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 $3.13 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Choreo, LLC
Minneapolis, MN |
Jan 27, 2025 Q4 2024 |
21,706
shares
|
$1.71 Million
0.02% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
21,349
shares
|
$1.68 Million
0.18% of portfolio
|
Q4 2024
Added 8.51%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
20,620
shares
|
$1.62 Million
0.03% of portfolio
|
Q4 2024
Reduced 16.25%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Feb 07, 2025 Q4 2024 |
20,036
shares
|
$1.58 Million
0.44% of portfolio
|
Q4 2024
Added 1.34%
|
|
|
Inspirion Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
19,692
shares
|
$1.55 Million
0.22% of portfolio
|
Q4 2024
Added 0.2%
|
|
|
Beacon Financial Group
|
Jan 29, 2025 Q4 2024 |
19,297
shares
|
$1.52 Million
0.17% of portfolio
|
Q4 2024
Reduced 6.43%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Feb 03, 2025 Q4 2024 |
18,782
shares
|
$1.48 Million
0.41% of portfolio
|
Q4 2024
Added 0.26%
|
|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
18,070
shares
|
$1.42 Million
0.01% of portfolio
|
Q4 2024
Added 4.14%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Feb 07, 2025 Q4 2024 |
17,577
shares
|
$1.38 Million
0.18% of portfolio
|
Q1 2024
New holding
|
|
|
Alta Wealth Advisors LLC
|
Jan 23, 2025 Q4 2024 |
17,420
shares
|
$1.37 Million
0.6% of portfolio
|
Q1 2022
New holding
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Feb 12, 2025 Q4 2024 |
16,859
shares
|
$1.33 Million
0.05% of portfolio
|
Q4 2024
Reduced 12.56%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Feb 06, 2025 Q4 2024 |
16,804
shares
|
$1.32 Million
0.05% of portfolio
|
Q4 2024
Added 1.97%
|
|
|
Valeo Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
16,699
shares
|
$1.31 Million
0.03% of portfolio
|
Q2 2022
Added 0.48%
|
|
|
Flynn Zito Capital Management, LLC
|
Feb 04, 2025 Q4 2024 |
16,463
shares
|
$1.3 Million
0.61% of portfolio
|
Q4 2024
Added 0.51%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
16,442
shares
|
$1.29 Million
0.0% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Kmg Fiduciary Partners, LLC
|
Jan 14, 2025 Q4 2024 |
16,430
shares
|
$1.29 Million
0.11% of portfolio
|
Q4 2024
Added 2.0%
|
|
|
Northern Trust Corp
Chicago, IL |
Feb 14, 2025 Q4 2024 |
16,276
shares
|
$1.28 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.98%
|
|
|
Minot Wealth Management LLC
|
Jul 12, 2022 Q2 2022 |
16,132
shares
|
$1.27 Million
0.24% of portfolio
|
Q4 2021
Added 131.25%
|
|
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
Feb 14, 2025 Q4 2024 |
15,839
shares
|
$1.25 Million
0.35% of portfolio
|
Q4 2024
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
15,733
shares
|
$1.24 Million
0.0% of portfolio
|
Q4 2024
Reduced 3.53%
|
|
|
Tranquility Partners, LLC
|
Jan 29, 2025 Q4 2024 |
15,629
shares
|
$1.23 Million
0.47% of portfolio
|
Q4 2024
Reduced 2.56%
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
15,556
shares
|
$1.22 Million
0.03% of portfolio
|
Q4 2024
Reduced 1.22%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
15,215
shares
|
$1.2 Million
0.01% of portfolio
|
Q4 2024
Added 5.01%
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Jan 27, 2025 Q4 2024 |
15,087
shares
|
$1.19 Million
0.52% of portfolio
|
Q4 2024
Added 328.73%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
14,935
shares
|
$1.18 Million
0.01% of portfolio
|
Q3 2023
Reduced 20.96%
|