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 |
|---|---|---|---|---|---|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
1,128
shares
|
$88,187
0.0% of portfolio
|
Q3 2024
Added 2868.42%
|
|
|
Aspire Private Capital, LLC
|
Oct 25, 2024 Q3 2024 |
1,080
shares
|
$84,434
0.02% of portfolio
|
Q1 2022
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
1,002
shares
|
$78,336
0.0% of portfolio
|
Q1 2023
Reduced 46.67%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2024 Q3 2024 |
1,000
shares
|
$78,180
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
Nov 06, 2024 Q3 2024 |
996
shares
|
$77,867
0.0% of portfolio
|
Q2 2024
Reduced 43.47%
|
|
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
Nov 08, 2024 Q3 2024 |
961
shares
|
$75,130
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 04, 2024 Q3 2024 |
944
shares
|
$73,801
0.01% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
901
shares
|
$70,440
0.01% of portfolio
|
Q3 2024
Reduced 15.08%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 17, 2024 Q3 2024 |
900
shares
|
$70,362
0.0% of portfolio
|
Q1 2024
Reduced 27.01%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Oct 18, 2024 Q3 2024 |
880
shares
|
$68,798
0.03% of portfolio
|
Q4 2023
Reduced 18.52%
|
|
|
Bank Of New Hampshire
|
Oct 07, 2024 Q3 2024 |
810
shares
|
$63,325
0.02% of portfolio
|
Q1 2022
New holding
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
798
shares
|
$62,387
0.03% of portfolio
|
Q4 2021
Added 100.0%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
787
shares
|
$61,527
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 24, 2024 Q3 2024 |
748
shares
|
$58,478
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Prestige Wealth Management Group LLC
|
Nov 14, 2024 Q3 2024 |
721
shares
|
$56,367
0.01% of portfolio
|
Q3 2024
Reduced 47.6%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Oct 11, 2024 Q3 2024 |
636
shares
|
$49,722
0.0% of portfolio
|
Q3 2023
Reduced 27.97%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
620
shares
|
$48,471
0.0% of portfolio
|
Q3 2024
Added 694.87%
|
|
|
Coastline Trust CO
|
Nov 06, 2024 Q3 2024 |
600
shares
|
$46,908
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
599
shares
|
$46,829
0.0% of portfolio
|
Q4 2023
Reduced 89.24%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Nov 08, 2024 Q3 2024 |
586
shares
|
$45,813
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Oct 22, 2024 Q3 2024 |
582
shares
|
$45,500
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Tsfg, LLC
|
Oct 15, 2024 Q3 2024 |
576
shares
|
$45,031
0.01% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Oct 21, 2024 Q3 2024 |
500
shares
|
$39,090
0.01% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
472
shares
|
$36,900
0.0% of portfolio
|
Q4 2021
Added 100.0%
|
|
|
Ridgewood Investments LLC
|
Oct 04, 2024 Q3 2024 |
440
shares
|
$34,399
0.02% of portfolio
|
Q3 2024
Reduced 20.0%
|