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
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-175- 2.87% |
$14.4K - $15.2K
|
5.92K
$517K
|
|
|
Oct 06, 2025
Q3 2025
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-234- 1.18% |
$19.3K - $20.4K
|
19.7K
$1.72M
|
|
|
Oct 20, 2025
Q3 2025
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
SELL
|
- |
-241- 4.72% |
$19.9K - $21K
|
4.87K
$425K
|
|
|
Oct 17, 2025
Q3 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-600- 15.17% |
$49.5K - $52.2K
|
3.36K
$293K
|
|
|
Oct 16, 2025
Q3 2025
|
Cra Financial Services, LLC
|
SELL
|
- |
-645- 2.02% |
$53.2K - $56.1K
|
31.3K
$2.73M
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-774- 85.71% |
$63.8K - $67.4K
|
129
$11.3K
|
|
|
Oct 15, 2025
Q3 2025
|
Foresight Capital Management Advisors, Inc.
|
SELL
|
- |
-969- 3.09% |
$79.9K - $84.3K
|
30.4K
$2.65M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-1.03K- 2.2% |
$85.2K - $90K
|
46K
$4.02M
|
|
|
Oct 21, 2025
Q3 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-1.15K- 6.6% |
$94.5K - $99.7K
|
16.2K
$1.42M
|
|
|
Oct 22, 2025
Q3 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-1.63K- 17.65% |
$134K - $142K
|
7.61K
$665K
|
|
|
Oct 27, 2025
Q3 2025
|
Allen Capital Group, LLC
|
SELL
|
- |
-2.17K- 5.46% |
$179K - $189K
|
37.6K
$3.28M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-2.18K- 18.55% |
$180K - $190K
|
9.59K
$838K
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-2.27K- 4.21% |
$187K - $197K
|
51.5K
$4.5M
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
SELL
|
- |
-2.51K- 2.39% |
$207K - $218K
|
103K
$8.96M
|
|
|
Oct 23, 2025
Q3 2025
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-2.56K- 25.95% |
$211K - $223K
|
7.32K
$639K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-2.9K- 4.85% |
$239K - $252K
|
57K
$4.98M
|
|
|
Oct 06, 2025
Q3 2025
|
Moller Financial Services
|
SELL
|
- |
-3.71K- 3.99% |
$305K - $323K
|
89.1K
$7.78M
|
|
|
Oct 14, 2025
Q3 2025
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-4.6K- 2.15% |
$379K - $400K
|
209K
$18.2M
|
|
|
Oct 06, 2025
Q3 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-6.27K- 9.1% |
$516K - $545K
|
62.6K
$5.47M
|
|
|
Oct 21, 2025
Q3 2025
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-7.96K- 30.53% |
$656K - $693K
|
18.1K
$1.58M
|
|
|
Oct 14, 2025
Q3 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-14.7K- 42.32% |
$1.21M - $1.28M
|
20K
$1.74M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-17.6K- 2.79% |
$1.45M - $1.54M
|
616K
$53.8M
|
|
|
Oct 24, 2025
Q3 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-38.9K- 3.36% |
$3.21M - $3.39M
|
1.12M
$97.7M
|