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 |
|---|---|---|---|---|---|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
12,558
shares
|
$1.07 Million
0.01% of portfolio
|
Q2 2025
Added 14.21%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Aug 04, 2025 Q2 2025 |
11,811
shares
|
$1.01 Million
0.02% of portfolio
|
Q2 2025
Reduced 50.0%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
11,770
shares
|
$1 Million
0.01% of portfolio
|
Q2 2025
Added 0.81%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Aug 14, 2025 Q2 2025 |
11,700
shares
|
$996,606
0.27% of portfolio
|
Q3 2024
New holding
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
11,676
shares
|
$994,561
0.04% of portfolio
|
Q4 2024
Added 4.05%
|
|
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
Jul 15, 2025 Q2 2025 |
11,673
shares
|
$994,306
0.33% of portfolio
|
Q1 2025
Reduced 0.38%
|
|
|
Wedbush Securities Inc
|
Aug 06, 2025 Q2 2025 |
11,617
shares
|
$989,536
0.03% of portfolio
|
Q2 2025
Added 4.73%
|
|
|
Brown Advisory Inc
|
Aug 13, 2025 Q2 2025 |
11,613
shares
|
$989,195
0.0% of portfolio
|
Q2 2025
Added 75.58%
|
|
|
Uhlmann Price Securities, LLC
Skokie, IL |
Jul 29, 2025 Q2 2025 |
11,503
shares
|
$979,825
0.67% of portfolio
|
Q3 2024
Added 68.89%
|
|
|
Hilltop Partners LLC
Mishawaka, IN |
Aug 25, 2025 Q2 2025 |
10,686
shares
|
$910,233
0.27% of portfolio
|
Q2 2023
New holding
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
10,480
shares
|
$892,686
0.01% of portfolio
|
Q2 2025
Reduced 18.19%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
10,150
shares
|
$864,577
0.03% of portfolio
|
Q2 2025
Reduced 0.22%
|
|
|
Well Done, LLC
|
Jul 15, 2025 Q2 2025 |
10,114
shares
|
$861,510
0.16% of portfolio
|
Q1 2025
Added 20.92%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
10,057
shares
|
$856,655
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
Aug 19, 2025 Q2 2025 |
10,032
shares
|
$854,525
0.14% of portfolio
|
Q2 2025
Added 1.53%
|
|
|
Noesis Capital Mangement Corp
|
Aug 04, 2025 Q2 2025 |
10,000
shares
|
$851,800
0.14% of portfolio
|
Q4 2021
Reduced 1.23%
|
|
|
Coulter & Justus Financial Services, LLC
|
May 03, 2024 Q1 2024 |
10,000
shares
|
$851,800
0.16% of portfolio
|
Q1 2024
New holding
|
|
|
Shore Haven Wealth Partners, LLC
|
Jul 29, 2025 Q2 2025 |
9,880
shares
|
$841,578
0.37% of portfolio
|
Q2 2025
Reduced 1.22%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Aug 13, 2025 Q2 2025 |
9,710
shares
|
$827,097
0.08% of portfolio
|
Q1 2025
Added 4.51%
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
9,397
shares
|
$800,436
0.0% of portfolio
|
Q4 2024
Reduced 10.67%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
9,315
shares
|
$793,451
0.01% of portfolio
|
Q2 2025
Added 5.05%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
9,269
shares
|
$789,533
0.04% of portfolio
|
Q2 2025
Added 0.37%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
9,242
shares
|
$787,233
0.0% of portfolio
|
Q2 2025
Added 17.48%
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Jul 25, 2025 Q2 2025 |
9,241
shares
|
$787,148
0.13% of portfolio
|
Q2 2025
Reduced 92.54%
|
|
|
Adviser Investments LLC
|
Aug 06, 2025 Q2 2025 |
9,218
shares
|
$785,189
0.01% of portfolio
|
Q4 2021
Added 100.0%
|