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 |
|---|---|---|---|---|---|
|
Marino, Stram & Associates LLC
|
Jan 17, 2025 Q4 2024 |
3,076
shares
|
$251,739
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Fusion Capital, LLC
|
Feb 05, 2025 Q4 2024 |
3,062
shares
|
$250,594
0.1% of portfolio
|
Q4 2023
New holding
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Jan 23, 2025 Q4 2024 |
3,004
shares
|
$245,847
0.08% of portfolio
|
Q4 2024
Added 0.4%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jan 17, 2025 Q4 2024 |
3,000
shares
|
$245,520
0.02% of portfolio
|
Q1 2022
New holding
|
|
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
Feb 03, 2025 Q4 2024 |
3,000
shares
|
$245,520
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Feb 11, 2025 Q4 2024 |
2,984
shares
|
$244,210
0.01% of portfolio
|
Q4 2024
Added 6.8%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
2,943
shares
|
$240,855
0.01% of portfolio
|
Q4 2023
Added 13.28%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Feb 11, 2025 Q4 2024 |
2,931
shares
|
$239,873
0.0% of portfolio
|
Q4 2024
Added 4.6%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
2,910
shares
|
$238,154
0.09% of portfolio
|
Q1 2023
New holding
|
|
|
Eagle Strategies LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
2,907
shares
|
$237,908
0.04% of portfolio
|
Q4 2024
Added 0.38%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
2,893
shares
|
$236,763
0.04% of portfolio
|
Q2 2024
Reduced 0.24%
|
|
|
Csenge Advisory Group
|
Jan 30, 2025 Q4 2024 |
2,880
shares
|
$235,699
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Dixon Fnancial Services, Inc.
|
Jan 22, 2025 Q4 2024 |
2,833
shares
|
$231,852
0.12% of portfolio
|
Q4 2024
Added 0.53%
|
|
|
Perfromance Wealth Partners, LLC
|
Jan 17, 2025 Q4 2024 |
2,825
shares
|
$231,198
0.01% of portfolio
|
Q4 2024
Reduced 3.91%
|
|
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
Feb 07, 2025 Q4 2024 |
2,824
shares
|
$231,116
0.1% of portfolio
|
Q1 2024
New holding
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
2,814
shares
|
$230,297
0.01% of portfolio
|
Q4 2024
Added 0.54%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 29, 2025 Q4 2024 |
2,807
shares
|
$229,724
0.01% of portfolio
|
Q3 2022
Closed
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Feb 14, 2025 Q4 2024 |
2,800
shares
|
$229,152
0.01% of portfolio
|
Q4 2024
Added 180.0%
|
|
|
Brighton Jones LLC
|
Jan 17, 2025 Q4 2024 |
2,796
shares
|
$228,824
0.01% of portfolio
|
Q4 2024
Reduced 7.75%
|
|
|
Carnegie Capital Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
2,786
shares
|
$228,006
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
2,769
shares
|
$226,614
0.0% of portfolio
|
Q4 2024
Added 346.61%
|
|
|
Pullen Investment Management, LLC
Bradenton, FL |
Oct 24, 2024 Q3 2024 |
2,722
shares
|
$222,768
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Northern Capital Management, Inc.
|
Feb 10, 2025 Q4 2024 |
2,714
shares
|
$222,113
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Garde Capital, Inc.
Seattle, WA |
Dec 03, 2024 Q3 2024 |
2,700
shares
|
$220,968
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Brady Family Wealth, LLC
Saint Louis, MO |
Jan 14, 2025 Q4 2024 |
2,655
shares
|
$217,285
0.06% of portfolio
|
Q3 2024
New holding
|