Purchases and Sales Made in Q4 2024 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 Q4 2024. 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
Report Date	Institution (Fund)	Operation	Option	Shares change	Value Range	Shares Held	Trade History
Feb 14, 2025 Q4 2024	Bank Of America Corp Charlotte, NC	BUY	-	608K + 57.57%	$46.9M - $49.9M	1.66M $134M
Feb 13, 2025 Q4 2024	Advisors Capital Management, LLC Ridgewood, NJ	BUY	-	598K + 3647.77%	$46.2M - $49.1M	614K $49.3M
Feb 06, 2025 Q4 2024	Raymond James Financial Inc St. Petersburg, FL	BUY	-	580K New	$44.8M - $47.6M	580K $46.5M
Feb 14, 2025 Q4 2024	Ameriprise Financial Inc Minneapolis, MN	BUY	-	488K + 37.97%	$37.7M - $40.1M	1.77M $142M
Jan 27, 2025 Q4 2024	Strategic Financial Concepts, LLC San Antonio, TX	BUY	-	276K + 7680.14%	$21.3M - $22.7M	280K $22.5M
Feb 14, 2025 Q4 2024	Mai Capital Management	BUY	-	263K New	$20.3M - $21.6M	263K $21.1M
Feb 11, 2025 Q4 2024	Lpl Financial LLC Fort Mill, SC	BUY	-	254K + 9.37%	$19.6M - $20.9M	2.96M $238M
Feb 13, 2025 Q4 2024	Cetera Investment Advisers Schaumburg, IL	BUY	-	180K + 33.21%	$13.9M - $14.8M	724K $58.1M
Jan 15, 2025 Q4 2024	Lake Street Financial LLC	BUY	-	138K New	$10.7M - $11.4M	138K $11.1M
Feb 11, 2025 Q4 2024	First American Trust, Fsb	BUY	-	117K New	$9.05M - $9.62M	117K $9.41M
Feb 24, 2025 Q4 2024	Great Valley Advisor Group, Inc.	BUY	-	62.7K + 7.06%	$4.84M - $5.15M	951K $76.3M
Feb 11, 2025 Q4 2024	Goldman Sachs Group Inc New York, NY	BUY	-	55.8K + 22.44%	$4.31M - $4.58M	305K $24.5M
Jan 23, 2025 Q4 2024	Fox Financial, Inc Wyomissing, PA	BUY	-	55.5K + 21.73%	$4.28M - $4.55M	311K $24.9M
Jan 31, 2025 Q4 2024	Woodard & CO Asset Management Group Inc Bermuda Run, NC	BUY	-	53K New	$4.09M - $4.35M	53K $4.25M
Feb 14, 2025 Q4 2024	Morgan Stanley New York, NY	BUY	-	51.4K + 1.8%	$3.97M - $4.22M	2.91M $234M
Feb 07, 2025 Q4 2024	Fairway Wealth LLC Independence, OH	BUY	-	40.3K + 22.09%	$3.11M - $3.31M	223K $17.9M
Jan 22, 2025 Q4 2024	Kingswood Wealth Advisors, LLC San Diego, CA	BUY	-	30.6K + 103.34%	$2.36M - $2.51M	60.2K $4.84M
Feb 10, 2025 Q4 2024	Clearstead Advisors, LLC Cleveland, OH	BUY	-	29.3K + 4.24%	$2.27M - $2.41M	720K $57.8M
Jan 31, 2025 Q4 2024	D.A. Davidson & Co.	BUY	-	27.6K + 23.1%	$2.14M - $2.27M	147K $11.8M
Feb 12, 2025 Q4 2024	Wells Fargo & Company San Francisco, CA	BUY	-	22.7K + 3.6%	$1.75M - $1.86M	653K $52.5M
Feb 14, 2025 Q4 2024	Ubs Group Ag	BUY	-	19.5K + 1.54%	$1.51M - $1.6M	1.29M $103M
Feb 14, 2025 Q4 2024	St. Clair Advisors, LLC Mayfield Hts, OH	BUY	-	15.8K New	$1.22M - $1.3M	15.8K $1.27M
Feb 03, 2025 Q4 2024	Wealthspire Advisors, LLC New York, NY	BUY	-	15.6K + 116.58%	$1.21M - $1.28M	29K $2.33M
Jan 31, 2025 Q4 2024	Private Advisor Group, LLC	BUY	-	12.2K + 5.47%	$941K - $1M	235K $18.8M
Jan 30, 2025 Q4 2024	Tiger Oak Management, L.L.C. Albuquerque, NM	BUY	-	11.7K New	$905K - $962K	11.7K $941K
Jan 27, 2025 Q4 2024	Etesian Wealth Advisors, Inc. West Linn, OR	BUY	-	11.6K + 328.73%	$893K - $950K	15.1K $1.21M
Feb 24, 2025 Q4 2024	United Advisor Group, LLC Cincinnati, OH	BUY	-	11K + 11.95%	$851K - $905K	103K $8.29M
Feb 12, 2025 Q4 2024	Jpmorgan Chase & CO New York, NY	BUY	-	9.54K + 6.57%	$737K - $783K	155K $12.4M
Feb 03, 2025 Q4 2024	Moneco Advisors, LLC Fairfield, CT	BUY	-	9.19K New	$710K - $754K	9.19K $738K
Feb 14, 2025 Q4 2024	Kovitz Investment Group Partners, LLC	BUY	-	8.39K New	$648K - $689K	8.39K $674K
Jan 21, 2025 Q4 2024	Cx Institutional	BUY	-	8.25K + 8.27%	$637K - $678K	108K $8.67M
Jan 08, 2025 Q4 2024	International Assets Investment Management, LLC Orlando, FL	BUY	-	8.06K New	$623K - $662K	8.06K $647K
Feb 13, 2025 Q4 2024	Main Street Financial Solutions, LLC	BUY	-	7.92K + 4.85%	$612K - $650K	171K $13.7M
Feb 10, 2025 Q4 2024	Kestra Advisory Services, LLC	BUY	-	7.81K + 5.15%	$603K - $641K	159K $12.8M
Jan 14, 2025 Q4 2024	Tallon Kerry Patrick Pittsford, NY	BUY	-	7.68K New	$593K - $630K	7.68K $616K
Feb 03, 2025 Q4 2024	Post Resch Tallon Group Inc. Pittsford, NY	BUY	-	7.68K New	$593K - $630K	7.68K $616K
Feb 05, 2025 Q4 2024	Heritage Oak Wealth Advisors LLC Santa Rosa Beach, FL	BUY	-	7.63K New	$589K - $627K	7.63K $613K
Feb 04, 2025 Q4 2024	Siligmueller & Norvid Wealth Advisors LLC Glen Ellyn, IL	BUY	-	7.25K New	$560K - $595K	7.25K $582K
Jan 29, 2025 Q4 2024	Stonebridge Financial Group, LLC Wormleysburg, PA	BUY	-	6.61K New	$510K - $543K	6.61K $531K
Jan 27, 2025 Q4 2024	Berkshire Money Management, Inc.	BUY	-	6K New	$463K - $493K	6K $482K
Jan 28, 2025 Q4 2024	Kingsview Wealth Management, LLC Grants Pass, OR	BUY	-	5.88K New	$454K - $483K	5.88K $472K
Jan 23, 2025 Q4 2024	Chicago Partners Investment Group LLC	BUY	-	5.73K + 24.86%	$443K - $470K	28.8K $2.31M
Feb 11, 2025 Q4 2024	Avant Capital LLC Lafayette, LA	BUY	-	5.67K + 23.24%	$438K - $465K	30.1K $2.41M
Feb 06, 2025 Q4 2024	Strategic Family Wealth Counselors, L.L.C. Fairfield, NJ	BUY	-	5.23K + 5.15%	$404K - $429K	107K $8.56M
Feb 13, 2025 Q4 2024	Rockefeller Capital Management L.P. New York, NY	BUY	-	5.17K + 1.36%	$400K - $425K	386K $31M
Jan 29, 2025 Q4 2024	Equitable Trust CO	BUY	-	5.15K New	$398K - $423K	5.15K $413K
Jan 15, 2025 Q4 2024	Wealthcare Advisory Partners LLC West Chester, PA	BUY	-	5.08K New	$392K - $417K	5.08K $408K
Feb 07, 2025 Q4 2024	Pnc Financial Services Group, Inc. Pittsburgh, PA	BUY	-	4.97K + 0.13%	$384K - $408K	3.91M $314M
Feb 07, 2025 Q4 2024	Pfg Advisors	BUY	-	4.81K New	$372K - $395K	4.81K $386K
Feb 03, 2025 Q4 2024	Wealth Care Investment Partners, LLC	BUY	-	4.75K + 108.03%	$367K - $390K	9.15K $735K

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P - Open market or private purchase×

S - Open market or private sale×

V - Transaction voluntarily reported earlier than required×

A - Grant, award, or other acquisition×

D - Sale (or disposition) back to the issuer×

F - Payment of exercise price or tax liability×

I - Discretionary transaction×

M - Exercise of conversion of derivative security×

C - Conversion of derivative security×

E - Expiration of short derivative position×

H - Expiration (or cancellation) of long derivative position with value received×

O - Exercise of out-of-the-money derivative securities×

X - Exercise of in-the-money or at-the-money derivatives securities×

G - Bona fide gift×

L - Small Acquisition×

W - Acquisition or disposition by will or laws×

Z - Deposit into or withdrawal from voting trust×

J - Other acquisition or disposition×

K - Transaction in equity swap or similar instrument×

U - Disposition due to a tender of shares in a change of control transaction×

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Account

Purchases and Sales Made in Q4 2024 in Wisdomtree Tr U.S Largecap Div (DLN)

608K

598K

580K

488K

276K

263K

254K

180K

138K

117K

62.7K

55.8K

55.5K

53K

51.4K

40.3K

30.6K

29.3K

27.6K

22.7K

19.5K

15.8K

15.6K

12.2K

11.7K

11.6K

11K

9.54K

9.19K

8.39K

8.25K

8.06K

7.92K

7.81K

7.68K

7.68K

7.63K

7.25K

6.61K

6K

5.88K

5.73K

5.67K

5.23K

5.17K

5.15K

5.08K

4.97K

4.81K

4.75K

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