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 387 institutions that hold shares in the stock, with a total of 36.3 Million shares, which have been reported (via 13F filing form) to have a value of $2.64 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Ghp Investment Advisors, Inc.
Denver, CO |
Apr 25, 2024 Q1 2024 |
748
shares
|
$54,417
0.0% of portfolio
|
Q1 2022
New holding
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Apr 12, 2024 Q1 2024 |
636
shares
|
$46,269
0.0% of portfolio
|
Q3 2023
Reduced 27.97%
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
599
shares
|
$43,577
0.0% of portfolio
|
Q4 2023
Reduced 89.24%
|
|
Clear Point Advisors Inc.
Melville, NY |
May 15, 2024 Q1 2024 |
586
shares
|
$42,631
0.03% of portfolio
|
Q4 2023
New holding
|
|
Tsfg, LLC
|
Apr 16, 2024 Q1 2024 |
572
shares
|
$41,613
0.01% of portfolio
|
Q1 2024
Reduced 8.04%
|
|
Jnba Financial Advisors
|
Apr 26, 2024 Q1 2024 |
560
shares
|
$40,740
0.0% of portfolio
|
Q1 2024
Added 15.7%
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Apr 30, 2024 Q1 2024 |
500
shares
|
$36,375
0.01% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
Gamma Investing LLC
Foster City, CA |
Apr 05, 2024 Q1 2024 |
472
shares
|
$34,338
0.01% of portfolio
|
Q4 2023
New holding
|
|
Creative Financial Designs Inc
|
May 01, 2024 Q1 2024 |
472
shares
|
$34,338
0.0% of portfolio
|
Q4 2021
Added 100.0%
|
|
Fifth Third Bancorp
|
Apr 23, 2024 Q1 2024 |
470
shares
|
$34,192
0.0% of portfolio
|
Q1 2024
Added 80.77%
|
|
Valley National Advisers Inc
|
Apr 19, 2024 Q1 2024 |
410
shares
|
$29,827
0.0% of portfolio
|
Q4 2021
Added 100.0%
|
|
Nvwm, LLC
|
May 06, 2024 Q1 2024 |
385
shares
|
$28,008
0.01% of portfolio
|
Q1 2024
Reduced 50.26%
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
350
shares
|
$25,462
0.01% of portfolio
|
Q4 2022
New holding
|
|
National Bank Of Canada
|
May 13, 2024 Q1 2024 |
336
shares
|
$24,444
0.0% of portfolio
|
Q1 2024
Reduced 37.31%
|
|
Capital Advisors, Ltd. LLC
|
Apr 18, 2024 Q1 2024 |
320
shares
|
$23,280
0.0% of portfolio
|
Q4 2021
Added 100.0%
|
|
Aptus Capital Advisors, LLC
|
May 15, 2024 Q1 2024 |
300
shares
|
$21,825
0.0% of portfolio
|
Q4 2023
New holding
|
|
Toth Financial Advisory Corp
|
Apr 16, 2024 Q1 2024 |
268
shares
|
$19,497
0.0% of portfolio
|
Q1 2023
Reduced 15.72%
|
|
Trust CO Of Vermont
|
May 03, 2024 Q1 2024 |
246
shares
|
$17,896
0.0% of portfolio
|
Q1 2024
New holding
|
|
Capital Investment Advisory Services, LLC
|
Apr 25, 2024 Q1 2024 |
236
shares
|
$17,169
0.0% of portfolio
|
Q1 2024
Added 11.32%
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
234
shares
|
$17,023
0.0% of portfolio
|
Q3 2022
New holding
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Apr 19, 2024 Q1 2024 |
214
shares
|
$15,568
0.0% of portfolio
|
Q1 2024
New holding
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 15, 2024 Q1 2024 |
190
shares
|
$13,822
0.0% of portfolio
|
Q4 2023
Added 1.06%
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Apr 18, 2024 Q1 2024 |
182
shares
|
$13,240
0.0% of portfolio
|
Q4 2021
New holding
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
May 13, 2024 Q1 2024 |
164
shares
|
$11,931
0.0% of portfolio
|
Q4 2022
New holding
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
149
shares
|
$10,839
0.01% of portfolio
|
Q4 2022
Added 0.68%
|