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 43.4 Million shares, which have been reported (via 13F filing form) to have a value of $3.34 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Centricity Wealth Management, LLC
Westerville, OH |
Apr 14, 2025 Q1 2025 |
250
shares
|
$19,230
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Trust CO Of Vermont
|
Apr 24, 2025 Q1 2025 |
246
shares
|
$18,922
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
246
shares
|
$18,922
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
234
shares
|
$17,999
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Feb 14, 2025 Q4 2024 |
213
shares
|
$16,383
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
212
shares
|
$16,307
0.0% of portfolio
|
Q1 2025
Reduced 63.19%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
194
shares
|
$14,922
0.0% of portfolio
|
Q4 2024
Added 0.52%
|
|
|
Jnba Financial Advisors
|
Apr 25, 2025 Q1 2025 |
193
shares
|
$14,845
0.0% of portfolio
|
Q1 2025
Reduced 6.31%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Apr 15, 2025 Q1 2025 |
182
shares
|
$13,999
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Ima Wealth, Inc.
Wichita, KS |
May 06, 2025 Q1 2025 |
171
shares
|
$13,153
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Syntrinsic LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
171
shares
|
$13,153
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
May 13, 2025 Q1 2025 |
164
shares
|
$12,614
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Apr 23, 2025 Q1 2025 |
160
shares
|
$12,307
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
149
shares
|
$11,461
0.01% of portfolio
|
Q4 2022
Added 0.68%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
138
shares
|
$10,614
0.01% of portfolio
|
Q1 2025
Reduced 9.8%
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
May 07, 2025 Q1 2025 |
128
shares
|
$9,845
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
120
shares
|
$9,230
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
106
shares
|
$8,153
0.0% of portfolio
|
Q4 2021
Added 100.0%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
102
shares
|
$7,845
0.0% of portfolio
|
Q4 2024
Reduced 99.28%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Apr 28, 2025 Q1 2025 |
86
shares
|
$6,615
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
82
shares
|
$6,307
0.0% of portfolio
|
Q4 2023
Added 1.23%
|
|
|
Wolfstich Capital, LLC
Medfield, MA |
May 05, 2025 Q1 2025 |
77
shares
|
$5,922
0.59% of portfolio
|
Q1 2025
Added 5125.97%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Apr 22, 2025 Q1 2025 |
50
shares
|
$3,846
0.0% of portfolio
|
Q2 2024
Reduced 50.0%
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
44
shares
|
$3,384
0.0% of portfolio
|
Q3 2024
Reduced 46.34%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
May 13, 2025 Q1 2025 |
16
shares
|
$1,230
0.0% of portfolio
|
Q1 2023
New holding
|