Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2026
Q4 2025
|
Lee Kelleher Wealth Management
Fulton, MD |
BUY
|
- |
22.6K+ 6.46% |
$1.92M - $1.99M
|
372K
$32.4M
|
|
|
Jan 12, 2026
Q4 2025
|
Nerd Wallet Wealth Partners, LLC
New York, NY |
BUY
|
- |
20.1K+ 9.96% |
$1.72M - $1.77M
|
222K
$19.4M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
11.4K+ 7.8% |
$970K - $1M
|
157K
$13.7M
|
|
|
Jan 13, 2026
Q4 2025
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
3.32KNew |
$283K - $293K
|
3.32K
$289K
|
|
|
Jan 14, 2026
Q4 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
2.78K+ 10.83% |
$237K - $245K
|
28.5K
$2.48M
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.61K+ 11.37% |
$223K - $230K
|
25.6K
$2.23M
|
|
|
Jan 14, 2026
Q4 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
2.21K+ 2.91% |
$188K - $195K
|
77.9K
$6.79M
|
|
|
Jan 12, 2026
Q4 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
2.1K+ 11.59% |
$179K - $185K
|
20.2K
$1.76M
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
932+ 9.03% |
$79.5K - $82.2K
|
11.3K
$981K
|
|
|
Jan 12, 2026
Q4 2025
|
Uhlmann Price Securities, LLC
Skokie, IL |
BUY
|
- |
906+ 4.06% |
$77.3K - $79.9K
|
23.2K
$2.02M
|
|
|
Jan 07, 2026
Q4 2025
|
Lake Street Financial LLC
|
BUY
|
- |
817+ 1.31% |
$69.7K - $72K
|
63.3K
$5.52M
|
|
|
Jan 13, 2026
Q4 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
611+ 2.8% |
$52.1K - $53.9K
|
22.4K
$1.95M
|
|
|
Jan 08, 2026
Q4 2025
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
437+ 2.22% |
$37.3K - $38.5K
|
20.1K
$1.75M
|
|
|
Jan 06, 2026
Q4 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
238+ 1.48% |
$20.3K - $21K
|
16.4K
$1.43M
|
|
|
Jan 14, 2026
Q4 2025
|
Wolfstich Capital, LLC
Medfield, MA |
BUY
|
- |
229+ 5.69% |
$19.5K - $20.2K
|
4.25K
$371K
|
|
|
Jan 13, 2026
Q4 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
185+ 0.98% |
$15.8K - $16.3K
|
19K
$1.66M
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
33+ 0.55% |
$2.81K - $2.91K
|
6.05K
$528K
|
|
|
Jan 14, 2026
Q4 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-14- 0.52% |
$1.19K - $1.23K
|
2.66K
$232K
|
|
|
Jan 13, 2026
Q4 2025
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-34- 0.43% |
$2.9K - $3K
|
7.83K
$683K
|
|
|
Jan 12, 2026
Q4 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-58- 1.52% |
$4.95K - $5.11K
|
3.75K
$326K
|
|
|
Jan 08, 2026
Q4 2025
|
Post Resch Tallon Group Inc.
Pittsford, NY |
SELL
|
- |
-60- 0.83% |
$5.12K - $5.29K
|
7.17K
$624K
|
|
|
Jan 12, 2026
Q4 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-63- 0.74% |
$5.37K - $5.55K
|
8.5K
$741K
|
|
|
Jan 08, 2026
Q4 2025
|
Moller Financial Services
|
SELL
|
- |
-204- 0.23% |
$17.4K - $18K
|
88.9K
$7.75M
|
|
|
Jan 08, 2026
Q4 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-678- 1.08% |
$57.8K - $59.8K
|
61.9K
$5.4M
|
|
|
Jan 12, 2026
Q4 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-898- 18.83% |
$76.6K - $79.2K
|
3.87K
$337K
|
|