.35% |
$154 - $164
|
580
$46.2K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
2+ 0.06% |
$154 - $164
|
3.15K
$251K
|
|
|
May 09, 2025
Q1 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
1+ 0.23% |
$76.8 - $82.2
|
433
$34.5K
|
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
1+ 0.47% |
$76.8 - $82.2
|
214
$17K
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
1+ 0.01% |
$76.8 - $82.2
|
10.6K
$841K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1+ 0.05% |
$76.8 - $82.2
|
1.9K
$151K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-13- 6.31% |
$998 - $1.07K
|
193
$15.4K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-15- 9.8% |
$1.15K - $1.23K
|
138
$11K
|
|
|
Apr 23, 2025
Q1 2025
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-21- 0.15% |
$1.61K - $1.73K
|
14.2K
$1.13M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-25- 0.08% |
$1.92K - $2.06K
|
31.2K
$2.48M
|
|
|
Apr 30, 2025
Q1 2025
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-30- 0.93% |
$2.3K - $2.47K
|
3.21K
$255K
|
|
|
Apr 21, 2025
Q1 2025
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-38- 1.43% |
$2.92K - $3.12K
|
2.62K
$208K
|
|
|
Apr 23, 2025
Q1 2025
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
SELL
|
- |
-45- 0.38% |
$3.45K - $3.7K
|
11.7K
$929K
|
|
|
May 05, 2025
Q1 2025
|
Guidance Capital, Inc
Lousville, KY |
SELL
|
- |
-48- 1.41% |
$3.68K - $3.95K
|
3.36K
$268K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-62- 0.94% |
$4.76K - $5.1K
|
6.52K
$519K
|
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
SELL
|
- |
-68- 0.17% |
$5.22K - $5.59K
|
39.8K
$3.17M
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-74- 2.04% |
$5.68K - $6.08K
|
3.55K
$283K
|
|
|
May 07, 2025
Q1 2025
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-80- 0.98% |
$6.14K - $6.58K
|
8.06K
$641K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-91- 0.55% |
$6.99K - $7.48K
|
16.4K
$1.3M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-100- 0.21% |
$7.68K - $8.22K
|
46.6K
$3.71M
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-100- 0.67% |
$7.68K - $8.22K
|
14.8K
$1.18M
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-106- 0.03% |
$8.14K - $8.72K
|
338K
$26.9M
|
|
|
Apr 21, 2025
Q1 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-115- 2.82% |
$8.83K - $9.46K
|
3.97K
$316K
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-121- 1.51% |
$9.29K - $9.95K
|
7.87K
$627K
|
|
|
Apr 29, 2025
Q1 2025
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-123- 2.5% |
$9.44K - $10.1K
|
4.79K
$382K
|
|
|
May 08, 2025
Q1 2025
|
Waldron Private Wealth LLC
|
SELL
|
- |
-125- 2.02% |
$9.6K - $10.3K
|
6.06K
$482K
|
|
|
Apr 24, 2025
Q1 2025
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
SELL
|
- |
-125- 0.79% |
$9.6K - $10.3K
|
15.7K
$1.25M
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-130- 1.56% |
$9.98K - $10.7K
|
8.18K
$651K
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-150- 11.32% |
$11.5K - $12.3K
|
1.18K
$93.5K
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-150- 0.29% |
$11.5K - $12.3K
|
51.2K
$4.07M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-151- 2.57% |
$11.6K - $12.4K
|
5.73K
$456K
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-151- 1.51% |
$11.6K - $12.4K
|
9.88K
$786K
|
|
|
May 08, 2025
Q1 2025
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-153- 0.28% |
$11.7K - $12.6K
|
54.9K
$4.37M
|
|
|
Apr 29, 2025
Q1 2025
|
Element Wealth, LLC
|
SELL
|
- |
-153- 1.87% |
$11.7K - $12.6K
|
8.03K
$639K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-169- 1.3% |
$13K - $13.9K
|
12.8K
$1.02M
|
|
|
Apr 24, 2025
Q1 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-180- 0.96% |
$13.8K - $14.8K
|
18.6K
$1.48M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-187- 4.49% |
$14.4K - $15.4K
|
3.98K
$317K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-190- 0.41% |
$14.6K - $15.6K
|
46.4K
$3.69M
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-191- 2.37% |
$14.7K - $15.7K
|
7.87K
$627K
|
|
|
May 06, 2025
Q1 2025
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-198- 1.94% |
$15.2K - $16.3K
|
10K
$796K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-201- 20.26% |
$15.4K - $16.5K
|
791
$63K
|
|
|
May 05, 2025
Q1 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-211- 0.95% |
$16.2K - $17.3K
|
22K
$1.75M
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-237- 6.19% |
$18.2K - $19.5K
|
3.59K
$286K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-239- 1.52% |
$18.3K - $19.7K
|
15.5K
$1.23M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-245- 0.27% |
$18.8K - $20.1K
|
92.1K
$7.33M
|
|
|
Apr 14, 2025
Q1 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-261- 3.27% |
$20K - $21.5K
|
7.71K
$614K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-270- 7.79% |
$20.7K - $22.2K
|
3.2K
$255K
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
SELL
|
- |
-273- 15.96% |
$21K - $22.4K
|
1.44K
$114K
|
|
|
May 06, 2025
Q1 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-280- 9.32% |
$21.5K - $23K
|
2.72K
$217K
|