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 471 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 $3.71 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
149
shares
|
$13,016
0.01% of portfolio
|
Q4 2022
Added 0.68%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Oct 20, 2025 Q3 2025 |
140
shares
|
$12,230
0.01% of portfolio
|
Q3 2025
Added 1.45%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
129
shares
|
$11,269
0.0% of portfolio
|
Q3 2025
Reduced 85.71%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
109
shares
|
$9,522
0.0% of portfolio
|
Q2 2025
Added 2.83%
|
|
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
Jul 16, 2025 Q2 2025 |
104
shares
|
$9,085
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Aug 05, 2025 Q2 2025 |
86
shares
|
$7,512
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
85
shares
|
$7,425
0.0% of portfolio
|
Q3 2025
Added 1.19%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
82
shares
|
$7,163
0.0% of portfolio
|
Q4 2023
Added 1.23%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Oct 10, 2025 Q3 2025 |
50
shares
|
$4,368
0.0% of portfolio
|
Q2 2024
Reduced 50.0%
|
|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
44
shares
|
$3,843
0.0% of portfolio
|
Q3 2024
Reduced 46.34%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
27
shares
|
$2,358
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Aug 12, 2025 Q2 2025 |
16
shares
|
$1,397
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 22, 2025 Q3 2025 |
16
shares
|
$1,397
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
13
shares
|
$1,135
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 20, 2025 Q3 2025 |
12
shares
|
$1,048
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
10
shares
|
$873
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bogart Wealth, LLC
|
Jul 29, 2025 Q2 2025 |
9
shares
|
$786
0.0% of portfolio
|
Q2 2025
Added 50.0%
|
|
|
Simplex Trading, LLC
|
Aug 05, 2025 Q2 2025 |
1
shares
|
$87
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
1
shares
|
$87
0.0% of portfolio
|
Q4 2024
Reduced 99.97%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jul 17, 2025 Q2 2025 |
1
shares
|
$87
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|