Purchases and Sales Made in Q4 2025 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 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2026
Q4 2025
|
Fidelis I M, LLC
Medford, OR |
BUY
|
- |
202K+ 305.89% |
$17.2M - $17.8M
|
268K
$23.3M
|
|
|
Jan 15, 2026
Q4 2025
|
Clg LLC
Long Beach, CA |
BUY
|
- |
55.1K+ 14.57% |
$4.7M - $4.86M
|
434K
$37.8M
|
|
|
Jan 14, 2026
Q4 2025
|
Lee Kelleher Wealth Management
Fulton, MD |
BUY
|
- |
22.6K+ 6.46% |
$1.92M - $1.99M
|
372K
$32.4M
|
|
|
Jan 12, 2026
Q4 2025
|
Nerd Wallet Wealth Partners, LLC
New York, NY |
BUY
|
- |
20.1K+ 9.96% |
$1.72M - $1.77M
|
222K
$19.4M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
11.4K+ 7.8% |
$970K - $1M
|
157K
$13.7M
|
|
|
Jan 23, 2026
Q4 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
4.53KNew |
$387K - $400K
|
4.53K
$395K
|
|
|
Jan 22, 2026
Q4 2025
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
4.04KNew |
$345K - $356K
|
4.04K
$352K
|
|
|
Jan 26, 2026
Q4 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
3.94K+ 3.36% |
$336K - $348K
|
121K
$10.6M
|
|
|
Jan 20, 2026
Q4 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
3.43K+ 1.64% |
$293K - $303K
|
212K
$18.5M
|
|
|
Jan 13, 2026
Q4 2025
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
3.32KNew |
$283K - $293K
|
3.32K
$289K
|
|
|
Jan 20, 2026
Q4 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
3KNew |
$256K - $265K
|
3K
$261K
|
|
|
Jan 14, 2026
Q4 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
2.78K+ 10.83% |
$237K - $245K
|
28.5K
$2.48M
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.61K+ 11.37% |
$223K - $230K
|
25.6K
$2.23M
|
|
|
Jan 21, 2026
Q4 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
2.54KNew |
$217K - $224K
|
2.54K
$221K
|
|
|
Jan 23, 2026
Q4 2025
|
Trust CO Of Virginia
|
BUY
|
- |
2.28KNew |
$194K - $201K
|
2.28K
$198K
|
|
|
Jan 14, 2026
Q4 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
2.21K+ 2.91% |
$188K - $195K
|
77.9K
$6.79M
|
|
|
Jan 12, 2026
Q4 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
2.1K+ 11.59% |
$179K - $185K
|
20.2K
$1.76M
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.57K+ 1.47% |
$134K - $139K
|
109K
$9.48M
|
|
|
Jan 26, 2026
Q4 2025
|
Frankly Finances, LLC
Winter Park, FL |
BUY
|
- |
1.29KNew |
$110K - $114K
|
1.29K
$112K
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1K+ 0.27% |
$85.4K - $88.3K
|
368K
$32M
|
|
|
Jan 26, 2026
Q4 2025
|
Cwm, LLC
|
BUY
|
- |
956+ 8.64% |
$81.5K - $84.3K
|
12K
$1.05M
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
932+ 9.03% |
$79.5K - $82.2K
|
11.3K
$981K
|
|
|
Jan 12, 2026
Q4 2025
|
Uhlmann Price Securities, LLC
Skokie, IL |
BUY
|
- |
906+ 4.06% |
$77.3K - $79.9K
|
23.2K
$2.02M
|
|
|
Jan 26, 2026
Q4 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
823+ 14.42% |
$70.2K - $72.6K
|
6.53K
$569K
|
|
|
Jan 07, 2026
Q4 2025
|
Lake Street Financial LLC
|
BUY
|
- |
817+ 1.31% |
$69.7K - $72K
|
63.3K
$5.52M
|
|
|
Jan 15, 2026
Q4 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
772New |
$65.9K - $68.1K
|
772
$67.3K
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
746+ 4.14% |
$63.6K - $65.8K
|
18.8K
$1.64M
|
|
|
Jan 13, 2026
Q4 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
611+ 2.8% |
$52.1K - $53.9K
|
22.4K
$1.95M
|
|
|
Jan 21, 2026
Q4 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
552+ 190.34% |
$47.1K - $48.7K
|
842
$73.4K
|
|
|
Jan 21, 2026
Q4 2025
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
492+ 10.11% |
$42K - $43.4K
|
5.36K
$467K
|
|
|
Jan 08, 2026
Q4 2025
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
437+ 2.22% |
$37.3K - $38.5K
|
20.1K
$1.75M
|
|
|
Jan 23, 2026
Q4 2025
|
Valley National Advisers Inc
|
BUY
|
- |
410New |
$35K - $36.1K
|
410
$35.7K
|
|
|
Jan 06, 2026
Q4 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
238+ 1.48% |
$20.3K - $21K
|
16.4K
$1.43M
|
|
|
Jan 14, 2026
Q4 2025
|
Wolfstich Capital, LLC
Medfield, MA |
BUY
|
- |
229+ 5.69% |
$19.5K - $20.2K
|
4.25K
$371K
|
|
|
Jan 13, 2026
Q4 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
185+ 0.98% |
$15.8K - $16.3K
|
19K
$1.66M
|
|
|
Jan 26, 2026
Q4 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
123+ 1.28% |
$10.5K - $10.8K
|
9.71K
$846K
|
|
|
Jan 23, 2026
Q4 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
97+ 1.71% |
$8.27K - $8.55K
|
5.79K
$504K
|
|
|
Jan 22, 2026
Q4 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
80+ 2.1% |
$6.82K - $7.05K
|
3.89K
$339K
|
|
|
Jan 23, 2026
Q4 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
70New |
$5.97K - $6.17K
|
70
$6.1K
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
33+ 0.55% |
$2.81K - $2.91K
|
6.05K
$528K
|
|
|
Jan 20, 2026
Q4 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
23+ 0.27% |
$1.96K - $2.03K
|
8.59K
$749K
|
|
|
Jan 22, 2026
Q4 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
18+ 0.47% |
$1.54K - $1.59K
|
3.89K
$339K
|
|
|
Jan 20, 2026
Q4 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
15+ 0.02% |
$1.28K - $1.32K
|
62.5K
$5.45M
|
|
|
Jan 15, 2026
Q4 2025
|
Dixon Fnancial Services, Inc.
|
BUY
|
- |
15+ 0.52% |
$1.28K - $1.32K
|
2.89K
$252K
|
|
|
Jan 26, 2026
Q4 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
12+ 0.08% |
$1.02K - $1.06K
|
15.6K
$1.36M
|
|
|
Jan 23, 2026
Q4 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
4+ 0.03% |
$341 - $353
|
12.6K
$1.1M
|
|
|
Jan 23, 2026
Q4 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
3+ 0.6% |
$256 - $265
|
501
$43.7K
|
|
|
Jan 20, 2026
Q4 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
2+ 0.06% |
$171 - $176
|
3.59K
$313K
|
|
|
Jan 23, 2026
Q4 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
1+ 0.01% |
$85.3 - $88.2
|
8.06K
$702K
|
|
|
Jan 14, 2026
Q4 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-14- 0.52% |
$1.19K - $1.23K
|
2.66K
$232K
|
|