Purchases and Sales Made in Q4 2024 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 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 03, 2025
Q4 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
4.75K+ 108.03% |
$367K - $390K
|
9.15K
$719K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.73K+ 0.61% |
$365K - $388K
|
783K
$61.5M
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
4.7KNew |
$363K - $386K
|
4.7K
$369K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.53K+ 3.31% |
$350K - $372K
|
141K
$11.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
4.31K+ 21.57% |
$333K - $354K
|
24.3K
$1.91M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
4.27K+ 9.08% |
$330K - $351K
|
51.3K
$4.03M
|
|
|
Jan 22, 2025
Q4 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
4.02K+ 87.88% |
$311K - $330K
|
8.6K
$676K
|
|
|
Feb 06, 2025
Q4 2024
|
Wolfstich Capital, LLC
Medfield, MA |
BUY
|
- |
4.02KNew |
$311K - $330K
|
4.02K
$316K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
3.91KNew |
$302K - $321K
|
3.91K
$307K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.87K+ 6.78% |
$299K - $318K
|
61K
$4.79M
|
|
|
Jan 27, 2025
Q4 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
3.85KNew |
$297K - $316K
|
3.85K
$302K
|
|
|
Feb 14, 2025
Q4 2024
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
3.55K+ 0.31% |
$274K - $291K
|
1.13M
$89.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
3.49K+ 17.81% |
$269K - $286K
|
23.1K
$1.81M
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
3.47KNew |
$268K - $285K
|
3.47K
$272K
|
|
|
Jan 27, 2025
Q4 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
3.41KNew |
$263K - $280K
|
3.41K
$268K
|
|
|
Feb 03, 2025
Q4 2024
|
Lutz Financial Services LLC
|
BUY
|
- |
3.41K+ 84.28% |
$263K - $280K
|
7.46K
$586K
|
|
|
Jan 21, 2025
Q4 2024
|
Rodgers & Associates, LTD
|
BUY
|
- |
3.36KNew |
$259K - $276K
|
3.36K
$264K
|
|
|
Jan 21, 2025
Q4 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
3.34KNew |
$258K - $274K
|
3.34K
$262K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
3.24K+ 5.0% |
$250K - $266K
|
68K
$5.34M
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
3.1KNew |
$239K - $254K
|
3.1K
$243K
|
|
|
Feb 14, 2025
Q4 2024
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
3.08KNew |
$238K - $253K
|
3.08K
$242K
|
|
|
Feb 03, 2025
Q4 2024
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
BUY
|
- |
3KNew |
$232K - $246K
|
3K
$236K
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
2.97K+ 46.87% |
$229K - $244K
|
9.3K
$730K
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
2.88K+ 30.01% |
$223K - $237K
|
12.5K
$980K
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
2.65K+ 9.23% |
$205K - $218K
|
31.4K
$2.46M
|
|
|
Feb 14, 2025
Q4 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
2.64KNew |
$204K - $217K
|
2.64K
$207K
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
2.54K+ 4.33% |
$196K - $208K
|
61.1K
$4.8M
|
|
|
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
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.26K+ 1.6% |
$175K - $186K
|
144K
$11.3M
|
|
|
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
|
|
|
Jan 31, 2025
Q4 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
1.79K+ 5.98% |
$138K - $147K
|
31.7K
$2.49M
|
|
|
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
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
1.71KNew |
$132K - $140K
|
1.71K
$134K
|
|
|
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 29, 2025
Q4 2024
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
1.57K+ 2.1% |
$121K - $129K
|
76.4K
$6M
|
|
|
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
|