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 |
|---|---|---|---|---|---|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
59,867
shares
|
$5.09 Million
0.1% of portfolio
|
Q2 2025
Reduced 12.88%
|
|
|
Koshinski Asset Management, Inc.
|
Jul 29, 2025 Q2 2025 |
57,810
shares
|
$4.92 Million
0.36% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
57,165
shares
|
$4.86 Million
0.03% of portfolio
|
Q2 2025
Added 11.75%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
57,127
shares
|
$4.86 Million
0.02% of portfolio
|
Q2 2025
Reduced 2.83%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
56,949
shares
|
$4.84 Million
0.12% of portfolio
|
Q2 2025
Added 124.01%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
56,727
shares
|
$4.82 Million
0.01% of portfolio
|
Q3 2023
Reduced 4.97%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
56,709
shares
|
$4.82 Million
0.15% of portfolio
|
Q2 2025
Added 6.01%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
56,332
shares
|
$4.79 Million
0.05% of portfolio
|
Q2 2025
Reduced 1.67%
|
|
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
Jul 29, 2025 Q2 2025 |
55,070
shares
|
$4.68 Million
0.87% of portfolio
|
Q2 2025
Reduced 0.92%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jul 23, 2025 Q2 2025 |
53,763
shares
|
$4.57 Million
0.35% of portfolio
|
Q1 2025
Reduced 0.28%
|
|
|
Clearwater Capital Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
53,709
shares
|
$4.57 Million
0.44% of portfolio
|
Q2 2025
Reduced 2.16%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Aug 11, 2025 Q2 2025 |
51,440
shares
|
$4.37 Million
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Circle Wealth Management, LLC
Summit, NJ |
Aug 14, 2025 Q2 2025 |
51,237
shares
|
$4.36 Million
0.09% of portfolio
|
Q4 2023
Reduced 0.61%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
51,185
shares
|
$4.35 Million
0.2% of portfolio
|
Q1 2025
Reduced 0.29%
|
|
|
Ifg Advisory, LLC
|
Aug 04, 2025 Q2 2025 |
51,018
shares
|
$4.34 Million
0.22% of portfolio
|
Q2 2025
Added 6.15%
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
47,079
shares
|
$4 Million
0.01% of portfolio
|
Q2 2025
Added 24.31%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Aug 04, 2025 Q2 2025 |
46,995
shares
|
$4 Million
0.18% of portfolio
|
Q2 2025
Reduced 0.44%
|
|
|
Nadler Financial Group, Inc.
|
Jul 25, 2025 Q2 2025 |
46,420
shares
|
$3.95 Million
0.39% of portfolio
|
Q2 2025
Reduced 4.01%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
45,802
shares
|
$3.9 Million
0.02% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
True Link Financial Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
45,623
shares
|
$3.88 Million
0.26% of portfolio
|
Q1 2025
New holding
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
45,497
shares
|
$3.87 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.91%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
44,545
shares
|
$3.79 Million
0.01% of portfolio
|
Q2 2025
Reduced 15.17%
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Aug 05, 2025 Q2 2025 |
43,271
shares
|
$3.68 Million
2.52% of portfolio
|
Q2 2025
Added 11.7%
|
|
|
Allen Capital Group, LLC
|
May 02, 2025 Q1 2025 |
39,772
shares
|
$3.38 Million
0.37% of portfolio
|
Q1 2025
Reduced 0.17%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
39,096
shares
|
$3.33 Million
0.01% of portfolio
|
Q2 2025
Reduced 5.03%
|