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 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
54+ 18.0% |
$4.17K - $4.43K
|
354
$27.8K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
48+ 0.26% |
$3.71K - $3.94K
|
18.8K
$1.48M
|
|
|
Jan 14, 2025
Q4 2024
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
40+ 0.2% |
$3.09K - $3.28K
|
19.7K
$1.55M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
37+ 0.33% |
$2.86K - $3.04K
|
11.3K
$887K
|
|
|
Jan 23, 2025
Q4 2024
|
Powers Advisory Group, LLC
|
BUY
|
- |
34+ 0.54% |
$2.63K - $2.79K
|
6.3K
$495K
|
|
|
Jan 14, 2025
Q4 2024
|
626 Financial, LLC
|
BUY
|
- |
28+ 0.28% |
$2.16K - $2.3K
|
9.94K
$781K
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
27+ 0.32% |
$2.09K - $2.22K
|
8.59K
$675K
|
|
|
Jan 17, 2025
Q4 2024
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
25+ 0.1% |
$1.93K - $2.05K
|
25.2K
$1.98M
|
|
|
Feb 05, 2025
Q4 2024
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
21+ 0.04% |
$1.62K - $1.72K
|
48.3K
$3.79M
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
17+ 0.53% |
$1.31K - $1.4K
|
3.22K
$253K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
17+ 0.43% |
$1.31K - $1.4K
|
3.94K
$309K
|
|
|
Jan 22, 2025
Q4 2024
|
Dixon Fnancial Services, Inc.
|
BUY
|
- |
15+ 0.53% |
$1.16K - $1.23K
|
2.83K
$223K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
15+ 0.54% |
$1.16K - $1.23K
|
2.81K
$221K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
14+ 0.19% |
$1.08K - $1.15K
|
7.3K
$574K
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
13+ 0.37% |
$1K - $1.07K
|
3.57K
$281K
|
|
|
Jan 23, 2025
Q4 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
12+ 0.4% |
$927 - $985
|
3K
$236K
|
|
|
Jan 24, 2025
Q4 2024
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
11+ 0.12% |
$850 - $903
|
8.9K
$699K
|
|
|
Feb 14, 2025
Q4 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
11+ 0.38% |
$850 - $903
|
2.91K
$228K
|
|
|
Jan 27, 2025
Q4 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
11+ 0.02% |
$850 - $903
|
58.6K
$4.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
9+ 0.16% |
$695 - $739
|
5.59K
$439K
|
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
6+ 0.15% |
$463 - $493
|
3.88K
$304K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
5+ 0.09% |
$386 - $411
|
5.28K
$415K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
4+ 0.08% |
$309 - $328
|
5.34K
$419K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
4+ 0.02% |
$309 - $328
|
21.7K
$1.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
4+ 0.1% |
$309 - $328
|
3.83K
$301K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
3+ 0.02% |
$232 - $246
|
16.4K
$1.29M
|
|
|
Jan 28, 2025
Q4 2024
|
Benedict Financial Advisors Inc
|
BUY
|
- |
3+ 0.04% |
$232 - $246
|
8.14K
$639K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
3+ 0.1% |
$232 - $246
|
3.15K
$248K
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
BUY
|
- |
2+ 0.35% |
$154 - $164
|
578
$45.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
1+ 0.01% |
$77.2 - $82.1
|
9.08K
$713K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1+ 0.52% |
$77.2 - $82.1
|
194
$15.2K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1+ 0.07% |
$77.2 - $82.1
|
1.45K
$114K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
1+ 0.11% |
$77.2 - $82.1
|
902
$70.8K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1+ 0.01% |
$77.2 - $82.1
|
10.5K
$822K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 10, 2025
Q4 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-1- 0.01% |
$77.2 - $82.1
|
8.37K
$658K
|
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-16- 0.49% |
$1.24K - $1.31K
|
3.26K
$256K
|
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-16- 0.42% |
$1.24K - $1.31K
|
3.76K
$295K
|
|
|
Jan 29, 2025
Q4 2024
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-20- 0.2% |
$1.54K - $1.64K
|
10.2K
$801K
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-23- 10.04% |
$1.78K - $1.89K
|
206
$16.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-25- 1.3% |
$1.93K - $2.05K
|
1.9K
$149K
|
|
|
Feb 06, 2025
Q4 2024
|
Mason Investment Advisory Services, Inc.
Reston, VA |
SELL
|
- |
-26- 0.69% |
$2.01K - $2.13K
|
3.74K
$294K
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-38- 0.8% |
$2.93K - $3.12K
|
4.73K
$371K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-47- 9.96% |
$3.63K - $3.86K
|
425
$33.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-52- 0.1% |
$4.02K - $4.27K
|
52K
$4.09M
|
|
|
Feb 07, 2025
Q4 2024
|
Staley Capital Advisers Inc
|
SELL
|
- |
-56- 0.72% |
$4.32K - $4.6K
|
7.69K
$604K
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-64- 1.54% |
$4.94K - $5.26K
|
4.08K
$321K
|
|
|
Jan 24, 2025
Q4 2024
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-65- 0.14% |
$5.02K - $5.34K
|
47.4K
$3.72M
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-67- 0.8% |
$5.17K - $5.5K
|
8.31K
$653K
|