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 472 institutions that hold shares in the stock, with a total of 42.4 Million shares, which have been reported (via 13F filing form) to have a value of $3.61 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
Aug 13, 2025 Q2 2025 |
7,635
shares
|
$650,349
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
M&T Bank Corp
|
Aug 13, 2025 Q2 2025 |
7,622
shares
|
$649,241
0.0% of portfolio
|
Q2 2025
Reduced 3.18%
|
|
|
Western Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
7,540
shares
|
$642,257
0.04% of portfolio
|
Q2 2025
Reduced 1.32%
|
|
|
Post Resch Tallon Group Inc.
Pittsford, NY |
Jul 09, 2025 Q2 2025 |
7,475
shares
|
$636,720
0.59% of portfolio
|
Q2 2025
Reduced 2.61%
|
|
|
Lutz Financial Services LLC
|
Jul 29, 2025 Q2 2025 |
7,456
shares
|
$635,102
0.05% of portfolio
|
Q4 2024
Added 84.28%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2025 Q2 2025 |
7,420
shares
|
$632,035
0.09% of portfolio
|
Q2 2025
Added 2.91%
|
|
|
Brighton Jones LLC
|
Jul 31, 2025 Q2 2025 |
7,379
shares
|
$628,543
0.02% of portfolio
|
Q2 2025
Added 162.78%
|
|
|
Synovus Financial Corp
Columbus, GA |
Aug 14, 2025 Q2 2025 |
7,370
shares
|
$627,776
0.01% of portfolio
|
Q2 2025
Reduced 0.15%
|
|
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
Aug 01, 2025 Q2 2025 |
7,247
shares
|
$617,299
0.3% of portfolio
|
Q2 2025
Reduced 35.35%
|
|
|
Independent Wealth Network Inc.
|
Jul 16, 2025 Q2 2025 |
7,141
shares
|
$608,270
0.23% of portfolio
|
Q2 2025
New holding
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
6,914
shares
|
$588,934
0.01% of portfolio
|
Q1 2025
Added 40.5%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Aug 08, 2025 Q2 2025 |
6,900
shares
|
$587,742
0.25% of portfolio
|
Q2 2025
Reduced 13.46%
|
|
|
Team Hewins, LLC
Redwood City, CA |
Aug 12, 2025 Q2 2025 |
6,880
shares
|
$586,038
0.2% of portfolio
|
Q4 2024
Reduced 2.09%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
6,857
shares
|
$584,079
0.32% of portfolio
|
Q3 2024
Reduced 0.32%
|
|
|
Grandview Asset Management LLC
|
Jul 17, 2025 Q2 2025 |
6,821
shares
|
$581,012
0.18% of portfolio
|
Q2 2025
Added 0.4%
|
|
|
Ntb Financial Corp
Centennial, CO |
Aug 09, 2022 Q2 2022 |
6,699
shares
|
$570,620
0.32% of portfolio
|
Q2 2022
Added 0.42%
|
|
|
Bickling Financial Services, Inc.
Lexington, MA |
Jan 31, 2023 Q4 2022 |
6,698
shares
|
$570,535
0.26% of portfolio
|
Q4 2022
Added 0.59%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jul 24, 2025 Q2 2025 |
6,608
shares
|
$562,869
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Fiduciary Group LLC
Savannah, GA |
Aug 13, 2025 Q2 2025 |
6,606
shares
|
$562,699
0.05% of portfolio
|
Q1 2023
New holding
|
|
|
Whittier Trust CO Of Nevada Inc
|
Jul 30, 2025 Q2 2025 |
6,580
shares
|
$560,484
0.01% of portfolio
|
Q4 2021
Added 100.0%
|
|
|
Spring Vest Wealth Management LLC
Dallas, TX |
Jul 23, 2025 Q2 2025 |
6,551
shares
|
$558,014
0.44% of portfolio
|
Q4 2024
New holding
|
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Apr 28, 2025 Q1 2025 |
6,461
shares
|
$550,347
1.02% of portfolio
|
Q2 2023
Added 14.29%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
6,388
shares
|
$544,129
0.01% of portfolio
|
Q2 2025
Reduced 1.99%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
6,320
shares
|
$538,337
0.01% of portfolio
|
Q1 2022
Added 23.01%
|
|
|
Staley Capital Advisers Inc
|
Aug 14, 2025 Q2 2025 |
6,294
shares
|
$536,122
0.02% of portfolio
|
Q2 2025
Added 0.06%
|