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 438 institutions that hold shares in the stock, with a total of 40 Million shares, which have been reported (via 13F filing form) to have a value of $3.13 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
902
shares
|
$70,969
0.01% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
900
shares
|
$70,812
0.0% of portfolio
|
Q1 2024
Reduced 27.01%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Jan 30, 2025 Q4 2024 |
880
shares
|
$69,238
0.03% of portfolio
|
Q4 2023
Reduced 18.52%
|
|
|
Bank Of New Hampshire
|
Jan 07, 2025 Q4 2024 |
810
shares
|
$63,730
0.02% of portfolio
|
Q1 2022
New holding
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
798
shares
|
$62,786
0.03% of portfolio
|
Q4 2021
Added 100.0%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
787
shares
|
$61,921
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Jan 27, 2025 Q4 2024 |
748
shares
|
$58,852
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
677
shares
|
$53,266
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
670
shares
|
$52,715
0.0% of portfolio
|
Q4 2024
Reduced 44.35%
|
|
|
Human Investing LLC
|
Jan 31, 2025 Q4 2024 |
650
shares
|
$51,142
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
642
shares
|
$50,512
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jan 14, 2025 Q4 2024 |
636
shares
|
$50,040
0.0% of portfolio
|
Q3 2023
Reduced 27.97%
|
|
|
Prestige Wealth Management Group LLC
|
Feb 11, 2025 Q4 2024 |
600
shares
|
$47,208
0.01% of portfolio
|
Q4 2024
Reduced 16.78%
|
|
|
Coastline Trust CO
|
Feb 13, 2025 Q4 2024 |
600
shares
|
$47,208
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
599
shares
|
$47,129
0.0% of portfolio
|
Q4 2023
Reduced 89.24%
|
|
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
Jan 16, 2025 Q4 2024 |
598
shares
|
$47,050
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Jan 13, 2025 Q4 2024 |
582
shares
|
$45,791
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Tsfg, LLC
|
Jan 13, 2025 Q4 2024 |
578
shares
|
$45,477
0.01% of portfolio
|
Q4 2024
Added 0.35%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
576
shares
|
$45,319
0.0% of portfolio
|
Q4 2024
Added 144.07%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Jan 31, 2025 Q4 2024 |
500
shares
|
$39,340
0.01% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Ridgewood Investments LLC
|
Jan 10, 2025 Q4 2024 |
440
shares
|
$34,619
0.02% of portfolio
|
Q3 2024
Reduced 20.0%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Jan 28, 2025 Q4 2024 |
432
shares
|
$33,989
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
425
shares
|
$33,439
0.0% of portfolio
|
Q4 2024
Reduced 9.96%
|
|
|
Valley National Advisers Inc
|
Jan 24, 2025 Q4 2024 |
410
shares
|
$32,258
0.01% of portfolio
|
Q4 2021
Added 100.0%
|
|
|
Lee Danner & Bass Inc
|
Feb 11, 2025 Q4 2024 |
400
shares
|
$31,472
0.0% of portfolio
|
Q4 2024
New holding
|