Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 04, 2025
Q2 2025
|
Bristlecone Advisors, LLC
|
BUY
|
- |
4.4K+ 2.0% |
$311K - $361K
|
224K
$19.6M
|
|
|
Aug 07, 2025
Q2 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
3.98KNew |
$282K - $327K
|
3.98K
$348K
|
|
|
Jul 23, 2025
Q2 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
3.96KNew |
$280K - $325K
|
3.96K
$346K
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
3.89KNew |
$275K - $320K
|
3.89K
$340K
|
|
|
Jul 30, 2025
Q2 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
3.81KNew |
$269K - $313K
|
3.81K
$333K
|
|
|
Aug 14, 2025
Q2 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
3.69KNew |
$261K - $303K
|
3.69K
$322K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
3.51K+ 1.4% |
$248K - $289K
|
254K
$22.2M
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
3.22K+ 6.01% |
$227K - $264K
|
56.7K
$4.95M
|
|
|
Aug 13, 2025
Q2 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
3.19K+ 2.94% |
$225K - $262K
|
112K
$9.74M
|
|
|
Aug 05, 2025
Q2 2025
|
Key F Inancial Inc
|
BUY
|
- |
3.09K+ 3.19% |
$218K - $254K
|
99.9K
$8.73M
|
|
|
Aug 05, 2025
Q2 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
2.96KNew |
$210K - $243K
|
2.96K
$259K
|
|
|
Jul 29, 2025
Q2 2025
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
2.96K+ 1.14% |
$209K - $243K
|
262K
$22.9M
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
2.96K+ 6.15% |
$209K - $243K
|
51K
$4.46M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.89K+ 21.24% |
$204K - $237K
|
16.5K
$1.44M
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.65K+ 4.0% |
$188K - $218K
|
68.9K
$6.02M
|
|
|
Jul 30, 2025
Q2 2025
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
2.6KNew |
$184K - $214K
|
2.6K
$227K
|
|
|
Aug 08, 2025
Q2 2025
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
2.49KNew |
$176K - $205K
|
2.49K
$218K
|
|
|
Jul 15, 2025
Q2 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
2.45K+ 81.77% |
$173K - $201K
|
5.45K
$476K
|
|
|
Aug 07, 2025
Q2 2025
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
2.45KNew |
$173K - $201K
|
2.45K
$214K
|
|
|
Aug 12, 2025
Q2 2025
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
2.44KNew |
$173K - $200K
|
2.44K
$213K
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
2.43K+ 2.36% |
$172K - $199K
|
105K
$9.18M
|
|
|
Jul 25, 2025
Q2 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
2.41KNew |
$170K - $198K
|
2.41K
$210K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
2.4K+ 3.65% |
$170K - $197K
|
68.2K
$5.95M
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
2.24K+ 603.5% |
$158K - $184K
|
2.61K
$228K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.18K+ 2.36% |
$154K - $179K
|
94.3K
$8.24M
|
|
|
Jul 31, 2025
Q2 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
2.07K+ 14.83% |
$147K - $170K
|
16K
$1.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
2.05K+ 6.39% |
$145K - $168K
|
34.1K
$2.98M
|
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
2.01K+ 12.07% |
$142K - $165K
|
18.7K
$1.63M
|
|
|
Aug 11, 2025
Q2 2025
|
First American Trust, Fsb
|
BUY
|
- |
2K+ 1.6% |
$141K - $164K
|
126K
$11M
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.95K+ 11.44% |
$138K - $160K
|
19K
$1.66M
|
|
|
Jul 28, 2025
Q2 2025
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
1.93K+ 68.14% |
$136K - $158K
|
4.75K
$415K
|
|
|
Aug 01, 2025
Q2 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.8KNew |
$127K - $148K
|
1.8K
$157K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
1.74KNew |
$123K - $143K
|
1.74K
$152K
|
|
|
Aug 07, 2025
Q2 2025
|
Fox Financial, Inc
Wyomissing, PA |
BUY
|
- |
1.73K+ 0.55% |
$122K - $142K
|
315K
$27.5M
|
|
|
Jul 08, 2025
Q2 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
1.63K+ 11.45% |
$116K - $134K
|
15.9K
$1.39M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.62K+ 5.11% |
$115K - $133K
|
33.3K
$2.91M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.56K+ 14.21% |
$110K - $128K
|
12.6K
$1.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
1.38K+ 17.48% |
$97.2K - $113K
|
9.24K
$807K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.29K+ 0.23% |
$91K - $106K
|
566K
$49.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
1.26K+ 8.86% |
$88.8K - $103K
|
15.4K
$1.35M
|
|
|
Jul 25, 2025
Q2 2025
|
Fidelis I M, LLC
Medford, OR |
BUY
|
- |
1.26K+ 0.53% |
$88.7K - $103K
|
237K
$20.7M
|
|
|
Aug 05, 2025
Q2 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
1.24K+ 441.43% |
$87.4K - $102K
|
1.52K
$132K
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.23K+ 623.23% |
$87.2K - $101K
|
1.43K
$125K
|
|
|
Jul 10, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
1.08K+ 122.73% |
$76.4K - $88.7K
|
1.96K
$171K
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.02K+ 46.85% |
$72K - $83.6K
|
3.19K
$279K
|
|
|
Aug 14, 2025
Q2 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
969+ 11.5% |
$68.5K - $79.6K
|
9.4K
$821K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
843+ 17.27% |
$59.6K - $69.2K
|
5.72K
$500K
|
|
|
Jul 10, 2025
Q2 2025
|
Ryan Investment Management, Inc.
Basalt, CO |
BUY
|
- |
814New |
$57.5K - $66.9K
|
814
$71.1K
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
631+ 12.84% |
$44.6K - $51.8K
|
5.55K
$484K
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
607+ 7.76% |
$42.9K - $49.9K
|
8.43K
$737K
|