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 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-280- 7.45% |
$21.5K - $23K
|
3.48K
$277K
|
|
|
May 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-282- 0.81% |
$21.6K - $23.2K
|
34.5K
$2.75M
|
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-296- 10.1% |
$22.7K - $24.3K
|
2.64K
$210K
|
|
|
Apr 23, 2025
Q1 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-296- 8.86% |
$22.7K - $24.3K
|
3.05K
$242K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-321- 4.03% |
$24.6K - $26.4K
|
7.64K
$608K
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-343- 0.71% |
$26.3K - $28.2K
|
48.1K
$3.83M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-364- 63.19% |
$27.9K - $29.9K
|
212
$16.9K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-369- 3.88% |
$28.3K - $30.3K
|
9.14K
$728K
|
|
|
May 05, 2025
Q1 2025
|
Flynn Zito Capital Management, LLC
|
SELL
|
- |
-381- 2.31% |
$29.2K - $31.3K
|
16.1K
$1.28M
|
|
|
Apr 25, 2025
Q1 2025
|
Spinnaker Trust
|
SELL
|
- |
-385- 7.18% |
$29.6K - $31.7K
|
4.98K
$396K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-403- 7.63% |
$30.9K - $33.1K
|
4.88K
$388K
|
|
|
Apr 22, 2025
Q1 2025
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-439- 0.65% |
$33.7K - $36.1K
|
67.4K
$5.37M
|
|
|
May 01, 2025
Q1 2025
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
SELL
|
- |
-446- 7.18% |
$34.2K - $36.7K
|
5.76K
$459K
|
|
|
Apr 16, 2025
Q1 2025
|
Powers Advisory Group, LLC
|
SELL
|
- |
-485- 7.7% |
$37.2K - $39.9K
|
5.82K
$463K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-493- 2.22% |
$37.8K - $40.5K
|
21.7K
$1.73M
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-499- 1.69% |
$38.3K - $41K
|
29.1K
$2.31M
|
|
|
May 13, 2025
Q1 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-508- 2.89% |
$39K - $41.8K
|
17.1K
$1.36M
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-544- 9.74% |
$41.8K - $44.7K
|
5.04K
$401K
|
|
|
May 08, 2025
Q1 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-577- 6.75% |
$44.3K - $47.4K
|
7.97K
$635K
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-592- 7.43% |
$45.4K - $48.7K
|
7.38K
$587K
|
|
|
Apr 09, 2025
Q1 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-603- 0.86% |
$46.3K - $49.6K
|
69.2K
$5.51M
|
|
|
Apr 11, 2025
Q1 2025
|
626 Financial, LLC
|
SELL
|
- |
-616- 6.2% |
$47.3K - $50.6K
|
9.33K
$742K
|
|
|
May 15, 2025
Q1 2025
|
Rockport Wealth LLC
Fairview Park, OH |
SELL
|
- |
-656- 1.89% |
$50.4K - $53.9K
|
34.1K
$2.71M
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-676- 3.11% |
$51.9K - $55.6K
|
21K
$1.67M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-677- 50.0% |
$52K - $55.7K
|
677
$53.9K
|
|
|
May 14, 2025
Q1 2025
|
Absolute Capital Management, LLC
|
SELL
|
- |
-678- 10.37% |
$52.1K - $55.7K
|
5.86K
$466K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-714- 0.13% |
$54.8K - $58.7K
|
565K
$44.9M
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-718- 3.97% |
$55.1K - $59K
|
17.4K
$1.38M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-733- 1.35% |
$56.3K - $60.3K
|
53.5K
$4.26M
|
|
|
Apr 17, 2025
Q1 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-822- 24.3% |
$63.1K - $67.6K
|
2.56K
$204K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-882- 1.48% |
$67.7K - $72.5K
|
58.8K
$4.68M
|
|
|
Apr 14, 2025
Q1 2025
|
Meridian Financial Partners LLC
|
SELL
|
- |
-883- 2.31% |
$67.8K - $72.6K
|
37.3K
$2.97M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-887- 1.7% |
$68.1K - $72.9K
|
51.2K
$4.07M
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-940- 2.83% |
$72.2K - $77.3K
|
32.3K
$2.57M
|
|
|
Apr 11, 2025
Q1 2025
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-1.05K- 11.84% |
$80.9K - $86.7K
|
7.85K
$624K
|
|
|
May 12, 2025
Q1 2025
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-1.1K- 2.27% |
$84.3K - $90.3K
|
47.2K
$3.76M
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
SELL
|
- |
-1.14K- 2.76% |
$87.7K - $93.9K
|
40.2K
$3.2M
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-1.25K- 32.16% |
$95.7K - $103K
|
2.63K
$209K
|
|
|
Apr 09, 2025
Q1 2025
|
Moller Financial Services
|
SELL
|
- |
-1.25K- 1.32% |
$96K - $103K
|
93.4K
$7.43M
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-1.31K- 20.73% |
$100K - $107K
|
5K
$398K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.35K- 31.21% |
$103K - $111K
|
2.97K
$236K
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-1.37K- 8.44% |
$105K - $113K
|
14.9K
$1.19M
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.4K- 19.12% |
$107K - $115K
|
5.91K
$470K
|
|
|
May 12, 2025
Q1 2025
|
Staley Capital Advisers Inc
|
SELL
|
- |
-1.4K- 18.17% |
$107K - $115K
|
6.29K
$501K
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-1.43K- 15.41% |
$110K - $118K
|
7.87K
$626K
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
SELL
|
- |
-1.5K- 1.52% |
$115K - $123K
|
96.9K
$7.71M
|
|
|
Apr 28, 2025
Q1 2025
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
SELL
|
- |
-1.61K- 21.12% |
$124K - $133K
|
6.02K
$479K
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-1.63K- 7.88% |
$125K - $134K
|
19K
$1.51M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-1.76K- 8.26% |
$135K - $145K
|
19.6K
$1.56M
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-1.8K- 5.04% |
$138K - $148K
|
34K
$2.7M
|