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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.22K+ 0.76% |
$93.8K - $99.8K
|
161K
$12.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.21K+ 2.51% |
$93.5K - $99.4K
|
49.5K
$3.94M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
1.13K+ 0.72% |
$86.9K - $92.4K
|
157K
$12.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.11K+ 0.2% |
$85.3K - $90.7K
|
554K
$44.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.1K+ 2.38% |
$85.3K - $90.6K
|
47.6K
$3.79M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.1K+ 1.21% |
$85.1K - $90.5K
|
92.4K
$7.35M
|
|
|
Jan 29, 2025
Q4 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
1.06K+ 3.7% |
$81.6K - $86.8K
|
29.6K
$2.36M
|
|
|
Feb 13, 2025
Q4 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
1.01K+ 3.55% |
$77.9K - $82.8K
|
29.4K
$2.34M
|
|
|
Feb 11, 2025
Q4 2024
|
Absolute Capital Management, LLC
|
BUY
|
- |
1.01K+ 18.17% |
$77.6K - $82.5K
|
6.54K
$520K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
992New |
$76.6K - $81.5K
|
992
$79K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
886+ 1.66% |
$68.4K - $72.7K
|
54.2K
$4.32M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
866+ 25.61% |
$66.9K - $71.1K
|
4.25K
$338K
|
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
795+ 0.35% |
$61.4K - $65.3K
|
230K
$18.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
789+ 8.07% |
$60.9K - $64.8K
|
10.6K
$841K
|
|
|
Jan 23, 2025
Q4 2024
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
787+ 7.41% |
$60.8K - $64.6K
|
11.4K
$908K
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
726+ 5.01% |
$56.1K - $59.6K
|
15.2K
$1.21M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
718+ 4.14% |
$55.5K - $59K
|
18.1K
$1.44M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
713+ 1.21% |
$55.1K - $58.5K
|
59.7K
$4.75M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
677New |
$52.3K - $55.6K
|
677
$53.9K
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
650New |
$50.2K - $53.4K
|
650
$51.7K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
642New |
$49.6K - $52.7K
|
642
$51.1K
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
598New |
$46.2K - $49.1K
|
598
$47.6K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
593+ 2.03% |
$45.8K - $48.7K
|
29.8K
$2.37M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
500+ 49.9% |
$38.6K - $41.1K
|
1.5K
$120K
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
493+ 12.92% |
$38.1K - $40.5K
|
4.31K
$343K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
454+ 4.05% |
$35.1K - $37.3K
|
11.7K
$929K
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
432New |
$33.4K - $35.5K
|
432
$34.4K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
400New |
$30.9K - $32.8K
|
400
$31.8K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
340+ 144.07% |
$26.3K - $27.9K
|
576
$45.8K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
327+ 4.57% |
$25.3K - $26.8K
|
7.48K
$595K
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
324+ 1.97% |
$25K - $26.6K
|
16.8K
$1.34M
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
322+ 2.0% |
$24.9K - $26.4K
|
16.4K
$1.31M
|
|
|
Jan 16, 2025
Q4 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
275+ 3.16% |
$21.2K - $22.6K
|
8.98K
$714K
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
264+ 1.34% |
$20.4K - $21.7K
|
20K
$1.59M
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
250New |
$19.3K - $20.5K
|
250
$19.9K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
246New |
$19K - $20.2K
|
246
$19.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
245+ 4.4% |
$18.9K - $20.1K
|
5.81K
$462K
|
|
|
Feb 14, 2025
Q4 2024
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
213New |
$16.4K - $17.5K
|
213
$17K
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
190+ 6.8% |
$14.7K - $15.6K
|
2.98K
$237K
|
|
|
Feb 06, 2025
Q4 2024
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
187+ 2.49% |
$14.4K - $15.4K
|
7.71K
$613K
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
181+ 4.97% |
$14K - $14.9K
|
3.82K
$304K
|
|
|
Jan 14, 2025
Q4 2024
|
Meridian Financial Partners LLC
|
BUY
|
- |
173+ 0.45% |
$13.4K - $14.2K
|
38.2K
$3.04M
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
160New |
$12.4K - $13.1K
|
160
$12.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
154+ 0.45% |
$11.9K - $12.6K
|
34.6K
$2.76M
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
153New |
$11.8K - $12.6K
|
153
$12.2K
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
BUY
|
- |
150+ 1.91% |
$11.6K - $12.3K
|
7.99K
$636K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
133+ 0.09% |
$10.3K - $10.9K
|
154K
$12.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
130+ 0.07% |
$10K - $10.7K
|
194K
$15.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
129+ 4.6% |
$9.96K - $10.6K
|
2.93K
$233K
|
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
128New |
$9.89K - $10.5K
|
128
$10.2K
|