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 387 institutions that hold shares in the stock, with a total of 36.3 Million shares, which have been reported (via 13F filing form) to have a value of $2.64 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Goldman Sachs Group Inc
New York, NY |
May 15, 2024 Q1 2024 |
286,335
shares
|
$20.8 Million
0.0% of portfolio
|
Q1 2024
Added 18.82%
|
|
Mai Capital Management
|
May 08, 2024 Q1 2024 |
267,086
shares
|
$19.4 Million
0.21% of portfolio
|
Q1 2024
Added 3927.23%
|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
254,800
shares
|
$18.5 Million
4.11% of portfolio
|
Q4 2023
Added 2.12%
|
|
Fox Financial, Inc
Wyomissing, PA |
May 03, 2024 Q1 2024 |
251,065
shares
|
$18.3 Million
16.42% of portfolio
|
Q1 2024
Reduced 0.61%
|
|
Bristlecone Advisors, LLC
|
Apr 22, 2024 Q1 2024 |
224,351
shares
|
$16.3 Million
1.43% of portfolio
|
Q1 2024
Added 7.43%
|
|
Revolve Wealth Partners, LLC
|
Apr 15, 2024 Q1 2024 |
218,300
shares
|
$15.9 Million
2.81% of portfolio
|
Q1 2024
Reduced 0.42%
|
|
Private Advisor Group, LLC
|
Apr 30, 2024 Q1 2024 |
208,725
shares
|
$15.2 Million
0.11% of portfolio
|
Q1 2024
Reduced 9.99%
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
204,818
shares
|
$14.9 Million
1.05% of portfolio
|
Q3 2023
Reduced 17.84%
|
|
Advisors Preferred, LLC
Rockville, MD |
May 08, 2024 Q1 2024 |
202,974
shares
|
$14.8 Million
2.47% of portfolio
|
Q1 2024
Added 232.79%
|
|
Steward Partners Investment Advisory, LLC
|
May 15, 2024 Q1 2024 |
194,773
shares
|
$14.2 Million
0.16% of portfolio
|
Q1 2024
Added 0.03%
|
|
Raymond James & Associates
St Petersburg, FL |
Apr 22, 2024 Q1 2024 |
191,214
shares
|
$13.9 Million
0.01% of portfolio
|
Q1 2024
Reduced 35.47%
|
|
Bank Hapoalim Bm
|
May 01, 2024 Q1 2024 |
189,000
shares
|
$13.7 Million
1.77% of portfolio
|
Q1 2024
New holding
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
184,022
shares
|
$13.4 Million
0.03% of portfolio
|
Q1 2024
Reduced 6.83%
|
|
Fidelis I M, LLC
Medford, OR |
Apr 17, 2024 Q1 2024 |
171,898
shares
|
$12.5 Million
6.23% of portfolio
|
Q1 2024
Added 1.32%
|
|
High Tower Advisors, LLC
Chicago, IL |
May 06, 2024 Q1 2024 |
163,204
shares
|
$11.9 Million
0.02% of portfolio
|
Q1 2024
Added 0.56%
|
|
Main Street Financial Solutions, LLC
|
Apr 22, 2024 Q1 2024 |
148,593
shares
|
$10.8 Million
1.12% of portfolio
|
Q1 2024
Reduced 17.65%
|
|
Bms Financial Advisors, LLC
|
Jul 31, 2023 Q2 2023 |
147,770
shares
|
$10.8 Million
6.35% of portfolio
|
Q2 2023
New holding
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
May 01, 2024 Q1 2024 |
142,113
shares
|
$10.3 Million
1.8% of portfolio
|
Q1 2024
Added 28.4%
|
|
Northwestern Mutual Wealth Management CO
|
May 15, 2024 Q1 2024 |
138,074
shares
|
$10 Million
0.01% of portfolio
|
Q1 2024
Added 11.75%
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 15, 2024 Q1 2024 |
136,921
shares
|
$9.96 Million
0.03% of portfolio
|
Q1 2024
Reduced 0.81%
|
|
Lake Street Financial LLC
|
Apr 19, 2024 Q1 2024 |
136,224
shares
|
$9.91 Million
1.38% of portfolio
|
Q1 2024
Reduced 27.09%
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
May 13, 2024 Q1 2024 |
132,998
shares
|
$9.68 Million
1.11% of portfolio
|
Q1 2024
Reduced 4.49%
|
|
Kestra Advisory Services, LLC
|
May 15, 2024 Q1 2024 |
106,229
shares
|
$7.73 Million
0.05% of portfolio
|
Q1 2024
Added 1.27%
|
|
Cx Institutional
|
Apr 15, 2024 Q1 2024 |
102,500
shares
|
$7.46 Million
0.36% of portfolio
|
Q1 2024
Added 30.76%
|
|
Stratos Wealth Advisors, LLC
|
Apr 16, 2024 Q1 2024 |
102,435
shares
|
$7.45 Million
0.45% of portfolio
|
Q1 2024
Added 2.47%
|