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 $3.25 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Rathbones Group PLC
Liverpool, X0 |
Feb 13, 2025 Q4 2024 |
4,700
shares
|
$382,768
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Feb 12, 2025 Q4 2024 |
4,696
shares
|
$382,442
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
4,694
shares
|
$382,279
0.01% of portfolio
|
Q3 2024
Reduced 8.0%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
4,512
shares
|
$367,457
0.01% of portfolio
|
Q4 2024
Reduced 2.76%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
4,310
shares
|
$351,006
0.0% of portfolio
|
Q4 2024
Added 12.92%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
4,247
shares
|
$345,875
0.0% of portfolio
|
Q4 2024
Added 25.61%
|
|
|
Camden Capital, LLC
|
Jan 29, 2025 Q4 2024 |
4,214
shares
|
$343,188
0.04% of portfolio
|
Q2 2023
Reduced 22.47%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
4,200
shares
|
$342,048
0.0% of portfolio
|
Q4 2024
Reduced 74.91%
|
|
|
Financial Counselors Inc
|
Feb 11, 2025 Q4 2024 |
4,169
shares
|
$339,523
0.0% of portfolio
|
Q3 2024
Reduced 2.55%
|
|
|
Intrua Financial, LLC
Houston, TX |
Feb 13, 2025 Q2 2023 |
4,131
shares
|
$336,428
0.04% of portfolio
|
Q2 2023
Added 0.36%
|
|
|
Institute For Wealth Management, Llc.
|
Jan 23, 2025 Q4 2024 |
4,084
shares
|
$332,600
0.04% of portfolio
|
Q4 2024
Reduced 1.54%
|
|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
4,050
shares
|
$329,832
0.0% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
Feb 13, 2025 Q4 2024 |
4,028
shares
|
$328,040
0.06% of portfolio
|
Q2 2024
Reduced 1.18%
|
|
|
Wolfstich Capital, LLC
Medfield, MA |
Feb 06, 2025 Q4 2024 |
4,024
shares
|
$327,714
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Code Waechter LLC
Tampa, FL |
Jan 13, 2025 Q4 2024 |
4,000
shares
|
$325,760
0.27% of portfolio
|
Q3 2024
New holding
|
|
|
Seamount Financial Group Inc
Colorado Springs, CO |
Jan 28, 2025 Q4 2024 |
4,000
shares
|
$325,760
0.21% of portfolio
|
Q3 2024
New holding
|
|
|
Rockland Trust CO
|
Jan 14, 2025 Q4 2024 |
3,980
shares
|
$324,131
0.02% of portfolio
|
Q2 2024
Reduced 14.96%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
3,940
shares
|
$320,873
0.02% of portfolio
|
Q4 2024
Added 0.43%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
3,911
shares
|
$318,511
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Smith, Moore & Co.
Clayton, MO |
Feb 12, 2025 Q4 2024 |
3,877
shares
|
$315,742
0.03% of portfolio
|
Q4 2024
Added 0.15%
|
|
|
Centennial Wealth Advisory LLC
|
Jan 27, 2025 Q4 2024 |
3,847
shares
|
$313,299
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Citizens Financial Group Inc
|
Feb 07, 2025 Q4 2024 |
3,829
shares
|
$311,833
0.01% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Feb 14, 2025 Q4 2024 |
3,821
shares
|
$311,182
0.01% of portfolio
|
Q4 2024
Added 4.97%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
3,820
shares
|
$311,100
0.01% of portfolio
|
Q1 2024
Added 24.67%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
3,769
shares
|
$306,947
0.0% of portfolio
|
Q4 2024
Reduced 5.04%
|