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 389 institutions that hold shares in the stock, with a total of 36.6 Million shares, which have been reported (via 13F filing form) to have a value of $2.86 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Mtm Investment Management, LLC
Spartanburg, SC |
Jul 25, 2024 Q2 2024 |
3,122
shares
|
$244,202
0.1% of portfolio
|
Q4 2023
Reduced 14.75%
|
|
Marino, Stram & Associates LLC
|
Jul 18, 2024 Q2 2024 |
3,076
shares
|
$240,604
0.05% of portfolio
|
Q4 2023
New holding
|
|
Fusion Capital, LLC
|
Aug 06, 2024 Q2 2024 |
3,062
shares
|
$239,509
0.1% of portfolio
|
Q4 2023
New holding
|
|
Mcf Advisors LLC
Covington, KY |
Aug 05, 2024 Q2 2024 |
3,000
shares
|
$234,660
0.02% of portfolio
|
Q1 2022
New holding
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 26, 2024 Q2 2024 |
2,943
shares
|
$230,201
0.01% of portfolio
|
Q4 2023
Added 13.28%
|
|
Perfromance Wealth Partners, LLC
|
Jul 19, 2024 Q2 2024 |
2,940
shares
|
$229,966
0.01% of portfolio
|
Q1 2024
New holding
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
2,910
shares
|
$227,620
0.09% of portfolio
|
Q1 2023
New holding
|
|
Fin Trust Capital Advisors, LLC
|
Jul 24, 2024 Q2 2024 |
2,893
shares
|
$226,290
0.04% of portfolio
|
Q2 2024
Reduced 0.24%
|
|
Csenge Advisory Group
|
Jul 10, 2024 Q2 2024 |
2,880
shares
|
$225,273
0.01% of portfolio
|
Q1 2024
New holding
|
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
Aug 12, 2024 Q2 2024 |
2,824
shares
|
$220,893
0.09% of portfolio
|
Q1 2024
New holding
|
|
Ledyard National Bank
|
Aug 05, 2024 Q2 2024 |
2,818
shares
|
$220,423
0.02% of portfolio
|
Q1 2024
New holding
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 22, 2024 Q2 2024 |
2,807
shares
|
$219,563
0.01% of portfolio
|
Q3 2022
Closed
|
|
Old National Bancorp
|
Jul 11, 2024 Q2 2024 |
2,806
shares
|
$219,485
0.0% of portfolio
|
Q2 2024
Reduced 6.96%
|
|
Dixon Fnancial Services, Inc.
|
Jul 16, 2024 Q2 2024 |
2,804
shares
|
$219,328
0.11% of portfolio
|
Q2 2024
Added 0.61%
|
|
Vanguard Group Inc
Valley Forge, PA |
Aug 13, 2024 Q2 2024 |
2,802
shares
|
$219,172
0.0% of portfolio
|
Q2 2024
New holding
|
|
Carnegie Capital Asset Management, LLC
|
Jul 19, 2024 Q2 2024 |
2,786
shares
|
$217,920
0.01% of portfolio
|
Q1 2024
New holding
|
|
Arkadios Wealth Advisors
|
Jul 29, 2024 Q2 2024 |
2,784
shares
|
$217,764
0.01% of portfolio
|
Q2 2024
New holding
|
|
Garde Capital, Inc.
Seattle, WA |
Aug 19, 2024 Q2 2024 |
2,700
shares
|
$211,194
0.01% of portfolio
|
Q4 2023
New holding
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 10, 2024 Q2 2024 |
2,609
shares
|
$204,075
0.02% of portfolio
|
Q1 2024
Added 0.93%
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Aug 13, 2024 Q2 2024 |
2,480
shares
|
$193,985
0.0% of portfolio
|
Q4 2023
New holding
|
|
Spire Wealth Management
|
Jul 31, 2024 Q2 2024 |
2,168
shares
|
$169,580
0.01% of portfolio
|
Q1 2022
Reduced 88.69%
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Aug 07, 2024 Q2 2024 |
2,000
shares
|
$156,440
0.02% of portfolio
|
Q4 2023
New holding
|
|
Bank Of Montreal
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
1,923
shares
|
$150,417
0.0% of portfolio
|
Q2 2024
Reduced 22.55%
|
|
Franklin Resources Inc
San Mateo, CA |
Aug 14, 2024 Q2 2024 |
1,686
shares
|
$131,878
0.0% of portfolio
|
Q4 2021
Added 100.0%
|
|
Sage Mountain Advisors LLC
|
Jul 31, 2024 Q2 2024 |
1,635
shares
|
$127,889
0.01% of portfolio
|
Q2 2024
New holding
|