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 480 institutions that hold shares in the stock, with a total of 43.7 Million shares, which have been reported (via 13F filing form) to have a value of $3.81 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
25,646
shares
|
$2.24 Million
0.01% of portfolio
|
Q3 2025
Reduced 8.9%
|
|
|
Kondo Wealth Advisors, Inc.
Pasadena, CA |
Nov 05, 2025 Q3 2025 |
25,347
shares
|
$2.21 Million
0.89% of portfolio
|
Q3 2025
Reduced 0.1%
|
|
|
Rockport Wealth LLC
Fairview Park, OH |
Oct 31, 2025 Q3 2025 |
25,257
shares
|
$2.2 Million
0.45% of portfolio
|
Q3 2025
Reduced 9.99%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
25,186
shares
|
$2.19 Million
0.06% of portfolio
|
Q3 2025
Reduced 0.03%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 04, 2025 Q3 2025 |
24,500
shares
|
$2.14 Million
0.06% of portfolio
|
Q3 2025
Added 2.19%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Nov 07, 2025 Q3 2025 |
24,096
shares
|
$2.1 Million
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
24,010
shares
|
$2.09 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
22,956
shares
|
$2 Million
0.08% of portfolio
|
Q3 2025
Added 20.84%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
22,515
shares
|
$1.96 Million
0.02% of portfolio
|
Q3 2025
Added 3.68%
|
|
|
Uhlmann Price Securities, LLC
Skokie, IL |
Nov 06, 2025 Q3 2025 |
22,310
shares
|
$1.94 Million
1.19% of portfolio
|
Q3 2025
Added 93.95%
|
|
|
Culbertson A N & CO Inc
|
Oct 24, 2025 Q3 2025 |
22,240
shares
|
$1.94 Million
0.28% of portfolio
|
Q3 2025
Reduced 0.09%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
22,147
shares
|
$1.93 Million
0.0% of portfolio
|
Q3 2025
Added 33.18%
|
|
|
Team Financial Group, LLC
Temecula, CA |
Oct 06, 2025 Q3 2025 |
21,787
shares
|
$1.9 Million
0.88% of portfolio
|
Q3 2025
Added 0.45%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 07, 2025 Q3 2025 |
20,507
shares
|
$1.79 Million
0.37% of portfolio
|
Q3 2025
Reduced 6.16%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Oct 14, 2025 Q3 2025 |
19,972
shares
|
$1.74 Million
0.13% of portfolio
|
Q3 2025
Reduced 42.32%
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Nov 13, 2025 Q3 2025 |
19,778
shares
|
$1.72 Million
0.91% of portfolio
|
Q3 2025
Reduced 2.74%
|
|
|
Inspirion Wealth Advisors, LLC
|
Oct 06, 2025 Q3 2025 |
19,652
shares
|
$1.71 Million
0.22% of portfolio
|
Q3 2025
Reduced 1.18%
|
|
|
Wedmont Private Capital
|
Oct 08, 2025 Q3 2025 |
19,616
shares
|
$1.71 Million
0.07% of portfolio
|
Q2 2025
Reduced 2.15%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 04, 2025 Q3 2025 |
19,259
shares
|
$1.68 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Oct 30, 2025 Q3 2025 |
18,874
shares
|
$1.64 Million
0.54% of portfolio
|
Q3 2025
Reduced 3.38%
|
|
|
Kmg Fiduciary Partners, LLC
|
Oct 09, 2025 Q3 2025 |
18,846
shares
|
$1.64 Million
0.11% of portfolio
|
Q3 2025
Added 0.98%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 10, 2025 Q3 2025 |
18,827
shares
|
$1.64 Million
0.01% of portfolio
|
Q3 2025
Added 100.35%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
18,556
shares
|
$1.62 Million
0.0% of portfolio
|
Q3 2025
Added 12.65%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Nov 07, 2025 Q3 2025 |
18,347
shares
|
$1.6 Million
0.39% of portfolio
|
Q3 2025
Reduced 1.21%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Nov 03, 2025 Q3 2025 |
18,327
shares
|
$1.6 Million
0.24% of portfolio
|
Q3 2025
Added 18.81%
|
|