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 |
---|---|---|---|---|---|
Ifg Advisory, LLC
|
May 06, 2024 Q1 2024 |
54,121
shares
|
$3.94 Million
0.3% of portfolio
|
Q1 2024
Reduced 66.61%
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 14, 2024 Q1 2024 |
52,097
shares
|
$3.79 Million
0.04% of portfolio
|
Q1 2024
Reduced 1.53%
|
|
Circle Wealth Management, LLC
Summit, NJ |
May 14, 2024 Q1 2024 |
51,237
shares
|
$3.73 Million
0.09% of portfolio
|
Q4 2023
Reduced 0.61%
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2024 Q1 2024 |
49,810
shares
|
$3.62 Million
0.12% of portfolio
|
Q1 2024
Added 182.1%
|
|
Linscomb & Williams, Inc.
Houston, TX |
May 14, 2024 Q1 2024 |
48,616
shares
|
$3.54 Million
0.18% of portfolio
|
Q1 2024
Reduced 7.62%
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2024 Q1 2024 |
47,861
shares
|
$3.48 Million
0.02% of portfolio
|
Q1 2024
Reduced 0.8%
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
May 10, 2024 Q1 2024 |
47,456
shares
|
$3.45 Million
1.77% of portfolio
|
Q1 2024
Added 100.02%
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 15, 2024 Q1 2024 |
47,228
shares
|
$3.44 Million
0.02% of portfolio
|
Q1 2024
Added 4.55%
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Apr 15, 2024 Q1 2024 |
45,516
shares
|
$3.31 Million
0.38% of portfolio
|
Q1 2024
Reduced 8.39%
|
|
Aspiriant, LLC
|
Apr 15, 2024 Q1 2024 |
44,753
shares
|
$3.26 Million
0.13% of portfolio
|
Q1 2024
Reduced 0.62%
|
|
Nadler Financial Group, Inc.
|
Apr 26, 2024 Q1 2024 |
44,710
shares
|
$3.25 Million
0.4% of portfolio
|
Q1 2024
Reduced 2.08%
|
|
True Wealth Design, LLC
Akron, OH |
May 14, 2024 Q1 2024 |
44,681
shares
|
$3.25 Million
0.8% of portfolio
|
Q1 2024
Reduced 1.37%
|
|
Allen Capital Group, LLC
|
Apr 15, 2024 Q1 2024 |
42,064
shares
|
$3.06 Million
0.4% of portfolio
|
Q1 2024
Reduced 0.84%
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2024 Q1 2024 |
41,547
shares
|
$3.02 Million
0.01% of portfolio
|
Q1 2024
Added 16.31%
|
|
Mission Wealth Management, LP
|
Apr 30, 2024 Q1 2024 |
39,722
shares
|
$2.89 Million
0.08% of portfolio
|
Q1 2024
Reduced 1.72%
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 14, 2024 Q1 2024 |
38,608
shares
|
$2.81 Million
0.15% of portfolio
|
Q1 2024
Added 8.15%
|
|
Meridian Financial Partners LLC
|
Apr 17, 2024 Q1 2024 |
38,023
shares
|
$2.77 Million
3.36% of portfolio
|
Q1 2024
Reduced 5.36%
|
|
Berger Financial Group, Inc
Plymouth, MN |
Apr 16, 2024 Q1 2024 |
37,152
shares
|
$2.7 Million
0.26% of portfolio
|
Q1 2024
Added 1.59%
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Apr 09, 2024 Q1 2024 |
37,065
shares
|
$2.7 Million
0.66% of portfolio
|
Q1 2024
Reduced 9.55%
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
Apr 17, 2024 Q1 2024 |
37,065
shares
|
$2.7 Million
1.43% of portfolio
|
Q1 2024
New holding
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
May 13, 2024 Q1 2024 |
37,000
shares
|
$2.69 Million
0.0% of portfolio
|
Q1 2024
Added 80.49%
|
|
Avantax Advisory Services, Inc.
|
May 08, 2024 Q1 2024 |
34,813
shares
|
$2.53 Million
0.02% of portfolio
|
Q1 2024
Reduced 10.62%
|
|
Cerity Partners LLC
New York, NY |
May 14, 2024 Q1 2024 |
34,153
shares
|
$2.48 Million
0.01% of portfolio
|
Q1 2024
Reduced 4.12%
|
|
International Assets Investment Management, LLC
Orlando, FL |
Apr 11, 2024 Q1 2024 |
33,705
shares
|
$2.45 Million
0.25% of portfolio
|
Q1 2024
Added 1.61%
|
|
Coldstream Capital Management Inc
|
May 13, 2024 Q1 2024 |
33,059
shares
|
$2.41 Million
0.06% of portfolio
|
Q1 2024
Reduced 18.81%
|