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 |
|---|---|---|---|---|---|---|---|
|
May 06, 2025
Q1 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
1.18MNew |
$90.4M - $96.8M
|
1.18M
$90.6M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
495K+ 16.71% |
$38M - $40.7M
|
3.46M
$266M
|
|
|
May 06, 2025
Q1 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
134KNew |
$10.3M - $11M
|
134K
$10.3M
|
|
|
Apr 23, 2025
Q1 2025
|
Win Advisors, Inc
|
BUY
|
- |
113KNew |
$8.67M - $9.29M
|
113K
$8.69M
|
|
|
Apr 21, 2025
Q1 2025
|
Clg LLC
Long Beach, CA |
BUY
|
- |
94.3K+ 62.17% |
$7.24M - $7.76M
|
246K
$18.9M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
84.9K+ 8.93% |
$6.52M - $6.98M
|
1.04M
$79.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Fidelis I M, LLC
Medford, OR |
BUY
|
- |
70.6K+ 42.68% |
$5.42M - $5.81M
|
236K
$18.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
64.8K+ 1656.99% |
$4.98M - $5.33M
|
68.7K
$5.29M
|
|
|
Apr 09, 2025
Q1 2025
|
Sarasin & Partners LLP
|
BUY
|
- |
46.6KNew |
$3.58M - $3.83M
|
46.6K
$3.58M
|
|
|
Apr 21, 2025
Q1 2025
|
True Link Financial Advisors, LLC
|
BUY
|
- |
45.6KNew |
$3.5M - $3.75M
|
45.6K
$3.51M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
43.2K+ 7.8% |
$3.32M - $3.55M
|
597K
$46M
|
|
|
May 02, 2025
Q1 2025
|
Future You Wealth LLC
New York, NY |
BUY
|
- |
37.3K+ 25.88% |
$2.86M - $3.07M
|
182K
$14M
|
|
|
Apr 29, 2025
Q1 2025
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
36.3K+ 16.27% |
$2.78M - $2.98M
|
259K
$19.9M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
33.6K+ 22.78% |
$2.58M - $2.76M
|
181K
$13.9M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
31.8K+ 130.8% |
$2.44M - $2.61M
|
56.1K
$4.32M
|
|
|
Apr 15, 2025
Q1 2025
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
24.7KNew |
$1.9M - $2.03M
|
24.7K
$1.9M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
17.8K+ 17.31% |
$1.37M - $1.47M
|
121K
$9.3M
|
|
|
May 08, 2025
Q1 2025
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
17.2K+ 3.3% |
$1.32M - $1.41M
|
539K
$41.4M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
16.2K+ 6.91% |
$1.24M - $1.33M
|
251K
$19.3M
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
12.6KNew |
$966K - $1.03M
|
12.6K
$968K
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
BUY
|
- |
11.9K+ 145.48% |
$912K - $977K
|
20K
$1.54M
|
|
|
Apr 15, 2025
Q1 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
11.8KNew |
$909K - $973K
|
11.8K
$911K
|
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
11.8K+ 100.0% |
$907K - $971K
|
23.6K
$1.82M
|
|
|
May 08, 2025
Q1 2025
|
Lee Kelleher Wealth Management
Fulton, MD |
BUY
|
- |
10.4K+ 3.38% |
$798K - $855K
|
318K
$24.5M
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
10.4K+ 215.44% |
$796K - $852K
|
15.2K
$1.17M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
10.2KNew |
$781K - $836K
|
10.2K
$782K
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
9.96K+ 5.82% |
$765K - $819K
|
181K
$13.9M
|
|
|
Apr 25, 2025
Q1 2025
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
9.14K+ 30.88% |
$702K - $751K
|
38.7K
$2.98M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
7.83KNew |
$601K - $644K
|
7.83K
$602K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
5.93KNew |
$455K - $487K
|
5.93K
$456K
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
5.69K+ 5.51% |
$436K - $467K
|
109K
$8.38M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
5.68K+ 133.77% |
$436K - $467K
|
9.93K
$764K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.55K+ 0.96% |
$426K - $456K
|
586K
$45.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
5.13K+ 56.04% |
$394K - $422K
|
14.3K
$1.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.96KNew |
$381K - $408K
|
4.96K
$382K
|
|
|
May 01, 2025
Q1 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
4.85KNew |
$373K - $399K
|
4.85K
$373K
|
|
|
May 08, 2025
Q1 2025
|
Novus Advisors, LLC
Greenville, SC |
BUY
|
- |
4.81KNew |
$369K - $395K
|
4.81K
$370K
|
|
|
Apr 24, 2025
Q1 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
4.74K+ 31.38% |
$364K - $389K
|
19.8K
$1.52M
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
4.7KNew |
$361K - $386K
|
4.7K
$362K
|
|
|
Apr 21, 2025
Q1 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
4.33K+ 112.66% |
$333K - $356K
|
8.18K
$629K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
4.13K+ 54.68% |
$317K - $339K
|
11.7K
$898K
|
|
|
Apr 17, 2025
Q1 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
3.87K+ 6.6% |
$297K - $318K
|
62.5K
$4.81M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
3.25K+ 9.39% |
$250K - $267K
|
37.9K
$2.91M
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
3.22K+ 0.78% |
$247K - $265K
|
416K
$32M
|
|
|
May 02, 2025
Q1 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
3.15KNew |
$242K - $259K
|
3.15K
$242K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
3KNew |
$230K - $247K
|
3K
$231K
|
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
3KNew |
$230K - $246K
|
3K
$231K
|
|
|
Apr 10, 2025
Q1 2025
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
2.96KNew |
$227K - $244K
|
2.96K
$228K
|
|
|
Apr 21, 2025
Q1 2025
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
BUY
|
- |
2.82K+ 33.56% |
$216K - $232K
|
11.2K
$862K
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
2.63KNew |
$202K - $216K
|
2.63K
$203K
|