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 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.93K- 0.14% |
$148K - $158K
|
1.38M
$110M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-2.2K- 3.23% |
$169K - $181K
|
65.8K
$5.23M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.54K- 1.3% |
$195K - $208K
|
192K
$15.3M
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-2.61K- 43.56% |
$200K - $214K
|
3.38K
$269K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-3.15K- 4.94% |
$242K - $259K
|
60.7K
$4.83M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-3.26K- 11.34% |
$251K - $268K
|
25.5K
$2.03M
|
|
|
May 08, 2025
Q1 2025
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-3.47K- 30.42% |
$266K - $285K
|
7.93K
$631K
|
|
|
Apr 22, 2025
Q1 2025
|
Team Financial Group, LLC
Temecula, CA |
SELL
|
- |
-3.6K- 14.3% |
$276K - $296K
|
21.6K
$1.72M
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-3.68K- 15.97% |
$283K - $303K
|
19.4K
$1.54M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.79K- 2.35% |
$291K - $312K
|
157K
$12.5M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-3.81K- 6.23% |
$292K - $313K
|
57.3K
$4.56M
|
|
|
May 05, 2025
Q1 2025
|
Wolfstich Capital, LLC
Medfield, MA |
SELL
|
- |
-3.95K- 98.09% |
$303K - $325K
|
77
$6.13K
|
|
|
May 15, 2025
Q1 2025
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-3.96K- 5.13% |
$304K - $326K
|
73.2K
$5.83M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
SELL
|
- |
-5.33K- 4.93% |
$409K - $438K
|
103K
$8.17M
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
SELL
|
- |
-6.22K- 32.24% |
$478K - $512K
|
13.1K
$1.04M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-6.62K- 10.99% |
$508K - $544K
|
53.6K
$4.27M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-6.83K- 4.75% |
$524K - $561K
|
137K
$10.9M
|
|
|
May 12, 2025
Q1 2025
|
Empirical Asset Management, LLC
|
SELL
|
- |
-7.25K- 68.85% |
$557K - $596K
|
3.28K
$261K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-8.33K- 16.83% |
$639K - $685K
|
41.2K
$3.28M
|
|
|
Apr 17, 2025
Q1 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
SELL
|
- |
-8.44K- 11.05% |
$648K - $694K
|
68K
$5.41M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-8.89K- 2.71% |
$683K - $731K
|
319K
$25.4M
|
|
|
May 12, 2025
Q1 2025
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-10.3K- 4.48% |
$790K - $846K
|
219K
$17.5M
|
|
|
Apr 24, 2025
Q1 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-11.8K- 8.69% |
$905K - $969K
|
124K
$9.86M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-14.7K- 30.95% |
$1.13M - $1.21M
|
32.9K
$2.61M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-16.1K- 0.41% |
$1.24M - $1.33M
|
3.89M
$310M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-18.2K- 6.89% |
$1.39M - $1.49M
|
245K
$19.5M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-20K- 3.46% |
$1.54M - $1.65M
|
560K
$44.5M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-22K- 83.49% |
$1.69M - $1.81M
|
4.36K
$347K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-30.7K- 54.68% |
$2.36M - $2.52M
|
25.4K
$2.02M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-37.6K- 8.92% |
$2.89M - $3.09M
|
384K
$30.6M
|
|
|
May 15, 2025
Q1 2025
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-43K- 3.79% |
$3.3M - $3.54M
|
1.09M
$86.8M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-74K- 98.74% |
$5.68M - $6.08M
|
944
$75.1K
|
|
|
Apr 10, 2025
Q1 2025
|
Lake Street Financial LLC
|
SELL
|
- |
-76.7K- 55.51% |
$5.89M - $6.31M
|
61.5K
$4.9M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-81K- 11.19% |
$6.22M - $6.66M
|
643K
$51.2M
|
|
|
May 06, 2025
Q1 2025
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-106K- 94.04% |
$8.11M - $8.69M
|
6.69K
$533K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-344K- 19.39% |
$26.4M - $28.3M
|
1.43M
$114M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-673K- 40.42% |
$51.6M - $55.3M
|
991K
$78.9M
|