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 405 institutions that hold shares in the stock, with a total of 36.4 Million shares, which have been reported (via 13F filing form) to have a value of $2.96 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Noesis Capital Mangement Corp
|
Nov 14, 2024 Q3 2024 |
10,000
shares
|
$813,800
0.16% of portfolio
|
Q4 2021
Reduced 1.23%
|
|
|
Coulter & Justus Financial Services, LLC
|
May 03, 2024 Q1 2024 |
10,000
shares
|
$813,800
0.16% of portfolio
|
Q1 2024
New holding
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
9,924
shares
|
$807,615
0.02% of portfolio
|
Q3 2024
Added 15.73%
|
|
|
626 Financial, LLC
|
Oct 15, 2024 Q3 2024 |
9,914
shares
|
$806,801
0.44% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
9,812
shares
|
$798,500
0.02% of portfolio
|
Q3 2024
Added 13.51%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
9,796
shares
|
$797,198
0.05% of portfolio
|
Q3 2024
Added 15.72%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 08, 2024 Q3 2024 |
9,781
shares
|
$795,977
0.05% of portfolio
|
Q3 2024
Added 2.9%
|
|
|
Moloney Securities Asset Management, LLC
|
Oct 30, 2024 Q3 2024 |
9,602
shares
|
$781,410
0.11% of portfolio
|
Q3 2024
Added 22.16%
|
|
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
Oct 30, 2024 Q3 2024 |
9,544
shares
|
$776,690
0.43% of portfolio
|
Q3 2024
Reduced 11.86%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Nov 12, 2024 Q3 2024 |
9,424
shares
|
$766,925
0.34% of portfolio
|
Q3 2024
Reduced 0.38%
|
|
|
Adviser Investments LLC
|
Nov 08, 2024 Q3 2024 |
9,218
shares
|
$750,160
0.01% of portfolio
|
Q4 2021
Added 100.0%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
9,080
shares
|
$738,930
0.03% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Options Solutions, LLC
Chevy Chase, MD |
Nov 14, 2024 Q3 2024 |
9,000
shares
|
$732,420
0.36% of portfolio
|
Q3 2022
Reduced 0.06%
|
|
|
Adamsbrown Wealth Consultants LLC
|
Oct 11, 2024 Q3 2024 |
8,889
shares
|
$723,386
0.24% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Oct 16, 2024 Q3 2024 |
8,702
shares
|
$708,168
0.2% of portfolio
|
Q3 2024
Added 2.73%
|
|
|
Capital Advisors Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
8,563
shares
|
$696,856
0.12% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
8,377
shares
|
$681,720
0.01% of portfolio
|
Q3 2024
Reduced 4.56%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Oct 31, 2024 Q3 2024 |
8,374
shares
|
$681,476
0.06% of portfolio
|
Q2 2024
Added 11.52%
|
|
|
Well Done, LLC
|
Oct 17, 2024 Q3 2024 |
8,364
shares
|
$680,662
0.12% of portfolio
|
Q4 2022
Reduced 32.89%
|
|
|
Walden Wealth Partners LLC
Beachwood, OH |
Jul 10, 2024 Q2 2024 |
8,361
shares
|
$680,418
0.34% of portfolio
|
Q2 2024
Added 1.35%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Oct 23, 2024 Q3 2024 |
8,293
shares
|
$674,884
0.04% of portfolio
|
Q3 2024
Reduced 10.12%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
8,288
shares
|
$674,477
0.0% of portfolio
|
Q3 2024
Added 13.74%
|
|
|
Merit Financial Group, LLC
|
Oct 17, 2024 Q3 2024 |
8,262
shares
|
$672,361
0.01% of portfolio
|
Q3 2024
Added 7.68%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Nov 12, 2024 Q3 2024 |
8,212
shares
|
$668,292
0.03% of portfolio
|
Q2 2023
Reduced 50.0%
|
|
|
Element Wealth, LLC
|
Oct 23, 2024 Q3 2024 |
8,179
shares
|
$665,607
0.34% of portfolio
|
Q3 2024
Reduced 0.21%
|