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 465 institutions that hold shares in the stock, with a total of 41.9 Million shares, which have been reported (via 13F filing form) to have a value of $3.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Rathbones Group PLC
Liverpool, X0 |
May 13, 2025 Q1 2025 |
4,700
shares
|
$393,014
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
4,694
shares
|
$392,512
0.01% of portfolio
|
Q3 2024
Reduced 8.0%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
4,356
shares
|
$364,248
0.01% of portfolio
|
Q1 2025
Reduced 83.49%
|
|
|
Camden Capital, LLC
|
May 13, 2025 Q1 2025 |
4,214
shares
|
$352,374
0.04% of portfolio
|
Q2 2023
Reduced 22.47%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
4,082
shares
|
$341,336
0.01% of portfolio
|
Q1 2025
Added 38.7%
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
May 06, 2025 Q1 2025 |
4,033
shares
|
$337,239
0.06% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Wolfstich Capital, LLC
Medfield, MA |
Jul 11, 2025 Q2 2025 |
4,024
shares
|
$336,486
0.73% of portfolio
|
Q1 2025
Added 5125.97%
|
|
|
Code Waechter LLC
Tampa, FL |
Apr 30, 2025 Q1 2025 |
4,000
shares
|
$334,480
0.26% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Counselors Inc
|
Apr 29, 2025 Q1 2025 |
3,982
shares
|
$332,974
0.0% of portfolio
|
Q1 2025
Reduced 4.49%
|
|
|
Rockland Trust CO
|
Jul 10, 2025 Q2 2025 |
3,980
shares
|
$332,807
0.02% of portfolio
|
Q2 2024
Reduced 14.96%
|
|
|
Institute For Wealth Management, Llc.
|
Jul 18, 2025 Q2 2025 |
3,956
shares
|
$330,800
0.04% of portfolio
|
Q2 2025
Reduced 0.33%
|
|
|
Eagle Strategies LLC
New York, NY |
Jul 23, 2025 Q2 2025 |
3,955
shares
|
$330,717
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
3,954
shares
|
$330,633
0.01% of portfolio
|
Q1 2025
Added 0.36%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jul 23, 2025 Q2 2025 |
3,890
shares
|
$325,281
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Apr 23, 2025 Q1 2025 |
3,820
shares
|
$319,428
0.01% of portfolio
|
Q1 2024
Added 24.67%
|
|
|
Burns J W & CO Inc
|
Jul 10, 2025 Q2 2025 |
3,750
shares
|
$313,575
0.04% of portfolio
|
Q4 2021
Added 100.0%
|
|
|
Mason Investment Advisory Services, Inc.
Reston, VA |
May 01, 2025 Q1 2025 |
3,738
shares
|
$312,571
0.02% of portfolio
|
Q4 2024
Reduced 0.69%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Apr 28, 2025 Q1 2025 |
3,636
shares
|
$304,042
0.05% of portfolio
|
Q4 2024
Reduced 98.7%
|
|
|
Founders Financial Securities LLC
|
May 12, 2025 Q1 2025 |
3,604
shares
|
$301,366
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Seven Springs Wealth Group, LLC
|
May 15, 2025 Q1 2025 |
3,600
shares
|
$301,032
0.1% of portfolio
|
Q4 2022
New holding
|
|
|
Citizens Financial Group Inc
|
May 09, 2025 Q1 2025 |
3,592
shares
|
$300,363
0.01% of portfolio
|
Q1 2025
Reduced 6.19%
|
|
|
Sheets Smith Wealth Management
|
Jul 15, 2025 Q2 2025 |
3,587
shares
|
$299,944
0.04% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
May 08, 2025 Q1 2025 |
3,552
shares
|
$297,018
0.01% of portfolio
|
Q1 2025
Reduced 2.04%
|
|
|
Rodgers & Associates, LTD
|
Apr 22, 2025 Q1 2025 |
3,510
shares
|
$293,506
0.03% of portfolio
|
Q1 2025
Added 4.46%
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
3,506
shares
|
$293,171
0.01% of portfolio
|
Q1 2023
Reduced 47.09%
|