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 437 institutions that hold shares in the stock, with a total of 39.9 Million shares, which have been reported (via 13F filing form) to have a value of $3.25 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Burns J W & CO Inc
|
Jan 13, 2025 Q4 2024 |
3,750
shares
|
$308,325
0.04% of portfolio
|
Q4 2021
Added 100.0%
|
|
|
Mason Investment Advisory Services, Inc.
Reston, VA |
Feb 06, 2025 Q4 2024 |
3,738
shares
|
$307,338
0.02% of portfolio
|
Q4 2024
Reduced 0.69%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Feb 07, 2025 Q4 2024 |
3,626
shares
|
$298,129
0.01% of portfolio
|
Q4 2024
Reduced 6.88%
|
|
|
Seven Springs Wealth Group, LLC
|
Feb 14, 2025 Q4 2024 |
3,600
shares
|
$295,992
0.11% of portfolio
|
Q4 2022
New holding
|
|
|
Sheets Smith Wealth Management
|
Jan 17, 2025 Q4 2024 |
3,573
shares
|
$293,772
0.03% of portfolio
|
Q4 2024
Added 0.37%
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
3,506
shares
|
$288,263
0.01% of portfolio
|
Q1 2023
Reduced 47.09%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Feb 12, 2025 Q4 2024 |
3,487
shares
|
$286,701
0.01% of portfolio
|
Q4 2023
Reduced 1.41%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Feb 05, 2025 Q4 2024 |
3,468
shares
|
$285,138
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
3,420
shares
|
$281,192
0.02% of portfolio
|
Q4 2021
Added 100.0%
|
|
|
Guidance Capital, Inc
Lousville, KY |
Jan 27, 2025 Q4 2024 |
3,411
shares
|
$280,452
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Feb 04, 2025 Q4 2024 |
3,394
shares
|
$279,054
0.07% of portfolio
|
Q3 2023
Reduced 9.64%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Jan 21, 2025 Q4 2024 |
3,383
shares
|
$278,150
0.09% of portfolio
|
Q4 2024
Reduced 6.5%
|
|
|
Rodgers & Associates, LTD
|
Jan 21, 2025 Q4 2024 |
3,360
shares
|
$276,259
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Jan 21, 2025 Q4 2024 |
3,341
shares
|
$274,697
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Feb 14, 2025 Q4 2024 |
3,306
shares
|
$271,819
0.13% of portfolio
|
Q4 2024
Reduced 9.28%
|
|
|
Vicus Capital
State College, PA |
Jan 30, 2025 Q4 2024 |
3,255
shares
|
$267,626
0.02% of portfolio
|
Q4 2024
Reduced 0.49%
|
|
|
Stonebrook Private Inc.
Northville, MI |
Feb 14, 2025 Q4 2024 |
3,235
shares
|
$265,981
0.07% of portfolio
|
Q4 2024
Reduced 3.63%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
3,218
shares
|
$264,583
0.01% of portfolio
|
Q4 2024
Added 0.53%
|
|
|
Weaver Consulting Group
|
Jan 07, 2025 Q4 2024 |
3,202
shares
|
$263,268
0.08% of portfolio
|
Q3 2024
Reduced 3.03%
|
|
|
Birch Hill Investment Advisors LLC
|
Jan 28, 2025 Q4 2024 |
3,200
shares
|
$263,104
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Feb 14, 2025 Q4 2024 |
3,159
shares
|
$259,732
0.01% of portfolio
|
Q3 2022
Added 11.74%
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
3,152
shares
|
$259,157
0.03% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Jan 29, 2025 Q4 2024 |
3,122
shares
|
$256,690
0.1% of portfolio
|
Q4 2023
Reduced 14.75%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
3,095
shares
|
$254,470
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
Feb 14, 2025 Q4 2024 |
3,079
shares
|
$253,155
0.09% of portfolio
|
Q4 2024
New holding
|