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 |
|---|---|---|---|---|---|
|
Walden Wealth Partners LLC
Beachwood, OH |
Jul 10, 2024 Q2 2024 |
8,361
shares
|
$656,672
0.34% of portfolio
|
Q2 2024
Added 1.35%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Feb 04, 2025 Q4 2024 |
8,310
shares
|
$652,667
0.01% of portfolio
|
Q4 2024
Reduced 0.8%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Feb 10, 2025 Q4 2024 |
8,212
shares
|
$644,970
0.03% of portfolio
|
Q2 2023
Reduced 50.0%
|
|
|
Element Wealth, LLC
|
Feb 03, 2025 Q4 2024 |
8,179
shares
|
$642,378
0.34% of portfolio
|
Q3 2024
Reduced 0.21%
|
|
|
Wedmont Private Capital
|
Jan 13, 2025 Q4 2024 |
8,167
shares
|
$641,436
0.03% of portfolio
|
Q2 2024
Added 67.15%
|
|
|
Benedict Financial Advisors Inc
|
Jan 28, 2025 Q4 2024 |
8,136
shares
|
$639,001
0.15% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
8,063
shares
|
$633,268
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
M&T Bank Corp
|
Feb 06, 2025 Q4 2024 |
7,993
shares
|
$627,770
0.0% of portfolio
|
Q4 2024
Added 1.91%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Feb 07, 2025 Q4 2024 |
7,975
shares
|
$626,356
0.04% of portfolio
|
Q4 2024
Reduced 3.83%
|
|
|
Synovus Financial Corp
Columbus, GA |
Feb 13, 2025 Q4 2024 |
7,973
shares
|
$626,199
0.01% of portfolio
|
Q4 2024
Reduced 50.64%
|
|
|
Haverford Trust CO
Radnor, PA |
Feb 11, 2025 Q4 2024 |
7,802
shares
|
$612,769
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Live Oak Investment Partners
Austin, TX |
Feb 06, 2025 Q4 2024 |
7,707
shares
|
$605,307
0.47% of portfolio
|
Q4 2024
Added 2.49%
|
|
|
Staley Capital Advisers Inc
|
Feb 07, 2025 Q4 2024 |
7,687
shares
|
$603,736
0.03% of portfolio
|
Q4 2024
Reduced 0.72%
|
|
|
Tallon Kerry Patrick
Pittsford, NY |
Jan 14, 2025 Q4 2024 |
7,675
shares
|
$602,794
0.57% of portfolio
|
Q4 2024
New holding
|
|
|
Post Resch Tallon Group Inc.
Pittsford, NY |
Feb 03, 2025 Q4 2024 |
7,675
shares
|
$602,794
0.57% of portfolio
|
Q4 2024
New holding
|
|
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
Feb 05, 2025 Q4 2024 |
7,631
shares
|
$599,338
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
7,548
shares
|
$592,819
0.01% of portfolio
|
Q4 2024
Reduced 8.64%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
7,479
shares
|
$587,400
0.01% of portfolio
|
Q4 2024
Added 4.57%
|
|
|
Lutz Financial Services LLC
|
Feb 03, 2025 Q4 2024 |
7,456
shares
|
$585,594
0.05% of portfolio
|
Q4 2024
Added 84.28%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Jan 27, 2025 Q4 2024 |
7,303
shares
|
$573,577
0.03% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
Feb 04, 2025 Q4 2024 |
7,248
shares
|
$569,257
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
7,099
shares
|
$557,555
0.0% of portfolio
|
Q4 2024
Reduced 14.35%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
6,857
shares
|
$538,548
0.32% of portfolio
|
Q3 2024
Reduced 0.32%
|
|
|
Grandview Asset Management LLC
|
Jan 13, 2025 Q4 2024 |
6,772
shares
|
$531,872
0.19% of portfolio
|
Q4 2024
Reduced 7.61%
|
|
|
Ntb Financial Corp
Centennial, CO |
Aug 09, 2022 Q2 2022 |
6,699
shares
|
$526,139
0.32% of portfolio
|
Q2 2022
Added 0.42%
|