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 |
|---|---|---|---|---|---|
|
Valeo Financial Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
16,699
shares
|
$1.38 Million
0.03% of portfolio
|
Q2 2022
Added 0.48%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
16,351
shares
|
$1.35 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.55%
|
|
|
Tranquility Partners, LLC
|
Apr 24, 2025 Q1 2025 |
16,294
shares
|
$1.35 Million
0.51% of portfolio
|
Q1 2025
Added 4.25%
|
|
|
Minot Wealth Management LLC
|
Jul 12, 2022 Q2 2022 |
16,132
shares
|
$1.34 Million
0.24% of portfolio
|
Q4 2021
Added 131.25%
|
|
|
Flynn Zito Capital Management, LLC
|
May 05, 2025 Q1 2025 |
16,082
shares
|
$1.33 Million
0.62% of portfolio
|
Q1 2025
Reduced 2.31%
|
|
|
Wealth Care Investment Partners, LLC
|
Jul 08, 2025 Q2 2025 |
15,910
shares
|
$1.32 Million
0.5% of portfolio
|
Q2 2025
Added 11.45%
|
|
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
Jul 07, 2025 Q2 2025 |
15,714
shares
|
$1.3 Million
0.34% of portfolio
|
Q1 2025
Reduced 0.79%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
15,494
shares
|
$1.28 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.52%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
15,378
shares
|
$1.27 Million
0.03% of portfolio
|
Q2 2025
Reduced 1.14%
|
|
|
Pfg Advisors
|
May 05, 2025 Q1 2025 |
15,176
shares
|
$1.26 Million
0.07% of portfolio
|
Q1 2025
Added 215.44%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
14,935
shares
|
$1.24 Million
0.01% of portfolio
|
Q3 2023
Reduced 20.96%
|
|
|
Northern Trust Corp
Chicago, IL |
May 13, 2025 Q1 2025 |
14,902
shares
|
$1.23 Million
0.0% of portfolio
|
Q1 2025
Reduced 8.44%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
May 14, 2025 Q1 2025 |
14,800
shares
|
$1.22 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.67%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
May 14, 2025 Q1 2025 |
14,404
shares
|
$1.19 Million
0.07% of portfolio
|
Q1 2022
Reduced 0.84%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Jul 10, 2025 Q2 2025 |
14,180
shares
|
$1.17 Million
0.32% of portfolio
|
Q1 2024
Reduced 2.74%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Apr 23, 2025 Q1 2025 |
14,170
shares
|
$1.17 Million
0.21% of portfolio
|
Q1 2025
Reduced 0.15%
|
|
|
Moloney Securities Asset Management, LLC
|
Apr 30, 2025 Q1 2025 |
13,976
shares
|
$1.16 Million
0.17% of portfolio
|
Q1 2025
Added 11.95%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
13,650
shares
|
$1.13 Million
0.03% of portfolio
|
Q2 2020
Added 4.34%
|
|
|
Platform Technology Partners
|
May 01, 2025 Q1 2025 |
13,597
shares
|
$1.13 Million
0.34% of portfolio
|
Q4 2024
Reduced 20.0%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
13,586
shares
|
$1.12 Million
0.0% of portfolio
|
Q1 2025
Added 106.04%
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
13,156
shares
|
$1.09 Million
0.0% of portfolio
|
Q3 2024
Reduced 4.24%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
13,075
shares
|
$1.08 Million
0.08% of portfolio
|
Q3 2024
Reduced 14.88%
|
|
|
Beacon Financial Group
|
Jul 09, 2025 Q2 2025 |
13,075
shares
|
$1.08 Million
0.12% of portfolio
|
Q1 2025
Reduced 32.24%
|
|
|
Vestor Capital, LLC
Chicago, IL |
May 06, 2025 Q1 2025 |
13,024
shares
|
$1.08 Million
0.09% of portfolio
|
Q1 2025
Added 10.46%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
12,810
shares
|
$1.06 Million
0.02% of portfolio
|
Q1 2025
Reduced 1.3%
|