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 |
|---|---|---|---|---|---|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
2,893
shares
|
$222,529
0.04% of portfolio
|
Q2 2024
Reduced 0.24%
|
|
|
Csenge Advisory Group
|
May 05, 2025 Q1 2025 |
2,880
shares
|
$221,529
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Dixon Fnancial Services, Inc.
|
Apr 22, 2025 Q1 2025 |
2,846
shares
|
$218,914
0.12% of portfolio
|
Q1 2025
Added 0.46%
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
2,826
shares
|
$217,375
0.01% of portfolio
|
Q1 2025
Added 0.43%
|
|
|
Perfromance Wealth Partners, LLC
|
Apr 22, 2025 Q1 2025 |
2,825
shares
|
$217,299
0.01% of portfolio
|
Q4 2024
Reduced 3.91%
|
|
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
May 14, 2025 Q1 2025 |
2,824
shares
|
$217,222
0.1% of portfolio
|
Q1 2024
New holding
|
|
|
Brighton Jones LLC
|
Apr 17, 2025 Q1 2025 |
2,808
shares
|
$215,991
0.01% of portfolio
|
Q1 2025
Added 0.43%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Apr 15, 2025 Q1 2025 |
2,807
shares
|
$215,914
0.01% of portfolio
|
Q3 2022
Closed
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Feb 14, 2025 Q4 2024 |
2,800
shares
|
$215,376
0.01% of portfolio
|
Q4 2024
Added 180.0%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
2,769
shares
|
$212,991
0.0% of portfolio
|
Q4 2024
Added 346.61%
|
|
|
Kuhn & CO Investment Counsel
Chicago, IL |
May 14, 2025 Q1 2025 |
2,725
shares
|
$209,607
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
May 06, 2025 Q1 2025 |
2,724
shares
|
$209,530
0.08% of portfolio
|
Q1 2025
Reduced 9.32%
|
|
|
Pullen Investment Management, LLC
Bradenton, FL |
Apr 16, 2025 Q1 2025 |
2,722
shares
|
$209,376
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Northern Capital Management, Inc.
|
May 09, 2025 Q1 2025 |
2,714
shares
|
$208,760
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Garde Capital, Inc.
Seattle, WA |
Apr 22, 2025 Q1 2025 |
2,700
shares
|
$207,684
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Feb 14, 2025 Q4 2024 |
2,639
shares
|
$202,991
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Vanguard Group Inc
Valley Forge, PA |
May 09, 2025 Q1 2025 |
2,635
shares
|
$202,684
0.0% of portfolio
|
Q1 2025
Reduced 10.1%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
May 08, 2025 Q1 2025 |
2,633
shares
|
$202,530
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
2,625
shares
|
$201,915
0.02% of portfolio
|
Q1 2025
Added 87400.0%
|
|
|
Brady Family Wealth, LLC
Saint Louis, MO |
Apr 21, 2025 Q1 2025 |
2,617
shares
|
$201,299
0.07% of portfolio
|
Q1 2025
Reduced 1.43%
|
|
|
Capital Investment Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
2,601
shares
|
$200,068
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Apr 17, 2025 Q1 2025 |
2,561
shares
|
$196,992
0.06% of portfolio
|
Q1 2025
Reduced 24.3%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
May 14, 2025 Q1 2025 |
2,530
shares
|
$194,607
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Feb 12, 2025 Q4 2024 |
2,480
shares
|
$190,761
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
2,173
shares
|
$167,147
0.0% of portfolio
|
Q1 2025
Added 77.53%
|