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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
62.8K+ 530.11% |
$4.44M - $5.15M
|
74.6K
$6.17M
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
5.09KNew |
$360K - $418K
|
5.09K
$421K
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
2.43K+ 2.36% |
$172K - $199K
|
105K
$8.7M
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
2.24K+ 603.5% |
$158K - $184K
|
2.61K
$216K
|
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
2.01K+ 12.07% |
$142K - $165K
|
18.7K
$1.54M
|
|
|
Jul 08, 2025
Q2 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
1.63K+ 11.45% |
$116K - $134K
|
15.9K
$1.32M
|
|
|
Jul 10, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
1.08K+ 122.73% |
$76.4K - $88.7K
|
1.96K
$162K
|
|
|
Jul 10, 2025
Q2 2025
|
Ryan Investment Management, Inc.
Basalt, CO |
BUY
|
- |
814New |
$57.5K - $66.9K
|
814
$67.4K
|
|
|
Jul 09, 2025
Q2 2025
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
111+ 0.56% |
$7.85K - $9.12K
|
19.9K
$1.65M
|
|
|
Jul 08, 2025
Q2 2025
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
12+ 0.15% |
$848 - $986
|
7.86K
$650K
|
|
| Q1 2025 | |||||||
|
May 06, 2025
Q1 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
1.18MNew |
$90.4M - $96.8M
|
1.18M
$97.5M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
495K+ 16.71% |
$38M - $40.7M
|
3.46M
$286M
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
315K+ 43.69% |
$24.2M - $25.9M
|
1.03M
$85.7M
|
|
|
May 06, 2025
Q1 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
134KNew |
$10.3M - $11M
|
134K
$11.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Win Advisors, Inc
|
BUY
|
- |
113KNew |
$8.67M - $9.29M
|
113K
$9.35M
|
|
|
Apr 21, 2025
Q1 2025
|
Clg LLC
Long Beach, CA |
BUY
|
- |
94.3K+ 62.17% |
$7.24M - $7.76M
|
246K
$20.4M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
84.9K+ 8.93% |
$6.52M - $6.98M
|
1.04M
$85.7M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
81.2K+ 10.37% |
$6.23M - $6.68M
|
864K
$71.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Fidelis I M, LLC
Medford, OR |
BUY
|
- |
70.6K+ 42.68% |
$5.42M - $5.81M
|
236K
$19.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
64.8K+ 1656.99% |
$4.98M - $5.33M
|
68.7K
$5.69M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
49K+ 1.68% |
$3.76M - $4.03M
|
2.96M
$245M
|
|
|
Apr 09, 2025
Q1 2025
|
Sarasin & Partners LLP
|
BUY
|
- |
46.6KNew |
$3.58M - $3.83M
|
46.6K
$3.85M
|
|
|
Apr 21, 2025
Q1 2025
|
True Link Financial Advisors, LLC
|
BUY
|
- |
45.6KNew |
$3.5M - $3.75M
|
45.6K
$3.78M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
43.2K+ 7.8% |
$3.32M - $3.55M
|
597K
$49.4M
|
|
|
May 02, 2025
Q1 2025
|
Future You Wealth LLC
New York, NY |
BUY
|
- |
37.3K+ 25.88% |
$2.86M - $3.07M
|
182K
$15M
|
|
|
Apr 29, 2025
Q1 2025
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
36.3K+ 16.27% |
$2.78M - $2.98M
|
259K
$21.4M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
33.6K+ 22.78% |
$2.58M - $2.76M
|
181K
$15M
|
|
|
May 09, 2025
Q1 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
30.5KNew |
$2.34M - $2.51M
|
30.5K
$2.53M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
27.2K+ 2.11% |
$2.08M - $2.23M
|
1.32M
$109M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
25.1K+ 16.24% |
$1.93M - $2.07M
|
180K
$14.9M
|
|
|
Apr 15, 2025
Q1 2025
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
24.7KNew |
$1.9M - $2.03M
|
24.7K
$2.05M
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
24.5KNew |
$1.88M - $2.02M
|
24.5K
$2.03M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
24.3K+ 89.2% |
$1.86M - $1.99M
|
51.4K
$4.26M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
17.8K+ 17.31% |
$1.37M - $1.47M
|
121K
$10M
|
|
|
May 08, 2025
Q1 2025
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
17.2K+ 3.3% |
$1.32M - $1.41M
|
539K
$44.6M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
17.1K+ 2.62% |
$1.32M - $1.41M
|
671K
$55.5M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
16.2K+ 6.91% |
$1.24M - $1.33M
|
251K
$20.8M
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
12.6KNew |
$966K - $1.03M
|
12.6K
$1.04M
|
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
11.8K+ 100.0% |
$907K - $971K
|
23.6K
$1.95M
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
11.7K+ 40.17% |
$895K - $959K
|
40.7K
$3.37M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
11.6K+ 3.81% |
$890K - $953K
|
316K
$26.2M
|
|
|
May 08, 2025
Q1 2025
|
Lee Kelleher Wealth Management
Fulton, MD |
BUY
|
- |
10.4K+ 3.38% |
$798K - $855K
|
318K
$26.3M
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
10.4K+ 215.44% |
$796K - $852K
|
15.2K
$1.26M
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
9.96K+ 5.82% |
$765K - $819K
|
181K
$15M
|
|
|
Apr 25, 2025
Q1 2025
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
9.14K+ 30.88% |
$702K - $751K
|
38.7K
$3.21M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
7.83KNew |
$601K - $644K
|
7.83K
$648K
|
|
|
May 12, 2025
Q1 2025
|
First American Trust, Fsb
|
BUY
|
- |
7.17K+ 6.11% |
$550K - $589K
|
124K
$10.3M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
6.99K+ 106.04% |
$537K - $575K
|
13.6K
$1.12M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
5.93KNew |
$455K - $487K
|
5.93K
$490K
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
5.69K+ 5.51% |
$436K - $467K
|
109K
$9.02M
|
|