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 405 institutions that hold shares in the stock, with a total of 36.4 Million shares, which have been reported (via 13F filing form) to have a value of $2.96 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
52,094
shares
|
$4.24 Million
0.04% of portfolio
|
Q3 2024
Added 0.0%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2024 Q3 2024 |
51,440
shares
|
$4.19 Million
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Circle Wealth Management, LLC
Summit, NJ |
Nov 14, 2024 Q3 2024 |
51,237
shares
|
$4.17 Million
0.09% of portfolio
|
Q4 2023
Reduced 0.61%
|
|
|
Ifg Advisory, LLC
|
Oct 30, 2024 Q3 2024 |
50,619
shares
|
$4.12 Million
0.26% of portfolio
|
Q3 2024
Added 1.2%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
48,284
shares
|
$3.93 Million
0.01% of portfolio
|
Q3 2024
Added 8.69%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Nov 06, 2024 Q3 2024 |
48,281
shares
|
$3.93 Million
0.19% of portfolio
|
Q3 2024
Reduced 0.71%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
47,551
shares
|
$3.87 Million
0.01% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Nadler Financial Group, Inc.
|
Oct 28, 2024 Q3 2024 |
47,465
shares
|
$3.86 Million
0.41% of portfolio
|
Q2 2024
Added 6.16%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
47,263
shares
|
$3.85 Million
0.01% of portfolio
|
Q3 2024
Reduced 4.44%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
47,214
shares
|
$3.84 Million
0.0% of portfolio
|
Q3 2024
Added 193.69%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 28, 2024 Q3 2024 |
47,062
shares
|
$3.83 Million
0.19% of portfolio
|
Q3 2024
Added 11.18%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
46,644
shares
|
$3.8 Million
0.02% of portfolio
|
Q3 2024
Reduced 1.12%
|
|
|
Sarasin & Partners LLP
|
Oct 09, 2024 Q3 2024 |
46,577
shares
|
$3.79 Million
0.03% of portfolio
|
Q3 2024
Reduced 11.2%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
46,480
shares
|
$3.78 Million
0.04% of portfolio
|
Q3 2024
Reduced 49.89%
|
|
|
Aspiriant, LLC
|
Oct 17, 2024 Q3 2024 |
42,339
shares
|
$3.45 Million
0.13% of portfolio
|
Q2 2024
Reduced 5.39%
|
|
|
Allen Capital Group, LLC
|
Nov 12, 2024 Q3 2024 |
40,622
shares
|
$3.31 Million
0.37% of portfolio
|
Q3 2024
Reduced 0.82%
|
|
|
Meridian Financial Partners LLC
|
Oct 17, 2024 Q3 2024 |
38,024
shares
|
$3.09 Million
1.51% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
Mission Wealth Management, LP
|
Oct 31, 2024 Q3 2024 |
36,214
shares
|
$2.95 Million
0.07% of portfolio
|
Q3 2024
Reduced 6.11%
|
|
|
Rockport Wealth LLC
Fairview Park, OH |
Nov 13, 2024 Q3 2024 |
34,959
shares
|
$2.84 Million
0.73% of portfolio
|
Q3 2024
Reduced 6.2%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Nov 12, 2024 Q3 2024 |
34,708
shares
|
$2.82 Million
0.23% of portfolio
|
Q3 2024
Reduced 1.31%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
34,469
shares
|
$2.81 Million
0.01% of portfolio
|
Q3 2024
Added 0.43%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
33,667
shares
|
$2.74 Million
0.03% of portfolio
|
Q3 2024
Reduced 0.29%
|
|
|
Coldstream Capital Management Inc
|
Nov 15, 2024 Q3 2024 |
31,851
shares
|
$2.59 Million
0.05% of portfolio
|
Q3 2024
Reduced 0.16%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
31,206
shares
|
$2.54 Million
0.05% of portfolio
|
Q3 2022
Added 38.13%
|
|
|
Cra Financial Services, LLC
|
Oct 10, 2024 Q3 2024 |
29,943
shares
|
$2.44 Million
0.45% of portfolio
|
Q3 2024
Reduced 0.07%
|