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 461 institutions that hold shares in the stock, with a total of 41.9 Million shares, which have been reported (via 13F filing form) to have a value of $3.47 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Optimum Investment Advisors
|
Apr 30, 2025 Q1 2025 |
930
shares
|
$76,966
0.04% of portfolio
|
Q4 2024
Reduced 17.7%
|
|
|
Costello Asset Management, Inc
|
May 09, 2025 Q1 2025 |
911
shares
|
$75,394
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
902
shares
|
$74,649
0.01% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Apr 24, 2025 Q1 2025 |
900
shares
|
$74,484
0.0% of portfolio
|
Q1 2024
Reduced 27.01%
|
|
|
Inlight Wealth Management, LLC
Atlanta, GA |
Apr 22, 2025 Q1 2025 |
851
shares
|
$70,428
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Ryan Investment Management, Inc.
Basalt, CO |
Jul 10, 2025 Q2 2025 |
814
shares
|
$67,366
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Bank Of New Hampshire
|
Jul 09, 2025 Q2 2025 |
810
shares
|
$67,035
0.02% of portfolio
|
Q1 2022
New holding
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
798
shares
|
$66,042
0.03% of portfolio
|
Q4 2021
Added 100.0%
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
791
shares
|
$65,463
0.03% of portfolio
|
Q1 2025
Reduced 20.26%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
787
shares
|
$65,132
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Apr 23, 2025 Q1 2025 |
748
shares
|
$61,904
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
688
shares
|
$56,938
0.0% of portfolio
|
Q1 2025
Added 61.88%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
677
shares
|
$56,028
0.01% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
670
shares
|
$55,449
0.0% of portfolio
|
Q4 2024
Reduced 44.35%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Apr 10, 2025 Q1 2025 |
636
shares
|
$52,635
0.0% of portfolio
|
Q3 2023
Reduced 27.97%
|
|
|
Prestige Wealth Management Group LLC
|
May 12, 2025 Q1 2025 |
600
shares
|
$49,656
0.01% of portfolio
|
Q4 2024
Reduced 16.78%
|
|
|
Coastline Trust CO
|
Apr 28, 2025 Q1 2025 |
600
shares
|
$49,656
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
599
shares
|
$49,573
0.0% of portfolio
|
Q4 2023
Reduced 89.24%
|
|
|
Tsfg, LLC
|
Apr 24, 2025 Q1 2025 |
580
shares
|
$48,000
0.01% of portfolio
|
Q1 2025
Added 0.35%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
May 02, 2025 Q1 2025 |
500
shares
|
$41,380
0.01% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Ridgewood Investments LLC
|
May 07, 2025 Q1 2025 |
440
shares
|
$36,414
0.02% of portfolio
|
Q3 2024
Reduced 20.0%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
May 09, 2025 Q1 2025 |
433
shares
|
$35,835
0.03% of portfolio
|
Q1 2025
Added 0.23%
|
|
|
Valley National Advisers Inc
|
Apr 25, 2025 Q1 2025 |
410
shares
|
$33,931
0.01% of portfolio
|
Q4 2021
Added 100.0%
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
350
shares
|
$28,966
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
336
shares
|
$27,807
0.0% of portfolio
|
Q1 2024
Reduced 37.31%
|