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 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-75- 1.24% |
$5.79K - $6.16K
|
5.98K
$470K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-88- 0.74% |
$6.8K - $7.23K
|
11.8K
$929K
|
|
|
Jan 16, 2025
Q4 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-100- 0.38% |
$7.72K - $8.21K
|
26.1K
$2.05M
|
|
|
Jan 17, 2025
Q4 2024
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-115- 3.91% |
$8.88K - $9.44K
|
2.83K
$222K
|
|
|
Feb 11, 2025
Q4 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-121- 16.78% |
$9.34K - $9.94K
|
600
$47.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-122- 3.63% |
$9.42K - $10K
|
3.24K
$254K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-128- 2.76% |
$9.89K - $10.5K
|
4.51K
$354K
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-171- 2.7% |
$13.2K - $14K
|
6.17K
$484K
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-188- 0.63% |
$14.5K - $15.4K
|
29.6K
$2.32M
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-192- 1.22% |
$14.8K - $15.8K
|
15.6K
$1.22M
|
|
|
Feb 11, 2025
Q4 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-200- 17.7% |
$15.4K - $16.4K
|
930
$73K
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-200- 5.04% |
$15.4K - $16.4K
|
3.77K
$296K
|
|
|
Feb 10, 2025
Q4 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-200- 3.36% |
$15.4K - $16.4K
|
5.76K
$452K
|
|
|
Jan 21, 2025
Q4 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-235- 6.5% |
$18.1K - $19.3K
|
3.38K
$266K
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
SELL
|
- |
-235- 7.75% |
$18.1K - $19.3K
|
2.8K
$220K
|
|
|
Mar 04, 2025
Q4 2024
|
Brighton Jones LLC
|
SELL
|
- |
-235- 7.75% |
$18.1K - $19.3K
|
2.8K
$220K
|
|
|
Feb 10, 2025
Q4 2024
|
Rockport Wealth LLC
Fairview Park, OH |
SELL
|
- |
-246- 0.7% |
$19K - $20.2K
|
34.7K
$2.73M
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-268- 6.88% |
$20.7K - $22K
|
3.63K
$285K
|
|
|
Feb 07, 2025
Q4 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-318- 3.83% |
$24.6K - $26.1K
|
7.98K
$626K
|
|
|
Feb 14, 2025
Q4 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-338- 9.28% |
$26.1K - $27.8K
|
3.31K
$260K
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-400- 2.61% |
$30.9K - $32.8K
|
14.9K
$1.17M
|
|
|
Jan 29, 2025
Q4 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-410- 2.56% |
$31.7K - $33.7K
|
15.6K
$1.23M
|
|
|
Feb 06, 2025
Q4 2024
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-442- 8.25% |
$34.1K - $36.3K
|
4.92K
$386K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-444- 1.32% |
$34.3K - $36.5K
|
33.2K
$2.61M
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-462- 1.28% |
$35.7K - $37.9K
|
35.8K
$2.81M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-497- 0.48% |
$38.4K - $40.8K
|
104K
$8.17M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-511- 2.25% |
$39.5K - $42K
|
22.2K
$1.74M
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-534- 44.35% |
$41.2K - $43.8K
|
670
$52.6K
|
|
|
Jan 13, 2025
Q4 2024
|
Grandview Asset Management LLC
|
SELL
|
- |
-558- 7.61% |
$43.1K - $45.8K
|
6.77K
$532K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-576- 3.53% |
$44.5K - $47.3K
|
15.7K
$1.24M
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-661- 1.13% |
$51K - $54.3K
|
57.7K
$4.53M
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-673- 2.11% |
$52K - $55.3K
|
31.2K
$2.45M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-691- 1.46% |
$53.4K - $56.7K
|
46.6K
$3.66M
|
|
|
Feb 14, 2025
Q4 2024
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-694- 11.36% |
$53.6K - $57K
|
5.42K
$425K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-714- 8.64% |
$55.1K - $58.6K
|
7.55K
$593K
|
|
|
Feb 11, 2025
Q4 2024
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-756- 6.03% |
$58.4K - $62.1K
|
11.8K
$926K
|
|
|
Jan 23, 2025
Q4 2024
|
Allen Capital Group, LLC
|
SELL
|
- |
-782- 1.93% |
$60.4K - $64.2K
|
39.8K
$3.13M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-840- 8.57% |
$64.9K - $69K
|
8.96K
$703K
|
|
|
Feb 24, 2025
Q4 2024
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-852- 1.24% |
$65.8K - $70K
|
67.8K
$5.33M
|
|
|
Feb 13, 2025
Q4 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-871- 3.77% |
$67.3K - $71.5K
|
22.2K
$1.75M
|
|
|
Feb 10, 2025
Q4 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-874- 9.27% |
$67.5K - $71.8K
|
8.55K
$672K
|
|
|
Feb 14, 2025
Q4 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-921- 0.27% |
$71.1K - $75.6K
|
338K
$26.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-936- 16.55% |
$72.3K - $76.9K
|
4.72K
$371K
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
SELL
|
- |
-973- 2.3% |
$75.1K - $79.9K
|
41.4K
$3.25M
|
|
|
Feb 13, 2025
Q4 2024
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-1K- 17.24% |
$77.2K - $82.1K
|
4.8K
$377K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.07K- 1.03% |
$82.9K - $88.2K
|
103K
$8.09M
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
SELL
|
- |
-1.08K- 1.09% |
$83.7K - $89K
|
98.4K
$7.72M
|
|
|
Jan 17, 2025
Q4 2024
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
SELL
|
- |
-1.15K- 12.06% |
$88.9K - $94.5K
|
8.39K
$659K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-1.17K- 11.56% |
$90K - $95.7K
|
8.91K
$700K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-1.19K- 14.35% |
$91.8K - $97.6K
|
7.1K
$558K
|