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 |
|---|---|---|---|---|---|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
16,340
shares
|
$1.39 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.07%
|
|
|
Flynn Zito Capital Management, LLC
|
Aug 05, 2025 Q2 2025 |
16,168
shares
|
$1.38 Million
0.59% of portfolio
|
Q2 2025
Added 0.53%
|
|
|
Minot Wealth Management LLC
|
Jul 12, 2022 Q2 2022 |
16,132
shares
|
$1.37 Million
0.24% of portfolio
|
Q4 2021
Added 131.25%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
16,074
shares
|
$1.37 Million
0.03% of portfolio
|
Q2 2025
Added 269.01%
|
|
|
Moloney Securities Asset Management, LLC
|
Jul 31, 2025 Q2 2025 |
16,049
shares
|
$1.36 Million
0.18% of portfolio
|
Q2 2025
Added 14.83%
|
|
|
Wealth Care Investment Partners, LLC
|
Jul 08, 2025 Q2 2025 |
15,910
shares
|
$1.35 Million
0.5% of portfolio
|
Q2 2025
Added 11.45%
|
|
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
Jul 07, 2025 Q2 2025 |
15,714
shares
|
$1.34 Million
0.34% of portfolio
|
Q1 2025
Reduced 0.79%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 15, 2025 Q2 2025 |
15,642
shares
|
$1.33 Million
0.0% of portfolio
|
Q2 2025
Added 113.54%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Jul 22, 2025 Q2 2025 |
15,426
shares
|
$1.31 Million
0.32% of portfolio
|
Q2 2025
Added 8.86%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
15,378
shares
|
$1.31 Million
0.03% of portfolio
|
Q2 2025
Reduced 1.14%
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
15,300
shares
|
$1.3 Million
0.13% of portfolio
|
Q2 2025
Reduced 21.88%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
14,935
shares
|
$1.27 Million
0.01% of portfolio
|
Q3 2023
Reduced 20.96%
|
|
|
Northern Trust Corp
Chicago, IL |
Aug 13, 2025 Q2 2025 |
14,902
shares
|
$1.27 Million
0.0% of portfolio
|
Q1 2025
Reduced 8.44%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Aug 11, 2025 Q2 2025 |
14,566
shares
|
$1.24 Million
0.07% of portfolio
|
Q2 2025
Added 1.12%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Jul 10, 2025 Q2 2025 |
14,180
shares
|
$1.21 Million
0.32% of portfolio
|
Q1 2024
Reduced 2.74%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
13,650
shares
|
$1.16 Million
0.03% of portfolio
|
Q2 2020
Added 4.34%
|
|
|
Platform Technology Partners
|
Aug 11, 2025 Q2 2025 |
13,597
shares
|
$1.16 Million
0.31% of portfolio
|
Q4 2024
Reduced 20.0%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
13,385
shares
|
$1.14 Million
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
13,156
shares
|
$1.12 Million
0.0% of portfolio
|
Q3 2024
Reduced 4.24%
|
|
|
Beacon Financial Group
|
Jul 09, 2025 Q2 2025 |
13,075
shares
|
$1.11 Million
0.12% of portfolio
|
Q1 2025
Reduced 32.24%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
13,075
shares
|
$1.11 Million
0.08% of portfolio
|
Q3 2024
Reduced 14.88%
|
|
|
Rodgers Brothers Inc.
Harmony, PA |
Aug 14, 2025 Q2 2025 |
12,733
shares
|
$1.08 Million
0.14% of portfolio
|
Q1 2024
New holding
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Aug 14, 2025 Q2 2025 |
12,695
shares
|
$1.08 Million
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Vise Technologies, Inc.
New York, NY |
Aug 07, 2025 Q2 2025 |
12,692
shares
|
$1.08 Million
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Choreo, LLC
Minneapolis, MN |
Aug 12, 2025 Q2 2025 |
12,623
shares
|
$1.07 Million
0.01% of portfolio
|
Q2 2025
Reduced 39.98%
|