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 438 institutions that hold shares in the stock, with a total of 40 Million shares, which have been reported (via 13F filing form) to have a value of $3.21 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
1900 Wealth Management LLC
|
Jan 27, 2025 Q4 2024 |
58,606
shares
|
$4.7 Million
0.41% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Koshinski Asset Management, Inc.
|
Jan 16, 2025 Q4 2024 |
57,669
shares
|
$4.63 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.13%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
56,727
shares
|
$4.55 Million
0.01% of portfolio
|
Q3 2023
Reduced 4.97%
|
|
|
Clearwater Capital Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
55,050
shares
|
$4.42 Million
0.44% of portfolio
|
Q4 2024
Reduced 25.36%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
54,226
shares
|
$4.35 Million
0.14% of portfolio
|
Q4 2024
Added 1.66%
|
|
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
Jan 31, 2025 Q4 2024 |
52,985
shares
|
$4.25 Million
0.92% of portfolio
|
Q4 2024
New holding
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
52,508
shares
|
$4.21 Million
0.01% of portfolio
|
Q4 2024
Reduced 5.43%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
52,042
shares
|
$4.17 Million
0.03% of portfolio
|
Q4 2024
Reduced 0.1%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
51,440
shares
|
$4.13 Million
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
51,335
shares
|
$4.12 Million
0.19% of portfolio
|
Q4 2024
Added 9.08%
|
|
|
Circle Wealth Management, LLC
Summit, NJ |
Feb 14, 2025 Q4 2024 |
51,237
shares
|
$4.11 Million
0.08% of portfolio
|
Q4 2023
Reduced 0.61%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
49,495
shares
|
$3.97 Million
0.01% of portfolio
|
Q4 2024
Added 2.51%
|
|
|
Ifg Advisory, LLC
|
Feb 14, 2025 Q4 2024 |
48,405
shares
|
$3.88 Million
0.21% of portfolio
|
Q4 2024
Reduced 4.37%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Feb 05, 2025 Q4 2024 |
48,302
shares
|
$3.87 Million
0.19% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
47,584
shares
|
$3.82 Million
0.04% of portfolio
|
Q4 2024
Added 2.38%
|
|
|
Nadler Financial Group, Inc.
|
Jan 24, 2025 Q4 2024 |
47,400
shares
|
$3.8 Million
0.39% of portfolio
|
Q4 2024
Reduced 0.14%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
46,744
shares
|
$3.75 Million
0.02% of portfolio
|
Q4 2024
Added 0.21%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
46,572
shares
|
$3.74 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.46%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
45,537
shares
|
$3.65 Million
0.02% of portfolio
|
Q4 2024
Reduced 4.24%
|
|
|
Aspiriant, LLC
|
Jan 16, 2025 Q4 2024 |
41,366
shares
|
$3.32 Million
0.12% of portfolio
|
Q4 2024
Reduced 2.3%
|
|
|
Allen Capital Group, LLC
|
Jan 23, 2025 Q4 2024 |
39,840
shares
|
$3.2 Million
0.37% of portfolio
|
Q4 2024
Reduced 1.93%
|
|
|
Meridian Financial Partners LLC
|
Jan 14, 2025 Q4 2024 |
38,197
shares
|
$3.06 Million
1.57% of portfolio
|
Q4 2024
Added 0.45%
|
|
|
Mission Wealth Management, LP
|
Feb 06, 2025 Q4 2024 |
35,752
shares
|
$2.87 Million
0.07% of portfolio
|
Q4 2024
Reduced 1.28%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Feb 14, 2025 Q4 2024 |
34,803
shares
|
$2.79 Million
0.22% of portfolio
|
Q4 2024
Added 0.27%
|
|
|
Rockport Wealth LLC
Fairview Park, OH |
Feb 10, 2025 Q4 2024 |
34,713
shares
|
$2.78 Million
1.21% of portfolio
|
Q4 2024
Reduced 0.7%
|