Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2025
Q3 2025
|
Aspiriant, LLC
|
BUY
|
- |
24.9K+ 38.23% |
$2.05M - $2.17M
|
90.2K
$7.88M
|
|
|
Oct 23, 2025
Q3 2025
|
Lee Kelleher Wealth Management
Fulton, MD |
BUY
|
- |
21K+ 6.4% |
$1.73M - $1.83M
|
349K
$30.5M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
15.3K+ 7.9% |
$1.26M - $1.33M
|
209K
$18.3M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
14.3K+ 32.12% |
$1.18M - $1.25M
|
58.9K
$5.14M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
13.1K+ 266.48% |
$1.08M - $1.14M
|
18K
$1.58M
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
10.4KNew |
$856K - $904K
|
10.4K
$907K
|
|
|
Oct 23, 2025
Q3 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
9.14K+ 28.24% |
$753K - $796K
|
41.5K
$3.63M
|
|
|
Oct 22, 2025
Q3 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
8.67K+ 50.95% |
$715K - $755K
|
25.7K
$2.24M
|
|
|
Oct 15, 2025
Q3 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
8.45K+ 118.3% |
$696K - $735K
|
15.6K
$1.36M
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
3.96K+ 20.84% |
$326K - $345K
|
23K
$2.01M
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
3.74KNew |
$308K - $325K
|
3.74K
$326K
|
|
|
Oct 24, 2025
Q3 2025
|
Bristlecone Advisors, LLC
|
BUY
|
- |
3.16K+ 1.41% |
$261K - $275K
|
227K
$19.8M
|
|
|
Oct 15, 2025
Q3 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
2.88KNew |
$238K - $251K
|
2.88K
$252K
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2.77K+ 5.42% |
$228K - $241K
|
54K
$4.71M
|
|
|
Oct 10, 2025
Q3 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
2.76K+ 51.98% |
$227K - $240K
|
8.06K
$704K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
2.45K+ 28.44% |
$202K - $213K
|
11.1K
$967K
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
BUY
|
- |
2.37KNew |
$196K - $207K
|
2.37K
$207K
|
|
|
Oct 14, 2025
Q3 2025
|
Old National Bancorp
|
BUY
|
- |
2.37KNew |
$195K - $206K
|
2.37K
$207K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.29K+ 14.89% |
$106K - $112K
|
9.97K
$871K
|
|
|
Oct 09, 2025
Q3 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
1.15K+ 1.54% |
$94.6K - $99.9K
|
75.7K
$6.62M
|
|
|
Oct 20, 2025
Q3 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
879+ 22.6% |
$72.4K - $76.5K
|
4.77K
$417K
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
BUY
|
- |
670New |
$55.2K - $58.3K
|
670
$58.5K
|
|
|
Oct 02, 2025
Q3 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
600+ 63.56% |
$49.5K - $52.2K
|
1.54K
$135K
|
|
|
Oct 27, 2025
Q3 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
322+ 10.86% |
$26.5K - $28K
|
3.29K
$287K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
240+ 0.42% |
$19.8K - $20.9K
|
57.2K
$5M
|
|
|
Oct 24, 2025
Q3 2025
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
188+ 3.27% |
$15.5K - $16.4K
|
5.94K
$519K
|
|
|
Oct 09, 2025
Q3 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
182+ 0.98% |
$15K - $15.8K
|
18.8K
$1.65M
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
173+ 1.7% |
$14.3K - $15.1K
|
10.3K
$902K
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
142+ 2.56% |
$11.7K - $12.4K
|
5.69K
$497K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
99+ 0.65% |
$8.16K - $8.62K
|
15.4K
$1.35M
|
|
|
Oct 06, 2025
Q3 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
97+ 0.45% |
$7.99K - $8.44K
|
21.8K
$1.9M
|
|
|
Oct 06, 2025
Q3 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
61+ 2.34% |
$5.03K - $5.31K
|
2.67K
$233K
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
BUY
|
- |
36+ 0.49% |
$2.97K - $3.13K
|
7.42K
$648K
|
|
|
Oct 22, 2025
Q3 2025
|
Powers Advisory Group, LLC
|
BUY
|
- |
28+ 0.48% |
$2.31K - $2.44K
|
5.88K
$513K
|
|
|
Oct 08, 2025
Q3 2025
|
Dixon Fnancial Services, Inc.
|
BUY
|
- |
14+ 0.49% |
$1.15K - $1.22K
|
2.88K
$251K
|
|
|
Oct 17, 2025
Q3 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
14+ 0.02% |
$1.15K - $1.22K
|
62.5K
$5.46M
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
10+ 100.0% |
$824 - $870
|
20
$1.75K
|
|
|
Oct 22, 2025
Q3 2025
|
Grandview Asset Management LLC
|
BUY
|
- |
9+ 0.13% |
$742 - $783
|
6.83K
$597K
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
4+ 0.11% |
$330 - $348
|
3.6K
$315K
|
|
|
Oct 17, 2025
Q3 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
3+ 0.61% |
$247 - $261
|
498
$43.5K
|
|
|
Oct 16, 2025
Q3 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
2+ 0.06% |
$165 - $174
|
3.59K
$314K
|
|
|
Oct 20, 2025
Q3 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
2+ 1.45% |
$165 - $174
|
140
$12.2K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1+ 1.19% |
$82.4 - $87
|
85
$7.43K
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-7- 0.15% |
$577 - $609
|
4.72K
$412K
|
|
|
Oct 24, 2025
Q3 2025
|
Vicus Capital
State College, PA |
SELL
|
- |
-13- 0.4% |
$1.07K - $1.13K
|
3.25K
$284K
|
|
|
Oct 22, 2025
Q3 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-16- 0.42% |
$1.32K - $1.39K
|
3.8K
$332K
|
|
|
Oct 24, 2025
Q3 2025
|
Culbertson A N & CO Inc
|
SELL
|
- |
-20- 0.09% |
$1.65K - $1.74K
|
22.2K
$1.94M
|
|
|
Oct 17, 2025
Q3 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-24- 0.28% |
$1.98K - $2.09K
|
8.57K
$748K
|
|
|
Oct 15, 2025
Q3 2025
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-66- 0.76% |
$5.44K - $5.74K
|
8.57K
$749K
|
|
|
Oct 21, 2025
Q3 2025
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-86- 2.17% |
$7.09K - $7.48K
|
3.87K
$338K
|