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 |
|---|---|---|---|---|---|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 05, 2024 Q3 2024 |
2,794
shares
|
$218,434
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Carnegie Capital Asset Management, LLC
|
Oct 10, 2024 Q3 2024 |
2,786
shares
|
$217,809
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
2,746
shares
|
$214,682
0.02% of portfolio
|
Q3 2024
Added 5.25%
|
|
|
Pullen Investment Management, LLC
Bradenton, FL |
Oct 24, 2024 Q3 2024 |
2,722
shares
|
$212,805
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Northern Capital Management, Inc.
|
Nov 12, 2024 Q3 2024 |
2,714
shares
|
$212,180
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Garde Capital, Inc.
Seattle, WA |
Dec 03, 2024 Q3 2024 |
2,700
shares
|
$211,086
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Brady Family Wealth, LLC
Saint Louis, MO |
Oct 15, 2024 Q3 2024 |
2,655
shares
|
$207,567
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Old National Bancorp
|
Oct 18, 2024 Q3 2024 |
2,571
shares
|
$201,000
0.0% of portfolio
|
Q3 2024
Reduced 8.37%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Nov 13, 2024 Q3 2024 |
2,480
shares
|
$193,886
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
2,168
shares
|
$169,494
0.01% of portfolio
|
Q1 2022
Reduced 88.69%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Oct 15, 2024 Q3 2024 |
2,000
shares
|
$156,360
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
1,925
shares
|
$150,496
0.0% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 27, 2024 Q3 2024 |
1,686
shares
|
$131,811
0.0% of portfolio
|
Q4 2021
Added 100.0%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
1,482
shares
|
$115,862
0.0% of portfolio
|
Q2 2024
Reduced 22.04%
|
|
|
Jtc Employer Solutions Trustee LTD
|
Oct 18, 2024 Q3 2024 |
1,465
shares
|
$114,533
0.01% of portfolio
|
Q2 2021
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
1,447
shares
|
$113,126
0.0% of portfolio
|
Q3 2024
Added 1.4%
|
|
|
Cva Family Office, LLC
|
Oct 10, 2024 Q3 2024 |
1,426
shares
|
$111,484
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Washington Trust Advisors, Inc.
|
Nov 01, 2024 Q3 2024 |
1,325
shares
|
$103,588
0.01% of portfolio
|
Q2 2024
Reduced 13.11%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
1,233
shares
|
$96,395
0.0% of portfolio
|
Q4 2023
Reduced 35.07%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
1,224
shares
|
$95,692
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
1,204
shares
|
$94,128
0.0% of portfolio
|
Q2 2023
Added 79.7%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
1,200
shares
|
$93,816
0.0% of portfolio
|
Q2 2018
Reduced 50.0%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
1,194
shares
|
$93,346
0.0% of portfolio
|
Q2 2024
Added 0.17%
|
|
|
Psi Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
1,166
shares
|
$91,157
0.03% of portfolio
|
Q1 2024
Reduced 3.0%
|
|
|
Optimum Investment Advisors
|
Oct 16, 2024 Q3 2024 |
1,130
shares
|
$88,343
0.04% of portfolio
|
Q4 2022
Reduced 6.15%
|