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 445 institutions that hold shares in the stock, with a total of 40.2 Million shares, which have been reported (via 13F filing form) to have a value of $3.16 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tsfg, LLC
|
Jan 13, 2025 Q4 2024 |
578
shares
|
$45,396
0.01% of portfolio
|
Q4 2024
Added 0.35%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
576
shares
|
$45,239
0.0% of portfolio
|
Q4 2024
Added 144.07%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Jan 31, 2025 Q4 2024 |
500
shares
|
$39,270
0.01% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Ridgewood Investments LLC
|
Jan 10, 2025 Q4 2024 |
440
shares
|
$34,557
0.02% of portfolio
|
Q3 2024
Reduced 20.0%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Jan 28, 2025 Q4 2024 |
432
shares
|
$33,929
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
425
shares
|
$33,379
0.0% of portfolio
|
Q4 2024
Reduced 9.96%
|
|
|
Valley National Advisers Inc
|
Jan 24, 2025 Q4 2024 |
410
shares
|
$32,201
0.01% of portfolio
|
Q4 2021
Added 100.0%
|
|
|
Lee Danner & Bass Inc
|
Feb 11, 2025 Q4 2024 |
400
shares
|
$31,416
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
354
shares
|
$27,803
0.0% of portfolio
|
Q4 2024
Added 18.0%
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
350
shares
|
$27,489
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
National Bank Of Canada
|
Feb 12, 2025 Q4 2024 |
336
shares
|
$26,389
0.0% of portfolio
|
Q1 2024
Reduced 37.31%
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
320
shares
|
$25,132
0.0% of portfolio
|
Q4 2021
Added 100.0%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
318
shares
|
$24,975
0.02% of portfolio
|
Q3 2024
Reduced 38.61%
|
|
|
Toth Financial Advisory Corp
|
Apr 14, 2025 Q1 2025 |
268
shares
|
$21,048
0.0% of portfolio
|
Q1 2023
Reduced 15.72%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Apr 14, 2025 Q1 2025 |
250
shares
|
$19,635
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
246
shares
|
$19,320
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Trust CO Of Vermont
|
Jan 15, 2025 Q4 2024 |
246
shares
|
$19,320
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
234
shares
|
$18,378
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Feb 14, 2025 Q4 2024 |
213
shares
|
$16,729
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Jnba Financial Advisors
|
Jan 30, 2025 Q4 2024 |
206
shares
|
$16,179
0.0% of portfolio
|
Q4 2024
Reduced 10.04%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
194
shares
|
$15,236
0.0% of portfolio
|
Q4 2024
Added 0.52%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Apr 15, 2025 Q1 2025 |
182
shares
|
$14,294
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Syntrinsic LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
171
shares
|
$13,430
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Feb 14, 2025 Q4 2024 |
164
shares
|
$12,880
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Feb 18, 2025 Q4 2024 |
160
shares
|
$12,566
0.01% of portfolio
|
Q4 2024
New holding
|