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 |
|---|---|---|---|---|---|
|
Equitable Trust CO
|
Jul 28, 2025 Q2 2025 |
5,149
shares
|
$438,591
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
Jul 15, 2025 Q2 2025 |
5,109
shares
|
$435,184
0.16% of portfolio
|
Q2 2025
Reduced 15.12%
|
|
|
Wesbanco Bank Inc
|
Jul 07, 2025 Q2 2025 |
5,085
shares
|
$433,140
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
Aug 13, 2025 Q2 2025 |
5,084
shares
|
$433,055
0.07% of portfolio
|
Q4 2022
Added 10.91%
|
|
|
Virginia National Bank
|
Oct 19, 2023 Q3 2023 |
5,064
shares
|
$431,351
1.42% of portfolio
|
Q3 2023
Reduced 0.8%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Jul 25, 2025 Q2 2025 |
5,054
shares
|
$430,499
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
|
$426,581
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Aug 14, 2025 Q2 2025 |
4,999
shares
|
$425,814
0.0% of portfolio
|
Q1 2025
Reduced 20.73%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Aug 13, 2025 Q2 2025 |
4,990
shares
|
$425,048
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Spinnaker Trust
|
Aug 04, 2025 Q2 2025 |
4,980
shares
|
$424,196
0.02% of portfolio
|
Q1 2025
Reduced 7.18%
|
|
|
Cora Capital Advisors LLC
Marlton, NJ |
Jul 15, 2025 Q2 2025 |
4,964
shares
|
$422,833
0.18% of portfolio
|
Q2 2025
Reduced 53.58%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
4,946
shares
|
$421,300
0.0% of portfolio
|
Q1 2024
Reduced 37.36%
|
|
|
Marion Wealth Management
|
Aug 05, 2025 Q2 2025 |
4,924
shares
|
$419,426
0.1% of portfolio
|
Q1 2025
Added 0.61%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
4,922
shares
|
$419,255
0.01% of portfolio
|
Q2 2025
Reduced 0.79%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Jul 18, 2025 Q2 2025 |
4,853
shares
|
$413,378
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
4,807
shares
|
$409,460
0.03% of portfolio
|
Q1 2025
Added 2.36%
|
|
|
Reynders Mc Veigh Capital Management, LLC
|
Sep 04, 2025 Q2 2025 |
4,800
shares
|
$408,864
0.02% of portfolio
|
Q4 2024
Reduced 17.24%
|
|
|
Courier Capital LLC
|
Jul 28, 2025 Q2 2025 |
4,798
shares
|
$408,693
0.02% of portfolio
|
Q2 2025
Added 0.38%
|
|
|
Garrett Wealth Advisory Group, LLC
|
Apr 29, 2025 Q1 2025 |
4,794
shares
|
$408,352
0.09% of portfolio
|
Q1 2025
Reduced 2.5%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
4,777
shares
|
$406,904
0.01% of portfolio
|
Q2 2025
Reduced 16.59%
|
|
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
Aug 05, 2025 Q2 2025 |
4,763
shares
|
$405,712
0.31% of portfolio
|
Q4 2023
New holding
|
|
|
Perfromance Wealth Partners, LLC
|
Jul 28, 2025 Q2 2025 |
4,750
shares
|
$404,605
0.01% of portfolio
|
Q2 2025
Added 68.14%
|
|
|
Salomon & Ludwin, LLC
|
Jul 29, 2025 Q2 2025 |
4,725
shares
|
$402,475
0.04% of portfolio
|
Q4 2024
Reduced 0.8%
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
4,719
shares
|
$401,964
0.1% of portfolio
|
Q4 2024
Reduced 16.55%
|
|
|
Choate Investment Advisors
Boston, MA |
Aug 12, 2025 Q2 2025 |
4,710
shares
|
$401,197
0.01% of portfolio
|
Q4 2022
New holding
|