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 389 institutions that hold shares in the stock, with a total of 36.6 Million shares, which have been reported (via 13F filing form) to have a value of $2.86 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Staley Capital Advisers Inc
|
Aug 13, 2024 Q2 2024 |
7,739
shares
|
$605,344
0.03% of portfolio
|
Q2 2024
Added 0.05%
|
|
Merit Financial Group, LLC
|
Aug 13, 2024 Q2 2024 |
7,673
shares
|
$600,182
0.01% of portfolio
|
Q2 2024
Reduced 0.81%
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Aug 13, 2024 Q2 2024 |
7,450
shares
|
$582,739
0.01% of portfolio
|
Q2 2024
Added 18.14%
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 13, 2024 Q2 2024 |
7,287
shares
|
$569,989
0.0% of portfolio
|
Q2 2024
Added 2.91%
|
|
Financial Advocates Investment Management
Olympia, WA |
Jul 26, 2024 Q2 2024 |
7,276
shares
|
$569,128
0.03% of portfolio
|
Q2 2024
Reduced 4.51%
|
|
Grandview Asset Management LLC
|
Jul 16, 2024 Q2 2024 |
7,260
shares
|
$567,877
0.31% of portfolio
|
Q2 2024
Added 0.79%
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2024 Q2 2024 |
6,888
shares
|
$538,779
0.01% of portfolio
|
Q2 2024
Added 108.22%
|
|
Family Asset Management, LLC
Charleston, SC |
Aug 01, 2024 Q2 2024 |
6,879
shares
|
$538,075
0.32% of portfolio
|
Q2 2024
Reduced 6.1%
|
|
Ntb Financial Corp
Centennial, CO |
Aug 09, 2022 Q2 2022 |
6,699
shares
|
$523,995
0.32% of portfolio
|
Q2 2022
Added 0.42%
|
|
Bickling Financial Services, Inc.
Lexington, MA |
Jan 31, 2023 Q4 2022 |
6,698
shares
|
$523,917
0.26% of portfolio
|
Q4 2022
Added 0.59%
|
|
Fiduciary Group LLC
Savannah, GA |
Aug 08, 2024 Q2 2024 |
6,606
shares
|
$516,721
0.05% of portfolio
|
Q1 2023
New holding
|
|
Whittier Trust CO Of Nevada Inc
|
Jul 26, 2024 Q2 2024 |
6,580
shares
|
$514,687
0.01% of portfolio
|
Q4 2021
Added 100.0%
|
|
Reynders Mc Veigh Capital Management, LLC
|
Aug 13, 2024 Q2 2024 |
6,500
shares
|
$508,430
0.03% of portfolio
|
Q1 2024
New holding
|
|
Hrt Financial LP
New York, NY |
Aug 12, 2024 Q2 2024 |
6,492
shares
|
$507,804
0.0% of portfolio
|
Q2 2024
New holding
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Jul 10, 2024 Q2 2024 |
6,461
shares
|
$505,379
0.77% of portfolio
|
Q2 2023
Added 14.29%
|
|
Modera Wealth Management, LLC
|
Jul 29, 2024 Q2 2024 |
6,337
shares
|
$495,680
0.01% of portfolio
|
Q3 2023
Reduced 35.55%
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
6,320
shares
|
$494,350
0.01% of portfolio
|
Q1 2022
Added 23.01%
|
|
Powers Advisory Group, LLC
|
Jul 24, 2024 Q2 2024 |
6,235
shares
|
$487,701
0.25% of portfolio
|
Q2 2024
Added 0.6%
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Aug 12, 2024 Q2 2024 |
6,231
shares
|
$487,388
0.36% of portfolio
|
Q2 2024
Reduced 25.8%
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Aug 09, 2024 Q2 2024 |
6,230
shares
|
$487,310
0.02% of portfolio
|
Q1 2024
Reduced 13.11%
|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
Jul 29, 2024 Q2 2024 |
6,210
shares
|
$485,746
0.17% of portfolio
|
Q2 2024
Reduced 6.09%
|
|
Waldron Private Wealth LLC
|
Jul 31, 2024 Q2 2024 |
6,183
shares
|
$483,634
0.02% of portfolio
|
Q4 2023
Reduced 31.54%
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Apr 01, 2024 Q4 2023 |
6,110
shares
|
$477,924
0.05% of portfolio
|
Q3 2023
Reduced 7.9%
|
|
Associated Banc Corp
Green Bay, WI |
Aug 01, 2024 Q2 2024 |
6,106
shares
|
$477,611
0.01% of portfolio
|
Q1 2024
Reduced 0.07%
|
|
Kovack Advisors, Inc.
|
Aug 02, 2024 Q2 2024 |
6,055
shares
|
$473,622
0.05% of portfolio
|
Q2 2024
Added 2.54%
|