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 472 institutions that hold shares in the stock, with a total of 42.4 Million shares, which have been reported (via 13F filing form) to have a value of $3.61 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Moors & Cabot, Inc.
Boston, MA |
Aug 05, 2025 Q2 2025 |
3,517
shares
|
$299,578
0.01% of portfolio
|
Q2 2025
Reduced 0.99%
|
|
|
Rodgers & Associates, LTD
|
Jul 29, 2025 Q2 2025 |
3,510
shares
|
$298,981
0.03% of portfolio
|
Q1 2025
Added 4.46%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
3,506
shares
|
$298,641
0.01% of portfolio
|
Q1 2023
Reduced 47.09%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Aug 13, 2025 Q2 2025 |
3,487
shares
|
$297,022
0.01% of portfolio
|
Q4 2023
Reduced 1.41%
|
|
|
Guidance Capital, Inc
Lousville, KY |
Aug 07, 2025 Q2 2025 |
3,476
shares
|
$296,085
0.08% of portfolio
|
Q2 2025
Added 3.36%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Jul 30, 2025 Q2 2025 |
3,453
shares
|
$294,126
0.07% of portfolio
|
Q2 2025
Reduced 0.69%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
3,420
shares
|
$291,315
0.02% of portfolio
|
Q4 2021
Added 100.0%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 05, 2025 Q2 2025 |
3,394
shares
|
$289,100
0.06% of portfolio
|
Q3 2023
Reduced 9.64%
|
|
|
Kovack Advisors, Inc.
|
Aug 04, 2025 Q2 2025 |
3,375
shares
|
$287,482
0.03% of portfolio
|
Q1 2025
Reduced 43.56%
|
|
|
Empirical Asset Management, LLC
|
Jul 29, 2025 Q2 2025 |
3,280
shares
|
$279,390
0.08% of portfolio
|
Q1 2025
Reduced 68.85%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Aug 13, 2025 Q2 2025 |
3,275
shares
|
$278,964
0.01% of portfolio
|
Q2 2025
Added 16.96%
|
|
|
Vicus Capital
State College, PA |
Jul 18, 2025 Q2 2025 |
3,264
shares
|
$278,027
0.02% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
3,250
shares
|
$276,835
0.01% of portfolio
|
Q2 2025
Added 0.56%
|
|
|
Weaver Consulting Group
|
Apr 28, 2025 Q1 2025 |
3,202
shares
|
$272,746
0.09% of portfolio
|
Q3 2024
Reduced 3.03%
|
|
|
Birch Hill Investment Advisors LLC
|
Jul 30, 2025 Q2 2025 |
3,200
shares
|
$272,576
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
3,191
shares
|
$271,809
0.0% of portfolio
|
Q2 2025
Added 46.85%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
3,159
shares
|
$269,083
0.01% of portfolio
|
Q3 2022
Added 11.74%
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
3,157
shares
|
$268,913
0.03% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Aug 08, 2025 Q2 2025 |
3,122
shares
|
$265,931
0.09% of portfolio
|
Q4 2023
Reduced 14.75%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
3,112
shares
|
$265,080
0.01% of portfolio
|
Q2 2025
Reduced 10.83%
|
|
|
Stonebrook Private Inc.
Northville, MI |
Aug 11, 2025 Q2 2025 |
3,109
shares
|
$264,824
0.06% of portfolio
|
Q2 2025
Reduced 3.0%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Aug 07, 2025 Q2 2025 |
3,104
shares
|
$264,398
0.01% of portfolio
|
Q2 2025
Reduced 2.94%
|
|
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
Aug 12, 2025 Q2 2025 |
3,079
shares
|
$262,269
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Marino, Stram & Associates LLC
|
Jul 18, 2025 Q2 2025 |
3,076
shares
|
$262,013
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Fusion Capital, LLC
|
Aug 08, 2025 Q2 2025 |
3,062
shares
|
$260,821
0.09% of portfolio
|
Q4 2023
New holding
|