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 |
---|---|---|---|---|---|
Fairway Wealth LLC
Independence, OH |
Apr 30, 2024 Q1 2024 |
101,633
shares
|
$7.39 Million
4.97% of portfolio
|
Q1 2024
Reduced 1.03%
|
|
Moller Financial Services
|
Jul 01, 2024 Q2 2024 |
96,218
shares
|
$7 Million
1.87% of portfolio
|
Q2 2024
Reduced 1.35%
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2024 Q1 2024 |
93,348
shares
|
$6.79 Million
0.01% of portfolio
|
Q1 2024
Reduced 2.67%
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
May 02, 2024 Q1 2024 |
89,851
shares
|
$6.54 Million
1.5% of portfolio
|
Q1 2024
Reduced 4.48%
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
May 14, 2024 Q1 2024 |
89,734
shares
|
$6.53 Million
2.56% of portfolio
|
Q1 2024
Added 3.02%
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 11, 2024 Q1 2024 |
87,728
shares
|
$6.38 Million
0.22% of portfolio
|
Q1 2024
Added 593.61%
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 13, 2024 Q1 2024 |
87,453
shares
|
$6.36 Million
0.07% of portfolio
|
Q1 2024
Added 2.86%
|
|
Key F Inancial Inc
|
May 13, 2024 Q1 2024 |
87,446
shares
|
$6.36 Million
1.63% of portfolio
|
Q1 2024
Added 1.84%
|
|
D.A. Davidson & Co.
|
May 13, 2024 Q1 2024 |
75,719
shares
|
$5.51 Million
0.05% of portfolio
|
Q1 2024
Reduced 0.76%
|
|
Clearwater Capital Advisors, LLC
|
May 09, 2024 Q1 2024 |
75,646
shares
|
$5.5 Million
0.61% of portfolio
|
Q1 2024
Reduced 3.32%
|
|
Captrust Financial Advisors
Raleigh, NC |
May 15, 2024 Q1 2024 |
73,900
shares
|
$5.38 Million
0.02% of portfolio
|
Q1 2024
Reduced 5.87%
|
|
1900 Wealth Management LLC
|
Apr 24, 2024 Q1 2024 |
73,746
shares
|
$5.37 Million
0.51% of portfolio
|
Q1 2024
Reduced 1.75%
|
|
Koshinski Asset Management, Inc.
|
May 08, 2024 Q1 2024 |
73,063
shares
|
$5.32 Million
0.55% of portfolio
|
Q1 2024
Reduced 35.75%
|
|
Sarasin & Partners LLP
|
Apr 12, 2024 Q1 2024 |
70,442
shares
|
$5.12 Million
0.05% of portfolio
|
Q1 2024
Reduced 2.08%
|
|
Assetmark, Inc
|
May 06, 2024 Q1 2024 |
69,853
shares
|
$5.08 Million
0.02% of portfolio
|
Q1 2024
Added 16.98%
|
|
Truist Financial Corp
|
May 10, 2024 Q1 2024 |
69,180
shares
|
$5.03 Million
0.01% of portfolio
|
Q1 2024
Added 0.61%
|
|
United Advisor Group, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
67,423
shares
|
$4.91 Million
1.92% of portfolio
|
Q1 2024
New holding
|
|
Equitable Holdings, Inc.
New York, NY |
May 14, 2024 Q1 2024 |
66,895
shares
|
$4.87 Million
0.06% of portfolio
|
Q1 2024
Reduced 0.43%
|
|
Thrive Capital Management, LLC
Fort Washington, PA |
May 13, 2024 Q1 2024 |
66,357
shares
|
$4.83 Million
2.62% of portfolio
|
Q1 2024
New holding
|
|
Kestra Private Wealth Services, LLC
|
May 02, 2024 Q1 2024 |
65,424
shares
|
$4.76 Million
0.11% of portfolio
|
Q1 2024
Added 8.2%
|
|
H&H Retirement Design & Management Inc
|
Apr 23, 2024 Q1 2024 |
65,166
shares
|
$4.74 Million
2.99% of portfolio
|
Q1 2024
Reduced 10.59%
|
|
Congress Wealth Management LLC
Boston, MA |
Apr 18, 2024 Q1 2024 |
59,851
shares
|
$4.35 Million
0.08% of portfolio
|
Q1 2024
Reduced 5.73%
|
|
Comerica Bank
|
May 15, 2024 Q1 2024 |
59,371
shares
|
$4.32 Million
0.02% of portfolio
|
Q1 2024
Added 1.21%
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
56,727
shares
|
$4.13 Million
0.01% of portfolio
|
Q3 2023
Reduced 4.97%
|
|
Janney Montgomery Scott LLC
|
May 01, 2024 Q1 2024 |
55,586
shares
|
$4.04 Million
0.01% of portfolio
|
Q1 2024
Added 0.72%
|