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 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
BUY
|
- |
525+ 4.73% |
$37.1K - $43.1K
|
11.6K
$1.01M
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
495New |
$35K - $40.7K
|
495
$43.2K
|
|
|
Aug 13, 2025
Q2 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
475+ 16.96% |
$33.6K - $39K
|
3.28K
$286K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
448+ 5.05% |
$31.7K - $36.8K
|
9.32K
$814K
|
|
|
Aug 11, 2025
Q2 2025
|
Lake Street Financial LLC
|
BUY
|
- |
369+ 0.6% |
$26.1K - $30.3K
|
61.9K
$5.41M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
340+ 138.21% |
$24K - $27.9K
|
586
$51.2K
|
|
|
Aug 07, 2025
Q2 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
300+ 1.76% |
$21.2K - $24.6K
|
17.4K
$1.52M
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
296+ 5.11% |
$20.9K - $24.3K
|
6.09K
$532K
|
|
|
Aug 14, 2025
Q2 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
210+ 2.91% |
$14.8K - $17.2K
|
7.42K
$648K
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
198+ 3.8% |
$14K - $16.3K
|
5.41K
$473K
|
|
|
Aug 11, 2025
Q2 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
162+ 1.12% |
$11.5K - $13.3K
|
14.6K
$1.27M
|
|
|
Aug 06, 2025
Q2 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
154+ 4.27% |
$10.9K - $12.6K
|
3.76K
$328K
|
|
|
Jul 25, 2025
Q2 2025
|
Tranquility Partners, LLC
|
BUY
|
- |
151+ 0.93% |
$10.7K - $12.4K
|
16.4K
$1.44M
|
|
|
Aug 19, 2025
Q2 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
151+ 1.53% |
$10.7K - $12.4K
|
10K
$876K
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
149+ 0.28% |
$10.5K - $12.2K
|
53.8K
$4.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
138+ 0.3% |
$9.76K - $11.3K
|
45.8K
$4M
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
131+ 0.23% |
$9.26K - $10.8K
|
57.8K
$5.05M
|
|
|
Jul 21, 2025
Q2 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
113+ 0.52% |
$7.99K - $9.28K
|
21.7K
$1.89M
|
|
|
Aug 07, 2025
Q2 2025
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
113+ 3.36% |
$7.99K - $9.28K
|
3.48K
$304K
|
|
|
Jul 09, 2025
Q2 2025
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
111+ 0.56% |
$7.85K - $9.12K
|
19.9K
$1.74M
|
|
|
Aug 13, 2025
Q2 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
109+ 1.14% |
$7.71K - $8.95K
|
9.71K
$848K
|
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
106+ 0.31% |
$7.49K - $8.71K
|
34.6K
$3.03M
|
|
|
Jul 16, 2025
Q2 2025
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
104New |
$7.35K - $8.54K
|
104
$9.09K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
95+ 0.81% |
$6.72K - $7.8K
|
11.8K
$1.03M
|
|
|
Aug 06, 2025
Q2 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
95+ 0.56% |
$6.72K - $7.8K
|
17K
$1.49M
|
|
|
Aug 05, 2025
Q2 2025
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
86+ 0.53% |
$6.08K - $7.06K
|
16.2K
$1.41M
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
57+ 0.72% |
$4.03K - $4.68K
|
7.93K
$693K
|
|
|
Aug 14, 2025
Q2 2025
|
Camden Capital, LLC
|
BUY
|
- |
55+ 1.31% |
$3.89K - $4.52K
|
4.27K
$373K
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
41+ 0.47% |
$2.9K - $3.37K
|
8.73K
$762K
|
|
|
Aug 04, 2025
Q2 2025
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
39+ 0.45% |
$2.76K - $3.2K
|
8.67K
$758K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
35+ 5.09% |
$2.47K - $2.87K
|
723
$63.2K
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
34+ 0.37% |
$2.4K - $2.79K
|
9.27K
$810K
|
|
|
Jul 18, 2025
Q2 2025
|
Powers Advisory Group, LLC
|
BUY
|
- |
33+ 0.57% |
$2.33K - $2.71K
|
5.85K
$511K
|
|
|
Jul 17, 2025
Q2 2025
|
Grandview Asset Management LLC
|
BUY
|
- |
27+ 0.4% |
$1.91K - $2.22K
|
6.82K
$596K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
26+ 0.3% |
$1.84K - $2.14K
|
8.64K
$754K
|
|
|
Jul 14, 2025
Q2 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
21+ 0.07% |
$1.48K - $1.72K
|
31.9K
$2.79M
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
18+ 0.46% |
$1.27K - $1.48K
|
3.97K
$347K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
18+ 0.56% |
$1.27K - $1.48K
|
3.25K
$284K
|
|
|
Jul 28, 2025
Q2 2025
|
Courier Capital LLC
|
BUY
|
- |
18+ 0.38% |
$1.27K - $1.48K
|
4.8K
$419K
|
|
|
Jul 28, 2025
Q2 2025
|
Dixon Fnancial Services, Inc.
|
BUY
|
- |
16+ 0.56% |
$1.13K - $1.31K
|
2.86K
$250K
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
16+ 0.57% |
$1.13K - $1.31K
|
2.84K
$248K
|
|
|
Jul 21, 2025
Q2 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
14+ 0.02% |
$990 - $1.15K
|
62.5K
$5.46M
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
13+ 0.02% |
$919 - $1.07K
|
61.9K
$5.41M
|
|
|
Jul 08, 2025
Q2 2025
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
12+ 0.15% |
$848 - $986
|
7.86K
$686K
|
|
|
Jul 22, 2025
Q2 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
11+ 0.4% |
$778 - $904
|
2.74K
$239K
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
10New |
$707 - $821
|
10
$874
|
|
|
Jul 25, 2025
Q2 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
10+ 0.2% |
$707 - $821
|
5.05K
$442K
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
9+ 0.04% |
$636 - $739
|
21.7K
$1.9M
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
5+ 0.09% |
$354 - $411
|
5.34K
$467K
|
|
|
Aug 08, 2025
Q2 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
5+ 0.14% |
$354 - $411
|
3.6K
$314K
|