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 471 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 $3.71 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Jul 16, 2025 Q2 2025 |
5,329
shares
|
$465,541
0.04% of portfolio
|
Q3 2024
Reduced 4.7%
|
|
|
Equitable Trust CO
|
Jul 28, 2025 Q2 2025 |
5,149
shares
|
$449,816
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Wesbanco Bank Inc
|
Jul 07, 2025 Q2 2025 |
5,085
shares
|
$444,225
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
Aug 13, 2025 Q2 2025 |
5,084
shares
|
$444,138
0.07% of portfolio
|
Q4 2022
Added 10.91%
|
|
|
Virginia National Bank
|
Oct 19, 2023 Q3 2023 |
5,064
shares
|
$442,391
1.42% of portfolio
|
Q3 2023
Reduced 0.8%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Jul 25, 2025 Q2 2025 |
5,054
shares
|
$441,517
0.17% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
5,008
shares
|
$437,498
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Aug 14, 2025 Q2 2025 |
4,999
shares
|
$436,712
0.0% of portfolio
|
Q1 2025
Reduced 20.73%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Aug 13, 2025 Q2 2025 |
4,990
shares
|
$435,926
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Spinnaker Trust
|
Aug 04, 2025 Q2 2025 |
4,980
shares
|
$435,052
0.02% of portfolio
|
Q1 2025
Reduced 7.18%
|
|
|
Cora Capital Advisors LLC
Marlton, NJ |
Jul 15, 2025 Q2 2025 |
4,964
shares
|
$433,655
0.18% of portfolio
|
Q2 2025
Reduced 53.58%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
4,946
shares
|
$432,082
0.0% of portfolio
|
Q1 2024
Reduced 37.36%
|
|
|
Marion Wealth Management
|
Oct 10, 2025 Q3 2025 |
4,924
shares
|
$430,160
0.1% of portfolio
|
Q1 2025
Added 0.61%
|
|
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
Oct 20, 2025 Q3 2025 |
4,868
shares
|
$425,268
0.15% of portfolio
|
Q3 2025
Reduced 4.72%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Oct 21, 2025 Q3 2025 |
4,853
shares
|
$423,958
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Oct 22, 2025 Q3 2025 |
4,807
shares
|
$419,939
0.07% of portfolio
|
Q1 2025
Added 2.36%
|
|
|
Reynders Mc Veigh Capital Management, LLC
|
Sep 04, 2025 Q2 2025 |
4,800
shares
|
$419,328
0.02% of portfolio
|
Q4 2024
Reduced 17.24%
|
|
|
Courier Capital LLC
|
Jul 28, 2025 Q2 2025 |
4,798
shares
|
$419,153
0.02% of portfolio
|
Q2 2025
Added 0.38%
|
|
|
Garrett Wealth Advisory Group, LLC
|
Apr 29, 2025 Q1 2025 |
4,794
shares
|
$418,803
0.09% of portfolio
|
Q1 2025
Reduced 2.5%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
4,777
shares
|
$417,318
0.01% of portfolio
|
Q2 2025
Reduced 16.59%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Oct 20, 2025 Q3 2025 |
4,769
shares
|
$416,619
0.02% of portfolio
|
Q3 2025
Added 22.6%
|
|
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
Aug 05, 2025 Q2 2025 |
4,763
shares
|
$416,095
0.31% of portfolio
|
Q4 2023
New holding
|
|
|
Perfromance Wealth Partners, LLC
|
Jul 28, 2025 Q2 2025 |
4,750
shares
|
$414,960
0.01% of portfolio
|
Q2 2025
Added 68.14%
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
4,719
shares
|
$412,251
0.1% of portfolio
|
Q4 2024
Reduced 16.55%
|
|
|
Salomon & Ludwin, LLC
|
Oct 20, 2025 Q3 2025 |
4,718
shares
|
$412,164
0.04% of portfolio
|
Q3 2025
Reduced 0.15%
|