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 |
|---|---|---|---|---|---|
|
Convergence Financial, LLC
Columbia, MO |
Oct 23, 2024 Q3 2024 |
6,228
shares
|
$486,905
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
Nov 08, 2024 Q3 2024 |
6,210
shares
|
$485,497
0.17% of portfolio
|
Q2 2024
Reduced 6.09%
|
|
|
Waldron Private Wealth LLC
|
Oct 21, 2024 Q3 2024 |
6,183
shares
|
$483,386
0.02% of portfolio
|
Q4 2023
Reduced 31.54%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Apr 01, 2024 Q4 2023 |
6,110
shares
|
$477,679
0.05% of portfolio
|
Q3 2023
Reduced 7.9%
|
|
|
Kovack Advisors, Inc.
|
Nov 05, 2024 Q3 2024 |
6,055
shares
|
$473,379
0.05% of portfolio
|
Q2 2024
Added 2.54%
|
|
|
Associated Banc Corp
Green Bay, WI |
Nov 13, 2024 Q3 2024 |
5,956
shares
|
$465,640
0.01% of portfolio
|
Q3 2024
Reduced 2.46%
|
|
|
Reynders Mc Veigh Capital Management, LLC
|
Nov 14, 2024 Q3 2024 |
5,800
shares
|
$453,444
0.02% of portfolio
|
Q3 2024
Reduced 10.77%
|
|
|
Ls Investment Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
5,800
shares
|
$453,444
0.07% of portfolio
|
Q4 2021
Added 100.0%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 09, 2024 Q3 2024 |
5,664
shares
|
$442,811
0.06% of portfolio
|
Q4 2021
Added 100.0%
|
|
|
Signal Point Asset Management, LLC
|
Oct 07, 2024 Q3 2024 |
5,655
shares
|
$442,107
0.11% of portfolio
|
Q3 2024
Reduced 4.15%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Oct 30, 2024 Q3 2024 |
5,579
shares
|
$436,166
0.2% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Nov 12, 2024 Q3 2024 |
5,565
shares
|
$435,071
0.03% of portfolio
|
Q3 2024
Reduced 49.25%
|
|
|
Absolute Capital Management, LLC
|
Nov 08, 2024 Q3 2024 |
5,532
shares
|
$432,491
0.26% of portfolio
|
Q3 2024
Reduced 4.39%
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
Nov 04, 2024 Q3 2024 |
5,458
shares
|
$426,706
0.09% of portfolio
|
Q4 2022
Reduced 4.71%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 04, 2024 Q3 2024 |
5,446
shares
|
$425,768
0.01% of portfolio
|
Q4 2023
Reduced 1.75%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
5,386
shares
|
$421,077
0.04% of portfolio
|
Q2 2022
Added 20.33%
|
|
|
Spinnaker Trust
|
Oct 31, 2024 Q3 2024 |
5,365
shares
|
$419,435
0.03% of portfolio
|
Q3 2023
Reduced 4.99%
|
|
|
Garrett Wealth Advisory Group, LLC
|
Oct 31, 2024 Q3 2024 |
5,359
shares
|
$418,966
0.1% of portfolio
|
Q3 2024
Added 3.98%
|
|
|
First Heartland Consultants, Inc.
|
Nov 05, 2024 Q3 2024 |
5,350
shares
|
$418,263
0.05% of portfolio
|
Q3 2024
Reduced 32.53%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
5,332
shares
|
$416,855
0.01% of portfolio
|
Q3 2024
Added 5.02%
|
|
|
Cornerstone Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
5,308
shares
|
$414,979
0.03% of portfolio
|
Q3 2024
Reduced 0.95%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
5,279
shares
|
$412,712
0.0% of portfolio
|
Q3 2024
Added 24.59%
|
|
|
Veriti Management LLC
|
Oct 25, 2024 Q3 2024 |
5,105
shares
|
$399,108
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
Nov 12, 2024 Q3 2024 |
5,084
shares
|
$397,467
0.08% of portfolio
|
Q4 2022
Added 10.91%
|
|
|
Virginia National Bank
|
Oct 19, 2023 Q3 2023 |
5,064
shares
|
$395,903
1.42% of portfolio
|
Q3 2023
Reduced 0.8%
|