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 |
|---|---|---|---|---|---|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
29,925
shares
|
$2.44 Million
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Oct 04, 2024 Q3 2024 |
29,756
shares
|
$2.42 Million
0.26% of portfolio
|
Q3 2024
Added 7.89%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 21, 2024 Q3 2024 |
29,622
shares
|
$2.41 Million
0.17% of portfolio
|
Q3 2024
Reduced 46.42%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
29,243
shares
|
$2.38 Million
0.02% of portfolio
|
Q3 2024
Reduced 3.23%
|
|
|
Keybank National Association
|
Oct 31, 2024 Q3 2024 |
28,703
shares
|
$2.34 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.29%
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Nov 07, 2024 Q3 2024 |
28,541
shares
|
$2.32 Million
1.64% of portfolio
|
Q1 2024
Added 55.13%
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
28,419
shares
|
$2.31 Million
0.37% of portfolio
|
Q3 2024
Added 9.32%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
26,256
shares
|
$2.14 Million
0.09% of portfolio
|
Q3 2024
Added 1.58%
|
|
|
Amplius Wealth Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
26,175
shares
|
$2.13 Million
0.25% of portfolio
|
Q3 2024
Reduced 4.53%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
26,095
shares
|
$2.12 Million
0.7% of portfolio
|
Q3 2023
Reduced 4.21%
|
|
|
Team Financial Group, LLC
Temecula, CA |
Oct 23, 2024 Q3 2024 |
25,153
shares
|
$2.05 Million
1.18% of portfolio
|
Q3 2024
Reduced 0.46%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 25, 2024 Q3 2024 |
24,620
shares
|
$2 Million
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Avant Capital LLC
Lafayette, LA |
Nov 07, 2023 Q3 2023 |
24,386
shares
|
$1.98 Million
1.72% of portfolio
|
Q3 2023
Added 6.63%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Nov 01, 2024 Q3 2024 |
23,882
shares
|
$1.94 Million
0.04% of portfolio
|
Q3 2024
Added 100.02%
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Nov 14, 2024 Q3 2024 |
23,096
shares
|
$1.88 Million
1.07% of portfolio
|
Q3 2024
Reduced 0.55%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 28, 2024 Q3 2024 |
23,047
shares
|
$1.88 Million
0.06% of portfolio
|
Q3 2024
Reduced 2.96%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
23,032
shares
|
$1.87 Million
0.0% of portfolio
|
Q3 2024
Reduced 38.02%
|
|
|
Culbertson A N & CO Inc
|
Oct 16, 2024 Q3 2024 |
22,860
shares
|
$1.86 Million
0.29% of portfolio
|
Q2 2024
Reduced 0.44%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
22,710
shares
|
$1.85 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.65%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
21,702
shares
|
$1.77 Million
0.02% of portfolio
|
Q3 2024
Reduced 26.43%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
20,755
shares
|
$1.69 Million
0.0% of portfolio
|
Q3 2024
Reduced 5.86%
|
|
|
Beacon Financial Group
|
Nov 12, 2024 Q3 2024 |
20,622
shares
|
$1.68 Million
0.18% of portfolio
|
Q3 2024
Reduced 0.79%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
19,993
shares
|
$1.63 Million
0.06% of portfolio
|
Q3 2024
Added 2.91%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 01, 2024 Q3 2024 |
19,772
shares
|
$1.61 Million
0.44% of portfolio
|
Q3 2024
Reduced 10.9%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
19,675
shares
|
$1.6 Million
0.16% of portfolio
|
Q3 2024
Added 12.61%
|