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 |
|---|---|---|---|---|---|
|
Bms Financial Advisors, LLC
|
Jul 31, 2023 Q2 2023 |
147,770
shares
|
$12.6 Million
6.35% of portfolio
|
Q2 2023
New holding
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
141,082
shares
|
$12 Million
1.37% of portfolio
|
Q2 2024
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
133,991
shares
|
$11.4 Million
0.02% of portfolio
|
Q2 2025
Reduced 2.13%
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
Jul 30, 2025 Q2 2025 |
126,740
shares
|
$10.8 Million
1.12% of portfolio
|
Q2 2025
Reduced 5.63%
|
|
|
First American Trust, Fsb
|
Aug 11, 2025 Q2 2025 |
126,368
shares
|
$10.7 Million
0.86% of portfolio
|
Q2 2025
Added 1.6%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Aug 13, 2025 Q2 2025 |
111,545
shares
|
$9.49 Million
2.76% of portfolio
|
Q2 2025
Added 2.94%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
108,544
shares
|
$9.23 Million
1.66% of portfolio
|
Q2 2025
Reduced 0.37%
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
105,127
shares
|
$8.94 Million
0.3% of portfolio
|
Q2 2025
Added 2.36%
|
|
|
Stratos Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
104,628
shares
|
$8.9 Million
0.47% of portfolio
|
Q2 2025
Reduced 1.0%
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
99,949
shares
|
$8.5 Million
1.68% of portfolio
|
Q2 2025
Added 3.19%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
94,284
shares
|
$8.02 Million
0.01% of portfolio
|
Q2 2025
Added 2.36%
|
|
|
Moller Financial Services
|
Jul 10, 2025 Q2 2025 |
92,805
shares
|
$7.89 Million
1.69% of portfolio
|
Q2 2025
Reduced 0.59%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
89,522
shares
|
$7.61 Million
0.28% of portfolio
|
Q2 2025
Reduced 25.92%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jul 10, 2025 Q2 2025 |
74,593
shares
|
$6.34 Million
0.83% of portfolio
|
Q2 2025
Added 530.11%
|
|
|
H&H Retirement Design & Management Inc
|
Jul 23, 2025 Q2 2025 |
73,089
shares
|
$6.22 Million
3.35% of portfolio
|
Q2 2025
Added 8.43%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
68,898
shares
|
$5.86 Million
0.05% of portfolio
|
Q2 2025
Added 4.0%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Jul 09, 2025 Q2 2025 |
68,877
shares
|
$5.86 Million
0.68% of portfolio
|
Q2 2025
Reduced 0.52%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
68,159
shares
|
$5.8 Million
0.01% of portfolio
|
Q2 2025
Added 3.65%
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
Aug 13, 2025 Q2 2025 |
67,872
shares
|
$5.77 Million
0.98% of portfolio
|
Q2 2025
Reduced 7.34%
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Aug 07, 2025 Q2 2025 |
67,194
shares
|
$5.71 Million
2.12% of portfolio
|
Q2 2025
Reduced 1.15%
|
|
|
Aspiriant, LLC
|
Jul 29, 2025 Q2 2025 |
65,224
shares
|
$5.55 Million
0.17% of portfolio
|
Q2 2025
Added 62.15%
|
|
|
1900 Wealth Management LLC
|
Jul 21, 2025 Q2 2025 |
62,487
shares
|
$5.31 Million
0.42% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
61,946
shares
|
$5.27 Million
0.08% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Lake Street Financial LLC
|
Aug 11, 2025 Q2 2025 |
61,879
shares
|
$5.26 Million
0.76% of portfolio
|
Q2 2025
Added 0.6%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
59,923
shares
|
$5.1 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.25%
|