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 |
|---|---|---|---|---|---|
|
Chicago Partners Investment Group LLC
|
Jul 29, 2025 Q2 2025 |
25,193
shares
|
$2.15 Million
0.07% of portfolio
|
Q2 2025
Reduced 1.25%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Jul 31, 2025 Q2 2025 |
23,976
shares
|
$2.04 Million
0.07% of portfolio
|
Q2 2025
Added 42.25%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
23,837
shares
|
$2.03 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.62%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
22,863
shares
|
$1.95 Million
0.0% of portfolio
|
Q2 2025
Added 47.56%
|
|
|
Culbertson A N & CO Inc
|
Aug 11, 2025 Q2 2025 |
22,260
shares
|
$1.9 Million
0.28% of portfolio
|
Q2 2025
Reduced 2.62%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Aug 12, 2025 Q2 2025 |
21,852
shares
|
$1.86 Million
0.43% of portfolio
|
Q2 2025
Reduced 0.94%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
21,715
shares
|
$1.85 Million
0.02% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Team Financial Group, LLC
Temecula, CA |
Jul 21, 2025 Q2 2025 |
21,690
shares
|
$1.85 Million
0.88% of portfolio
|
Q2 2025
Added 0.52%
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Aug 11, 2025 Q2 2025 |
20,336
shares
|
$1.73 Million
0.96% of portfolio
|
Q2 2025
Reduced 7.62%
|
|
|
Inspirion Wealth Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
19,886
shares
|
$1.69 Million
0.22% of portfolio
|
Q2 2025
Added 0.56%
|
|
|
Wedmont Private Capital
|
Jul 10, 2025 Q2 2025 |
19,616
shares
|
$1.67 Million
0.07% of portfolio
|
Q2 2025
Reduced 2.15%
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Aug 07, 2025 Q2 2025 |
19,534
shares
|
$1.66 Million
0.6% of portfolio
|
Q2 2025
Reduced 36.03%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
18,997
shares
|
$1.62 Million
0.07% of portfolio
|
Q2 2025
Added 11.44%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jul 28, 2025 Q2 2025 |
18,995
shares
|
$1.62 Million
0.03% of portfolio
|
Q1 2025
Reduced 7.88%
|
|
|
Kmg Fiduciary Partners, LLC
|
Jul 09, 2025 Q2 2025 |
18,664
shares
|
$1.59 Million
0.12% of portfolio
|
Q2 2025
Added 12.07%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Aug 12, 2025 Q2 2025 |
18,572
shares
|
$1.58 Million
0.4% of portfolio
|
Q2 2025
Reduced 0.16%
|
|
|
Alta Wealth Advisors LLC
|
Jul 22, 2025 Q2 2025 |
17,420
shares
|
$1.48 Million
0.68% of portfolio
|
Q1 2022
New holding
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Aug 07, 2025 Q2 2025 |
17,369
shares
|
$1.48 Million
0.17% of portfolio
|
Q2 2025
Added 1.76%
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
17,352
shares
|
$1.48 Million
0.01% of portfolio
|
Q1 2025
Reduced 3.97%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Aug 06, 2025 Q2 2025 |
17,027
shares
|
$1.45 Million
0.05% of portfolio
|
Q2 2025
Added 0.56%
|
|
|
Centennial Wealth Advisory LLC
|
Jul 17, 2025 Q2 2025 |
17,022
shares
|
$1.45 Million
0.49% of portfolio
|
Q2 2025
Added 108.07%
|
|
|
Valeo Financial Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
16,699
shares
|
$1.42 Million
0.0% of portfolio
|
Q2 2022
Added 0.48%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
16,629
shares
|
$1.42 Million
0.0% of portfolio
|
Q2 2025
Reduced 67.68%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
16,472
shares
|
$1.4 Million
0.0% of portfolio
|
Q2 2025
Added 21.24%
|
|
|
Tranquility Partners, LLC
|
Jul 25, 2025 Q2 2025 |
16,445
shares
|
$1.4 Million
0.49% of portfolio
|
Q2 2025
Added 0.93%
|