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 456 institutions that hold shares in the stock, with a total of 43.1 Million shares, which have been reported (via 13F filing form) to have a value of $3.31 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Spinnaker Trust
|
Apr 25, 2025 Q1 2025 |
4,980
shares
|
$383,061
0.03% of portfolio
|
Q1 2025
Reduced 7.18%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
4,961
shares
|
$381,600
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
4,946
shares
|
$380,446
0.0% of portfolio
|
Q1 2024
Reduced 37.36%
|
|
|
Marion Wealth Management
|
Apr 08, 2025 Q1 2025 |
4,924
shares
|
$378,754
0.1% of portfolio
|
Q1 2025
Added 0.61%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Feb 14, 2025 Q4 2024 |
4,921
shares
|
$378,523
0.01% of portfolio
|
Q4 2024
Added 53.35%
|
|
|
Valmark Advisers, Inc.
|
Apr 22, 2025 Q1 2025 |
4,915
shares
|
$378,061
0.01% of portfolio
|
Q1 2025
Added 21.36%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
4,881
shares
|
$375,446
0.0% of portfolio
|
Q1 2025
Reduced 7.63%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
May 01, 2025 Q1 2025 |
4,853
shares
|
$373,292
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Novus Advisors, LLC
Greenville, SC |
May 08, 2025 Q1 2025 |
4,810
shares
|
$369,985
0.38% of portfolio
|
Q1 2025
New holding
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
May 05, 2025 Q1 2025 |
4,807
shares
|
$369,754
0.02% of portfolio
|
Q1 2025
Added 2.36%
|
|
|
Reynders Mc Veigh Capital Management, LLC
|
May 12, 2025 Q1 2025 |
4,800
shares
|
$369,216
0.02% of portfolio
|
Q4 2024
Reduced 17.24%
|
|
|
Garrett Wealth Advisory Group, LLC
|
Apr 29, 2025 Q1 2025 |
4,794
shares
|
$368,754
0.09% of portfolio
|
Q1 2025
Reduced 2.5%
|
|
|
Courier Capital LLC
|
Apr 14, 2025 Q1 2025 |
4,780
shares
|
$367,677
0.02% of portfolio
|
Q1 2023
Reduced 10.02%
|
|
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
May 12, 2025 Q1 2025 |
4,763
shares
|
$366,369
0.32% of portfolio
|
Q4 2023
New holding
|
|
|
Salomon & Ludwin, LLC
|
Apr 25, 2025 Q1 2025 |
4,725
shares
|
$363,447
0.04% of portfolio
|
Q4 2024
Reduced 0.8%
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
4,719
shares
|
$362,985
0.1% of portfolio
|
Q4 2024
Reduced 16.55%
|
|
|
Choate Investment Advisors
Boston, MA |
May 14, 2025 Q1 2025 |
4,710
shares
|
$362,293
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Rathbones Group PLC
Liverpool, X0 |
May 13, 2025 Q1 2025 |
4,700
shares
|
$361,524
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Apr 24, 2025 Q1 2025 |
4,700
shares
|
$361,524
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
4,694
shares
|
$361,062
0.01% of portfolio
|
Q3 2024
Reduced 8.0%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Apr 25, 2025 Q1 2025 |
4,512
shares
|
$347,063
0.02% of portfolio
|
Q4 2024
Reduced 2.76%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
4,356
shares
|
$335,063
0.01% of portfolio
|
Q1 2025
Reduced 83.49%
|
|
|
Camden Capital, LLC
|
May 13, 2025 Q1 2025 |
4,214
shares
|
$324,140
0.04% of portfolio
|
Q2 2023
Reduced 22.47%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
4,200
shares
|
$323,064
0.0% of portfolio
|
Q4 2024
Reduced 74.91%
|
|
|
Intrua Financial, LLC
Houston, TX |
Feb 13, 2025 Q2 2023 |
4,131
shares
|
$317,756
0.04% of portfolio
|
Q2 2023
Added 0.36%
|