Latest Institutional Purchases of Wisdomtree Tr U.S Largecap Div (DLN)
This list provides information on the latest institutional transactions involving Wisdomtree Tr U.S Largecap Div (DLN) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
677K+ 47.36% |
$47.9M - $55.6M
|
2.11M
$177M
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
139K+ 13.42% |
$9.83M - $11.4M
|
1.17M
$98.8M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
80.4K+ 12.5% |
$5.68M - $6.6M
|
723K
$60.8M
|
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
62.8K+ 530.11% |
$4.44M - $5.15M
|
74.6K
$6.27M
|
|
|
Aug 14, 2025
Q2 2025
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
61.8K+ 11.48% |
$4.37M - $5.08M
|
600K
$50.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
56.6K+ 5.71% |
$4M - $4.65M
|
1.05M
$88.1M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
54.5K+ 9.13% |
$3.86M - $4.48M
|
652K
$54.8M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
49.9K+ 8.51% |
$3.53M - $4.1M
|
636K
$53.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Clg LLC
Long Beach, CA |
BUY
|
- |
33.8K+ 13.74% |
$2.39M - $2.78M
|
280K
$23.5M
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
31.5K+ 124.01% |
$2.23M - $2.59M
|
56.9K
$4.79M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
27.9K+ 2.02% |
$1.97M - $2.29M
|
1.41M
$119M
|
|
|
Jul 22, 2025
Q2 2025
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
BUY
|
- |
26.7KNew |
$1.89M - $2.19M
|
26.7K
$2.24M
|
|
|
Jul 29, 2025
Q2 2025
|
Aspiriant, LLC
|
BUY
|
- |
25K+ 62.15% |
$1.77M - $2.05M
|
65.2K
$5.48M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
22.2K+ 13.53% |
$1.57M - $1.82M
|
186K
$15.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
18.7K+ 3.34% |
$1.32M - $1.54M
|
578K
$48.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
14.9K+ 1.44% |
$1.05M - $1.22M
|
1.05M
$88.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
14.3K+ 2.13% |
$1.01M - $1.17M
|
685K
$57.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
13.4KNew |
$946K - $1.1M
|
13.4K
$1.13M
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
13.1K+ 7.24% |
$926K - $1.08M
|
194K
$16.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
12.7KNew |
$898K - $1.04M
|
12.7K
$1.07M
|
|
|
Aug 07, 2025
Q2 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
12.7KNew |
$897K - $1.04M
|
12.7K
$1.07M
|
|
|
Jul 24, 2025
Q2 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
12.5K+ 63.29% |
$887K - $1.03M
|
32.4K
$2.72M
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
11.7K+ 269.01% |
$828K - $963K
|
16.1K
$1.35M
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
11K+ 63.7% |
$774K - $900K
|
28.2K
$2.37M
|
|
|
Aug 07, 2025
Q2 2025
|
Pfg Advisors
|
BUY
|
- |
10.7K+ 70.44% |
$756K - $878K
|
25.9K
$2.17M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
10.1KNew |
$711K - $826K
|
10.1K
$845K
|
|
|
Jul 14, 2025
Q2 2025
|
Lee Kelleher Wealth Management
Fulton, MD |
BUY
|
- |
10K+ 3.15% |
$708K - $823K
|
328K
$27.6M
|
|
|
Jul 31, 2025
Q2 2025
|
Future You Wealth LLC
New York, NY |
BUY
|
- |
9.28K+ 5.11% |
$656K - $763K
|
191K
$16M
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
9.21K+ 24.31% |
$651K - $756K
|
47.1K
$3.96M
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
9.13KNew |
$645K - $750K
|
9.13K
$768K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
9.02K+ 5.73% |
$637K - $740K
|
166K
$14M
|
|
|
Jul 17, 2025
Q2 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
8.84K+ 108.07% |
$625K - $726K
|
17K
$1.43M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
8.83K+ 5.56% |
$624K - $725K
|
168K
$14.1M
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
8.32K+ 113.54% |
$588K - $683K
|
15.6K
$1.32M
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
BUY
|
- |
7.64KNew |
$540K - $627K
|
7.64K
$642K
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
7.37K+ 47.56% |
$521K - $605K
|
22.9K
$1.92M
|
|
|
Jul 16, 2025
Q2 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
7.14KNew |
$505K - $587K
|
7.14K
$600K
|
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
7.12K+ 42.25% |
$503K - $585K
|
24K
$2.02M
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
6.91K+ 2.16% |
$489K - $568K
|
326K
$27.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
6.59K+ 26.62% |
$466K - $541K
|
31.3K
$2.63M
|
|
|
Aug 01, 2025
Q2 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
6.27KNew |
$443K - $515K
|
6.27K
$527K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
6.01K+ 11.75% |
$425K - $494K
|
57.2K
$4.81M
|
|
|
Jul 23, 2025
Q2 2025
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
5.68K+ 8.43% |
$402K - $467K
|
73.1K
$6.14M
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
5.3KNew |
$375K - $436K
|
5.3K
$446K
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
5.09KNew |
$360K - $418K
|
5.09K
$427K
|
|
|
Aug 13, 2025
Q2 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
5.01KNew |
$354K - $411K
|
5.01K
$421K
|
|
|
Aug 13, 2025
Q2 2025
|
Brown Advisory Inc
|
BUY
|
- |
5K+ 75.58% |
$353K - $411K
|
11.6K
$976K
|
|
|
Jul 31, 2025
Q2 2025
|
Brighton Jones LLC
|
BUY
|
- |
4.57K+ 162.78% |
$323K - $375K
|
7.38K
$620K
|
|
|
Aug 05, 2025
Q2 2025
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
4.53K+ 11.7% |
$321K - $372K
|
43.3K
$3.64M
|
|
|
Aug 04, 2025
Q2 2025
|
Bristlecone Advisors, LLC
|
BUY
|
- |
4.4K+ 2.0% |
$311K - $361K
|
224K
$18.8M
|