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 389 institutions that hold shares in the stock, with a total of 36.6 Million shares, which have been reported (via 13F filing form) to have a value of $2.86 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Cascade Financial Partners, LLC
San Diego, CA |
Jul 31, 2024 Q2 2024 |
17,577
shares
|
$1.37 Million
0.17% of portfolio
|
Q1 2024
New holding
|
|
Private Trust CO Na
|
Jul 23, 2024 Q2 2024 |
17,472
shares
|
$1.37 Million
0.14% of portfolio
|
Q1 2024
Reduced 5.16%
|
|
Alta Wealth Advisors LLC
|
Jul 24, 2024 Q2 2024 |
17,420
shares
|
$1.36 Million
0.63% of portfolio
|
Q1 2022
New holding
|
|
Hb Wealth Management, LLC
|
Jul 26, 2024 Q2 2024 |
17,352
shares
|
$1.36 Million
0.01% of portfolio
|
Q4 2022
Reduced 2.04%
|
|
Platform Technology Partners
|
Jul 30, 2024 Q2 2024 |
16,996
shares
|
$1.33 Million
0.44% of portfolio
|
Q4 2021
Added 100.0%
|
|
Northern Trust Corp
Chicago, IL |
Aug 14, 2024 Q2 2024 |
16,776
shares
|
$1.31 Million
0.0% of portfolio
|
Q1 2024
Added 55.68%
|
|
Valeo Financial Advisors, LLC
|
Jul 10, 2024 Q2 2024 |
16,699
shares
|
$1.31 Million
0.03% of portfolio
|
Q2 2022
Added 0.48%
|
|
Flynn Zito Capital Management, LLC
|
Aug 05, 2024 Q2 2024 |
16,299
shares
|
$1.27 Million
0.61% of portfolio
|
Q2 2024
Added 7.15%
|
|
Minot Wealth Management LLC
|
Jul 12, 2022 Q2 2022 |
16,132
shares
|
$1.26 Million
0.24% of portfolio
|
Q4 2021
Added 131.25%
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 15, 2024 Q2 2024 |
16,076
shares
|
$1.26 Million
0.0% of portfolio
|
Q2 2024
Added 450.36%
|
|
Tranquility Partners, LLC
|
Jul 25, 2024 Q2 2024 |
15,965
shares
|
$1.25 Million
0.45% of portfolio
|
Q2 2024
Added 2.07%
|
|
Wiley Bros. Aintree Capital, LLC
|
Jul 23, 2024 Q2 2024 |
15,830
shares
|
$1.24 Million
0.05% of portfolio
|
Q2 2024
New holding
|
|
Us Bancorp \De\
|
Aug 06, 2024 Q2 2024 |
15,803
shares
|
$1.24 Million
0.0% of portfolio
|
Q2 2024
Reduced 0.07%
|
|
Parallel Advisors, LLC
|
Aug 08, 2024 Q2 2024 |
15,748
shares
|
$1.23 Million
0.03% of portfolio
|
Q3 2023
Reduced 1.26%
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Aug 06, 2024 Q2 2024 |
15,429
shares
|
$1.21 Million
0.06% of portfolio
|
Q2 2024
Added 2.31%
|
|
Gyl Financial Synergies, LLC
|
Jul 23, 2024 Q2 2024 |
15,361
shares
|
$1.2 Million
0.09% of portfolio
|
Q2 2024
Added 7.65%
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
14,935
shares
|
$1.17 Million
0.01% of portfolio
|
Q3 2023
Reduced 20.96%
|
|
Kmg Fiduciary Partners, LLC
|
Jul 17, 2024 Q2 2024 |
14,768
shares
|
$1.16 Million
0.11% of portfolio
|
Q2 2024
Added 0.56%
|
|
Mariner, LLC
Overland Park, KS |
Aug 13, 2024 Q2 2024 |
14,585
shares
|
$1.14 Million
0.0% of portfolio
|
Q2 2024
Reduced 20.14%
|
|
Oppenheimer & CO Inc
New York, NY |
Aug 07, 2024 Q2 2024 |
14,552
shares
|
$1.14 Million
0.02% of portfolio
|
Q2 2024
Reduced 8.41%
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Aug 07, 2024 Q2 2024 |
14,404
shares
|
$1.13 Million
0.07% of portfolio
|
Q1 2022
Reduced 0.84%
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Jul 17, 2024 Q2 2024 |
14,180
shares
|
$1.11 Million
0.31% of portfolio
|
Q1 2024
Reduced 2.74%
|
|
Blair William & CO
Chicago, IL |
Aug 12, 2024 Q2 2024 |
13,739
shares
|
$1.07 Million
0.0% of portfolio
|
Q2 2024
Added 29.78%
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
13,650
shares
|
$1.07 Million
0.03% of portfolio
|
Q2 2020
Added 4.34%
|
|
Vestor Capital, LLC
Chicago, IL |
Jul 30, 2024 Q2 2024 |
12,825
shares
|
$1 Million
0.08% of portfolio
|
Q2 2024
Reduced 5.19%
|