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 |
|---|---|---|---|---|---|
|
Midland Wealth Advisors LLC
Rockford, IL |
Apr 14, 2025 Q1 2025 |
7,714
shares
|
$638,410
0.04% of portfolio
|
Q1 2025
Reduced 3.27%
|
|
|
Live Oak Investment Partners
Austin, TX |
Apr 23, 2025 Q1 2025 |
7,707
shares
|
$637,831
0.5% of portfolio
|
Q4 2024
Added 2.49%
|
|
|
Tallon Kerry Patrick
Pittsford, NY |
Jan 14, 2025 Q4 2024 |
7,675
shares
|
$635,183
0.57% of portfolio
|
Q4 2024
New holding
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
7,641
shares
|
$632,369
0.04% of portfolio
|
Q1 2025
Reduced 4.03%
|
|
|
Post Resch Tallon Group Inc.
Pittsford, NY |
Jul 09, 2025 Q2 2025 |
7,475
shares
|
$618,631
0.59% of portfolio
|
Q2 2025
Reduced 2.61%
|
|
|
Lutz Financial Services LLC
|
May 07, 2025 Q1 2025 |
7,456
shares
|
$617,058
0.05% of portfolio
|
Q4 2024
Added 84.28%
|
|
|
Synovus Financial Corp
Columbus, GA |
May 14, 2025 Q1 2025 |
7,381
shares
|
$610,851
0.01% of portfolio
|
Q1 2025
Reduced 7.43%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
7,325
shares
|
$606,217
0.0% of portfolio
|
Q1 2025
Added 3.18%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
May 15, 2025 Q1 2025 |
7,210
shares
|
$596,699
0.09% of portfolio
|
Q1 2025
Added 9.59%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2025 Q1 2025 |
6,914
shares
|
$572,202
0.01% of portfolio
|
Q1 2025
Added 40.5%
|
|
|
Team Hewins, LLC
Redwood City, CA |
Jul 08, 2025 Q1 2025 |
6,880
shares
|
$569,388
0.21% of portfolio
|
Q4 2024
Reduced 2.09%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
6,857
shares
|
$567,485
0.32% of portfolio
|
Q3 2024
Reduced 0.32%
|
|
|
Grandview Asset Management LLC
|
Apr 21, 2025 Q1 2025 |
6,794
shares
|
$562,271
0.2% of portfolio
|
Q1 2025
Added 0.32%
|
|
|
Ntb Financial Corp
Centennial, CO |
Aug 09, 2022 Q2 2022 |
6,699
shares
|
$554,409
0.32% of portfolio
|
Q2 2022
Added 0.42%
|
|
|
Bickling Financial Services, Inc.
Lexington, MA |
Jan 31, 2023 Q4 2022 |
6,698
shares
|
$554,326
0.26% of portfolio
|
Q4 2022
Added 0.59%
|
|
|
Advisors Preferred, LLC
Rockville, MD |
May 06, 2025 Q1 2025 |
6,693
shares
|
$553,912
0.07% of portfolio
|
Q1 2025
Reduced 94.04%
|
|
|
Brown Advisory Inc
|
Apr 29, 2025 Q1 2025 |
6,614
shares
|
$547,374
0.0% of portfolio
|
Q4 2024
Added 41.51%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Apr 25, 2025 Q1 2025 |
6,608
shares
|
$546,878
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Fiduciary Group LLC
Savannah, GA |
Apr 28, 2025 Q1 2025 |
6,606
shares
|
$546,712
0.05% of portfolio
|
Q1 2023
New holding
|
|
|
Whittier Trust CO Of Nevada Inc
|
May 02, 2025 Q1 2025 |
6,580
shares
|
$544,560
0.01% of portfolio
|
Q4 2021
Added 100.0%
|
|
|
Spring Vest Wealth Management LLC
Dallas, TX |
May 06, 2025 Q1 2025 |
6,551
shares
|
$542,160
0.43% of portfolio
|
Q4 2024
New holding
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 23, 2025 Q1 2025 |
6,518
shares
|
$539,429
0.01% of portfolio
|
Q1 2025
Reduced 0.94%
|
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Apr 28, 2025 Q1 2025 |
6,461
shares
|
$534,712
1.02% of portfolio
|
Q2 2023
Added 14.29%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
6,320
shares
|
$523,043
0.01% of portfolio
|
Q1 2022
Added 23.01%
|
|
|
Staley Capital Advisers Inc
|
May 12, 2025 Q1 2025 |
6,290
shares
|
$520,560
0.02% of portfolio
|
Q1 2025
Reduced 18.17%
|