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
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-209- 0.44% |
$14.8K - $17.2K
|
47K
$4.11M
|
|
|
Aug 05, 2025
Q2 2025
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-241- 7.65% |
$17K - $19.8K
|
2.91K
$254K
|
|
|
Aug 13, 2025
Q2 2025
|
M&T Bank Corp
|
SELL
|
- |
-250- 3.18% |
$17.7K - $20.5K
|
7.62K
$666K
|
|
|
Aug 05, 2025
Q2 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-264- 0.78% |
$18.7K - $21.7K
|
33.7K
$2.94M
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-277- 40.92% |
$19.6K - $22.8K
|
400
$34.9K
|
|
|
Aug 05, 2025
Q2 2025
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-293- 8.86% |
$20.7K - $24.1K
|
3.01K
$263K
|
|
|
Aug 13, 2025
Q2 2025
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
SELL
|
- |
-303- 5.26% |
$21.4K - $24.9K
|
5.46K
$477K
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-319- 10.76% |
$22.6K - $26.2K
|
2.65K
$231K
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-320- 1.25% |
$22.6K - $26.3K
|
25.2K
$2.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-363- 0.52% |
$25.7K - $29.8K
|
68.9K
$6.02M
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-378- 10.83% |
$26.7K - $31K
|
3.11K
$272K
|
|
|
Aug 11, 2025
Q2 2025
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-404- 0.37% |
$28.6K - $33.2K
|
109K
$9.48M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-404- 0.21% |
$28.6K - $33.2K
|
191K
$16.7M
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
SELL
|
- |
-432- 2.15% |
$30.5K - $35.5K
|
19.6K
$1.71M
|
|
|
Jul 11, 2025
Q2 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-486- 5.36% |
$34.4K - $39.9K
|
8.59K
$750K
|
|
|
Jul 18, 2025
Q2 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-488- 16.03% |
$34.5K - $40.1K
|
2.56K
$223K
|
|
|
Jul 29, 2025
Q2 2025
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-509- 0.92% |
$36K - $41.8K
|
55.1K
$4.81M
|
|
|
Aug 14, 2025
Q2 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-515- 1.77% |
$36.4K - $42.3K
|
28.6K
$2.49M
|
|
|
Jul 10, 2025
Q2 2025
|
Moller Financial Services
|
SELL
|
- |
-551- 0.59% |
$39K - $45.3K
|
92.8K
$8.11M
|
|
|
Aug 11, 2025
Q2 2025
|
Culbertson A N & CO Inc
|
SELL
|
- |
-600- 2.62% |
$42.4K - $49.3K
|
22.3K
$1.94M
|
|
|
Jul 29, 2025
Q2 2025
|
Kondo Wealth Advisors, Inc.
Pasadena, CA |
SELL
|
- |
-640- 2.46% |
$45.2K - $52.6K
|
25.4K
$2.22M
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-758- 1.25% |
$53.6K - $62.3K
|
59.9K
$5.23M
|
|
|
Aug 07, 2025
Q2 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
SELL
|
- |
-779- 1.15% |
$55.1K - $64K
|
67.2K
$5.87M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
SELL
|
- |
-885- 1.91% |
$62.6K - $72.7K
|
45.5K
$3.97M
|
|
|
Jul 15, 2025
Q2 2025
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
SELL
|
- |
-910- 15.12% |
$64.3K - $74.7K
|
5.11K
$446K
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-950- 16.59% |
$67.2K - $78K
|
4.78K
$417K
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-958- 1.67% |
$67.7K - $78.7K
|
56.3K
$4.92M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1.06K- 1.0% |
$74.9K - $87.1K
|
105K
$9.14M
|
|
|
Aug 08, 2025
Q2 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-1.07K- 13.46% |
$75.9K - $88.1K
|
6.9K
$603K
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-1.13K- 12.58% |
$79.7K - $92.6K
|
7.83K
$684K
|
|
|
Aug 14, 2025
Q2 2025
|
Novus Advisors, LLC
Greenville, SC |
SELL
|
- |
-1.14K- 23.7% |
$80.6K - $93.6K
|
3.67K
$321K
|
|
|
Aug 12, 2025
Q2 2025
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-1.19K- 2.16% |
$84K - $97.6K
|
53.7K
$4.69M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-1.31K- 13.21% |
$92.7K - $108K
|
8.62K
$753K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.36K- 14.88% |
$96.2K - $112K
|
7.78K
$680K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.36K- 94.2% |
$96.4K - $112K
|
84
$7.34K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-1.67K- 2.83% |
$118K - $137K
|
57.1K
$4.99M
|
|
|
Aug 11, 2025
Q2 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-1.68K- 7.62% |
$119K - $138K
|
20.3K
$1.78M
|
|
|
Aug 08, 2025
Q2 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-1.81K- 17.16% |
$128K - $149K
|
8.76K
$765K
|
|
|
Aug 14, 2025
Q2 2025
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-1.92K- 58.52% |
$136K - $158K
|
1.36K
$119K
|
|
|
Jul 25, 2025
Q2 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-1.93K- 0.57% |
$136K - $158K
|
336K
$29.3M
|
|
|
Jul 25, 2025
Q2 2025
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-1.94K- 4.01% |
$137K - $159K
|
46.4K
$4.06M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.07K- 5.03% |
$146K - $170K
|
39.1K
$3.42M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.08K- 6.32% |
$147K - $171K
|
30.8K
$2.69M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-2.11K- 0.54% |
$149K - $174K
|
388K
$33.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-2.13K- 0.67% |
$151K - $175K
|
314K
$27.4M
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-2.33K- 18.19% |
$165K - $191K
|
10.5K
$916K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2.62K- 23.2% |
$185K - $215K
|
8.68K
$758K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.92K- 2.13% |
$206K - $240K
|
134K
$11.7M
|
|
|
Jul 21, 2025
Q2 2025
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-3K- 63.83% |
$212K - $246K
|
1.7K
$149K
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-3.23K- 54.71% |
$229K - $265K
|
2.68K
$234K
|