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 450 institutions that hold shares in the stock, with a total of 40.8 Million shares, which have been reported (via 13F filing form) to have a value of $3.06 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wolfstich Capital, LLC
Medfield, MA |
Feb 06, 2025 Q4 2024 |
4,024
shares
|
$301,437
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Code Waechter LLC
Tampa, FL |
Jan 13, 2025 Q4 2024 |
4,000
shares
|
$299,640
0.27% of portfolio
|
Q3 2024
New holding
|
|
|
Seamount Financial Group Inc
Colorado Springs, CO |
Jan 28, 2025 Q4 2024 |
4,000
shares
|
$299,640
0.21% of portfolio
|
Q3 2024
New holding
|
|
|
Rockland Trust CO
|
Apr 16, 2025 Q1 2025 |
3,980
shares
|
$298,141
0.02% of portfolio
|
Q2 2024
Reduced 14.96%
|
|
|
Institute For Wealth Management, Llc.
|
Apr 21, 2025 Q1 2025 |
3,969
shares
|
$297,317
0.04% of portfolio
|
Q1 2025
Reduced 2.82%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
3,940
shares
|
$295,145
0.02% of portfolio
|
Q4 2024
Added 0.43%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
3,911
shares
|
$292,973
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Smith, Moore & Co.
Clayton, MO |
Feb 12, 2025 Q4 2024 |
3,877
shares
|
$290,426
0.03% of portfolio
|
Q4 2024
Added 0.15%
|
|
|
Citizens Financial Group Inc
|
Feb 07, 2025 Q4 2024 |
3,829
shares
|
$286,830
0.01% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Feb 14, 2025 Q4 2024 |
3,821
shares
|
$286,231
0.01% of portfolio
|
Q4 2024
Added 4.97%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Apr 23, 2025 Q1 2025 |
3,820
shares
|
$286,156
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
|
$282,335
0.0% of portfolio
|
Q4 2024
Reduced 5.04%
|
|
|
Burns J W & CO Inc
|
Apr 08, 2025 Q1 2025 |
3,750
shares
|
$280,912
0.04% of portfolio
|
Q4 2021
Added 100.0%
|
|
|
Mason Investment Advisory Services, Inc.
Reston, VA |
Feb 06, 2025 Q4 2024 |
3,738
shares
|
$280,013
0.02% of portfolio
|
Q4 2024
Reduced 0.69%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Feb 07, 2025 Q4 2024 |
3,626
shares
|
$271,623
0.01% of portfolio
|
Q4 2024
Reduced 6.88%
|
|
|
Seven Springs Wealth Group, LLC
|
Feb 14, 2025 Q4 2024 |
3,600
shares
|
$269,676
0.11% of portfolio
|
Q4 2022
New holding
|
|
|
Sheets Smith Wealth Management
|
Apr 23, 2025 Q1 2025 |
3,584
shares
|
$268,477
0.04% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Rodgers & Associates, LTD
|
Apr 22, 2025 Q1 2025 |
3,510
shares
|
$262,934
0.03% of portfolio
|
Q1 2025
Added 4.46%
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
3,506
shares
|
$262,634
0.01% of portfolio
|
Q1 2023
Reduced 47.09%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Feb 12, 2025 Q4 2024 |
3,487
shares
|
$261,211
0.01% of portfolio
|
Q4 2023
Reduced 1.41%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Apr 11, 2025 Q1 2025 |
3,477
shares
|
$260,462
0.08% of portfolio
|
Q1 2025
Reduced 7.45%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Feb 05, 2025 Q4 2024 |
3,468
shares
|
$259,787
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
3,420
shares
|
$256,192
0.02% of portfolio
|
Q4 2021
Added 100.0%
|
|
|
Guidance Capital, Inc
Lousville, KY |
Jan 27, 2025 Q4 2024 |
3,411
shares
|
$255,518
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
3,394
shares
|
$254,244
0.06% of portfolio
|
Q3 2023
Reduced 9.64%
|