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 449 institutions that hold shares in the stock, with a total of 40.7 Million shares, which have been reported (via 13F filing form) to have a value of $3.04 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Stonebrook Private Inc.
Northville, MI |
Feb 14, 2025 Q4 2024 |
3,235
shares
|
$242,333
0.07% of portfolio
|
Q4 2024
Reduced 3.63%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
3,218
shares
|
$241,060
0.01% of portfolio
|
Q4 2024
Added 0.53%
|
|
|
Weaver Consulting Group
|
Jan 07, 2025 Q4 2024 |
3,202
shares
|
$239,861
0.08% of portfolio
|
Q3 2024
Reduced 3.03%
|
|
|
Birch Hill Investment Advisors LLC
|
Apr 18, 2025 Q1 2025 |
3,200
shares
|
$239,712
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Feb 14, 2025 Q4 2024 |
3,159
shares
|
$236,640
0.01% of portfolio
|
Q3 2022
Added 11.74%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
3,154
shares
|
$236,266
0.04% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Jan 29, 2025 Q4 2024 |
3,122
shares
|
$233,869
0.1% of portfolio
|
Q4 2023
Reduced 14.75%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
3,095
shares
|
$231,846
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
Feb 14, 2025 Q4 2024 |
3,079
shares
|
$230,647
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Marino, Stram & Associates LLC
|
Apr 21, 2025 Q1 2025 |
3,076
shares
|
$230,423
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Fusion Capital, LLC
|
Feb 05, 2025 Q4 2024 |
3,062
shares
|
$229,374
0.1% of portfolio
|
Q4 2023
New holding
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Apr 23, 2025 Q1 2025 |
3,045
shares
|
$228,100
0.07% of portfolio
|
Q1 2025
Reduced 8.86%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Jan 23, 2025 Q4 2024 |
3,004
shares
|
$225,029
0.08% of portfolio
|
Q4 2024
Added 0.4%
|
|
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
Apr 09, 2025 Q1 2025 |
3,000
shares
|
$224,730
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Mcf Advisors LLC
Covington, KY |
Jan 17, 2025 Q4 2024 |
3,000
shares
|
$224,730
0.02% of portfolio
|
Q1 2022
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Apr 10, 2025 Q1 2025 |
3,000
shares
|
$224,730
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Feb 11, 2025 Q4 2024 |
2,984
shares
|
$223,531
0.01% of portfolio
|
Q4 2024
Added 6.8%
|
|
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
Apr 10, 2025 Q1 2025 |
2,963
shares
|
$221,958
0.28% of portfolio
|
Q1 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
2,943
shares
|
$220,460
0.01% of portfolio
|
Q4 2023
Added 13.28%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Feb 11, 2025 Q4 2024 |
2,931
shares
|
$219,561
0.0% of portfolio
|
Q4 2024
Added 4.6%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
2,910
shares
|
$217,988
0.09% of portfolio
|
Q1 2023
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
2,893
shares
|
$216,714
0.04% of portfolio
|
Q2 2024
Reduced 0.24%
|
|
|
Csenge Advisory Group
|
Jan 30, 2025 Q4 2024 |
2,880
shares
|
$215,740
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Dixon Fnancial Services, Inc.
|
Apr 22, 2025 Q1 2025 |
2,846
shares
|
$213,193
0.12% of portfolio
|
Q1 2025
Added 0.46%
|
|
|
Perfromance Wealth Partners, LLC
|
Apr 22, 2025 Q1 2025 |
2,825
shares
|
$211,620
0.01% of portfolio
|
Q4 2024
Reduced 3.91%
|