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
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.27K- 12.82% |
$98.2K - $104K
|
8.65K
$680K
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
SELL
|
- |
-1.33K- 6.43% |
$102K - $109K
|
19.3K
$1.52M
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.34K- 90.08% |
$103K - $110K
|
147
$11.5K
|
|
|
Jan 07, 2025
Q4 2024
|
Moller Financial Services
|
SELL
|
- |
-1.34K- 1.39% |
$103K - $110K
|
94.6K
$7.43M
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-1.5K- 12.97% |
$115K - $123K
|
10K
$788K
|
|
|
Jan 22, 2025
Q4 2024
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-1.51K- 0.68% |
$116K - $124K
|
218K
$17.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.79K- 12.14% |
$139K - $147K
|
13K
$1.02M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-2.01K- 4.24% |
$156K - $165K
|
45.5K
$3.58M
|
|
|
Jan 13, 2025
Q4 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-2.15K- 2.98% |
$166K - $176K
|
69.8K
$5.49M
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-2.21K- 4.37% |
$171K - $182K
|
48.4K
$3.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-2.42K- 12.56% |
$187K - $199K
|
16.9K
$1.32M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.74K- 99.89% |
$212K - $225K
|
3
$236
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.01K- 5.43% |
$233K - $247K
|
52.5K
$4.12M
|
|
|
Jan 28, 2025
Q4 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-3.03K- 2.18% |
$234K - $249K
|
136K
$10.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-3.29K- 0.58% |
$254K - $270K
|
565K
$44.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Platform Technology Partners
|
SELL
|
- |
-3.4K- 20.0% |
$263K - $279K
|
13.6K
$1.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-3.57K- 5.29% |
$276K - $293K
|
63.8K
$5.01M
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-3.87K- 99.97% |
$299K - $318K
|
1
$78.5
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-4K- 16.25% |
$309K - $328K
|
20.6K
$1.62M
|
|
|
Feb 13, 2025
Q4 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-4.37K- 5.35% |
$337K - $359K
|
77.2K
$6.06M
|
|
|
Feb 05, 2025
Q4 2024
|
Waterway Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-4.82K- 0.92% |
$372K - $395K
|
521K
$40.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-5.03K- 0.86% |
$388K - $413K
|
580K
$45.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-5.98K- 1.43% |
$462K - $491K
|
412K
$32.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-6.54K- 4.52% |
$505K - $537K
|
138K
$10.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-8.18K- 50.64% |
$632K - $672K
|
7.97K
$626K
|
|
|
Jan 21, 2025
Q4 2024
|
Fidelis I M, LLC
Medford, OR |
SELL
|
- |
-9.48K- 5.41% |
$732K - $778K
|
166K
$13M
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-12.1K- 50.54% |
$932K - $991K
|
11.8K
$928K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-12.5K- 74.91% |
$968K - $1.03M
|
4.2K
$330K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-12.9K- 2.97% |
$997K - $1.06M
|
422K
$33.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-14K- 99.28% |
$1.08M - $1.15M
|
102
$8.01K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-18.7K- 25.36% |
$1.44M - $1.54M
|
55.1K
$4.32M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-18.9K- 5.45% |
$1.46M - $1.56M
|
328K
$25.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-20K- 42.4% |
$1.55M - $1.64M
|
27.2K
$2.14M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-31.6K- 2.23% |
$2.44M - $2.6M
|
1.39M
$109M
|
|
|
Jan 28, 2025
Q4 2024
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-32.2K- 22.25% |
$2.48M - $2.64M
|
112K
$8.83M
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-276K- 98.7% |
$21.3M - $22.7M
|
3.64K
$286K
|