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 |
|---|---|---|---|---|---|
|
Choate Investment Advisors
Boston, MA |
Aug 12, 2025 Q2 2025 |
4,710
shares
|
$411,465
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Rathbones Group PLC
Liverpool, X0 |
Aug 07, 2025 Q2 2025 |
4,700
shares
|
$410,592
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
4,694
shares
|
$410,067
0.01% of portfolio
|
Q3 2024
Reduced 8.0%
|
|
|
Camden Capital, LLC
|
Aug 14, 2025 Q2 2025 |
4,269
shares
|
$372,939
0.03% of portfolio
|
Q2 2025
Added 1.31%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
4,082
shares
|
$356,603
0.01% of portfolio
|
Q1 2025
Added 38.7%
|
|
|
Wolfstich Capital, LLC
Medfield, MA |
Oct 15, 2025 Q3 2025 |
4,024
shares
|
$351,536
0.71% of portfolio
|
Q1 2025
Added 5125.97%
|
|
|
Code Waechter LLC
Tampa, FL |
Oct 22, 2025 Q3 2025 |
4,000
shares
|
$349,440
0.23% of portfolio
|
Q3 2024
New holding
|
|
|
Midwest Trust CO
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
3,982
shares
|
$347,867
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Rockland Trust CO
|
Jul 10, 2025 Q2 2025 |
3,980
shares
|
$347,692
0.02% of portfolio
|
Q2 2024
Reduced 14.96%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
3,972
shares
|
$346,993
0.01% of portfolio
|
Q2 2025
Added 0.46%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2025 Q2 2025 |
3,971
shares
|
$346,906
0.02% of portfolio
|
Q2 2025
Reduced 66.43%
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
Jul 29, 2025 Q2 2025 |
3,968
shares
|
$346,644
0.06% of portfolio
|
Q2 2025
Reduced 1.61%
|
|
|
Eagle Strategies LLC
New York, NY |
Oct 21, 2025 Q3 2025 |
3,869
shares
|
$337,995
0.05% of portfolio
|
Q3 2025
Reduced 2.17%
|
|
|
Carnegie Capital Asset Management, LLC
|
Oct 16, 2025 Q3 2025 |
3,811
shares
|
$332,928
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Oct 22, 2025 Q3 2025 |
3,804
shares
|
$332,317
0.01% of portfolio
|
Q3 2025
Reduced 0.42%
|
|
|
Burns J W & CO Inc
|
Oct 20, 2025 Q3 2025 |
3,750
shares
|
$327,600
0.04% of portfolio
|
Q4 2021
Added 100.0%
|
|
|
Mason Investment Advisory Services, Inc.
Reston, VA |
Aug 05, 2025 Q2 2025 |
3,738
shares
|
$326,551
0.02% of portfolio
|
Q4 2024
Reduced 0.69%
|
|
|
Quantinno Capital Management LP
New York, NY |
Aug 14, 2025 Q2 2025 |
3,688
shares
|
$322,183
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Novus Advisors, LLC
Greenville, SC |
Aug 14, 2025 Q2 2025 |
3,670
shares
|
$320,611
0.46% of portfolio
|
Q2 2025
Reduced 23.7%
|
|
|
Citizens Financial Group Inc
|
Oct 24, 2025 Q3 2025 |
3,601
shares
|
$314,583
0.0% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Seven Springs Wealth Group, LLC
|
Aug 13, 2025 Q2 2025 |
3,600
shares
|
$314,496
0.07% of portfolio
|
Q4 2022
New holding
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Aug 05, 2025 Q2 2025 |
3,595
shares
|
$314,059
0.04% of portfolio
|
Q2 2025
Reduced 1.13%
|
|
|
Sheets Smith Wealth Management
|
Oct 16, 2025 Q3 2025 |
3,589
shares
|
$313,535
0.04% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Aug 05, 2025 Q2 2025 |
3,517
shares
|
$307,245
0.01% of portfolio
|
Q2 2025
Reduced 0.99%
|
|
|
Rodgers & Associates, LTD
|
Jul 29, 2025 Q2 2025 |
3,510
shares
|
$306,633
0.03% of portfolio
|
Q1 2025
Added 4.46%
|