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 $2.84 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
3,903,646
shares
|
$305 Million
0.2% of portfolio
|
Q3 2024
Reduced 0.95%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
2,863,485
shares
|
$224 Million
0.02% of portfolio
|
Q3 2024
Added 2.19%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
2,710,278
shares
|
$212 Million
0.1% of portfolio
|
Q3 2024
Reduced 7.25%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
2,094,288
shares
|
$164 Million
4.52% of portfolio
|
Q4 2023
Added 0.5%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
1,417,842
shares
|
$111 Million
0.11% of portfolio
|
Q3 2024
Reduced 0.77%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
1,285,456
shares
|
$100 Million
0.03% of portfolio
|
Q3 2024
Reduced 0.63%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
1,268,556
shares
|
$99.2 Million
0.02% of portfolio
|
Q3 2024
Added 1.32%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
1,130,531
shares
|
$88.4 Million
1.33% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
1,056,004
shares
|
$82.6 Million
0.01% of portfolio
|
Q3 2024
Reduced 24.64%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
888,083
shares
|
$69.4 Million
1.82% of portfolio
|
Q3 2024
Added 12.91%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
777,898
shares
|
$60.8 Million
0.09% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
690,959
shares
|
$54 Million
0.86% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
681,367
shares
|
$53.3 Million
1.39% of portfolio
|
Q1 2024
Added 1.17%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
630,781
shares
|
$49.3 Million
0.01% of portfolio
|
Q3 2024
Added 4.98%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
585,518
shares
|
$45.8 Million
0.16% of portfolio
|
Q3 2024
Added 1.93%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
568,717
shares
|
$44.5 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.92%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
553,140
shares
|
$43.2 Million
0.01% of portfolio
|
Q3 2024
Reduced 4.55%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
543,530
shares
|
$42.5 Million
0.1% of portfolio
|
Q3 2024
Added 6.89%
|
|
|
Waterway Wealth Management, LLC
The Woodlands, TX |
Oct 21, 2024 Q3 2024 |
526,171
shares
|
$41.1 Million
17.75% of portfolio
|
Q3 2024
Added 2.06%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
473,735
shares
|
$37 Million
0.05% of portfolio
|
Q3 2024
Reduced 3.68%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
434,619
shares
|
$34 Million
0.5% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Iag Wealth Partners, LLC
|
Oct 29, 2024 Q3 2024 |
418,365
shares
|
$32.7 Million
6.15% of portfolio
|
Q3 2024
Added 2.19%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
381,047
shares
|
$29.8 Million
0.08% of portfolio
|
Q3 2024
Added 0.37%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
347,286
shares
|
$27.2 Million
0.05% of portfolio
|
Q3 2024
Added 0.76%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 15, 2024 Q3 2024 |
338,645
shares
|
$26.5 Million
2.64% of portfolio
|
Q3 2024
Reduced 0.1%
|