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 |
|---|---|---|---|---|---|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
352,065
shares
|
$29.9 Million
0.41% of portfolio
|
Q2 2025
Reduced 8.34%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Jul 25, 2025 Q2 2025 |
335,693
shares
|
$28.6 Million
2.34% of portfolio
|
Q2 2025
Reduced 0.57%
|
|
|
Lee Kelleher Wealth Management
Fulton, MD |
Jul 14, 2025 Q2 2025 |
328,329
shares
|
$27.9 Million
17.92% of portfolio
|
Q2 2025
Added 3.15%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
326,362
shares
|
$27.8 Million
0.05% of portfolio
|
Q2 2025
Added 2.16%
|
|
|
Fox Financial, Inc
Wyomissing, PA |
Aug 07, 2025 Q2 2025 |
314,980
shares
|
$26.8 Million
21.87% of portfolio
|
Q2 2025
Added 0.55%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
313,974
shares
|
$26.7 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.67%
|
|
|
Clg LLC
Long Beach, CA |
Aug 14, 2025 Q2 2025 |
279,875
shares
|
$23.8 Million
7.17% of portfolio
|
Q2 2025
Added 13.74%
|
|
|
Fairway Wealth LLC
Independence, OH |
Jul 29, 2025 Q2 2025 |
261,991
shares
|
$22.3 Million
6.88% of portfolio
|
Q2 2025
Added 1.14%
|
|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
254,800
shares
|
$21.7 Million
4.11% of portfolio
|
Q4 2023
Added 2.12%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
254,421
shares
|
$21.6 Million
0.12% of portfolio
|
Q2 2025
Added 1.4%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
245,136
shares
|
$20.8 Million
0.15% of portfolio
|
Q1 2025
Reduced 6.89%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
238,279
shares
|
$20.3 Million
0.01% of portfolio
|
Q3 2024
Added 22.94%
|
|
|
Fidelis I M, LLC
Medford, OR |
Jul 25, 2025 Q2 2025 |
237,434
shares
|
$20.2 Million
8.82% of portfolio
|
Q2 2025
Added 0.53%
|
|
|
Bristlecone Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
223,864
shares
|
$19 Million
1.56% of portfolio
|
Q2 2025
Added 2.0%
|
|
|
Revolve Wealth Partners, LLC
|
Jul 28, 2025 Q2 2025 |
213,427
shares
|
$18.2 Million
2.37% of portfolio
|
Q2 2025
Reduced 2.81%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
204,818
shares
|
$17.4 Million
1.05% of portfolio
|
Q3 2023
Reduced 17.84%
|
|
|
D.A. Davidson & Co.
|
Jul 30, 2025 Q2 2025 |
193,957
shares
|
$16.5 Million
0.12% of portfolio
|
Q2 2025
Added 7.24%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
191,467
shares
|
$16.3 Million
0.13% of portfolio
|
Q2 2025
Reduced 0.21%
|
|
|
Future You Wealth LLC
New York, NY |
Jul 31, 2025 Q2 2025 |
190,803
shares
|
$16.2 Million
8.51% of portfolio
|
Q2 2025
Added 5.11%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
186,196
shares
|
$15.8 Million
0.08% of portfolio
|
Q2 2025
Added 13.53%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
179,830
shares
|
$15.3 Million
0.0% of portfolio
|
Q1 2025
Added 16.24%
|
|
|
Main Street Financial Solutions, LLC
|
Aug 14, 2025 Q2 2025 |
175,498
shares
|
$14.9 Million
1.06% of portfolio
|
Q2 2025
Reduced 3.13%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
167,724
shares
|
$14.3 Million
0.01% of portfolio
|
Q2 2025
Added 5.56%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
166,299
shares
|
$14.1 Million
0.02% of portfolio
|
Q2 2025
Added 5.73%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
157,286
shares
|
$13.4 Million
0.08% of portfolio
|
Q4 2024
Added 0.72%
|