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 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
2.5K+ 12.05% |
$193K - $205K
|
23.3K
$1.83M
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
2.44KNew |
$188K - $200K
|
2.44K
$192K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.18K+ 29.67% |
$168K - $179K
|
9.51K
$747K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.15K+ 346.61% |
$166K - $176K
|
2.77K
$217K
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
BUY
|
- |
1.94K+ 41.51% |
$150K - $159K
|
6.61K
$519K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.94K+ 41.69% |
$150K - $159K
|
6.58K
$517K
|
|
|
Feb 14, 2025
Q4 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1.86K+ 39.33% |
$143K - $152K
|
6.58K
$517K
|
|
|
Feb 14, 2025
Q4 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
1.8K+ 180.0% |
$139K - $148K
|
2.8K
$220K
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.71K+ 53.35% |
$132K - $141K
|
4.92K
$386K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
1.67K+ 8.51% |
$129K - $137K
|
21.3K
$1.68M
|
|
|
Jan 24, 2025
Q4 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
1.67K+ 13.36% |
$129K - $137K
|
14.2K
$1.11M
|
|
|
Feb 07, 2025
Q4 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
1.63KNew |
$126K - $134K
|
1.63K
$128K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1.5KNew |
$116K - $123K
|
1.5K
$118K
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.34K+ 2.1% |
$104K - $110K
|
65.4K
$5.13M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.28K+ 10.54% |
$99.2K - $105K
|
13.5K
$1.06M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.22K+ 0.76% |
$93.8K - $99.8K
|
161K
$12.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.21K+ 2.51% |
$93.5K - $99.4K
|
49.5K
$3.89M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
1.13K+ 0.72% |
$86.9K - $92.4K
|
157K
$12.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.11K+ 0.2% |
$85.3K - $90.7K
|
554K
$43.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.1K+ 2.38% |
$85.3K - $90.6K
|
47.6K
$3.74M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.1K+ 1.21% |
$85.1K - $90.5K
|
92.4K
$7.25M
|
|
|
Jan 29, 2025
Q4 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
1.06K+ 3.7% |
$81.6K - $86.8K
|
29.6K
$2.32M
|
|
|
Feb 13, 2025
Q4 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
1.01K+ 3.55% |
$77.9K - $82.8K
|
29.4K
$2.31M
|
|
|
Feb 11, 2025
Q4 2024
|
Absolute Capital Management, LLC
|
BUY
|
- |
1.01K+ 18.17% |
$77.6K - $82.5K
|
6.54K
$513K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
992New |
$76.6K - $81.5K
|
992
$77.9K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
886+ 1.66% |
$68.4K - $72.7K
|
54.2K
$4.26M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
866+ 25.61% |
$66.9K - $71.1K
|
4.25K
$334K
|
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
795+ 0.35% |
$61.4K - $65.3K
|
230K
$18M
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
789+ 8.07% |
$60.9K - $64.8K
|
10.6K
$830K
|
|
|
Jan 23, 2025
Q4 2024
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
787+ 7.41% |
$60.8K - $64.6K
|
11.4K
$896K
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
726+ 5.01% |
$56.1K - $59.6K
|
15.2K
$1.19M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
718+ 4.14% |
$55.5K - $59K
|
18.1K
$1.42M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
713+ 1.21% |
$55.1K - $58.5K
|
59.7K
$4.69M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
677New |
$52.3K - $55.6K
|
677
$53.2K
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
650New |
$50.2K - $53.4K
|
650
$51.1K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
642New |
$49.6K - $52.7K
|
642
$50.4K
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
598New |
$46.2K - $49.1K
|
598
$47K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
593+ 2.03% |
$45.8K - $48.7K
|
29.8K
$2.34M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
500+ 49.9% |
$38.6K - $41.1K
|
1.5K
$118K
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
493+ 12.92% |
$38.1K - $40.5K
|
4.31K
$339K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
454+ 4.05% |
$35.1K - $37.3K
|
11.7K
$917K
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
432New |
$33.4K - $35.5K
|
432
$33.9K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
400New |
$30.9K - $32.8K
|
400
$31.4K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
340+ 144.07% |
$26.3K - $27.9K
|
576
$45.2K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
327+ 4.57% |
$25.3K - $26.8K
|
7.48K
$587K
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
324+ 1.97% |
$25K - $26.6K
|
16.8K
$1.32M
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
264+ 1.34% |
$20.4K - $21.7K
|
20K
$1.57M
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
250New |
$19.3K - $20.5K
|
250
$19.6K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
246New |
$19K - $20.2K
|
246
$19.3K
|
|
|
Feb 10, 2025
Q4 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
245+ 4.4% |
$18.9K - $20.1K
|
5.81K
$456K
|