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 |
|---|---|---|---|---|---|
|
Meridian Financial Partners LLC
|
Aug 07, 2025 Q2 2025 |
37,314
shares
|
$3.17 Million
1.44% of portfolio
|
Q1 2025
Reduced 2.31%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
35,713
shares
|
$3.04 Million
0.02% of portfolio
|
Q2 2025
Reduced 12.24%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Jul 22, 2025 Q2 2025 |
34,627
shares
|
$2.95 Million
0.23% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
Avant Capital LLC
Lafayette, LA |
Aug 14, 2025 Q2 2025 |
34,096
shares
|
$2.9 Million
2.2% of portfolio
|
Q2 2025
Added 6.39%
|
|
|
Mission Wealth Management, LP
|
Aug 05, 2025 Q2 2025 |
33,686
shares
|
$2.86 Million
0.06% of portfolio
|
Q2 2025
Reduced 0.78%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
33,339
shares
|
$2.84 Million
0.02% of portfolio
|
Q2 2025
Added 5.11%
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Jul 24, 2025 Q2 2025 |
32,367
shares
|
$2.75 Million
0.99% of portfolio
|
Q2 2025
Added 63.29%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
32,075
shares
|
$2.73 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.64%
|
|
|
Cra Financial Services, LLC
|
Jul 14, 2025 Q2 2025 |
31,925
shares
|
$2.72 Million
0.43% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Keybank National Association
|
Aug 04, 2025 Q2 2025 |
31,353
shares
|
$2.67 Million
0.01% of portfolio
|
Q4 2024
Added 9.23%
|
|
|
Foresight Capital Management Advisors, Inc.
|
Jul 22, 2025 Q2 2025 |
31,319
shares
|
$2.66 Million
1.54% of portfolio
|
Q2 2025
Added 26.62%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
31,206
shares
|
$2.65 Million
0.05% of portfolio
|
Q3 2022
Added 38.13%
|
|
|
Coldstream Capital Management Inc
|
Aug 12, 2025 Q2 2025 |
31,153
shares
|
$2.65 Million
0.04% of portfolio
|
Q1 2025
Reduced 0.08%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
30,778
shares
|
$2.62 Million
0.06% of portfolio
|
Q2 2025
Reduced 6.32%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
30,119
shares
|
$2.56 Million
0.01% of portfolio
|
Q2 2025
Reduced 35.43%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
29,925
shares
|
$2.55 Million
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
Aug 07, 2025 Q2 2025 |
29,700
shares
|
$2.53 Million
0.39% of portfolio
|
Q2 2025
Reduced 0.54%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Aug 14, 2025 Q2 2025 |
28,554
shares
|
$2.43 Million
0.17% of portfolio
|
Q2 2025
Reduced 1.77%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
28,151
shares
|
$2.39 Million
0.02% of portfolio
|
Q2 2025
Added 63.7%
|
|
|
Rockport Wealth LLC
Fairview Park, OH |
Aug 13, 2025 Q2 2025 |
28,061
shares
|
$2.39 Million
0.53% of portfolio
|
Q2 2025
Reduced 17.61%
|
|
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
Jul 22, 2025 Q2 2025 |
26,686
shares
|
$2.27 Million
0.86% of portfolio
|
Q2 2025
New holding
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
26,095
shares
|
$2.22 Million
0.7% of portfolio
|
Q3 2023
Reduced 4.21%
|
|
|
Amplius Wealth Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
26,075
shares
|
$2.22 Million
0.22% of portfolio
|
Q4 2024
Reduced 0.38%
|
|
|
Pfg Advisors
|
Aug 07, 2025 Q2 2025 |
25,866
shares
|
$2.2 Million
0.07% of portfolio
|
Q2 2025
Added 70.44%
|
|
|
Kondo Wealth Advisors, Inc.
Pasadena, CA |
Jul 29, 2025 Q2 2025 |
25,372
shares
|
$2.16 Million
0.93% of portfolio
|
Q2 2025
Reduced 2.46%
|