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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2025
Q3 2025
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
12.4K+ 4901.19% |
$1.02M - $1.08M
|
12.7K
$1.1M
|
|
|
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 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
|
|
|
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
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
4.53K+ 0.43% |
$374K - $395K
|
1.05M
$91.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Pfg Advisors
|
BUY
|
- |
4.52K+ 17.48% |
$373K - $393K
|
30.4K
$2.65M
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
4.21K+ 597.02% |
$347K - $366K
|
4.91K
$428K
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
4.07K+ 17.78% |
$335K - $354K
|
26.9K
$2.35M
|
|
|
Nov 12, 2025
Q3 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
4.05KNew |
$334K - $352K
|
4.05K
$353K
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
4.04K+ 1.24% |
$333K - $351K
|
330K
$28.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
3.9KNew |
$322K - $340K
|
3.9K
$340K
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
3.74KNew |
$308K - $325K
|
3.74K
$326K
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
3.59KNew |
$296K - $312K
|
3.59K
$313K
|
|
|
Nov 12, 2025
Q3 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
3.58KNew |
$295K - $312K
|
3.58K
$312K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
3.3K+ 1.35% |
$272K - $287K
|
248K
$21.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3.24K+ 41.58% |
$267K - $282K
|
11K
$960K
|
|
|
Oct 24, 2025
Q3 2025
|
Bristlecone Advisors, LLC
|
BUY
|
- |
3.16K+ 1.41% |
$261K - $275K
|
227K
$19.8M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.08K+ 1.85% |
$254K - $268K
|
169K
$14.8M
|
|
|
Nov 10, 2025
Q3 2025
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
3.07K+ 9.01% |
$253K - $267K
|
37.2K
$3.24M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
3.04K+ 1.19% |
$250K - $264K
|
257K
$22.4M
|
|
|
Oct 28, 2025
Q3 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
2.97KNew |
$245K - $259K
|
2.97K
$259K
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.91K+ 4.7% |
$240K - $254K
|
64.9K
$5.65M
|
|
|
Nov 03, 2025
Q3 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
2.9K+ 18.81% |
$239K - $252K
|
18.3K
$1.6M
|
|
|
Oct 15, 2025
Q3 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
2.88KNew |
$238K - $251K
|
2.88K
$251K
|
|
|
Nov 12, 2025
Q3 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
2.79KNew |
$230K - $242K
|
2.79K
$243K
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2.77K+ 5.42% |
$228K - $241K
|
54K
$4.7M
|
|
|
Oct 10, 2025
Q3 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
2.76K+ 51.98% |
$227K - $240K
|
8.06K
$702K
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.68K+ 21.37% |
$221K - $234K
|
15.2K
$1.33M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
2.61K+ 2.49% |
$215K - $227K
|
107K
$9.35M
|
|
|
Nov 14, 2025
Q3 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
2.54KNew |
$210K - $221K
|
2.54K
$222K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
2.48K+ 3.64% |
$204K - $216K
|
70.6K
$6.16M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
2.45K+ 28.44% |
$202K - $213K
|
11.1K
$965K
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
BUY
|
- |
2.37KNew |
$196K - $207K
|
2.37K
$207K
|
|
|
Oct 14, 2025
Q3 2025
|
Old National Bancorp
|
BUY
|
- |
2.37KNew |
$195K - $206K
|
2.37K
$206K
|
|
|
Nov 06, 2025
Q3 2025
|
St. Louis Trust CO
|
BUY
|
- |
2.36KNew |
$195K - $205K
|
2.36K
$206K
|
|
|
Nov 10, 2025
Q3 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
2.33K+ 70.91% |
$192K - $202K
|
5.61K
$489K
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.08K+ 12.65% |
$172K - $181K
|
18.6K
$1.62M
|
|
|
Oct 29, 2025
Q3 2025
|
Courier Capital LLC
|
BUY
|
- |
2.04K+ 42.56% |
$168K - $178K
|
6.84K
$596K
|
|
|
Nov 14, 2025
Q3 2025
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
1.92K+ 141.07% |
$158K - $167K
|
3.28K
$286K
|
|
|
Nov 12, 2025
Q3 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.9K+ 27.51% |
$157K - $166K
|
8.82K
$768K
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.86K+ 11.54% |
$153K - $161K
|
17.9K
$1.56M
|
|