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 461 institutions that hold shares in the stock, with a total of 41.9 Million shares, which have been reported (via 13F filing form) to have a value of $3.47 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Foresight Capital Management Advisors, Inc.
|
Apr 15, 2025 Q1 2025 |
24,734
shares
|
$2.05 Million
1.23% of portfolio
|
Q1 2025
New holding
|
|
|
Gts Securities LLC
New York, NY |
May 15, 2025 Q1 2025 |
24,528
shares
|
$2.03 Million
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
23,985
shares
|
$1.98 Million
0.0% of portfolio
|
Q1 2025
Added 3.13%
|
|
|
Mesirow Financial Investment Management, Inc.
|
May 08, 2025 Q1 2025 |
23,622
shares
|
$1.95 Million
0.04% of portfolio
|
Q1 2025
Added 100.0%
|
|
|
Culbertson A N & CO Inc
|
May 15, 2025 Q1 2025 |
22,860
shares
|
$1.89 Million
0.29% of portfolio
|
Q2 2024
Reduced 0.44%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
May 12, 2025 Q1 2025 |
22,059
shares
|
$1.83 Million
0.44% of portfolio
|
Q1 2025
Added 10.1%
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
May 05, 2025 Q1 2025 |
22,014
shares
|
$1.82 Million
1.08% of portfolio
|
Q1 2025
Reduced 0.95%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
21,706
shares
|
$1.8 Million
0.02% of portfolio
|
Q1 2025
Reduced 2.22%
|
|
|
Team Financial Group, LLC
Temecula, CA |
Apr 22, 2025 Q1 2025 |
21,577
shares
|
$1.79 Million
0.99% of portfolio
|
Q1 2025
Reduced 14.3%
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
21,030
shares
|
$1.74 Million
0.03% of portfolio
|
Q1 2025
Reduced 3.11%
|
|
|
Inspirion Wealth Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
19,886
shares
|
$1.65 Million
0.22% of portfolio
|
Q2 2025
Added 0.56%
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Apr 24, 2025 Q1 2025 |
19,822
shares
|
$1.64 Million
0.68% of portfolio
|
Q1 2025
Added 31.38%
|
|
|
Wedmont Private Capital
|
Jul 10, 2025 Q2 2025 |
19,616
shares
|
$1.62 Million
0.07% of portfolio
|
Q2 2025
Reduced 2.15%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
19,586
shares
|
$1.62 Million
0.17% of portfolio
|
Q1 2025
Reduced 8.26%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 13, 2025 Q1 2025 |
19,380
shares
|
$1.6 Million
0.01% of portfolio
|
Q1 2025
Reduced 15.97%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
18,995
shares
|
$1.57 Million
0.03% of portfolio
|
Q1 2025
Reduced 7.88%
|
|
|
Kmg Fiduciary Partners, LLC
|
Jul 09, 2025 Q2 2025 |
18,664
shares
|
$1.54 Million
0.12% of portfolio
|
Q2 2025
Added 12.07%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Apr 24, 2025 Q1 2025 |
18,602
shares
|
$1.54 Million
0.42% of portfolio
|
Q1 2025
Reduced 0.96%
|
|
|
Alta Wealth Advisors LLC
|
Apr 24, 2025 Q1 2025 |
17,420
shares
|
$1.44 Million
0.64% of portfolio
|
Q1 2022
New holding
|
|
|
Hb Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
17,352
shares
|
$1.44 Million
0.01% of portfolio
|
Q1 2025
Reduced 3.97%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
17,197
shares
|
$1.42 Million
0.01% of portfolio
|
Q1 2025
Added 13.03%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
May 13, 2025 Q1 2025 |
17,069
shares
|
$1.41 Million
0.17% of portfolio
|
Q1 2025
Reduced 2.89%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
17,047
shares
|
$1.41 Million
0.06% of portfolio
|
Q1 2025
Added 26.56%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
May 14, 2025 Q1 2025 |
16,932
shares
|
$1.4 Million
0.05% of portfolio
|
Q1 2025
Added 0.43%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
May 15, 2025 Q1 2025 |
16,855
shares
|
$1.39 Million
0.05% of portfolio
|
Q1 2025
Added 0.3%
|