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 |
---|---|---|---|---|---|
Ausdal Financial Partners, Inc.
Davenport, IA |
Apr 12, 2024 Q1 2024 |
31,590
shares
|
$2.3 Million
0.27% of portfolio
|
Q1 2024
Reduced 1.24%
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
31,206
shares
|
$2.27 Million
0.05% of portfolio
|
Q3 2022
Added 38.13%
|
|
Cra Financial Services, LLC
|
Apr 17, 2024 Q1 2024 |
30,763
shares
|
$2.24 Million
0.5% of portfolio
|
Q1 2024
Added 0.05%
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
29,925
shares
|
$2.18 Million
0.07% of portfolio
|
Q4 2023
New holding
|
|
Keybank National Association
|
May 14, 2024 Q1 2024 |
29,375
shares
|
$2.14 Million
0.01% of portfolio
|
Q1 2024
Reduced 10.07%
|
|
Amplius Wealth Advisors, LLC
|
Apr 16, 2024 Q1 2024 |
28,284
shares
|
$2.06 Million
0.25% of portfolio
|
Q1 2024
Reduced 0.55%
|
|
Mather Group, Llc.
Chicago, IL |
Apr 08, 2024 Q1 2024 |
27,080
shares
|
$1.97 Million
0.03% of portfolio
|
Q1 2024
Reduced 25.1%
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
26,095
shares
|
$1.9 Million
0.7% of portfolio
|
Q3 2023
Reduced 4.21%
|
|
J.W. Cole Advisors, Inc.
|
Apr 30, 2024 Q1 2024 |
25,849
shares
|
$1.88 Million
0.1% of portfolio
|
Q1 2024
Added 0.14%
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
May 14, 2024 Q1 2024 |
25,638
shares
|
$1.87 Million
0.35% of portfolio
|
Q1 2024
Added 2.95%
|
|
Chicago Partners Investment Group LLC
|
Apr 25, 2024 Q1 2024 |
25,207
shares
|
$1.83 Million
0.08% of portfolio
|
Q1 2024
Reduced 4.89%
|
|
Avant Capital LLC
Lafayette, LA |
Nov 07, 2023 Q3 2023 |
24,386
shares
|
$1.77 Million
1.72% of portfolio
|
Q3 2023
Added 6.63%
|
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
Apr 25, 2024 Q1 2024 |
23,635
shares
|
$1.72 Million
1.11% of portfolio
|
Q1 2024
Added 1.85%
|
|
Beacon Financial Group
|
May 07, 2024 Q1 2024 |
23,287
shares
|
$1.69 Million
0.19% of portfolio
|
Q1 2024
Reduced 1.35%
|
|
Team Financial Group, LLC
Temecula, CA |
May 10, 2024 Q1 2024 |
23,139
shares
|
$1.68 Million
1.12% of portfolio
|
Q1 2024
Added 6.91%
|
|
Culbertson A N & CO Inc
|
Apr 30, 2024 Q1 2024 |
22,960
shares
|
$1.67 Million
0.29% of portfolio
|
Q4 2023
Reduced 0.17%
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 14, 2024 Q1 2024 |
22,180
shares
|
$1.61 Million
0.0% of portfolio
|
Q1 2024
Reduced 2.97%
|
|
Citigroup Inc
|
May 10, 2024 Q1 2024 |
21,864
shares
|
$1.59 Million
0.0% of portfolio
|
Q1 2024
Reduced 2.27%
|
|
Atria Investments LLC
Charlotte, NC |
May 21, 2024 Q1 2024 |
21,825
shares
|
$1.59 Million
0.02% of portfolio
|
Q1 2024
Reduced 0.58%
|
|
Geneos Wealth Management Inc.
|
May 03, 2024 Q1 2024 |
20,268
shares
|
$1.47 Million
0.07% of portfolio
|
Q1 2024
Reduced 2.9%
|
|
Inspirion Wealth Advisors, LLC
|
Apr 12, 2024 Q1 2024 |
19,652
shares
|
$1.43 Million
0.24% of portfolio
|
Q4 2023
Reduced 0.46%
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Apr 30, 2024 Q1 2024 |
19,421
shares
|
$1.41 Million
0.48% of portfolio
|
Q1 2024
Added 0.3%
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
May 07, 2024 Q1 2024 |
19,068
shares
|
$1.39 Million
0.05% of portfolio
|
Q1 2024
Added 0.44%
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2024 Q1 2024 |
18,263
shares
|
$1.33 Million
0.0% of portfolio
|
Q1 2024
Reduced 0.01%
|
|
Cascade Financial Partners, LLC
San Diego, CA |
May 14, 2024 Q1 2024 |
17,577
shares
|
$1.28 Million
0.18% of portfolio
|
Q1 2024
New holding
|