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 |
---|---|---|---|---|---|
Ever Source Wealth Advisors, LLC
|
Jun 11, 2024 Q1 2024 |
8,465
shares
|
$615,828
0.05% of portfolio
|
Q1 2024
Added 0.74%
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
May 13, 2024 Q1 2024 |
8,398
shares
|
$610,954
0.5% of portfolio
|
Q1 2024
Added 0.04%
|
|
M&T Bank Corp
|
May 07, 2024 Q1 2024 |
8,367
shares
|
$608,699
0.0% of portfolio
|
Q1 2024
Reduced 0.4%
|
|
Well Done, LLC
|
Apr 18, 2024 Q1 2024 |
8,364
shares
|
$608,481
0.12% of portfolio
|
Q4 2022
Reduced 32.89%
|
|
Choreo, LLC
Minneapolis, MN |
May 02, 2024 Q1 2024 |
8,341
shares
|
$606,807
0.02% of portfolio
|
Q1 2024
Reduced 39.24%
|
|
Element Wealth, LLC
|
May 09, 2024 Q1 2024 |
8,326
shares
|
$605,716
0.35% of portfolio
|
Q1 2024
Added 0.28%
|
|
Moloney Securities Asset Management, LLC
|
May 01, 2024 Q1 2024 |
8,319
shares
|
$605,207
0.09% of portfolio
|
Q1 2024
Reduced 3.2%
|
|
Walden Wealth Partners LLC
Beachwood, OH |
Apr 10, 2024 Q1 2024 |
8,250
shares
|
$600,187
0.34% of portfolio
|
Q1 2024
Reduced 0.1%
|
|
Hbk Sorce Advisory LLC
Erie, PA |
May 09, 2024 Q1 2024 |
8,212
shares
|
$597,423
0.02% of portfolio
|
Q2 2023
Reduced 50.0%
|
|
Benedict Financial Advisors Inc
|
Apr 25, 2024 Q1 2024 |
8,181
shares
|
$595,167
0.15% of portfolio
|
Q3 2022
Reduced 4.73%
|
|
Procyon Advisors, LLC
|
Apr 15, 2024 Q1 2024 |
8,172
shares
|
$594,513
0.05% of portfolio
|
Q1 2024
Reduced 81.41%
|
|
First Heartland Consultants, Inc.
|
May 07, 2024 Q1 2024 |
8,090
shares
|
$588,547
0.06% of portfolio
|
Q4 2023
Reduced 11.2%
|
|
Haverford Trust CO
Radnor, PA |
May 02, 2024 Q1 2024 |
7,802
shares
|
$567,595
0.01% of portfolio
|
Q1 2023
New holding
|
|
Merit Financial Group, LLC
|
May 06, 2024 Q1 2024 |
7,736
shares
|
$562,794
0.01% of portfolio
|
Q1 2024
Reduced 51.99%
|
|
Staley Capital Advisers Inc
|
May 06, 2024 Q1 2024 |
7,735
shares
|
$562,721
0.03% of portfolio
|
Q1 2024
Reduced 4.22%
|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Apr 12, 2024 Q1 2024 |
7,726
shares
|
$562,066
0.19% of portfolio
|
Q1 2024
Reduced 0.34%
|
|
Financial Advocates Investment Management
Olympia, WA |
May 01, 2024 Q1 2024 |
7,620
shares
|
$554,355
0.03% of portfolio
|
Q1 2024
Added 5.63%
|
|
Western Wealth Management, LLC
|
May 02, 2024 Q1 2024 |
7,548
shares
|
$549,117
0.04% of portfolio
|
Q1 2024
Added 8.12%
|
|
Cozad Asset Management Inc
Champaign, IL |
May 08, 2024 Q1 2024 |
7,509
shares
|
$546,279
0.06% of portfolio
|
Q1 2024
Reduced 0.15%
|
|
Family Asset Management, LLC
Charleston, SC |
May 14, 2024 Q1 2024 |
7,326
shares
|
$532,966
0.33% of portfolio
|
Q4 2023
Reduced 41.97%
|
|
Dynamic Advisor Solutions LLC
|
Apr 12, 2024 Q1 2024 |
7,269
shares
|
$528,819
0.02% of portfolio
|
Q1 2024
Added 7.51%
|
|
Grandview Asset Management LLC
|
Apr 10, 2024 Q1 2024 |
7,203
shares
|
$524,018
0.24% of portfolio
|
Q1 2024
Added 0.77%
|
|
Ci Private Wealth, LLC
Miami, FL |
May 09, 2024 Q1 2024 |
7,081
shares
|
$515,142
0.0% of portfolio
|
Q1 2024
Added 8.54%
|
|
Thoroughbred Financial Services, LLC
|
May 07, 2024 Q1 2024 |
6,929
shares
|
$504,084
0.05% of portfolio
|
Q1 2024
Reduced 23.48%
|
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
May 15, 2024 Q1 2024 |
6,718
shares
|
$488,734
0.12% of portfolio
|
Q2 2023
Reduced 2.07%
|