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 |
|---|---|---|---|---|---|
|
Rathbones Group PLC
Liverpool, X0 |
Aug 07, 2025 Q2 2025 |
4,700
shares
|
$400,346
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
4,694
shares
|
$399,834
0.01% of portfolio
|
Q3 2024
Reduced 8.0%
|
|
|
Camden Capital, LLC
|
Aug 14, 2025 Q2 2025 |
4,269
shares
|
$363,633
0.03% of portfolio
|
Q2 2025
Added 1.31%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
4,082
shares
|
$347,704
0.01% of portfolio
|
Q1 2025
Added 38.7%
|
|
|
Wolfstich Capital, LLC
Medfield, MA |
Jul 11, 2025 Q2 2025 |
4,024
shares
|
$342,764
0.73% of portfolio
|
Q1 2025
Added 5125.97%
|
|
|
Code Waechter LLC
Tampa, FL |
Aug 05, 2025 Q2 2025 |
4,000
shares
|
$340,720
0.23% of portfolio
|
Q3 2024
New holding
|
|
|
Midwest Trust CO
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
3,982
shares
|
$339,186
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Rockland Trust CO
|
Jul 10, 2025 Q2 2025 |
3,980
shares
|
$339,016
0.02% of portfolio
|
Q2 2024
Reduced 14.96%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
3,972
shares
|
$338,334
0.01% of portfolio
|
Q2 2025
Added 0.46%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2025 Q2 2025 |
3,971
shares
|
$338,249
0.02% of portfolio
|
Q2 2025
Reduced 66.43%
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
Jul 29, 2025 Q2 2025 |
3,968
shares
|
$337,994
0.06% of portfolio
|
Q2 2025
Reduced 1.61%
|
|
|
Institute For Wealth Management, Llc.
|
Jul 18, 2025 Q2 2025 |
3,956
shares
|
$336,972
0.04% of portfolio
|
Q2 2025
Reduced 0.33%
|
|
|
Eagle Strategies LLC
New York, NY |
Jul 23, 2025 Q2 2025 |
3,955
shares
|
$336,886
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jul 23, 2025 Q2 2025 |
3,890
shares
|
$331,350
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Aug 04, 2025 Q2 2025 |
3,820
shares
|
$325,387
0.01% of portfolio
|
Q1 2024
Added 24.67%
|
|
|
Carnegie Capital Asset Management, LLC
|
Jul 30, 2025 Q2 2025 |
3,811
shares
|
$324,620
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Founders Financial Securities LLC
|
Aug 06, 2025 Q2 2025 |
3,758
shares
|
$320,106
0.02% of portfolio
|
Q2 2025
Added 4.27%
|
|
|
Burns J W & CO Inc
|
Jul 10, 2025 Q2 2025 |
3,750
shares
|
$319,425
0.04% of portfolio
|
Q4 2021
Added 100.0%
|
|
|
Mason Investment Advisory Services, Inc.
Reston, VA |
Aug 05, 2025 Q2 2025 |
3,738
shares
|
$318,402
0.02% of portfolio
|
Q4 2024
Reduced 0.69%
|
|
|
Quantinno Capital Management LP
New York, NY |
Aug 14, 2025 Q2 2025 |
3,688
shares
|
$314,143
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Novus Advisors, LLC
Greenville, SC |
Aug 14, 2025 Q2 2025 |
3,670
shares
|
$312,610
0.46% of portfolio
|
Q2 2025
Reduced 23.7%
|
|
|
Seven Springs Wealth Group, LLC
|
Aug 13, 2025 Q2 2025 |
3,600
shares
|
$306,648
0.07% of portfolio
|
Q4 2022
New holding
|
|
|
Citizens Financial Group Inc
|
Aug 08, 2025 Q2 2025 |
3,597
shares
|
$306,392
0.0% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Aug 05, 2025 Q2 2025 |
3,595
shares
|
$306,222
0.04% of portfolio
|
Q2 2025
Reduced 1.13%
|
|
|
Sheets Smith Wealth Management
|
Jul 15, 2025 Q2 2025 |
3,587
shares
|
$305,540
0.04% of portfolio
|
Q2 2025
Added 0.08%
|