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 |
---|---|---|---|---|---|
Cibc Private Wealth Group, LLC
|
Aug 09, 2024 Q2 2024 |
1,482
shares
|
$115,922
0.0% of portfolio
|
Q2 2024
Reduced 22.04%
|
|
Jtc Employer Solutions Trustee LTD
|
Jul 16, 2024 Q2 2024 |
1,465
shares
|
$114,592
0.01% of portfolio
|
Q2 2021
New holding
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 29, 2024 Q2 2024 |
1,427
shares
|
$111,619
0.0% of portfolio
|
Q2 2024
Added 1.49%
|
|
Cva Family Office, LLC
|
Jul 09, 2024 Q2 2024 |
1,426
shares
|
$111,541
0.02% of portfolio
|
Q4 2023
New holding
|
|
Prestige Wealth Management Group LLC
|
Aug 06, 2024 Q2 2024 |
1,376
shares
|
$107,630
0.02% of portfolio
|
Q3 2023
Reduced 3.23%
|
|
Washington Trust Advisors, Inc.
|
Jul 25, 2024 Q2 2024 |
1,325
shares
|
$103,641
0.01% of portfolio
|
Q2 2024
Reduced 13.11%
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
1,233
shares
|
$96,445
0.0% of portfolio
|
Q4 2023
Reduced 35.07%
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 14, 2024 Q2 2024 |
1,224
shares
|
$95,741
0.0% of portfolio
|
Q1 2024
New holding
|
|
First Horizon Advisors, Inc.
|
Jul 19, 2024 Q2 2024 |
1,204
shares
|
$94,176
0.0% of portfolio
|
Q2 2023
Added 79.7%
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2024 Q2 2024 |
1,200
shares
|
$93,864
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
|
$93,394
0.0% of portfolio
|
Q2 2024
Added 0.17%
|
|
Psi Advisors, LLC
|
Jul 23, 2024 Q2 2024 |
1,166
shares
|
$91,204
0.03% of portfolio
|
Q1 2024
Reduced 3.0%
|
|
Optimum Investment Advisors
|
Jul 12, 2024 Q2 2024 |
1,130
shares
|
$88,388
0.04% of portfolio
|
Q4 2022
Reduced 6.15%
|
|
Aspire Private Capital, LLC
|
Jul 15, 2024 Q2 2024 |
1,080
shares
|
$84,477
0.02% of portfolio
|
Q1 2022
New holding
|
|
Advisor Net Financial, Inc
|
Jul 16, 2024 Q2 2024 |
1,061
shares
|
$82,991
0.01% of portfolio
|
Q4 2023
Added 13.48%
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
1,002
shares
|
$78,376
0.0% of portfolio
|
Q1 2023
Reduced 46.67%
|
|
Cullen/Frost Bankers, Inc.
|
Aug 05, 2024 Q2 2024 |
996
shares
|
$77,907
0.0% of portfolio
|
Q2 2024
Reduced 43.47%
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 12, 2024 Q2 2024 |
900
shares
|
$70,398
0.0% of portfolio
|
Q1 2024
Reduced 27.01%
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Jul 23, 2024 Q2 2024 |
880
shares
|
$68,833
0.03% of portfolio
|
Q4 2023
Reduced 18.52%
|
|
Bank Of New Hampshire
|
Jul 01, 2024 Q2 2024 |
810
shares
|
$63,358
0.02% of portfolio
|
Q1 2022
New holding
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
798
shares
|
$62,419
0.03% of portfolio
|
Q4 2021
Added 100.0%
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
787
shares
|
$61,559
0.01% of portfolio
|
Q1 2022
New holding
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Aug 08, 2024 Q2 2024 |
748
shares
|
$58,508
0.0% of portfolio
|
Q1 2022
New holding
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jul 12, 2024 Q2 2024 |
636
shares
|
$49,747
0.0% of portfolio
|
Q3 2023
Reduced 27.97%
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
599
shares
|
$46,853
0.0% of portfolio
|
Q4 2023
Reduced 89.24%
|