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 |
|---|---|---|---|---|---|---|---|
|
Jul 24, 2025
Q2 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
4+ 0.44% |
$283 - $329
|
915
$79.9K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
4+ 0.26% |
$283 - $329
|
1.55K
$136K
|
|
|
Aug 14, 2025
Q2 2025
|
Staley Capital Advisers Inc
|
BUY
|
- |
4+ 0.06% |
$283 - $329
|
6.29K
$550K
|
|
|
Aug 13, 2025
Q2 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
3+ 0.12% |
$212 - $246
|
2.53K
$221K
|
|
|
Aug 08, 2025
Q2 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
3+ 0.69% |
$212 - $246
|
436
$38.1K
|
|
|
Aug 13, 2025
Q2 2025
|
Benedict Financial Advisors Inc
|
BUY
|
- |
3+ 0.04% |
$212 - $246
|
8.06K
$704K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
3+ 2.83% |
$212 - $246
|
109
$9.52K
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
3+ 50.0% |
$212 - $246
|
9
$786
|
|
|
Jul 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
3+ 0.09% |
$212 - $246
|
3.26K
$285K
|
|
|
Jul 15, 2025
Q2 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
3+ 0.08% |
$212 - $246
|
3.59K
$313K
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
3+ 0.1% |
$212 - $246
|
3.16K
$276K
|
|
|
Aug 05, 2025
Q2 2025
|
Tsfg, LLC
|
BUY
|
- |
2+ 0.34% |
$141 - $164
|
582
$50.8K
|
|
|
Aug 14, 2025
Q2 2025
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
2+ 0.02% |
$141 - $164
|
9.08K
$793K
|
|
|
Aug 12, 2025
Q2 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
1+ 0.47% |
$70.7 - $82.1
|
215
$18.8K
|
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
1New |
$70.7 - $82.1
|
1
$87.4
|
|
|
Aug 05, 2025
Q2 2025
|
Simplex Trading, LLC
|
BUY
|
- |
1New |
$70.7 - $82.1
|
1
$87.4
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
1+ 0.11% |
$70.7 - $82.1
|
903
$78.9K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-6- 0.76% |
$424 - $493
|
785
$68.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-11- 0.15% |
$778 - $904
|
7.37K
$644K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-11- 0.07% |
$778 - $904
|
16.3K
$1.43M
|
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-13- 0.33% |
$919 - $1.07K
|
3.96K
$346K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-22- 0.22% |
$1.56K - $1.81K
|
10.2K
$887K
|
|
|
Jul 30, 2025
Q2 2025
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-24- 0.69% |
$1.7K - $1.97K
|
3.45K
$302K
|
|
|
Aug 12, 2025
Q2 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-30- 0.16% |
$2.12K - $2.46K
|
18.6K
$1.62M
|
|
|
Aug 07, 2025
Q2 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-31- 0.4% |
$2.19K - $2.55K
|
7.68K
$671K
|
|
|
Aug 05, 2025
Q2 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-35- 0.99% |
$2.47K - $2.87K
|
3.52K
$307K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-39- 0.79% |
$2.76K - $3.2K
|
4.92K
$430K
|
|
|
Aug 05, 2025
Q2 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-41- 1.13% |
$2.9K - $3.37K
|
3.6K
$314K
|
|
|
Jul 23, 2025
Q2 2025
|
Element Wealth, LLC
|
SELL
|
- |
-59- 0.74% |
$4.17K - $4.85K
|
7.97K
$696K
|
|
|
Jul 29, 2025
Q2 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-65- 1.61% |
$4.6K - $5.34K
|
3.97K
$347K
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-72- 4.6% |
$5.09K - $5.91K
|
1.49K
$131K
|
|
|
Aug 07, 2025
Q2 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-94- 2.94% |
$6.65K - $7.72K
|
3.1K
$271K
|
|
|
Aug 11, 2025
Q2 2025
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-96- 3.0% |
$6.79K - $7.89K
|
3.11K
$272K
|
|
|
Jul 31, 2025
Q2 2025
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-100- 8.51% |
$7.07K - $8.21K
|
1.08K
$93.9K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-101- 5.31% |
$7.14K - $8.3K
|
1.8K
$157K
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-101- 1.32% |
$7.14K - $8.3K
|
7.54K
$659K
|
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-109- 1.77% |
$7.71K - $8.95K
|
6.06K
$529K
|
|
|
Jul 29, 2025
Q2 2025
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-122- 1.22% |
$8.63K - $10K
|
9.88K
$863K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-130- 1.99% |
$9.19K - $10.7K
|
6.39K
$558K
|
|
|
Aug 11, 2025
Q2 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-130- 1.59% |
$9.19K - $10.7K
|
8.05K
$703K
|
|
|
Jul 23, 2025
Q2 2025
|
626 Financial, LLC
|
SELL
|
- |
-131- 1.4% |
$9.26K - $10.8K
|
9.2K
$803K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-143- 2.32% |
$10.1K - $11.7K
|
6.01K
$525K
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
SELL
|
- |
-148- 0.62% |
$10.5K - $12.2K
|
23.8K
$2.08M
|
|
|
Aug 07, 2025
Q2 2025
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-161- 0.54% |
$11.4K - $13.2K
|
29.7K
$2.59M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-178- 1.14% |
$12.6K - $14.6K
|
15.4K
$1.34M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-200- 7.62% |
$14.1K - $16.4K
|
2.43K
$212K
|
|
|
Jul 09, 2025
Q2 2025
|
Post Resch Tallon Group Inc.
Pittsford, NY |
SELL
|
- |
-200- 2.61% |
$14.1K - $16.4K
|
7.48K
$653K
|
|
|
Aug 12, 2025
Q2 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-207- 0.94% |
$14.6K - $17K
|
21.9K
$1.91M
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-208- 0.64% |
$14.7K - $17.1K
|
32.1K
$2.8M
|