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 |
|---|---|---|---|---|---|
|
626 Financial, LLC
|
Aug 04, 2025 Q2 2025 |
9,195
shares
|
$782,034
0.38% of portfolio
|
Q2 2025
Reduced 1.4%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Aug 13, 2025 Q2 2025 |
9,130
shares
|
$776,506
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
9,083
shares
|
$772,509
0.03% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Options Solutions, LLC
Chevy Chase, MD |
Aug 13, 2025 Q2 2025 |
9,000
shares
|
$765,450
0.24% of portfolio
|
Q3 2022
Reduced 0.06%
|
|
|
Thoroughbred Financial Services, LLC
|
Aug 08, 2025 Q2 2025 |
8,757
shares
|
$744,782
0.05% of portfolio
|
Q2 2025
Reduced 17.16%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
8,725
shares
|
$742,061
0.02% of portfolio
|
Q2 2025
Added 0.47%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
8,677
shares
|
$737,978
0.02% of portfolio
|
Q2 2025
Reduced 23.2%
|
|
|
Northwest Financial Advisors
Herndon, VA |
Aug 04, 2025 Q2 2025 |
8,672
shares
|
$737,553
0.99% of portfolio
|
Q2 2025
Added 0.45%
|
|
|
Capital Advisors Wealth Management, LLC
|
Aug 13, 2025 Q2 2025 |
8,636
shares
|
$734,491
0.11% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
8,617
shares
|
$732,875
0.0% of portfolio
|
Q2 2025
Reduced 13.21%
|
|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Jul 11, 2025 Q2 2025 |
8,589
shares
|
$730,494
0.23% of portfolio
|
Q2 2025
Reduced 5.36%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Aug 12, 2025 Q2 2025 |
8,373
shares
|
$712,123
0.06% of portfolio
|
Q4 2024
Reduced 0.01%
|
|
|
Walden Wealth Partners LLC
Beachwood, OH |
Jul 10, 2024 Q2 2024 |
8,361
shares
|
$711,103
0.34% of portfolio
|
Q2 2024
Added 1.35%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Aug 04, 2025 Q2 2025 |
8,212
shares
|
$698,430
0.02% of portfolio
|
Q2 2023
Reduced 50.0%
|
|
|
Benedict Financial Advisors Inc
|
Aug 13, 2025 Q2 2025 |
8,059
shares
|
$685,417
0.15% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Aug 11, 2025 Q2 2025 |
8,050
shares
|
$684,652
0.01% of portfolio
|
Q2 2025
Reduced 1.59%
|
|
|
Element Wealth, LLC
|
Jul 23, 2025 Q2 2025 |
7,967
shares
|
$677,593
0.31% of portfolio
|
Q2 2025
Reduced 0.74%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jul 29, 2025 Q2 2025 |
7,929
shares
|
$674,361
0.05% of portfolio
|
Q2 2025
Added 0.72%
|
|
|
Adamsbrown Wealth Consultants LLC
|
Jul 08, 2025 Q2 2025 |
7,858
shares
|
$668,322
0.2% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
7,829
shares
|
$665,856
0.03% of portfolio
|
Q2 2025
Reduced 12.58%
|
|
|
Haverford Trust CO
Radnor, PA |
Aug 13, 2025 Q2 2025 |
7,802
shares
|
$663,560
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
7,782
shares
|
$661,859
0.01% of portfolio
|
Q2 2025
Reduced 14.88%
|
|
|
Live Oak Investment Partners
Austin, TX |
Jul 24, 2025 Q2 2025 |
7,707
shares
|
$655,480
0.5% of portfolio
|
Q4 2024
Added 2.49%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Aug 07, 2025 Q2 2025 |
7,683
shares
|
$653,439
0.03% of portfolio
|
Q2 2025
Reduced 0.4%
|
|
|
Tallon Kerry Patrick
Pittsford, NY |
Jan 14, 2025 Q4 2024 |
7,675
shares
|
$652,758
0.57% of portfolio
|
Q4 2024
New holding
|