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 |
|---|---|---|---|---|---|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
4,082
shares
|
$313,987
0.01% of portfolio
|
Q1 2025
Added 38.7%
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
May 06, 2025 Q1 2025 |
4,033
shares
|
$310,218
0.06% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Code Waechter LLC
Tampa, FL |
Apr 30, 2025 Q1 2025 |
4,000
shares
|
$307,680
0.26% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Counselors Inc
|
Apr 29, 2025 Q1 2025 |
3,982
shares
|
$306,295
0.0% of portfolio
|
Q1 2025
Reduced 4.49%
|
|
|
Rockland Trust CO
|
Apr 16, 2025 Q1 2025 |
3,980
shares
|
$306,141
0.02% of portfolio
|
Q2 2024
Reduced 14.96%
|
|
|
Institute For Wealth Management, Llc.
|
Apr 21, 2025 Q1 2025 |
3,969
shares
|
$305,295
0.04% of portfolio
|
Q1 2025
Reduced 2.82%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
3,954
shares
|
$304,141
0.01% of portfolio
|
Q1 2025
Added 0.36%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Feb 12, 2025 Q4 2024 |
3,877
shares
|
$298,218
0.03% of portfolio
|
Q4 2024
Added 0.15%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Apr 23, 2025 Q1 2025 |
3,820
shares
|
$293,834
0.01% of portfolio
|
Q1 2024
Added 24.67%
|
|
|
Burns J W & CO Inc
|
Apr 08, 2025 Q1 2025 |
3,750
shares
|
$288,450
0.04% of portfolio
|
Q4 2021
Added 100.0%
|
|
|
Mason Investment Advisory Services, Inc.
Reston, VA |
May 01, 2025 Q1 2025 |
3,738
shares
|
$287,526
0.02% of portfolio
|
Q4 2024
Reduced 0.69%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Apr 28, 2025 Q1 2025 |
3,636
shares
|
$279,681
0.05% of portfolio
|
Q4 2024
Reduced 98.7%
|
|
|
Founders Financial Securities LLC
|
May 12, 2025 Q1 2025 |
3,604
shares
|
$277,219
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Seven Springs Wealth Group, LLC
|
Feb 14, 2025 Q4 2024 |
3,600
shares
|
$276,912
0.11% of portfolio
|
Q4 2022
New holding
|
|
|
Citizens Financial Group Inc
|
May 09, 2025 Q1 2025 |
3,592
shares
|
$276,296
0.01% of portfolio
|
Q1 2025
Reduced 6.19%
|
|
|
Sheets Smith Wealth Management
|
Apr 23, 2025 Q1 2025 |
3,584
shares
|
$275,681
0.04% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
May 08, 2025 Q1 2025 |
3,552
shares
|
$273,219
0.01% of portfolio
|
Q1 2025
Reduced 2.04%
|
|
|
Rodgers & Associates, LTD
|
Apr 22, 2025 Q1 2025 |
3,510
shares
|
$269,989
0.03% of portfolio
|
Q1 2025
Added 4.46%
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
3,506
shares
|
$269,681
0.01% of portfolio
|
Q1 2023
Reduced 47.09%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
3,490
shares
|
$268,450
0.01% of portfolio
|
Q1 2025
Added 12.76%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
May 14, 2025 Q1 2025 |
3,487
shares
|
$268,220
0.01% of portfolio
|
Q4 2023
Reduced 1.41%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Apr 11, 2025 Q1 2025 |
3,477
shares
|
$267,450
0.08% of portfolio
|
Q1 2025
Reduced 7.45%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
3,420
shares
|
$263,066
0.02% of portfolio
|
Q4 2021
Added 100.0%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
3,394
shares
|
$261,066
0.06% of portfolio
|
Q3 2023
Reduced 9.64%
|
|
|
Kovack Advisors, Inc.
|
May 06, 2025 Q1 2025 |
3,375
shares
|
$259,605
0.03% of portfolio
|
Q1 2025
Reduced 43.56%
|