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 471 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 $3.71 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Jul 31, 2025 Q2 2025 |
23,976
shares
|
$2.09 Million
0.07% of portfolio
|
Q2 2025
Added 42.25%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
23,837
shares
|
$2.08 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.62%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
22,956
shares
|
$2.01 Million
0.08% of portfolio
|
Q3 2025
Added 20.84%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
22,863
shares
|
$2 Million
0.0% of portfolio
|
Q2 2025
Added 47.56%
|
|
|
Culbertson A N & CO Inc
|
Oct 24, 2025 Q3 2025 |
22,240
shares
|
$1.94 Million
0.28% of portfolio
|
Q3 2025
Reduced 0.09%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Aug 12, 2025 Q2 2025 |
21,852
shares
|
$1.91 Million
0.43% of portfolio
|
Q2 2025
Reduced 0.94%
|
|
|
Team Financial Group, LLC
Temecula, CA |
Oct 06, 2025 Q3 2025 |
21,787
shares
|
$1.9 Million
0.88% of portfolio
|
Q3 2025
Added 0.45%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
21,715
shares
|
$1.9 Million
0.02% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Aug 11, 2025 Q2 2025 |
20,336
shares
|
$1.78 Million
0.96% of portfolio
|
Q2 2025
Reduced 7.62%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Oct 14, 2025 Q3 2025 |
19,972
shares
|
$1.74 Million
0.13% of portfolio
|
Q3 2025
Reduced 42.32%
|
|
|
Inspirion Wealth Advisors, LLC
|
Oct 06, 2025 Q3 2025 |
19,652
shares
|
$1.72 Million
0.22% of portfolio
|
Q3 2025
Reduced 1.18%
|
|
|
Wedmont Private Capital
|
Oct 08, 2025 Q3 2025 |
19,616
shares
|
$1.71 Million
0.07% of portfolio
|
Q2 2025
Reduced 2.15%
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Aug 07, 2025 Q2 2025 |
19,534
shares
|
$1.71 Million
0.6% of portfolio
|
Q2 2025
Reduced 36.03%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jul 28, 2025 Q2 2025 |
18,995
shares
|
$1.66 Million
0.03% of portfolio
|
Q1 2025
Reduced 7.88%
|
|
|
Kmg Fiduciary Partners, LLC
|
Oct 09, 2025 Q3 2025 |
18,846
shares
|
$1.65 Million
0.11% of portfolio
|
Q3 2025
Added 0.98%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Aug 12, 2025 Q2 2025 |
18,572
shares
|
$1.62 Million
0.4% of portfolio
|
Q2 2025
Reduced 0.16%
|
|
|
Amplius Wealth Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
18,113
shares
|
$1.58 Million
0.19% of portfolio
|
Q3 2025
Reduced 30.53%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
18,038
shares
|
$1.58 Million
0.02% of portfolio
|
Q3 2025
Added 266.48%
|
|
|
Alta Wealth Advisors LLC
|
Jul 22, 2025 Q2 2025 |
17,420
shares
|
$1.52 Million
0.68% of portfolio
|
Q1 2022
New holding
|
|
|
Hb Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
17,352
shares
|
$1.52 Million
0.01% of portfolio
|
Q1 2025
Reduced 3.97%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Aug 06, 2025 Q2 2025 |
17,027
shares
|
$1.49 Million
0.05% of portfolio
|
Q2 2025
Added 0.56%
|
|
|
Valeo Financial Advisors, LLC
|
Sep 12, 2025 Q2 2025 |
16,699
shares
|
$1.46 Million
0.03% of portfolio
|
Q2 2022
Added 0.48%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
16,629
shares
|
$1.45 Million
0.0% of portfolio
|
Q2 2025
Reduced 67.68%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
16,472
shares
|
$1.44 Million
0.0% of portfolio
|
Q2 2025
Added 21.24%
|
|
|
Tranquility Partners, LLC
|
Jul 25, 2025 Q2 2025 |
16,445
shares
|
$1.44 Million
0.49% of portfolio
|
Q2 2025
Added 0.93%
|