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 387 institutions that hold shares in the stock, with a total of 36.3 Million shares, which have been reported (via 13F filing form) to have a value of $2.64 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Mesirow Financial Investment Management, Inc.
|
Apr 25, 2024 Q1 2024 |
12,138
shares
|
$883,039
0.02% of portfolio
|
Q1 2024
New holding
|
|
Shore Haven Wealth Partners, LLC
|
May 02, 2024 Q1 2024 |
12,124
shares
|
$882,021
0.49% of portfolio
|
Q1 2024
Reduced 6.47%
|
|
Fsa Advisors, Inc.
Troy, MI |
May 23, 2024 Q1 2024 |
12,083
shares
|
$879,038
0.93% of portfolio
|
Q1 2024
New holding
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
May 10, 2024 Q1 2024 |
11,266
shares
|
$819,601
0.42% of portfolio
|
Q1 2024
Reduced 11.49%
|
|
Wedbush Securities Inc
|
May 14, 2024 Q1 2024 |
11,092
shares
|
$806,943
0.03% of portfolio
|
Q4 2021
Added 100.0%
|
|
Lake Street Advisors Group, LLC
|
May 13, 2024 Q1 2024 |
11,018
shares
|
$801,559
0.04% of portfolio
|
Q4 2023
Reduced 0.02%
|
|
Core Cap Advisors, LLC
Southfield, MI |
Jan 12, 2024 Q4 2023 |
10,920
shares
|
$794,430
0.05% of portfolio
|
Q4 2023
Reduced 3.88%
|
|
Gm Advisory Group, Inc.
Melville, NY |
May 09, 2024 Q1 2024 |
10,809
shares
|
$786,354
0.05% of portfolio
|
Q1 2024
Added 4.37%
|
|
Cora Capital Advisors LLC
Marlton, NJ |
Apr 18, 2024 Q1 2024 |
10,694
shares
|
$777,988
0.41% of portfolio
|
Q4 2022
New holding
|
|
Hilltop Partners LLC
Mishawaka, IN |
May 13, 2024 Q1 2024 |
10,686
shares
|
$777,406
0.28% of portfolio
|
Q2 2023
New holding
|
|
Newbridge Financial Services Group, Inc.
|
Apr 24, 2024 Q1 2024 |
10,619
shares
|
$772,532
0.34% of portfolio
|
Q1 2024
Reduced 1.72%
|
|
Blair William & CO
Chicago, IL |
May 09, 2024 Q1 2024 |
10,586
shares
|
$770,131
0.0% of portfolio
|
Q1 2024
Added 6.22%
|
|
Coulter & Justus Financial Services, LLC
|
May 03, 2024 Q1 2024 |
10,000
shares
|
$727,500
0.16% of portfolio
|
Q1 2024
New holding
|
|
Noesis Capital Mangement Corp
|
May 03, 2024 Q1 2024 |
10,000
shares
|
$727,500
0.16% of portfolio
|
Q4 2021
Reduced 1.23%
|
|
Pfg Investments, LLC
Woodbury, NY |
Apr 22, 2024 Q1 2024 |
9,992
shares
|
$726,918
0.04% of portfolio
|
Q1 2024
Added 0.44%
|
|
626 Financial, LLC
|
Apr 18, 2024 Q1 2024 |
9,858
shares
|
$717,169
0.43% of portfolio
|
Q1 2024
Added 0.23%
|
|
Adamsbrown Wealth Consultants LLC
|
Apr 30, 2024 Q1 2024 |
9,511
shares
|
$691,925
0.28% of portfolio
|
Q1 2024
Added 0.09%
|
|
Midland Wealth Advisors LLC
Rockford, IL |
May 13, 2024 Q1 2024 |
9,403
shares
|
$684,068
0.04% of portfolio
|
Q1 2024
Reduced 4.5%
|
|
National Asset Management, Inc.
Boca Raton, FL |
May 16, 2024 Q1 2024 |
9,236
shares
|
$671,919
0.02% of portfolio
|
Q1 2024
Reduced 2.95%
|
|
Adviser Investments LLC
|
Apr 29, 2024 Q1 2024 |
9,218
shares
|
$670,609
0.01% of portfolio
|
Q4 2021
Added 100.0%
|
|
Options Solutions, LLC
Chevy Chase, MD |
May 15, 2024 Q1 2024 |
9,000
shares
|
$654,750
0.38% of portfolio
|
Q3 2022
Reduced 0.06%
|
|
Wetherby Asset Management Inc
San Francisco, CA |
May 15, 2024 Q1 2024 |
8,850
shares
|
$643,837
0.03% of portfolio
|
Q2 2022
New holding
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
May 06, 2024 Q1 2024 |
8,777
shares
|
$638,526
0.01% of portfolio
|
Q1 2024
Added 0.77%
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2024 Q1 2024 |
8,673
shares
|
$630,960
0.02% of portfolio
|
Q1 2024
Reduced 9.11%
|
|
Capital Advisors Wealth Management, LLC
|
Apr 12, 2024 Q1 2024 |
8,507
shares
|
$618,884
0.13% of portfolio
|
Q1 2024
Added 0.27%
|