Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
226K+ 6.96% |
$18.6M - $19.7M
|
3.48M
$303M
|
|
|
Nov 12, 2025
Q3 2025
|
Nerd Wallet Wealth Partners, LLC
New York, NY |
BUY
|
- |
202KNew |
$16.7M - $17.6M
|
202K
$17.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
135K+ 18.71% |
$11.2M - $11.8M
|
859K
$74.8M
|
|
|
Nov 06, 2025
Q3 2025
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
132K+ 21.97% |
$10.9M - $11.5M
|
732K
$63.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
112K+ 10.68% |
$9.22M - $9.74M
|
1.16M
$101M
|
|
|
Nov 14, 2025
Q3 2025
|
Clg LLC
Long Beach, CA |
BUY
|
- |
98.6K+ 35.22% |
$8.13M - $8.58M
|
378K
$33M
|
|
|
Nov 12, 2025
Q3 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
93.6K+ 711.15% |
$7.71M - $8.14M
|
107K
$9.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
72.1K+ 14.5% |
$5.94M - $6.27M
|
569K
$49.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
66.5K+ 10.45% |
$5.48M - $5.79M
|
702K
$61.2M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
63.7K+ 9.78% |
$5.25M - $5.55M
|
716K
$62.4M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
57.8K+ 4.44% |
$4.77M - $5.03M
|
1.36M
$118M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
45.8K+ 27.31% |
$3.77M - $3.99M
|
214K
$18.6M
|
|
|
Nov 10, 2025
Q3 2025
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
27.5KNew |
$2.27M - $2.39M
|
27.5K
$2.4M
|
|
|
Oct 24, 2025
Q3 2025
|
Aspiriant, LLC
|
BUY
|
- |
24.9K+ 38.23% |
$2.05M - $2.17M
|
90.2K
$7.86M
|
|
|
Nov 07, 2025
Q3 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
24.1KNew |
$1.99M - $2.1M
|
24.1K
$2.1M
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
24KNew |
$1.98M - $2.09M
|
24K
$2.09M
|
|
|
Oct 23, 2025
Q3 2025
|
Lee Kelleher Wealth Management
Fulton, MD |
BUY
|
- |
21K+ 6.4% |
$1.73M - $1.83M
|
349K
$30.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
20.2K+ 1.72% |
$1.66M - $1.76M
|
1.19M
$104M
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
19.4K+ 6.17% |
$1.6M - $1.69M
|
333K
$29.1M
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
19.3KNew |
$1.59M - $1.68M
|
19.3K
$1.68M
|
|
|
Nov 07, 2025
Q3 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
18.5K+ 250.8% |
$1.52M - $1.61M
|
25.9K
$2.25M
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
15.8K+ 17.7% |
$1.31M - $1.38M
|
105K
$9.18M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambria Investment Management, L.P.
|
BUY
|
- |
15.4KNew |
$1.27M - $1.34M
|
15.4K
$1.34M
|
|
|
Nov 13, 2025
Q3 2025
|
Empowered Funds, LLC
|
BUY
|
- |
15.4KNew |
$1.27M - $1.34M
|
15.4K
$1.34M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
15.3K+ 7.9% |
$1.26M - $1.33M
|
209K
$18.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
14.8KNew |
$1.22M - $1.29M
|
14.8K
$1.29M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
14.5K+ 4.12% |
$1.2M - $1.26M
|
367K
$31.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
14.3K+ 20.77% |
$1.18M - $1.25M
|
83.2K
$7.25M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
14.3K+ 32.12% |
$1.18M - $1.25M
|
58.9K
$5.13M
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
13.3K+ 0.34% |
$1.1M - $1.16M
|
3.9M
$340M
|
|
|
Nov 14, 2025
Q3 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
13.1K+ 7.48% |
$1.08M - $1.14M
|
189K
$16.4M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
13.1K+ 266.48% |
$1.08M - $1.14M
|
18K
$1.57M
|
|
|
Nov 13, 2025
Q3 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
12.5K+ 231.48% |
$1.03M - $1.09M
|
17.9K
$1.56M
|
|
|
Nov 13, 2025
Q3 2025
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
12.4K+ 4901.19% |
$1.02M - $1.08M
|
12.7K
$1.1M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
11.7K+ 8.74% |
$965K - $1.02M
|
146K
$12.7M
|
|
|
Nov 06, 2025
Q3 2025
|
Uhlmann Price Securities, LLC
Skokie, IL |
BUY
|
- |
10.8K+ 93.95% |
$891K - $941K
|
22.3K
$1.94M
|
|
|
Nov 12, 2025
Q3 2025
|
Burk Holdings LLC
Tulsa, OK |
BUY
|
- |
10.8KNew |
$890K - $940K
|
10.8K
$941K
|
|
|
Oct 30, 2025
Q3 2025
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
10.6K+ 4.06% |
$876K - $925K
|
273K
$23.8M
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
10.4KNew |
$856K - $904K
|
10.4K
$905K
|
|
|
Nov 06, 2025
Q3 2025
|
Harpswell Capital Advisors, LLC
Yarmouth, ME |
BUY
|
- |
10KNew |
$824K - $870K
|
10K
$872K
|
|
|
Nov 10, 2025
Q3 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
9.43K+ 100.35% |
$777K - $821K
|
18.8K
$1.64M
|
|
|
Oct 23, 2025
Q3 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
9.14K+ 28.24% |
$753K - $796K
|
41.5K
$3.62M
|
|
|
Nov 14, 2025
Q3 2025
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
9.12KNew |
$751K - $793K
|
9.12K
$795K
|
|
|
Nov 12, 2025
Q3 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
8.69K+ 8.0% |
$716K - $756K
|
117K
$10.2M
|
|
|
Oct 22, 2025
Q3 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
8.67K+ 50.95% |
$715K - $755K
|
25.7K
$2.24M
|
|
|
Oct 15, 2025
Q3 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
8.45K+ 118.3% |
$696K - $735K
|
15.6K
$1.36M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
8.43KNew |
$695K - $734K
|
8.43K
$735K
|
|
|
Oct 28, 2025
Q3 2025
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
5.84K+ 75.78% |
$481K - $508K
|
13.5K
$1.18M
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
5.52K+ 33.18% |
$455K - $480K
|
22.1K
$1.93M
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
BUY
|
- |
4.85K+ 20.34% |
$400K - $422K
|
28.7K
$2.5M
|