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 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-3.81K- 84.38% |
$269K - $313K
|
705
$61.6K
|
|
|
Aug 01, 2025
Q2 2025
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
SELL
|
- |
-3.96K- 35.35% |
$280K - $326K
|
7.25K
$633K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-4.29K- 21.88% |
$303K - $352K
|
15.3K
$1.34M
|
|
|
Aug 01, 2025
Q2 2025
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-4.88K- 61.46% |
$345K - $401K
|
3.06K
$267K
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-4.98K- 12.24% |
$352K - $409K
|
35.7K
$3.12M
|
|
|
Aug 13, 2025
Q2 2025
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-5.37K- 7.34% |
$380K - $441K
|
67.9K
$5.93M
|
|
|
Aug 14, 2025
Q2 2025
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-5.68K- 3.13% |
$402K - $466K
|
175K
$15.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-5.73K- 53.58% |
$405K - $471K
|
4.96K
$434K
|
|
|
Aug 13, 2025
Q2 2025
|
Rockport Wealth LLC
Fairview Park, OH |
SELL
|
- |
-6K- 17.61% |
$424K - $493K
|
28.1K
$2.45M
|
|
|
Jul 28, 2025
Q2 2025
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-6.17K- 2.81% |
$436K - $507K
|
213K
$18.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-6.19K- 0.16% |
$438K - $508K
|
3.89M
$340M
|
|
|
Jul 30, 2025
Q2 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
SELL
|
- |
-7.56K- 5.63% |
$534K - $621K
|
127K
$11.1M
|
|
|
Aug 19, 2025
Q2 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-7.86K- 66.43% |
$556K - $645K
|
3.97K
$347K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-7.97K- 15.17% |
$563K - $654K
|
44.5K
$3.89M
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-8.41K- 39.98% |
$594K - $691K
|
12.6K
$1.1M
|
|
|
Sep 26, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-8.42K- 53.84% |
$595K - $692K
|
7.22K
$631K
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-8.85K- 12.88% |
$626K - $727K
|
59.9K
$5.23M
|
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-9.4K- 63.51% |
$665K - $772K
|
5.4K
$472K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-9.54K- 0.32% |
$674K - $783K
|
2.95M
$258M
|
|
|
Jul 29, 2025
Q2 2025
|
Uhlmann Price Securities, LLC
Skokie, IL |
SELL
|
- |
-9.9K- 46.26% |
$700K - $813K
|
11.5K
$1M
|
|
|
Aug 07, 2025
Q2 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
SELL
|
- |
-11K- 36.03% |
$778K - $904K
|
19.5K
$1.71M
|
|
|
Aug 04, 2025
Q2 2025
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-11.8K- 50.0% |
$835K - $970K
|
11.8K
$1.03M
|
|
|
Aug 12, 2025
Q2 2025
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-12.8K- 98.06% |
$903K - $1.05M
|
253
$22.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-13.4K- 1.02% |
$950K - $1.1M
|
1.3M
$114M
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-16.5K- 35.43% |
$1.17M - $1.36M
|
30.1K
$2.63M
|
|
|
Aug 13, 2025
Q2 2025
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-17.5K- 4.2% |
$1.23M - $1.43M
|
398K
$34.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-18.7K- 1.71% |
$1.32M - $1.53M
|
1.07M
$93.7M
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-20.5K- 1.74% |
$1.45M - $1.68M
|
1.16M
$101M
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-31.3K- 25.92% |
$2.21M - $2.57M
|
89.5K
$7.82M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-32K- 8.34% |
$2.27M - $2.63M
|
352K
$30.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-34.8K- 67.68% |
$2.46M - $2.86M
|
16.6K
$1.45M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-36.5K- 7.98% |
$2.58M - $3M
|
421K
$36.8M
|
|
|
Jul 25, 2025
Q2 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-115K- 92.54% |
$8.11M - $9.42M
|
9.24K
$807K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-210K- 6.07% |
$14.9M - $17.3M
|
3.25M
$284M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-230K- 26.66% |
$16.3M - $18.9M
|
634K
$55.3M
|