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 |
|---|---|---|---|---|---|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Feb 13, 2025 Q4 2024 |
14,900
shares
|
$1.17 Million
0.0% of portfolio
|
Q4 2024
Reduced 2.61%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Feb 07, 2025 Q4 2024 |
14,404
shares
|
$1.13 Million
0.06% of portfolio
|
Q1 2022
Reduced 0.84%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Jan 24, 2025 Q4 2024 |
14,191
shares
|
$1.12 Million
0.26% of portfolio
|
Q4 2024
Added 13.36%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Jan 21, 2025 Q4 2024 |
14,180
shares
|
$1.12 Million
0.32% of portfolio
|
Q1 2024
Reduced 2.74%
|
|
|
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%
|
|
|
Platform Technology Partners
|
Jan 28, 2025 Q4 2024 |
13,597
shares
|
$1.07 Million
0.34% of portfolio
|
Q4 2024
Reduced 20.0%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
13,470
shares
|
$1.06 Million
0.05% of portfolio
|
Q4 2024
Added 10.54%
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
13,156
shares
|
$1.04 Million
0.0% of portfolio
|
Q3 2024
Reduced 4.24%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
13,075
shares
|
$1.03 Million
0.08% of portfolio
|
Q3 2024
Reduced 14.88%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
12,979
shares
|
$1.02 Million
0.02% of portfolio
|
Q4 2024
Reduced 12.14%
|
|
|
Rodgers Brothers Inc.
Harmony, PA |
Feb 12, 2025 Q4 2024 |
12,733
shares
|
$1 Million
0.14% of portfolio
|
Q1 2024
New holding
|
|
|
Moloney Securities Asset Management, LLC
|
Jan 28, 2025 Q4 2024 |
12,484
shares
|
$982,241
0.14% of portfolio
|
Q4 2024
Added 30.01%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
11,829
shares
|
$930,705
0.03% of portfolio
|
Q4 2024
Reduced 0.74%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Feb 06, 2025 Q4 2024 |
11,811
shares
|
$929,289
0.02% of portfolio
|
Q4 2024
Reduced 50.54%
|
|
|
Vestor Capital, LLC
Chicago, IL |
Feb 11, 2025 Q4 2024 |
11,791
shares
|
$927,715
0.07% of portfolio
|
Q4 2024
Reduced 6.03%
|
|
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
Jan 30, 2025 Q4 2024 |
11,718
shares
|
$921,972
0.33% of portfolio
|
Q4 2024
New holding
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Feb 13, 2025 Q4 2024 |
11,700
shares
|
$920,556
0.31% of portfolio
|
Q3 2024
New holding
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
11,676
shares
|
$918,667
0.04% of portfolio
|
Q4 2024
Added 4.05%
|
|
|
Fsa Advisors, Inc.
Troy, MI |
Jan 23, 2025 Q4 2024 |
11,403
shares
|
$897,188
1.09% of portfolio
|
Q4 2024
Added 7.41%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
11,298
shares
|
$888,926
0.03% of portfolio
|
Q4 2024
Added 0.33%
|
|
|
Wedbush Securities Inc
|
Feb 12, 2025 Q4 2024 |
11,092
shares
|
$872,718
0.03% of portfolio
|
Q4 2021
Added 100.0%
|
|
|
Cora Capital Advisors LLC
Marlton, NJ |
Jan 21, 2025 Q4 2024 |
10,694
shares
|
$841,403
0.4% of portfolio
|
Q4 2022
New holding
|
|
|
Hilltop Partners LLC
Mishawaka, IN |
Feb 05, 2025 Q4 2024 |
10,686
shares
|
$840,774
0.28% of portfolio
|
Q2 2023
New holding
|
|
|
Thoroughbred Financial Services, LLC
|
Feb 12, 2025 Q4 2024 |
10,570
shares
|
$831,647
0.05% of portfolio
|
Q4 2024
Added 8.07%
|
|
|
Empirical Asset Management, LLC
|
Jan 15, 2025 Q4 2024 |
10,531
shares
|
$828,579
0.02% of portfolio
|
Q3 2024
Reduced 6.23%
|