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 |
|---|---|---|---|---|---|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
2,168
shares
|
$166,762
0.01% of portfolio
|
Q1 2022
Reduced 88.69%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
May 08, 2025 Q1 2025 |
2,000
shares
|
$153,840
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
1,901
shares
|
$146,224
0.0% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Franklin Resources Inc
San Mateo, CA |
May 13, 2025 Q1 2025 |
1,686
shares
|
$129,687
0.0% of portfolio
|
Q4 2021
Added 100.0%
|
|
|
Sage Mountain Advisors LLC
|
May 02, 2025 Q1 2025 |
1,634
shares
|
$125,687
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
1,566
shares
|
$120,456
0.0% of portfolio
|
Q1 2025
Added 342.37%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
1,548
shares
|
$119,072
0.0% of portfolio
|
Q1 2025
Added 3.06%
|
|
|
Org Partners LLC
Roanoke, IN |
Apr 21, 2025 Q1 2025 |
1,500
shares
|
$115,380
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Jtc Employer Solutions Trustee LTD
|
Apr 09, 2025 Q1 2025 |
1,465
shares
|
$112,687
0.01% of portfolio
|
Q2 2021
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
May 01, 2025 Q1 2025 |
1,448
shares
|
$111,380
0.0% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
1,437
shares
|
$110,534
0.1% of portfolio
|
Q1 2025
Reduced 15.96%
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
1,426
shares
|
$109,687
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
1,233
shares
|
$94,842
0.0% of portfolio
|
Q4 2023
Reduced 35.07%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Feb 13, 2025 Q4 2024 |
1,200
shares
|
$92,304
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
|
$91,842
0.0% of portfolio
|
Q2 2024
Added 0.17%
|
|
|
Washington Trust Advisors, Inc.
|
Apr 25, 2025 Q1 2025 |
1,175
shares
|
$90,381
0.01% of portfolio
|
Q1 2025
Reduced 11.32%
|
|
|
Psi Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
1,166
shares
|
$89,688
0.03% of portfolio
|
Q1 2024
Reduced 3.0%
|
|
|
Cullen/Frost Bankers, Inc.
|
May 02, 2025 Q1 2025 |
996
shares
|
$76,612
0.0% of portfolio
|
Q2 2024
Reduced 43.47%
|
|
|
Cheviot Value Management, LLC
|
May 08, 2025 Q1 2025 |
974
shares
|
$74,920
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Optimum Investment Advisors
|
Apr 30, 2025 Q1 2025 |
930
shares
|
$71,535
0.04% of portfolio
|
Q4 2024
Reduced 17.7%
|
|
|
Costello Asset Management, Inc
|
May 09, 2025 Q1 2025 |
911
shares
|
$70,074
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
902
shares
|
$69,381
0.01% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Apr 24, 2025 Q1 2025 |
900
shares
|
$69,228
0.0% of portfolio
|
Q1 2024
Reduced 27.01%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Apr 25, 2025 Q1 2025 |
880
shares
|
$67,689
0.02% of portfolio
|
Q4 2023
Reduced 18.52%
|
|
|
Inlight Wealth Management, LLC
Atlanta, GA |
Apr 22, 2025 Q1 2025 |
851
shares
|
$65,458
0.04% of portfolio
|
Q1 2025
New holding
|