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 405 institutions that hold shares in the stock, with a total of 36.4 Million shares, which have been reported (via 13F filing form) to have a value of $2.84 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Stratos Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
104,548
shares
|
$8.17 Million
0.39% of portfolio
|
Q3 2024
Added 0.63%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Oct 16, 2024 Q3 2024 |
104,085
shares
|
$8.14 Million
0.26% of portfolio
|
Q3 2024
Added 19.92%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Oct 31, 2024 Q3 2024 |
101,404
shares
|
$7.93 Million
2.83% of portfolio
|
Q3 2024
Added 10.83%
|
|
|
Cx Institutional
|
Oct 11, 2024 Q3 2024 |
99,775
shares
|
$7.8 Million
0.35% of portfolio
|
Q3 2024
Added 0.67%
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
99,441
shares
|
$7.77 Million
1.75% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Moller Financial Services
|
Oct 09, 2024 Q3 2024 |
95,943
shares
|
$7.5 Million
1.88% of portfolio
|
Q3 2024
Reduced 0.29%
|
|
|
Bank Hapoalim Bm
|
Oct 28, 2024 Q3 2024 |
94,500
shares
|
$7.39 Million
1.12% of portfolio
|
Q2 2024
Reduced 50.0%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Oct 30, 2024 Q3 2024 |
92,242
shares
|
$7.21 Million
1.72% of portfolio
|
Q3 2024
Added 17.25%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
91,252
shares
|
$7.13 Million
0.01% of portfolio
|
Q3 2024
Reduced 5.04%
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
Oct 30, 2024 Q3 2024 |
81,574
shares
|
$6.38 Million
1.32% of portfolio
|
Q3 2024
Reduced 2.3%
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Nov 08, 2024 Q3 2024 |
74,841
shares
|
$5.85 Million
2.23% of portfolio
|
Q3 2024
New holding
|
|
|
Clearwater Capital Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
73,755
shares
|
$5.77 Million
0.6% of portfolio
|
Q3 2024
Reduced 1.17%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Nov 14, 2024 Q3 2024 |
71,990
shares
|
$5.63 Million
0.7% of portfolio
|
Q3 2024
Reduced 45.15%
|
|
|
H&H Retirement Design & Management Inc
|
Oct 16, 2024 Q3 2024 |
68,700
shares
|
$5.37 Million
3.2% of portfolio
|
Q3 2024
Added 3.93%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
67,400
shares
|
$5.27 Million
0.02% of portfolio
|
Q3 2024
Added 1.96%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
64,719
shares
|
$5.06 Million
0.01% of portfolio
|
Q3 2024
Reduced 5.4%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
64,016
shares
|
$5 Million
0.05% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
58,961
shares
|
$4.61 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.13%
|
|
|
1900 Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
58,595
shares
|
$4.58 Million
0.42% of portfolio
|
Q3 2024
Reduced 20.54%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
58,563
shares
|
$4.58 Million
0.06% of portfolio
|
Q2 2024
Reduced 2.15%
|
|
|
Koshinski Asset Management, Inc.
|
Oct 10, 2024 Q3 2024 |
58,330
shares
|
$4.56 Million
0.41% of portfolio
|
Q3 2024
Reduced 1.19%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
57,133
shares
|
$4.47 Million
0.08% of portfolio
|
Q3 2024
Reduced 16.44%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
56,727
shares
|
$4.43 Million
0.01% of portfolio
|
Q3 2023
Reduced 4.97%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
55,521
shares
|
$4.34 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.69%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
53,340
shares
|
$4.17 Million
0.13% of portfolio
|
Q3 2024
Added 0.12%
|