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 07, 2025
Q3 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
1.83K+ 1.64% |
$150K - $159K
|
113K
$9.88M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.77K+ 0.31% |
$146K - $154K
|
580K
$50.6M
|
|
|
Nov 10, 2025
Q3 2025
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
BUY
|
- |
1.65K+ 14.15% |
$136K - $144K
|
13.3K
$1.16M
|
|
|
Nov 04, 2025
Q3 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
1.62KNew |
$133K - $141K
|
1.62K
$141K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.29K+ 14.89% |
$106K - $112K
|
9.97K
$869K
|
|
|
Nov 14, 2025
Q3 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
1.2K+ 12.98% |
$98.9K - $104K
|
10.4K
$910K
|
|
|
Nov 13, 2025
Q3 2025
|
Texas Capital Bancshares Inc
|
BUY
|
- |
955New |
$78.7K - $83.1K
|
955
$83.2K
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
914+ 22.39% |
$75.3K - $79.5K
|
5K
$435K
|
|
|
Nov 06, 2025
Q3 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
882+ 22.15% |
$72.7K - $76.8K
|
4.86K
$424K
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
800+ 3.68% |
$65.9K - $69.6K
|
22.5K
$1.96M
|
|
|
Nov 14, 2025
Q3 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
695+ 2.31% |
$57.3K - $60.5K
|
30.8K
$2.69M
|
|
|
Nov 14, 2025
Q3 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
691+ 18.74% |
$57K - $60.1K
|
4.38K
$382K
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
BUY
|
- |
670New |
$55.2K - $58.3K
|
670
$58.4K
|
|
|
Oct 02, 2025
Q3 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
600+ 63.56% |
$49.5K - $52.2K
|
1.54K
$135K
|
|
|
Nov 13, 2025
Q3 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
541+ 16.95% |
$44.6K - $47.1K
|
3.73K
$325K
|
|
|
Nov 07, 2025
Q3 2025
|
626 Financial, LLC
|
BUY
|
- |
525+ 5.71% |
$43.3K - $45.7K
|
9.72K
$847K
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
524+ 2.19% |
$43.2K - $45.6K
|
24.5K
$2.14M
|
|
|
Nov 14, 2025
Q3 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
522+ 36.45% |
$43K - $45.4K
|
1.95K
$170K
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
515+ 4.91% |
$42.4K - $44.8K
|
11K
$958K
|
|
|
Nov 05, 2025
Q3 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
508+ 6.74% |
$41.9K - $44.2K
|
8.05K
$701K
|
|
|
Nov 14, 2025
Q3 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
418+ 3.29% |
$34.5K - $36.4K
|
13.1K
$1.14M
|
|
|
Nov 07, 2025
Q3 2025
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
351+ 13.49% |
$28.9K - $30.5K
|
2.95K
$257K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
326+ 0.05% |
$26.9K - $28.4K
|
685K
$59.7M
|
|
|
Oct 27, 2025
Q3 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
322+ 10.86% |
$26.5K - $28K
|
3.29K
$286K
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
318+ 10.22% |
$26.2K - $27.7K
|
3.43K
$299K
|
|
|
Nov 12, 2025
Q3 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
315+ 6.59% |
$26K - $27.4K
|
5.09K
$444K
|
|
|
Nov 14, 2025
Q3 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
311+ 4.31% |
$25.6K - $27.1K
|
7.53K
$656K
|
|
|
Nov 12, 2025
Q3 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
293New |
$24.1K - $25.5K
|
293
$25.5K
|
|
|
Nov 05, 2025
Q3 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
290New |
$23.9K - $25.2K
|
290
$25.3K
|
|
|
Nov 12, 2025
Q3 2025
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
277+ 4.03% |
$22.8K - $24.1K
|
7.16K
$624K
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
268+ 45.73% |
$22.1K - $23.3K
|
854
$74.4K
|
|
|
Nov 14, 2025
Q3 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
246+ 4.92% |
$20.3K - $21.4K
|
5.25K
$457K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
240+ 0.42% |
$19.8K - $20.9K
|
57.2K
$4.98M
|
|
|
Nov 07, 2025
Q3 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
225+ 6.67% |
$18.5K - $19.6K
|
3.6K
$314K
|
|
|
Nov 13, 2025
Q3 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
211New |
$17.4K - $18.4K
|
211
$18.4K
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
205+ 69.02% |
$16.9K - $17.8K
|
502
$43.7K
|
|
|
Oct 24, 2025
Q3 2025
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
188+ 3.27% |
$15.5K - $16.4K
|
5.94K
$518K
|
|
|
Nov 14, 2025
Q3 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
177+ 5.6% |
$14.6K - $15.4K
|
3.34K
$291K
|
|
|
Nov 12, 2025
Q3 2025
|
Staley Capital Advisers Inc
|
BUY
|
- |
164+ 2.61% |
$13.5K - $14.3K
|
6.46K
$563K
|
|
|
Nov 14, 2025
Q3 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
153+ 0.54% |
$12.6K - $13.3K
|
28.7K
$2.5M
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
142+ 2.56% |
$11.7K - $12.4K
|
5.69K
$496K
|
|
|
Nov 14, 2025
Q3 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
136+ 1.83% |
$11.2K - $11.8K
|
7.56K
$659K
|
|
|
Nov 10, 2025
Q3 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
131+ 1.5% |
$10.8K - $11.4K
|
8.89K
$775K
|
|
|
Nov 12, 2025
Q3 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
110+ 0.24% |
$9.07K - $9.57K
|
45.9K
$4M
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
99+ 0.65% |
$8.16K - $8.62K
|
15.4K
$1.34M
|
|
|
Nov 06, 2025
Q3 2025
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
86+ 0.2% |
$7.09K - $7.48K
|
43.4K
$3.78M
|
|
|
Nov 12, 2025
Q3 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
82+ 0.48% |
$6.76K - $7.14K
|
17.1K
$1.49M
|
|
|
Nov 05, 2025
Q3 2025
|
Rodgers & Associates, LTD
|
BUY
|
- |
75+ 2.14% |
$6.18K - $6.53K
|
3.59K
$312K
|
|
|
Nov 14, 2025
Q3 2025
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
52+ 0.57% |
$4.29K - $4.53K
|
9.14K
$796K
|
|
|
Nov 12, 2025
Q3 2025
|
Simplex Trading, LLC
|
BUY
|
- |
45+ 4500.0% |
$3.71K - $3.92K
|
46
$4.01K
|
|