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 461 institutions that hold shares in the stock, with a total of 41.9 Million shares, which have been reported (via 13F filing form) to have a value of $3.47 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
3,892,481
shares
|
$322 Million
0.16% of portfolio
|
Q1 2025
Reduced 0.41%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
3,459,506
shares
|
$286 Million
0.11% of portfolio
|
Q1 2025
Added 16.71%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
2,963,915
shares
|
$245 Million
0.02% of portfolio
|
Q1 2025
Added 1.68%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
2,094,288
shares
|
$173 Million
4.52% of portfolio
|
Q4 2023
Added 0.5%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
1,429,688
shares
|
$118 Million
0.03% of portfolio
|
Q1 2025
Reduced 19.39%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
1,384,297
shares
|
$115 Million
0.1% of portfolio
|
Q1 2025
Reduced 0.14%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
1,315,222
shares
|
$109 Million
0.02% of portfolio
|
Q1 2025
Added 2.11%
|
|
|
Trilogy Capital Inc.
|
May 06, 2025 Q1 2025 |
1,177,539
shares
|
$97.5 Million
5.0% of portfolio
|
Q1 2025
New holding
|
|
|
Evercore Wealth Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
1,091,046
shares
|
$90.3 Million
1.44% of portfolio
|
Q1 2025
Reduced 3.79%
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
1,035,665
shares
|
$85.7 Million
1.99% of portfolio
|
Q1 2025
Added 8.93%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
1,034,949
shares
|
$85.7 Million
1.3% of portfolio
|
Q1 2025
Added 43.69%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
991,315
shares
|
$82 Million
0.01% of portfolio
|
Q1 2025
Reduced 40.42%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
863,812
shares
|
$71.5 Million
0.1% of portfolio
|
Q1 2025
Added 10.37%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
681,367
shares
|
$56.4 Million
1.39% of portfolio
|
Q1 2024
Added 1.17%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
670,600
shares
|
$55.5 Million
0.01% of portfolio
|
Q1 2025
Added 2.62%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
643,025
shares
|
$53.2 Million
0.1% of portfolio
|
Q1 2025
Reduced 11.19%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
597,464
shares
|
$49.4 Million
0.02% of portfolio
|
Q1 2025
Added 7.8%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
586,039
shares
|
$48.5 Million
0.16% of portfolio
|
Q1 2025
Added 0.96%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
564,718
shares
|
$46.7 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.13%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
559,604
shares
|
$46.3 Million
0.02% of portfolio
|
Q1 2025
Reduced 3.46%
|
|
|
Waterway Wealth Management, LLC
The Woodlands, TX |
May 08, 2025 Q1 2025 |
538,555
shares
|
$44.6 Million
17.81% of portfolio
|
Q1 2025
Added 3.3%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
473,735
shares
|
$39.2 Million
0.05% of portfolio
|
Q3 2024
Reduced 3.68%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
457,750
shares
|
$37.9 Million
0.09% of portfolio
|
Q4 2024
Reduced 54.5%
|
|
|
Iag Wealth Partners, LLC
|
Apr 16, 2025 Q1 2025 |
415,606
shares
|
$34.4 Million
5.72% of portfolio
|
Q1 2025
Added 0.78%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
390,335
shares
|
$32.3 Million
0.08% of portfolio
|
Q1 2025
Added 1.07%
|