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 |
|---|---|---|---|---|---|
|
Y Intercept (Hong Kong) LTD
|
Aug 01, 2025 Q2 2025 |
6,271
shares
|
$534,163
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Jul 28, 2025 Q2 2025 |
6,231
shares
|
$530,756
0.36% of portfolio
|
Q2 2024
Reduced 25.8%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Jul 25, 2025 Q2 2025 |
6,093
shares
|
$519,001
0.02% of portfolio
|
Q2 2025
Added 5.11%
|
|
|
Waldron Private Wealth LLC
|
Jul 31, 2025 Q2 2025 |
6,058
shares
|
$516,020
0.02% of portfolio
|
Q1 2025
Reduced 2.02%
|
|
|
Modera Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
6,057
shares
|
$515,935
0.01% of portfolio
|
Q2 2025
Reduced 1.77%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
6,008
shares
|
$511,761
0.01% of portfolio
|
Q2 2025
Reduced 2.32%
|
|
|
Berkshire Money Management, Inc.
|
Jul 22, 2025 Q2 2025 |
6,000
shares
|
$511,080
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Aug 12, 2025 Q2 2025 |
5,950
shares
|
$506,821
0.02% of portfolio
|
Q1 2025
Added 2.41%
|
|
|
Absolute Capital Management, LLC
|
May 14, 2025 Q1 2025 |
5,859
shares
|
$499,069
0.28% of portfolio
|
Q1 2025
Reduced 10.37%
|
|
|
Powers Advisory Group, LLC
|
Jul 18, 2025 Q2 2025 |
5,849
shares
|
$498,217
0.21% of portfolio
|
Q2 2025
Added 0.57%
|
|
|
Ls Investment Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
5,800
shares
|
$494,044
0.07% of portfolio
|
Q4 2021
Added 100.0%
|
|
|
Associated Banc Corp
Green Bay, WI |
Aug 12, 2025 Q2 2025 |
5,756
shares
|
$490,296
0.01% of portfolio
|
Q4 2024
Reduced 3.36%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
5,724
shares
|
$487,570
0.0% of portfolio
|
Q2 2025
Added 17.27%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jul 16, 2025 Q2 2025 |
5,664
shares
|
$482,459
0.06% of portfolio
|
Q4 2021
Added 100.0%
|
|
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
5,546
shares
|
$472,408
0.01% of portfolio
|
Q2 2025
Added 12.84%
|
|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
Aug 13, 2025 Q2 2025 |
5,461
shares
|
$465,167
0.14% of portfolio
|
Q2 2025
Reduced 5.26%
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
Jul 28, 2025 Q2 2025 |
5,458
shares
|
$464,912
0.08% of portfolio
|
Q4 2022
Reduced 4.71%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
5,453
shares
|
$464,486
0.03% of portfolio
|
Q2 2025
Added 81.77%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Aug 14, 2025 Q2 2025 |
5,412
shares
|
$460,994
0.01% of portfolio
|
Q2 2025
Added 3.8%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Aug 13, 2025 Q2 2025 |
5,400
shares
|
$459,972
0.0% of portfolio
|
Q2 2025
Reduced 63.51%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
5,386
shares
|
$458,779
0.04% of portfolio
|
Q2 2022
Added 20.33%
|
|
|
Cornerstone Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
5,379
shares
|
$458,183
0.03% of portfolio
|
Q1 2025
Added 1.34%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
5,344
shares
|
$455,201
0.01% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Jul 16, 2025 Q2 2025 |
5,329
shares
|
$453,924
0.04% of portfolio
|
Q3 2024
Reduced 4.7%
|
|
|
Fifth Third Securities, Inc.
|
Jul 17, 2025 Q2 2025 |
5,302
shares
|
$451,624
0.03% of portfolio
|
Q2 2025
New holding
|