Latest Institutional Purchases of Wisdomtree Tr U.S Largecap Div (DLN)

DLN Quotes by TradingView

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 04, 2025 Q2 2025
Creative Financial Designs Inc

BUY
 -
35
+ 5.09%
$2.47K - $2.87K
723 $63K
Aug 13, 2025 Q2 2025
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
18
+ 0.56%
$1.27K - $1.48K
3.25K $283K
Jul 24, 2025 Q2 2025
Ifp Advisors, Inc

BUY
 -
4
+ 0.26%
$283 - $329
1.55K $135K
Jul 29, 2025 Q2 2025
Bogart Wealth, LLC

BUY
 -
3
+ 50.0%
$212 - $246
9 $784
Jul 17, 2025 Q2 2025
Sound Income Strategies, LLC

BUY
 -
3
+ 2.83%
$212 - $246
109 $9.5K
Jul 17, 2025 Q2 2025
Raleigh Capital Management Inc.

Cary, NC
BUY
 -
1
New
$70.7 - $82.1
1 $87.2
Aug 12, 2025 Q2 2025
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Q1 2025
Apr 23, 2025 Q1 2025
Win Advisors, Inc

BUY
 -
113K
New
$8.67M - $9.29M
113K $9.85M
Apr 09, 2025 Q1 2025
Sarasin & Partners LLP

BUY
 -
46.6K
New
$3.58M - $3.83M
46.6K $4.06M
May 15, 2025 Q1 2025
Gts Securities LLC

New York, NY
BUY
 -
24.5K
New
$1.88M - $2.02M
24.5K $2.14M
Apr 21, 2025 Q1 2025
Advisor Resource Council

BUY
 -
5.93K
New
$455K - $487K
5.93K $516K
May 01, 2025 Q1 2025
Tru North Capital Management, LLC

Kalamazoo, MI
BUY
 -
4.85K
New
$373K - $399K
4.85K $423K
May 14, 2025 Q1 2025
Wolfstich Capital, LLC

Medfield, MA
BUY
 -
3.95K
+ 5125.97%
$303K - $325K
4.02K $351K
Apr 10, 2025 Q1 2025
Thurston, Springer, Miller, Herd & Titak, Inc.

Indianapolis, IN
BUY
 -
3K
New
$230K - $247K
3K $261K
May 06, 2025 Q1 2025
Brookwood Investment Group LLC

Phoenix, AZ
BUY
 -
3K
New
$230K - $246K
3K $261K
Apr 10, 2025 Q1 2025
Armstrong, Fleming & Moore, Inc

Washington, DC
BUY
 -
2.96K
New
$227K - $244K
2.96K $258K
May 14, 2025 Q1 2025
Kuhn & CO Investment Counsel

Chicago, IL
BUY
 -
2.73K
New
$209K - $224K
2.73K $237K
May 08, 2025 Q1 2025
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

BUY
 -
2.63K
New
$202K - $216K
2.63K $229K
Apr 14, 2025 Q1 2025
Capital Investment Advisors, LLC

BUY
 -
2.6K
New
$200K - $214K
2.6K $227K
Apr 21, 2025 Q1 2025
Well Done, LLC

BUY
 -
1.75K
+ 20.92%
$134K - $144K
10.1K $881K
May 08, 2025 Q1 2025
Cheviot Value Management, LLC

BUY
 -
974
New
$74.8K - $80.1K
974 $84.9K
Apr 22, 2025 Q1 2025
Inlight Wealth Management, LLC

Atlanta, GA
BUY
 -
851
New
$65.3K - $70K
851 $74.2K
May 06, 2025 Q1 2025
Ima Wealth, Inc.

Wichita, KS
BUY
 -
171
New
$13.1K - $14.1K
171 $14.9K
May 05, 2025 Q1 2025
One Ascent Financial Services LLC

Birmingham, AL
BUY
 -
111
+ 2.36%
$8.52K - $9.13K
4.81K $419K
Apr 18, 2025 Q1 2025
Cornerstone Wealth Management, LLC

BUY
 -
71
+ 1.34%
$5.45K - $5.84K
5.38K $469K
Apr 08, 2025 Q1 2025
Marion Wealth Management

BUY
 -
30
+ 0.61%
$2.3K - $2.47K
4.92K $429K
May 14, 2025 Q1 2025
Srs Capital Advisors, Inc.

Denver, CO
BUY
 -
27
New
$2.07K - $2.22K
27 $2.35K
Q4 2024
Jan 14, 2025 Q4 2024
Tallon Kerry Patrick

Pittsford, NY
BUY
 -
7.68K
New
$593K - $630K
7.68K $669K
Jan 29, 2025 Q4 2024
Stonebridge Financial Group, LLC

Wormleysburg, PA
BUY
 -
6.61K
New
$510K - $543K
6.61K $576K
Mar 10, 2025 Q4 2024
Spring Vest Wealth Management LLC

Dallas, TX
BUY
 -
6.55K
New
$506K - $538K
6.55K $571K
Jan 27, 2025 Q4 2024
Berkshire Money Management, Inc.

BUY
 -
6K
New
$463K - $493K
6K $523K
Jan 29, 2025 Q4 2024
Equitable Trust CO

BUY
 -
5.15K
New
$398K - $423K
5.15K $449K
Feb 03, 2025 Q4 2024
Lutz Financial Services LLC

BUY
 -
3.41K
+ 84.28%
$263K - $280K
7.46K $650K
Jan 30, 2025 Q4 2024
Belvedere Trading LLC

BUY
 CALL
3.1K
New
$239K - $255K
3.1K $270K
Feb 14, 2025 Q4 2024
Investor'S Fiduciary Advisor Network, LLC

Snoqualmie, WA
BUY
 -
3.08K
New
$238K - $253K
3.08K $268K
Feb 03, 2025 Q4 2024
Pmg Wealth Management, Inc.

Hawthorn Woods, IL
BUY
 -
3K
New
$232K - $246K
3K $261K
Feb 14, 2025 Q4 2024
Clark Capital Management Group, Inc.

Philadelphia, PA
BUY
 -
2.64K
New
$204K - $217K
2.64K $230K
Feb 07, 2025 Q4 2024
Sage Mountain Advisors LLC

BUY
 -
1.63K
New
$126K - $134K
1.63K $142K
Jan 10, 2025 Q4 2024
Org Partners LLC

Roanoke, IN
BUY
 -
1.5K
New
$116K - $123K
1.5K $131K
Jan 31, 2025 Q4 2024
Sanctuary Advisors, LLC

Indianapolis, IN
BUY
 -
1.13K
+ 0.72%
$86.9K - $92.4K
157K $13.7M
Jan 31, 2025 Q4 2024
Human Investing LLC

BUY
 -
650
New
$50.2K - $53.4K
650 $56.6K
Jan 23, 2025 Q4 2024
Synergy Asset Management, LLC

Bellevue, WA
BUY
 -
642
New
$49.6K - $52.7K
642 $56K
Jan 16, 2025 Q4 2024
Sugar Maple Asset Management, LLC

Sister Bay, WI
BUY
 -
598
New
$46.2K - $49.1K
598 $52.1K
Feb 04, 2025 Q4 2024
Lake Street Advisors Group, LLC

BUY
 -
454
+ 4.05%
$35.1K - $37.3K
11.7K $1.02M
Feb 11, 2025 Q4 2024
Lee Danner & Bass Inc

BUY
 -
400
New
$30.9K - $32.8K
400 $34.9K
Feb 03, 2025 Q4 2024
Centricity Wealth Management, LLC

Westerville, OH
BUY
 -
250
New
$19.3K - $20.5K
250 $21.8K
Feb 18, 2025 Q4 2024
Fourth Dimension Wealth, LLC

Middleburg Heights, OH
BUY
 -
160
New
$12.4K - $13.1K
160 $13.9K
Feb 13, 2025 Q4 2024
Richards, Merrill & Peterson, Inc.

Spokane, WA
BUY
 -
128
New
$9.89K - $10.5K
128 $11.2K
Jul 14, 2025 Q4 2024
Flp Wealth Management, LLC

Bentonville, AR
BUY
 -
97
New
$7.49K - $7.96K
97 $8.45K

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