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 439 institutions that hold shares in the stock, with a total of 40 Million shares, which have been reported (via 13F filing form) to have a value of $3.14 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Feb 14, 2025 Q4 2024 |
337,724
shares
|
$26.5 Million
2.53% of portfolio
|
Q4 2024
Reduced 0.27%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
328,342
shares
|
$25.8 Million
0.05% of portfolio
|
Q4 2024
Reduced 5.45%
|
|
|
Fox Financial, Inc
Wyomissing, PA |
Jan 23, 2025 Q4 2024 |
310,681
shares
|
$24.4 Million
21.83% of portfolio
|
Q4 2024
Added 21.73%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
304,519
shares
|
$23.9 Million
0.0% of portfolio
|
Q4 2024
Added 22.44%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
279,696
shares
|
$22 Million
0.05% of portfolio
|
Q4 2024
Reduced 98.7%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
263,286
shares
|
$20.7 Million
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
254,800
shares
|
$20 Million
4.11% of portfolio
|
Q4 2023
Added 2.12%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
238,279
shares
|
$18.7 Million
0.01% of portfolio
|
Q3 2024
Added 22.94%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
234,693
shares
|
$18.4 Million
0.1% of portfolio
|
Q4 2024
Added 5.47%
|
|
|
Bristlecone Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
229,755
shares
|
$18 Million
1.41% of portfolio
|
Q4 2024
Added 0.35%
|
|
|
Fairway Wealth LLC
Independence, OH |
Feb 07, 2025 Q4 2024 |
222,780
shares
|
$17.5 Million
7.8% of portfolio
|
Q4 2024
Added 22.09%
|
|
|
Revolve Wealth Partners, LLC
|
Mar 19, 2025 Q4 2024 |
218,498
shares
|
$17.2 Million
2.65% of portfolio
|
Q4 2024
Reduced 0.68%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
204,818
shares
|
$16.1 Million
1.05% of portfolio
|
Q3 2023
Reduced 17.84%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
194,406
shares
|
$15.3 Million
0.14% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Main Street Financial Solutions, LLC
|
Feb 13, 2025 Q4 2024 |
171,213
shares
|
$13.4 Million
1.3% of portfolio
|
Q4 2024
Added 4.85%
|
|
|
Fidelis I M, LLC
Medford, OR |
Jan 21, 2025 Q4 2024 |
165,534
shares
|
$13 Million
6.32% of portfolio
|
Q4 2024
Reduced 5.41%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
161,076
shares
|
$12.7 Million
0.02% of portfolio
|
Q4 2024
Added 0.76%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
159,469
shares
|
$12.5 Million
0.07% of portfolio
|
Q4 2024
Added 5.15%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
157,286
shares
|
$12.4 Million
0.08% of portfolio
|
Q4 2024
Added 0.72%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
154,701
shares
|
$12.2 Million
0.0% of portfolio
|
Q4 2024
Added 6.57%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
153,974
shares
|
$12.1 Million
0.01% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Bms Financial Advisors, LLC
|
Jul 31, 2023 Q2 2023 |
147,770
shares
|
$11.6 Million
6.35% of portfolio
|
Q2 2023
New holding
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
147,306
shares
|
$11.6 Million
0.09% of portfolio
|
Q4 2024
Added 23.1%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Mar 17, 2025 Q4 2024 |
143,736
shares
|
$11.3 Million
0.02% of portfolio
|
Q4 2024
Added 1.6%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
141,082
shares
|
$11.1 Million
1.37% of portfolio
|
Q2 2024
New holding
|