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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
608K+ 57.57% |
$46.9M - $49.9M
|
1.66M
$136M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
598K+ 3647.77% |
$46.2M - $49.1M
|
614K
$50M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
580KNew |
$44.8M - $47.6M
|
580K
$47.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
488K+ 37.97% |
$37.7M - $40.1M
|
1.77M
$144M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
263KNew |
$20.3M - $21.6M
|
263K
$21.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
254K+ 9.37% |
$19.6M - $20.9M
|
2.96M
$241M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
180K+ 33.21% |
$13.9M - $14.8M
|
724K
$59M
|
|
|
Jan 15, 2025
Q4 2024
|
Lake Street Financial LLC
|
BUY
|
- |
138KNew |
$10.7M - $11.4M
|
138K
$11.3M
|
|
|
Feb 11, 2025
Q4 2024
|
First American Trust, Fsb
|
BUY
|
- |
117KNew |
$9.05M - $9.62M
|
117K
$9.55M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
55.8K+ 22.44% |
$4.31M - $4.58M
|
305K
$24.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Fox Financial, Inc
Wyomissing, PA |
BUY
|
- |
55.5K+ 21.73% |
$4.28M - $4.55M
|
311K
$25.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
53KNew |
$4.09M - $4.35M
|
53K
$4.32M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
51.4K+ 1.8% |
$3.97M - $4.22M
|
2.91M
$237M
|
|
|
Feb 07, 2025
Q4 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
40.3K+ 22.09% |
$3.11M - $3.31M
|
223K
$18.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
30.6K+ 103.34% |
$2.36M - $2.51M
|
60.2K
$4.91M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
29.3K+ 4.24% |
$2.27M - $2.41M
|
720K
$58.7M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
27.6K+ 23.1% |
$2.14M - $2.27M
|
147K
$12M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
22.7K+ 3.6% |
$1.75M - $1.86M
|
653K
$53.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
19.5K+ 1.54% |
$1.51M - $1.6M
|
1.29M
$105M
|
|
|
Feb 14, 2025
Q4 2024
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
BUY
|
- |
15.8KNew |
$1.22M - $1.3M
|
15.8K
$1.29M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
15.6K+ 116.58% |
$1.21M - $1.28M
|
29K
$2.36M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
12.2K+ 5.47% |
$941K - $1M
|
235K
$19.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
BUY
|
- |
11.7KNew |
$905K - $962K
|
11.7K
$954K
|
|
|
Jan 27, 2025
Q4 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
11.6K+ 328.73% |
$893K - $950K
|
15.1K
$1.23M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
9.54K+ 6.57% |
$737K - $783K
|
155K
$12.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
9.19KNew |
$710K - $754K
|
9.19K
$748K
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
8.39KNew |
$648K - $689K
|
8.39K
$684K
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
8.25K+ 8.27% |
$637K - $678K
|
108K
$8.8M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
8.06KNew |
$623K - $662K
|
8.06K
$657K
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
7.92K+ 4.85% |
$612K - $650K
|
171K
$13.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
7.81K+ 5.15% |
$603K - $641K
|
159K
$13M
|
|
|
Feb 03, 2025
Q4 2024
|
Post Resch Tallon Group Inc.
Pittsford, NY |
BUY
|
- |
7.68KNew |
$593K - $630K
|
7.68K
$625K
|
|
|
Jan 14, 2025
Q4 2024
|
Tallon Kerry Patrick
Pittsford, NY |
BUY
|
- |
7.68KNew |
$593K - $630K
|
7.68K
$625K
|
|
|
Feb 05, 2025
Q4 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
7.63KNew |
$589K - $627K
|
7.63K
$621K
|
|
|
Feb 04, 2025
Q4 2024
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
BUY
|
- |
7.25KNew |
$560K - $595K
|
7.25K
$590K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
6.61KNew |
$510K - $543K
|
6.61K
$538K
|
|
|
Jan 27, 2025
Q4 2024
|
Berkshire Money Management, Inc.
|
BUY
|
- |
6KNew |
$463K - $493K
|
6K
$489K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
5.88KNew |
$454K - $483K
|
5.88K
$479K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
5.73K+ 24.86% |
$443K - $470K
|
28.8K
$2.34M
|
|
|
Feb 11, 2025
Q4 2024
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
5.67K+ 23.24% |
$438K - $465K
|
30.1K
$2.45M
|
|
|
Feb 06, 2025
Q4 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
5.23K+ 5.15% |
$404K - $429K
|
107K
$8.68M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
5.17K+ 1.36% |
$400K - $425K
|
386K
$31.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Equitable Trust CO
|
BUY
|
- |
5.15KNew |
$398K - $423K
|
5.15K
$419K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
5.08KNew |
$392K - $417K
|
5.08K
$414K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
4.97K+ 0.13% |
$384K - $408K
|
3.91M
$318M
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
4.81KNew |
$372K - $395K
|
4.81K
$392K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
4.75K+ 108.03% |
$367K - $390K
|
9.15K
$745K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.73K+ 0.61% |
$365K - $388K
|
783K
$63.7M
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
4.7KNew |
$363K - $386K
|
4.7K
$382K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.53K+ 3.31% |
$350K - $372K
|
141K
$11.5M
|