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 |
|---|---|---|---|---|---|
|
Rodgers Brothers Inc.
Harmony, PA |
May 14, 2025 Q1 2025 |
12,733
shares
|
$1.05 Million
0.14% of portfolio
|
Q1 2024
New holding
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
May 27, 2025 Q1 2025 |
12,724
shares
|
$1.05 Million
0.02% of portfolio
|
Q1 2025
Reduced 97.93%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
11,829
shares
|
$978,968
0.03% of portfolio
|
Q4 2024
Reduced 0.74%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
May 12, 2025 Q1 2025 |
11,700
shares
|
$968,292
0.31% of portfolio
|
Q3 2024
New holding
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
11,676
shares
|
$966,305
0.04% of portfolio
|
Q4 2024
Added 4.05%
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
11,675
shares
|
$966,223
0.01% of portfolio
|
Q1 2025
Added 54.68%
|
|
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
Apr 23, 2025 Q1 2025 |
11,673
shares
|
$966,057
0.36% of portfolio
|
Q1 2025
Reduced 0.38%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
11,298
shares
|
$935,022
0.03% of portfolio
|
Q4 2024
Added 0.33%
|
|
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
Apr 21, 2025 Q1 2025 |
11,210
shares
|
$927,739
0.52% of portfolio
|
Q1 2025
Added 33.56%
|
|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
11,092
shares
|
$917,973
0.03% of portfolio
|
Q4 2021
Added 100.0%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
10,996
shares
|
$910,028
0.01% of portfolio
|
Q1 2025
Added 5.01%
|
|
|
Cora Capital Advisors LLC
Marlton, NJ |
Apr 11, 2025 Q1 2025 |
10,694
shares
|
$885,035
0.41% of portfolio
|
Q4 2022
New holding
|
|
|
Hilltop Partners LLC
Mishawaka, IN |
May 15, 2025 Q1 2025 |
10,686
shares
|
$884,373
0.29% of portfolio
|
Q2 2023
New holding
|
|
|
Thoroughbred Financial Services, LLC
|
May 09, 2025 Q1 2025 |
10,571
shares
|
$874,855
0.05% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
10,150
shares
|
$840,014
0.03% of portfolio
|
Q2 2025
Reduced 0.22%
|
|
|
Well Done, LLC
|
Apr 21, 2025 Q1 2025 |
10,114
shares
|
$837,034
0.14% of portfolio
|
Q1 2025
Added 20.92%
|
|
|
Shore Haven Wealth Partners, LLC
|
May 06, 2025 Q1 2025 |
10,002
shares
|
$827,765
0.41% of portfolio
|
Q1 2025
Reduced 1.94%
|
|
|
Coulter & Justus Financial Services, LLC
|
May 03, 2024 Q1 2024 |
10,000
shares
|
$827,600
0.16% of portfolio
|
Q1 2024
New holding
|
|
|
Noesis Capital Mangement Corp
|
May 06, 2025 Q1 2025 |
10,000
shares
|
$827,600
0.16% of portfolio
|
Q4 2021
Reduced 1.23%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
9,928
shares
|
$821,641
0.0% of portfolio
|
Q1 2025
Added 133.77%
|
|
|
Newbridge Financial Services Group, Inc.
|
May 15, 2025 Q1 2025 |
9,881
shares
|
$817,751
0.2% of portfolio
|
Q1 2025
Reduced 1.51%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
May 08, 2025 Q1 2025 |
9,601
shares
|
$794,578
0.08% of portfolio
|
Q1 2025
Added 4.51%
|
|
|
626 Financial, LLC
|
Apr 11, 2025 Q1 2025 |
9,326
shares
|
$771,819
0.4% of portfolio
|
Q1 2025
Reduced 6.2%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Apr 21, 2025 Q1 2025 |
9,235
shares
|
$764,288
0.05% of portfolio
|
Q1 2025
Added 3.62%
|
|
|
Adviser Investments LLC
|
May 13, 2025 Q1 2025 |
9,218
shares
|
$762,881
0.01% of portfolio
|
Q4 2021
Added 100.0%
|