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 |
|---|---|---|---|---|---|
|
Cary Street Partners Financial LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
3,490
shares
|
$291,833
0.01% of portfolio
|
Q1 2025
Added 12.76%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
May 14, 2025 Q1 2025 |
3,487
shares
|
$291,582
0.01% of portfolio
|
Q4 2023
Reduced 1.41%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Apr 11, 2025 Q1 2025 |
3,477
shares
|
$290,746
0.08% of portfolio
|
Q1 2025
Reduced 7.45%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
3,420
shares
|
$285,980
0.02% of portfolio
|
Q4 2021
Added 100.0%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
3,394
shares
|
$283,806
0.06% of portfolio
|
Q3 2023
Reduced 9.64%
|
|
|
Kovack Advisors, Inc.
|
May 06, 2025 Q1 2025 |
3,375
shares
|
$282,217
0.03% of portfolio
|
Q1 2025
Reduced 43.56%
|
|
|
Guidance Capital, Inc
Lousville, KY |
May 05, 2025 Q1 2025 |
3,363
shares
|
$281,214
0.08% of portfolio
|
Q1 2025
Reduced 1.41%
|
|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Feb 14, 2025 Q4 2024 |
3,306
shares
|
$276,447
0.13% of portfolio
|
Q4 2024
Reduced 9.28%
|
|
|
Wick Capital Partners, LLC
Wayne, PA |
May 14, 2025 Q1 2025 |
3,281
shares
|
$274,357
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Empirical Asset Management, LLC
|
May 12, 2025 Q1 2025 |
3,280
shares
|
$274,273
0.09% of portfolio
|
Q1 2025
Reduced 68.85%
|
|
|
Vicus Capital
State College, PA |
Jul 18, 2025 Q2 2025 |
3,264
shares
|
$272,935
0.02% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
3,232
shares
|
$270,259
0.01% of portfolio
|
Q1 2025
Added 0.44%
|
|
|
Stonebrook Private Inc.
Northville, MI |
Apr 30, 2025 Q1 2025 |
3,205
shares
|
$268,002
0.07% of portfolio
|
Q1 2025
Reduced 0.93%
|
|
|
Weaver Consulting Group
|
Apr 28, 2025 Q1 2025 |
3,202
shares
|
$267,751
0.09% of portfolio
|
Q3 2024
Reduced 3.03%
|
|
|
Birch Hill Investment Advisors LLC
|
Apr 18, 2025 Q1 2025 |
3,200
shares
|
$267,584
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
3,198
shares
|
$267,416
0.01% of portfolio
|
Q1 2025
Reduced 7.79%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
3,159
shares
|
$264,155
0.01% of portfolio
|
Q3 2022
Added 11.74%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
3,154
shares
|
$263,737
0.04% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Bridgewater Advisors Inc.
|
May 02, 2025 Q1 2025 |
3,152
shares
|
$263,570
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
May 01, 2025 Q1 2025 |
3,122
shares
|
$261,061
0.1% of portfolio
|
Q4 2023
Reduced 14.75%
|
|
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
Apr 29, 2025 Q1 2025 |
3,079
shares
|
$257,465
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Marino, Stram & Associates LLC
|
Jul 18, 2025 Q2 2025 |
3,076
shares
|
$257,215
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Fusion Capital, LLC
|
May 15, 2025 Q1 2025 |
3,062
shares
|
$256,044
0.1% of portfolio
|
Q4 2023
New holding
|
|
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
Jul 17, 2025 Q2 2025 |
3,000
shares
|
$250,860
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
3,000
shares
|
$250,860
0.03% of portfolio
|
Q1 2025
New holding
|