Institutional Ownership Wisdomtree Tr U.S Largecap Div (DLN)
This table provides information about the institutional ownership of Wisdomtree Tr U.S Largecap Div (DLN). We have compiled data on the 440 institutions that hold shares in the stock, with a total of 39.9 Million shares, which have been reported (via 13F filing form) to have a value of $3.25 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
3,908,613
shares
|
$318 Million
0.21% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
2,964,255
shares
|
$241 Million
0.1% of portfolio
|
Q4 2024
Added 9.37%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
2,914,928
shares
|
$237 Million
0.02% of portfolio
|
Q4 2024
Added 1.8%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
2,094,288
shares
|
$171 Million
4.52% of portfolio
|
Q4 2023
Added 0.5%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
1,773,492
shares
|
$144 Million
0.04% of portfolio
|
Q4 2024
Added 37.97%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
1,663,912
shares
|
$136 Million
0.01% of portfolio
|
Q4 2024
Added 57.57%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
1,386,224
shares
|
$113 Million
0.11% of portfolio
|
Q4 2024
Reduced 2.23%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
1,288,065
shares
|
$105 Million
0.02% of portfolio
|
Q4 2024
Added 1.54%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
1,134,076
shares
|
$92.4 Million
1.36% of portfolio
|
Q4 2024
Added 0.31%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
888,083
shares
|
$72.3 Million
1.82% of portfolio
|
Q3 2024
Added 12.91%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
782,624
shares
|
$63.7 Million
0.09% of portfolio
|
Q4 2024
Added 0.61%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
724,013
shares
|
$59 Million
0.12% of portfolio
|
Q4 2024
Added 33.21%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
720,287
shares
|
$58.7 Million
0.87% of portfolio
|
Q4 2024
Added 4.24%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
681,367
shares
|
$55.5 Million
1.39% of portfolio
|
Q1 2024
Added 1.17%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
653,459
shares
|
$53.2 Million
0.01% of portfolio
|
Q4 2024
Added 3.6%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Feb 13, 2025 Q4 2024 |
614,484
shares
|
$50 Million
0.78% of portfolio
|
Q4 2024
Added 3647.77%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
580,490
shares
|
$47.3 Million
0.15% of portfolio
|
Q4 2024
Reduced 0.86%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
579,641
shares
|
$47.2 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
565,432
shares
|
$46 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.58%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
554,245
shares
|
$45.1 Million
0.01% of portfolio
|
Q4 2024
Added 0.2%
|
|
|
Waterway Wealth Management, LLC
The Woodlands, TX |
Feb 05, 2025 Q4 2024 |
521,356
shares
|
$42.5 Million
17.84% of portfolio
|
Q4 2024
Reduced 0.92%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
473,735
shares
|
$38.6 Million
0.05% of portfolio
|
Q3 2024
Reduced 3.68%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
421,708
shares
|
$34.3 Million
0.48% of portfolio
|
Q4 2024
Reduced 2.97%
|
|
|
Iag Wealth Partners, LLC
|
Feb 10, 2025 Q4 2024 |
412,385
shares
|
$33.6 Million
5.9% of portfolio
|
Q4 2024
Reduced 1.43%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
386,220
shares
|
$31.5 Million
0.08% of portfolio
|
Q4 2024
Added 1.36%
|