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 |
|---|---|---|---|---|---|
|
Frazier Financial Advisors, LLC
Columbus, OH |
May 09, 2025 Q1 2025 |
6,231
shares
|
$515,677
0.38% of portfolio
|
Q2 2024
Reduced 25.8%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Apr 16, 2025 Q1 2025 |
6,230
shares
|
$515,594
0.02% of portfolio
|
Q1 2024
Reduced 13.11%
|
|
|
Modera Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
6,166
shares
|
$510,298
0.01% of portfolio
|
Q4 2024
Reduced 2.7%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
6,151
shares
|
$509,056
0.01% of portfolio
|
Q1 2025
Added 21.11%
|
|
|
Waldron Private Wealth LLC
|
May 08, 2025 Q1 2025 |
6,058
shares
|
$501,360
0.02% of portfolio
|
Q1 2025
Reduced 2.02%
|
|
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
Apr 28, 2025 Q1 2025 |
6,019
shares
|
$498,132
0.21% of portfolio
|
Q1 2025
Reduced 21.12%
|
|
|
Berkshire Money Management, Inc.
|
Apr 23, 2025 Q1 2025 |
6,000
shares
|
$496,560
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
May 14, 2025 Q1 2025 |
5,950
shares
|
$492,422
0.03% of portfolio
|
Q1 2025
Added 2.41%
|
|
|
Advisor Resource Council
|
Apr 21, 2025 Q1 2025 |
5,926
shares
|
$490,435
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
5,907
shares
|
$488,863
0.03% of portfolio
|
Q1 2025
Reduced 19.12%
|
|
|
Absolute Capital Management, LLC
|
May 14, 2025 Q1 2025 |
5,859
shares
|
$484,890
0.28% of portfolio
|
Q1 2025
Reduced 10.37%
|
|
|
Powers Advisory Group, LLC
|
Apr 16, 2025 Q1 2025 |
5,816
shares
|
$481,332
0.22% of portfolio
|
Q1 2025
Reduced 7.7%
|
|
|
Ls Investment Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
5,800
shares
|
$480,008
0.07% of portfolio
|
Q4 2021
Added 100.0%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
5,797
shares
|
$479,759
0.02% of portfolio
|
Q1 2025
Added 51.71%
|
|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
May 01, 2025 Q1 2025 |
5,764
shares
|
$477,028
0.16% of portfolio
|
Q1 2025
Reduced 7.18%
|
|
|
Associated Banc Corp
Green Bay, WI |
May 09, 2025 Q1 2025 |
5,756
shares
|
$476,366
0.01% of portfolio
|
Q4 2024
Reduced 3.36%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
5,727
shares
|
$473,966
0.01% of portfolio
|
Q1 2025
Reduced 2.57%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Apr 22, 2025 Q1 2025 |
5,664
shares
|
$468,752
0.06% of portfolio
|
Q4 2021
Added 100.0%
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
May 01, 2025 Q1 2025 |
5,458
shares
|
$451,704
0.09% of portfolio
|
Q4 2022
Reduced 4.71%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Feb 14, 2025 Q4 2024 |
5,416
shares
|
$448,228
0.04% of portfolio
|
Q4 2024
Reduced 11.36%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
5,386
shares
|
$445,745
0.04% of portfolio
|
Q2 2022
Added 20.33%
|
|
|
Cornerstone Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
5,379
shares
|
$445,166
0.03% of portfolio
|
Q1 2025
Added 1.34%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
5,339
shares
|
$441,855
0.01% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
May 30, 2025 Q1 2025 |
5,214
shares
|
$431,510
0.01% of portfolio
|
Q4 2024
Added 38.42%
|
|
|
Equitable Trust CO
|
May 07, 2025 Q1 2025 |
5,149
shares
|
$426,131
0.02% of portfolio
|
Q4 2024
New holding
|