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 439 institutions that hold shares in the stock, with a total of 40 Million shares, which have been reported (via 13F filing form) to have a value of $3.14 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bickling Financial Services, Inc.
Lexington, MA |
Jan 31, 2023 Q4 2022 |
6,698
shares
|
$526,060
0.26% of portfolio
|
Q4 2022
Added 0.59%
|
|
|
Brown Advisory Inc
|
Feb 14, 2025 Q4 2024 |
6,614
shares
|
$519,463
0.0% of portfolio
|
Q4 2024
Added 41.51%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jan 29, 2025 Q4 2024 |
6,608
shares
|
$518,992
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Fiduciary Group LLC
Savannah, GA |
Feb 11, 2025 Q4 2024 |
6,606
shares
|
$518,835
0.05% of portfolio
|
Q1 2023
New holding
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
6,580
shares
|
$516,793
0.01% of portfolio
|
Q4 2024
Added 41.69%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Feb 11, 2025 Q4 2024 |
6,580
shares
|
$516,793
0.01% of portfolio
|
Q4 2021
Added 100.0%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Feb 14, 2025 Q4 2024 |
6,579
shares
|
$516,714
0.08% of portfolio
|
Q4 2024
Added 39.33%
|
|
|
Spring Vest Wealth Management LLC
Dallas, TX |
Mar 10, 2025 Q4 2024 |
6,551
shares
|
$514,515
0.44% of portfolio
|
Q4 2024
New holding
|
|
|
Absolute Capital Management, LLC
|
Feb 11, 2025 Q4 2024 |
6,537
shares
|
$513,415
0.29% of portfolio
|
Q4 2024
Added 18.17%
|
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Jan 17, 2025 Q4 2024 |
6,461
shares
|
$507,446
0.89% of portfolio
|
Q2 2023
Added 14.29%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
6,320
shares
|
$496,372
0.01% of portfolio
|
Q1 2022
Added 23.01%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Feb 11, 2025 Q4 2024 |
6,306
shares
|
$495,273
0.01% of portfolio
|
Q3 2024
Reduced 15.36%
|
|
|
Powers Advisory Group, LLC
|
Jan 23, 2025 Q4 2024 |
6,301
shares
|
$494,880
0.25% of portfolio
|
Q4 2024
Added 0.54%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Feb 12, 2025 Q4 2024 |
6,231
shares
|
$489,382
0.38% of portfolio
|
Q2 2024
Reduced 25.8%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Jan 24, 2025 Q4 2024 |
6,230
shares
|
$489,304
0.02% of portfolio
|
Q1 2024
Reduced 13.11%
|
|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
Feb 12, 2025 Q4 2024 |
6,210
shares
|
$487,733
0.17% of portfolio
|
Q2 2024
Reduced 6.09%
|
|
|
Waldron Private Wealth LLC
|
Jan 23, 2025 Q4 2024 |
6,183
shares
|
$485,612
0.02% of portfolio
|
Q4 2023
Reduced 31.54%
|
|
|
Modera Wealth Management, LLC
|
Feb 05, 2025 Q4 2024 |
6,166
shares
|
$484,277
0.01% of portfolio
|
Q4 2024
Reduced 2.7%
|
|
|
Berkshire Money Management, Inc.
|
Jan 27, 2025 Q4 2024 |
6,000
shares
|
$471,240
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Kovack Advisors, Inc.
|
Feb 04, 2025 Q4 2024 |
5,980
shares
|
$469,669
0.05% of portfolio
|
Q4 2024
Reduced 1.24%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
5,878
shares
|
$461,658
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Feb 10, 2025 Q4 2024 |
5,810
shares
|
$456,317
0.03% of portfolio
|
Q4 2024
Added 4.4%
|
|
|
Ls Investment Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
5,800
shares
|
$455,532
0.07% of portfolio
|
Q4 2021
Added 100.0%
|
|
|
Associated Banc Corp
Green Bay, WI |
Feb 10, 2025 Q4 2024 |
5,756
shares
|
$452,076
0.01% of portfolio
|
Q4 2024
Reduced 3.36%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Feb 04, 2025 Q4 2024 |
5,664
shares
|
$444,850
0.06% of portfolio
|
Q4 2021
Added 100.0%
|