Purchases and Sales Made in Q1 2025 in Wisdomtree Tr U.S Largecap Div (DLN)
This table provides information about the institutional ownership of Wisdomtree Tr U.S Largecap Div (DLN) during Q1 2025. The information is specifically focused on institutions that hold shares of WISDOMTREE TR U.S LARGECAP DIV.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4.92K+ 3.19% |
$378K - $404K
|
159K
$13.1M
|
|
|
May 01, 2025
Q1 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
4.85KNew |
$373K - $399K
|
4.85K
$402K
|
|
|
May 08, 2025
Q1 2025
|
Novus Advisors, LLC
Greenville, SC |
BUY
|
- |
4.81KNew |
$369K - $395K
|
4.81K
$398K
|
|
|
Apr 24, 2025
Q1 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
4.74K+ 31.38% |
$364K - $389K
|
19.8K
$1.64M
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
4.7KNew |
$361K - $386K
|
4.7K
$389K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.54K+ 2.85% |
$348K - $373K
|
164K
$13.6M
|
|
|
Apr 21, 2025
Q1 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
4.33K+ 112.66% |
$333K - $356K
|
8.18K
$677K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
4.13K+ 54.68% |
$317K - $339K
|
11.7K
$966K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
4.12K+ 1.07% |
$316K - $338K
|
390K
$32.3M
|
|
|
May 14, 2025
Q1 2025
|
Wolfstich Capital, LLC
Medfield, MA |
BUY
|
- |
3.95K+ 5125.97% |
$303K - $325K
|
4.02K
$333K
|
|
|
Apr 17, 2025
Q1 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
3.87K+ 6.6% |
$297K - $318K
|
62.5K
$5.17M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
3.83K+ 138.14% |
$294K - $314K
|
6.59K
$546K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
3.6KNew |
$277K - $296K
|
3.6K
$298K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
3.58K+ 26.56% |
$275K - $294K
|
17K
$1.41M
|
|
|
May 14, 2025
Q1 2025
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
3.28KNew |
$252K - $270K
|
3.28K
$272K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
3.25K+ 9.39% |
$250K - $267K
|
37.9K
$3.13M
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
3.22K+ 0.78% |
$247K - $265K
|
416K
$34.4M
|
|
|
May 02, 2025
Q1 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
3.15KNew |
$242K - $259K
|
3.15K
$261K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
3KNew |
$230K - $247K
|
3K
$248K
|
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
3KNew |
$230K - $246K
|
3K
$248K
|
|
|
Apr 10, 2025
Q1 2025
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
2.96KNew |
$227K - $244K
|
2.96K
$245K
|
|
|
Apr 21, 2025
Q1 2025
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
BUY
|
- |
2.82K+ 33.56% |
$216K - $232K
|
11.2K
$928K
|
|
|
May 14, 2025
Q1 2025
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
2.73KNew |
$209K - $224K
|
2.73K
$226K
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
2.63KNew |
$202K - $216K
|
2.63K
$218K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.62K+ 87400.0% |
$201K - $216K
|
2.63K
$217K
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
2.6KNew |
$200K - $214K
|
2.6K
$215K
|
|
|
May 07, 2025
Q1 2025
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
2.59K+ 4.9% |
$199K - $213K
|
55.6K
$4.6M
|
|
|
Apr 21, 2025
Q1 2025
|
Fox Financial, Inc
Wyomissing, PA |
BUY
|
- |
2.57K+ 0.83% |
$197K - $211K
|
313K
$25.9M
|
|
|
May 14, 2025
Q1 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
2.53KNew |
$194K - $208K
|
2.53K
$209K
|
|
|
May 15, 2025
Q1 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
2.53KNew |
$194K - $208K
|
2.53K
$209K
|
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
2.23K+ 74.73% |
$171K - $183K
|
5.21K
$432K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
2.02K+ 10.1% |
$155K - $166K
|
22.1K
$1.83M
|
|
|
May 12, 2025
Q1 2025
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
2K+ 6.64% |
$153K - $164K
|
32K
$2.65M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.99K+ 40.5% |
$153K - $164K
|
6.91K
$572K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.98K+ 13.03% |
$152K - $163K
|
17.2K
$1.42M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.98K+ 51.71% |
$152K - $162K
|
5.8K
$480K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.88K+ 6.31% |
$144K - $155K
|
31.7K
$2.62M
|
|
|
Apr 21, 2025
Q1 2025
|
Well Done, LLC
|
BUY
|
- |
1.75K+ 20.92% |
$134K - $144K
|
10.1K
$837K
|
|
|
May 08, 2025
Q1 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
1.73K+ 1.62% |
$133K - $142K
|
108K
$8.97M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.64K+ 1.57% |
$126K - $135K
|
106K
$8.75M
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
1.49K+ 11.95% |
$115K - $123K
|
14K
$1.16M
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.39K+ 18.56% |
$107K - $114K
|
8.87K
$734K
|
|
|
May 06, 2025
Q1 2025
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
1.23K+ 10.46% |
$94.7K - $101K
|
13K
$1.08M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.21K+ 342.37% |
$93K - $99.7K
|
1.57K
$130K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.14K+ 38.7% |
$87.4K - $93.6K
|
4.08K
$338K
|
|
|
Apr 14, 2025
Q1 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
1.1K+ 0.5% |
$84.4K - $90.4K
|
220K
$18.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.07K+ 21.11% |
$82.3K - $88.1K
|
6.15K
$509K
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
974New |
$74.8K - $80.1K
|
974
$80.6K
|
|
|
Apr 23, 2025
Q1 2025
|
Nadler Financial Group, Inc.
|
BUY
|
- |
960+ 2.03% |
$73.7K - $78.9K
|
48.4K
$4M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
949+ 77.53% |
$72.9K - $78K
|
2.17K
$180K
|