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 389 institutions that hold shares in the stock, with a total of 36.6 Million shares, which have been reported (via 13F filing form) to have a value of $2.86 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Aug 12, 2024 Q2 2024 |
120
shares
|
$9,386
0.0% of portfolio
|
Q4 2022
New holding
|
|
Sound Income Strategies, LLC
|
Jul 12, 2024 Q2 2024 |
106
shares
|
$8,291
0.0% of portfolio
|
Q4 2021
Added 100.0%
|
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
Jul 26, 2024 Q2 2024 |
104
shares
|
$8,134
0.01% of portfolio
|
Q2 2024
Reduced 16.8%
|
|
American Capital Advisory, LLC
Ketchum, ID |
Jul 29, 2024 Q2 2024 |
86
shares
|
$6,726
0.0% of portfolio
|
Q4 2023
New holding
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
82
shares
|
$6,414
0.0% of portfolio
|
Q4 2023
Added 1.23%
|
|
Asset Dedication, LLC
|
Aug 06, 2024 Q2 2024 |
82
shares
|
$6,414
0.0% of portfolio
|
Q4 2021
Reduced 14.58%
|
|
Jones Financial Companies Lllp
|
Aug 14, 2024 Q2 2024 |
78
shares
|
$6,101
0.0% of portfolio
|
Q2 2024
New holding
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jul 17, 2024 Q2 2024 |
50
shares
|
$3,911
0.0% of portfolio
|
Q2 2024
Reduced 50.0%
|
|
Riverview Trust CO
|
Jul 16, 2024 Q2 2024 |
44
shares
|
$3,441
0.0% of portfolio
|
Q1 2024
New holding
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2024 Q2 2024 |
38
shares
|
$2,972
0.0% of portfolio
|
Q2 2024
New holding
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Jul 31, 2024 Q2 2024 |
16
shares
|
$1,251
0.0% of portfolio
|
Q1 2023
New holding
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 11, 2024 Q2 2024 |
12
shares
|
$938
0.0% of portfolio
|
Q3 2023
New holding
|
|
Bogart Wealth, LLC
|
Jul 31, 2024 Q2 2024 |
5
shares
|
$391
0.0% of portfolio
|
Q3 2023
New holding
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Jul 23, 2024 Q2 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|