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
|
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
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.62K+ 87400.0% |
$201K - $216K
|
2.63K
$202K
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
2.6KNew |
$200K - $214K
|
2.6K
$200K
|
|
|
May 07, 2025
Q1 2025
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
2.59K+ 4.9% |
$199K - $213K
|
55.6K
$4.28M
|
|
|
Apr 21, 2025
Q1 2025
|
Fox Financial, Inc
Wyomissing, PA |
BUY
|
- |
2.57K+ 0.83% |
$197K - $211K
|
313K
$24.1M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.98K+ 51.71% |
$152K - $162K
|
5.8K
$446K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.88K+ 6.31% |
$144K - $155K
|
31.7K
$2.44M
|
|
|
Apr 21, 2025
Q1 2025
|
Well Done, LLC
|
BUY
|
- |
1.75K+ 20.92% |
$134K - $144K
|
10.1K
$778K
|
|
|
May 08, 2025
Q1 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
1.73K+ 1.62% |
$133K - $142K
|
108K
$8.33M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.64K+ 1.57% |
$126K - $135K
|
106K
$8.13M
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
1.49K+ 11.95% |
$115K - $123K
|
14K
$1.08M
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.39K+ 18.56% |
$107K - $114K
|
8.87K
$682K
|
|
|
May 06, 2025
Q1 2025
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
1.23K+ 10.46% |
$94.7K - $101K
|
13K
$1M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.14K+ 38.7% |
$87.4K - $93.6K
|
4.08K
$314K
|
|
|
Apr 14, 2025
Q1 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
1.1K+ 0.5% |
$84.4K - $90.4K
|
220K
$16.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.07K+ 21.11% |
$82.3K - $88.1K
|
6.15K
$473K
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
974New |
$74.8K - $80.1K
|
974
$74.9K
|
|
|
Apr 23, 2025
Q1 2025
|
Nadler Financial Group, Inc.
|
BUY
|
- |
960+ 2.03% |
$73.7K - $78.9K
|
48.4K
$3.72M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
927+ 1.52% |
$71.2K - $76.2K
|
61.9K
$4.76M
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
911New |
$69.9K - $74.9K
|
911
$70.1K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
865+ 21.36% |
$66.4K - $71.1K
|
4.92K
$378K
|
|
|
Apr 22, 2025
Q1 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
851New |
$65.3K - $70K
|
851
$65.5K
|
|
|
Apr 24, 2025
Q1 2025
|
Tranquility Partners, LLC
|
BUY
|
- |
665+ 4.25% |
$51.1K - $54.7K
|
16.3K
$1.25M
|
|
|
May 09, 2025
Q1 2025
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
433+ 1.47% |
$33.2K - $35.6K
|
29.9K
$2.3M
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
414+ 4.51% |
$31.8K - $34K
|
9.6K
$739K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
395+ 12.76% |
$30.3K - $32.5K
|
3.49K
$268K
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
323+ 3.62% |
$24.8K - $26.6K
|
9.24K
$710K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
297New |
$22.8K - $24.4K
|
297
$22.8K
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
280New |
$21.5K - $23K
|
280
$21.5K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
263+ 61.88% |
$20.2K - $21.6K
|
688
$52.9K
|
|
|
Apr 14, 2025
Q1 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
224+ 1.36% |
$17.2K - $18.4K
|
16.7K
$1.28M
|
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
171New |
$13.1K - $14.1K
|
171
$13.2K
|
|
|
Apr 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
169+ 0.53% |
$13K - $13.9K
|
31.9K
$2.45M
|
|
|
Apr 22, 2025
Q1 2025
|
Rodgers & Associates, LTD
|
BUY
|
- |
150+ 4.46% |
$11.5K - $12.3K
|
3.51K
$270K
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
111+ 2.36% |
$8.52K - $9.13K
|
4.81K
$370K
|
|
|
Apr 17, 2025
Q1 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
98+ 1.09% |
$7.52K - $8.06K
|
9.08K
$698K
|
|
|
Apr 09, 2025
Q1 2025
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
83+ 0.42% |
$6.37K - $6.82K
|
19.8K
$1.52M
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
71+ 1.34% |
$5.45K - $5.84K
|
5.38K
$414K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
46+ 3.06% |
$3.53K - $3.78K
|
1.55K
$119K
|
|
|
Apr 11, 2025
Q1 2025
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
30+ 0.35% |
$2.3K - $2.47K
|
8.63K
$664K
|
|
|
Apr 08, 2025
Q1 2025
|
Marion Wealth Management
|
BUY
|
- |
30+ 0.61% |
$2.3K - $2.47K
|
4.92K
$379K
|
|
|
Apr 21, 2025
Q1 2025
|
Grandview Asset Management LLC
|
BUY
|
- |
22+ 0.32% |
$1.69K - $1.81K
|
6.79K
$523K
|
|
|
Apr 24, 2025
Q1 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
20+ 0.23% |
$1.54K - $1.64K
|
8.61K
$662K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
14+ 0.36% |
$1.07K - $1.15K
|
3.95K
$304K
|
|
|
Apr 22, 2025
Q1 2025
|
Dixon Fnancial Services, Inc.
|
BUY
|
- |
13+ 0.46% |
$998 - $1.07K
|
2.85K
$219K
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
12+ 0.43% |
$921 - $987
|
2.83K
$217K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
12+ 0.43% |
$921 - $987
|
2.81K
$216K
|