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 387 institutions that hold shares in the stock, with a total of 36.3 Million shares, which have been reported (via 13F filing form) to have a value of $2.64 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 10, 2024 Q1 2024 |
3,991,588
shares
|
$290 Million
0.2% of portfolio
|
Q1 2024
Reduced 1.44%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
2,869,386
shares
|
$209 Million
0.11% of portfolio
|
Q1 2024
Reduced 12.3%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
2,760,161
shares
|
$201 Million
0.02% of portfolio
|
Q1 2024
Reduced 0.25%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
2,094,288
shares
|
$152 Million
4.52% of portfolio
|
Q4 2023
Added 0.5%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 15, 2024 Q1 2024 |
1,547,018
shares
|
$113 Million
0.03% of portfolio
|
Q1 2024
Added 8.72%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
1,528,449
shares
|
$111 Million
0.01% of portfolio
|
Q1 2024
Added 0.24%
|
|
|
Creative Planning
Overland Park, KS |
May 10, 2024 Q1 2024 |
1,460,800
shares
|
$106 Million
0.12% of portfolio
|
Q1 2024
Reduced 1.47%
|
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
1,265,120
shares
|
$92 Million
0.02% of portfolio
|
Q1 2024
Reduced 4.77%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
May 15, 2024 Q1 2024 |
1,121,943
shares
|
$81.6 Million
1.27% of portfolio
|
Q1 2024
Added 4.45%
|
|
|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
794,885
shares
|
$57.8 Million
0.1% of portfolio
|
Q1 2024
Reduced 2.03%
|
|
|
Great Valley Advisor Group, Inc.
|
May 03, 2024 Q1 2024 |
724,511
shares
|
$52.7 Million
1.63% of portfolio
|
Q1 2024
Reduced 0.42%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
681,367
shares
|
$49.6 Million
1.39% of portfolio
|
Q1 2024
Added 1.17%
|
|
|
Waterway Wealth Management, LLC
The Woodlands, TX |
Apr 18, 2024 Q1 2024 |
660,505
shares
|
$48.1 Million
20.96% of portfolio
|
Q1 2024
Reduced 9.38%
|
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
608,011
shares
|
$44.2 Million
0.02% of portfolio
|
Q1 2024
Reduced 0.11%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
565,093
shares
|
$41.1 Million
0.01% of portfolio
|
Q1 2024
Added 1.73%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 24, 2024 Q1 2024 |
530,411
shares
|
$38.6 Million
0.15% of portfolio
|
Q1 2024
Added 2.78%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Apr 22, 2024 Q1 2024 |
490,261
shares
|
$35.7 Million
0.05% of portfolio
|
Q1 2024
Added 0.72%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 24, 2024 Q1 2024 |
468,989
shares
|
$34.1 Million
0.08% of portfolio
|
Q1 2024
Added 1748.67%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 16, 2024 Q1 2024 |
464,491
shares
|
$33.8 Million
0.56% of portfolio
|
Q1 2024
Reduced 3.8%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 10, 2024 Q1 2024 |
433,461
shares
|
$31.5 Million
0.01% of portfolio
|
Q1 2024
Reduced 1.6%
|
|
|
Iag Wealth Partners, LLC
|
Apr 24, 2024 Q1 2024 |
389,773
shares
|
$28.4 Million
6.09% of portfolio
|
Q1 2024
Added 1.7%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2024 Q1 2024 |
347,586
shares
|
$25.3 Million
0.07% of portfolio
|
Q1 2024
Added 3.48%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
May 14, 2024 Q1 2024 |
339,347
shares
|
$24.7 Million
3.25% of portfolio
|
Q1 2024
Added 0.01%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 14, 2024 Q1 2024 |
333,999
shares
|
$24.3 Million
0.05% of portfolio
|
Q1 2024
Added 3.08%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 10, 2024 Q1 2024 |
329,710
shares
|
$24 Million
0.0% of portfolio
|
Q1 2024
Reduced 4.44%
|
|