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 448 institutions that hold shares in the stock, with a total of 40.7 Million shares, which have been reported (via 13F filing form) to have a value of $3.04 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Buckingham Strategic Partners
Saint Louis, MO |
Feb 14, 2025 Q4 2024 |
4,921
shares
|
$367,746
0.01% of portfolio
|
Q4 2024
Added 53.35%
|
|
|
Garrett Wealth Advisory Group, LLC
|
Feb 06, 2025 Q4 2024 |
4,917
shares
|
$367,447
0.09% of portfolio
|
Q4 2024
Reduced 8.25%
|
|
|
Pfg Advisors
|
Feb 07, 2025 Q4 2024 |
4,811
shares
|
$359,526
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Reynders Mc Veigh Capital Management, LLC
|
Feb 13, 2025 Q4 2024 |
4,800
shares
|
$358,704
0.02% of portfolio
|
Q4 2024
Reduced 17.24%
|
|
|
Courier Capital LLC
|
Apr 14, 2025 Q1 2025 |
4,780
shares
|
$357,209
0.02% of portfolio
|
Q1 2023
Reduced 10.02%
|
|
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
Feb 10, 2025 Q4 2024 |
4,763
shares
|
$355,938
0.31% of portfolio
|
Q4 2023
New holding
|
|
|
Salomon & Ludwin, LLC
|
Jan 30, 2025 Q4 2024 |
4,725
shares
|
$353,099
0.04% of portfolio
|
Q4 2024
Reduced 0.8%
|
|
|
St. Louis Trust CO
|
Feb 07, 2025 Q4 2024 |
4,720
shares
|
$352,725
0.05% of portfolio
|
Q4 2022
New holding
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
4,719
shares
|
$352,650
0.1% of portfolio
|
Q4 2024
Reduced 16.55%
|
|
|
Choate Investment Advisors
Boston, MA |
Feb 10, 2025 Q4 2024 |
4,710
shares
|
$351,978
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Rathbones Group PLC
Liverpool, X0 |
Feb 13, 2025 Q4 2024 |
4,700
shares
|
$351,231
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Feb 12, 2025 Q4 2024 |
4,696
shares
|
$350,932
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
4,694
shares
|
$350,782
0.01% of portfolio
|
Q3 2024
Reduced 8.0%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
4,512
shares
|
$337,181
0.01% of portfolio
|
Q4 2024
Reduced 2.76%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
4,310
shares
|
$322,086
0.0% of portfolio
|
Q4 2024
Added 12.92%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
4,247
shares
|
$317,378
0.0% of portfolio
|
Q4 2024
Added 25.61%
|
|
|
Camden Capital, LLC
|
Jan 29, 2025 Q4 2024 |
4,214
shares
|
$314,912
0.04% of portfolio
|
Q2 2023
Reduced 22.47%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
4,200
shares
|
$313,866
0.0% of portfolio
|
Q4 2024
Reduced 74.91%
|
|
|
Financial Counselors Inc
|
Feb 11, 2025 Q4 2024 |
4,169
shares
|
$311,549
0.0% of portfolio
|
Q3 2024
Reduced 2.55%
|
|
|
Intrua Financial, LLC
Houston, TX |
Feb 13, 2025 Q2 2023 |
4,131
shares
|
$308,709
0.04% of portfolio
|
Q2 2023
Added 0.36%
|
|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
4,050
shares
|
$302,656
0.0% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
Feb 13, 2025 Q4 2024 |
4,028
shares
|
$301,012
0.06% of portfolio
|
Q2 2024
Reduced 1.18%
|
|
|
Wolfstich Capital, LLC
Medfield, MA |
Feb 06, 2025 Q4 2024 |
4,024
shares
|
$300,713
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Seamount Financial Group Inc
Colorado Springs, CO |
Jan 28, 2025 Q4 2024 |
4,000
shares
|
$298,920
0.21% of portfolio
|
Q3 2024
New holding
|
|
|
Code Waechter LLC
Tampa, FL |
Jan 13, 2025 Q4 2024 |
4,000
shares
|
$298,920
0.27% of portfolio
|
Q3 2024
New holding
|