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 439 institutions that hold shares in the stock, with a total of 40 Million shares, which have been reported (via 13F filing form) to have a value of $3.14 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
10,471
shares
|
$822,392
0.01% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Shore Haven Wealth Partners, LLC
|
Jan 29, 2025 Q4 2024 |
10,200
shares
|
$801,108
0.39% of portfolio
|
Q4 2024
Reduced 0.2%
|
|
|
Newbridge Financial Services Group, Inc.
|
Jan 28, 2025 Q4 2024 |
10,032
shares
|
$787,913
0.21% of portfolio
|
Q4 2024
Reduced 12.97%
|
|
|
Coulter & Justus Financial Services, LLC
|
May 03, 2024 Q1 2024 |
10,000
shares
|
$785,400
0.16% of portfolio
|
Q1 2024
New holding
|
|
|
Noesis Capital Mangement Corp
|
Feb 05, 2025 Q4 2024 |
10,000
shares
|
$785,400
0.15% of portfolio
|
Q4 2021
Reduced 1.23%
|
|
|
626 Financial, LLC
|
Jan 14, 2025 Q4 2024 |
9,942
shares
|
$780,844
0.43% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
9,511
shares
|
$746,993
0.01% of portfolio
|
Q4 2024
Added 29.67%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Feb 14, 2025 Q4 2024 |
9,300
shares
|
$730,422
0.0% of portfolio
|
Q4 2024
Added 46.87%
|
|
|
Adviser Investments LLC
|
Feb 12, 2025 Q4 2024 |
9,218
shares
|
$723,981
0.01% of portfolio
|
Q4 2021
Added 100.0%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Feb 03, 2025 Q4 2024 |
9,187
shares
|
$721,546
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Care Investment Partners, LLC
|
Feb 03, 2025 Q4 2024 |
9,149
shares
|
$718,562
0.33% of portfolio
|
Q4 2024
Added 108.03%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
9,081
shares
|
$713,221
0.03% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Options Solutions, LLC
Chevy Chase, MD |
Feb 14, 2025 Q4 2024 |
9,000
shares
|
$706,860
0.34% of portfolio
|
Q3 2022
Reduced 0.06%
|
|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Jan 16, 2025 Q4 2024 |
8,977
shares
|
$705,053
0.23% of portfolio
|
Q4 2024
Added 3.16%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
8,956
shares
|
$703,404
0.04% of portfolio
|
Q4 2024
Reduced 8.57%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jan 22, 2025 Q4 2024 |
8,912
shares
|
$699,948
0.04% of portfolio
|
Q4 2024
Reduced 11.56%
|
|
|
Adamsbrown Wealth Consultants LLC
|
Jan 24, 2025 Q4 2024 |
8,900
shares
|
$699,006
0.24% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
8,652
shares
|
$679,528
0.02% of portfolio
|
Q4 2024
Reduced 12.82%
|
|
|
Northwest Financial Advisors
Herndon, VA |
Jan 22, 2025 Q4 2024 |
8,603
shares
|
$675,679
0.55% of portfolio
|
Q2 2024
Added 0.37%
|
|
|
Capital Advisors Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
8,590
shares
|
$674,658
0.12% of portfolio
|
Q4 2024
Added 0.32%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Feb 10, 2025 Q4 2024 |
8,550
shares
|
$671,517
0.31% of portfolio
|
Q4 2024
Reduced 9.27%
|
|
|
Kovitz Investment Group Partners, LLC
|
Feb 14, 2025 Q4 2024 |
8,394
shares
|
$659,264
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
Jan 17, 2025 Q4 2024 |
8,393
shares
|
$659,186
0.38% of portfolio
|
Q4 2024
Reduced 12.06%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Feb 10, 2025 Q4 2024 |
8,373
shares
|
$657,615
0.06% of portfolio
|
Q4 2024
Reduced 0.01%
|
|
|
Well Done, LLC
|
Jan 17, 2025 Q4 2024 |
8,364
shares
|
$656,908
0.12% of portfolio
|
Q4 2022
Reduced 32.89%
|