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 |
|---|---|---|---|---|---|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Jul 18, 2025 Q2 2025 |
2,557
shares
|
$217,805
0.05% of portfolio
|
Q2 2025
Reduced 16.03%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Aug 13, 2025 Q2 2025 |
2,533
shares
|
$215,760
0.04% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Aug 13, 2025 Q2 2025 |
2,527
shares
|
$215,249
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Fiera Capital Corp
Montreal, A8 |
Aug 08, 2025 Q2 2025 |
2,493
shares
|
$212,353
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Aug 12, 2025 Q2 2025 |
2,480
shares
|
$211,246
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Pcg Wealth Advisors, LLC
|
Aug 07, 2025 Q2 2025 |
2,451
shares
|
$208,776
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Aug 12, 2025 Q2 2025 |
2,440
shares
|
$207,839
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
2,425
shares
|
$206,561
0.02% of portfolio
|
Q2 2025
Reduced 7.62%
|
|
|
Astoria Portfolio Advisors Llc.
|
Jul 25, 2025 Q2 2025 |
2,408
shares
|
$205,113
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
2,168
shares
|
$184,670
0.01% of portfolio
|
Q1 2022
Reduced 88.69%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Aug 04, 2025 Q2 2025 |
2,000
shares
|
$170,360
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Jul 10, 2025 Q2 2025 |
1,960
shares
|
$166,952
0.05% of portfolio
|
Q2 2025
Added 122.73%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
1,800
shares
|
$153,324
0.0% of portfolio
|
Q2 2025
Reduced 5.31%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Aug 01, 2025 Q2 2025 |
1,799
shares
|
$153,238
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
Aug 08, 2025 Q2 2025 |
1,742
shares
|
$148,383
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Jul 21, 2025 Q2 2025 |
1,700
shares
|
$144,806
0.0% of portfolio
|
Q2 2025
Reduced 63.83%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Aug 12, 2025 Q2 2025 |
1,686
shares
|
$143,613
0.0% of portfolio
|
Q4 2021
Added 100.0%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
1,552
shares
|
$132,199
0.0% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
Plante Moran Financial Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
1,516
shares
|
$129,132
0.01% of portfolio
|
Q2 2025
Added 441.43%
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
1,500
shares
|
$127,770
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
1,494
shares
|
$127,258
0.0% of portfolio
|
Q2 2025
Reduced 4.6%
|
|
|
Jtc Employer Solutions Trustee LTD
|
Jul 29, 2025 Q2 2025 |
1,465
shares
|
$124,788
0.01% of portfolio
|
Q2 2021
New holding
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
1,437
shares
|
$122,403
0.1% of portfolio
|
Q1 2025
Reduced 15.96%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
1,432
shares
|
$121,977
0.0% of portfolio
|
Q2 2025
Added 623.23%
|
|
|
Cva Family Office, LLC
|
Jul 31, 2025 Q2 2025 |
1,426
shares
|
$121,466
0.02% of portfolio
|
Q4 2023
New holding
|