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 440 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 |
|---|---|---|---|---|---|
|
Valley National Advisers Inc
|
Jan 24, 2025 Q4 2024 |
410
shares
|
$33,390
0.01% of portfolio
|
Q4 2021
Added 100.0%
|
|
|
Lee Danner & Bass Inc
|
Feb 11, 2025 Q4 2024 |
400
shares
|
$32,576
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
354
shares
|
$28,829
0.0% of portfolio
|
Q4 2024
Added 18.0%
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
350
shares
|
$28,504
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
National Bank Of Canada
|
Feb 12, 2025 Q4 2024 |
336
shares
|
$27,363
0.0% of portfolio
|
Q1 2024
Reduced 37.31%
|
|
|
Capital Advisors, Ltd. LLC
|
Feb 04, 2025 Q4 2024 |
320
shares
|
$26,060
0.0% of portfolio
|
Q4 2021
Added 100.0%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
318
shares
|
$25,897
0.02% of portfolio
|
Q3 2024
Reduced 38.61%
|
|
|
Toth Financial Advisory Corp
|
Jan 21, 2025 Q4 2024 |
268
shares
|
$21,825
0.0% of portfolio
|
Q1 2023
Reduced 15.72%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Feb 03, 2025 Q4 2024 |
250
shares
|
$20,360
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
246
shares
|
$20,034
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Trust CO Of Vermont
|
Jan 15, 2025 Q4 2024 |
246
shares
|
$20,034
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
234
shares
|
$19,056
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Feb 14, 2025 Q4 2024 |
213
shares
|
$17,346
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Jnba Financial Advisors
|
Jan 30, 2025 Q4 2024 |
206
shares
|
$16,776
0.0% of portfolio
|
Q4 2024
Reduced 10.04%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
193
shares
|
$15,717
0.0% of portfolio
|
Q3 2024
Added 0.52%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jan 21, 2025 Q4 2024 |
182
shares
|
$14,822
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Syntrinsic LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
171
shares
|
$13,926
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Feb 14, 2025 Q4 2024 |
164
shares
|
$13,356
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Feb 13, 2025 Q4 2024 |
153
shares
|
$12,460
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
149
shares
|
$12,134
0.01% of portfolio
|
Q4 2022
Added 0.68%
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
147
shares
|
$11,971
0.0% of portfolio
|
Q4 2024
Reduced 90.08%
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
Feb 13, 2025 Q4 2024 |
128
shares
|
$10,424
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Feb 13, 2025 Q4 2024 |
120
shares
|
$9,772
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
106
shares
|
$8,632
0.0% of portfolio
|
Q4 2021
Added 100.0%
|
|
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
Jan 07, 2025 Q4 2024 |
104
shares
|
$8,469
0.01% of portfolio
|
Q2 2024
Reduced 16.8%
|