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 $3.56 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
3,886,291
shares
|
$327 Million
0.21% of portfolio
|
Q2 2025
Reduced 0.16%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
3,249,447
shares
|
$273 Million
0.09% of portfolio
|
Q2 2025
Reduced 6.07%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
2,954,379
shares
|
$248 Million
0.02% of portfolio
|
Q2 2025
Reduced 0.32%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
2,106,770
shares
|
$177 Million
0.04% of portfolio
|
Q2 2025
Added 47.36%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
2,094,288
shares
|
$176 Million
4.52% of portfolio
|
Q4 2023
Added 0.5%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
1,412,192
shares
|
$119 Million
0.1% of portfolio
|
Q2 2025
Added 2.02%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
1,301,779
shares
|
$109 Million
0.02% of portfolio
|
Q2 2025
Reduced 1.02%
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
1,174,639
shares
|
$98.8 Million
2.37% of portfolio
|
Q2 2025
Added 13.42%
|
|
|
Trilogy Capital Inc.
|
Jul 18, 2025 Q2 2025 |
1,157,031
shares
|
$97.3 Million
4.65% of portfolio
|
Q2 2025
Reduced 1.74%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
1,072,367
shares
|
$90.2 Million
1.42% of portfolio
|
Q2 2025
Reduced 1.71%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
1,049,861
shares
|
$88.3 Million
1.24% of portfolio
|
Q2 2025
Added 1.44%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
1,047,944
shares
|
$88.1 Million
0.01% of portfolio
|
Q2 2025
Added 5.71%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
723,415
shares
|
$60.8 Million
0.11% of portfolio
|
Q2 2025
Added 12.5%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
684,862
shares
|
$57.6 Million
0.01% of portfolio
|
Q2 2025
Added 2.13%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
681,367
shares
|
$57.3 Million
1.39% of portfolio
|
Q1 2024
Added 1.17%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
651,998
shares
|
$54.8 Million
0.02% of portfolio
|
Q2 2025
Added 9.13%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
635,924
shares
|
$53.5 Million
0.16% of portfolio
|
Q2 2025
Added 8.51%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
633,518
shares
|
$53.3 Million
0.07% of portfolio
|
Q2 2025
Reduced 26.66%
|
|
|
Waterway Wealth Management, LLC
The Woodlands, TX |
Aug 14, 2025 Q2 2025 |
600,370
shares
|
$50.5 Million
14.92% of portfolio
|
Q2 2025
Added 11.48%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
578,307
shares
|
$48.6 Million
0.02% of portfolio
|
Q2 2025
Added 3.34%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
566,005
shares
|
$47.6 Million
0.01% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
473,735
shares
|
$39.8 Million
0.05% of portfolio
|
Q3 2024
Reduced 3.68%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
421,226
shares
|
$35.4 Million
0.08% of portfolio
|
Q2 2025
Reduced 7.98%
|
|
|
Iag Wealth Partners, LLC
|
Aug 13, 2025 Q2 2025 |
398,151
shares
|
$33.5 Million
4.8% of portfolio
|
Q2 2025
Reduced 4.2%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
388,221
shares
|
$32.6 Million
0.08% of portfolio
|
Q2 2025
Reduced 0.54%
|