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 440 institutions that hold shares in the stock, with a total of 39.9 Million shares, which have been reported (via 13F filing form) to have a value of $3.25 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
102
shares
|
$8,306
0.0% of portfolio
|
Q4 2024
Reduced 99.28%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Jan 28, 2025 Q4 2024 |
86
shares
|
$7,003
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
82
shares
|
$6,678
0.0% of portfolio
|
Q4 2023
Added 1.23%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jan 24, 2025 Q4 2024 |
50
shares
|
$4,072
0.0% of portfolio
|
Q2 2024
Reduced 50.0%
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
44
shares
|
$3,583
0.0% of portfolio
|
Q3 2024
Reduced 46.34%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Jan 23, 2025 Q4 2024 |
16
shares
|
$1,303
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jan 31, 2025 Q4 2024 |
16
shares
|
$1,303
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
13
shares
|
$1,058
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 29, 2025 Q4 2024 |
12
shares
|
$977
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jan 22, 2025 Q4 2024 |
3
shares
|
$244
0.02% of portfolio
|
Q4 2024
Reduced 99.89%
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
2
shares
|
$162
0.0% of portfolio
|
Q3 2024
Reduced 60.0%
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
1
shares
|
$81
0.0% of portfolio
|
Q4 2024
Reduced 99.97%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|