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 480 institutions that hold shares in the stock, with a total of 43.6 Million shares, which have been reported (via 13F filing form) to have a value of $3.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
3,899,581
shares
|
$340 Million
0.21% of portfolio
|
Q3 2025
Added 0.34%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
3,475,573
shares
|
$303 Million
0.09% of portfolio
|
Q3 2025
Added 6.96%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
2,865,779
shares
|
$250 Million
0.02% of portfolio
|
Q3 2025
Reduced 3.0%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
2,094,288
shares
|
$183 Million
4.52% of portfolio
|
Q4 2023
Added 0.5%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
2,055,006
shares
|
$179 Million
0.04% of portfolio
|
Q3 2025
Reduced 2.46%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
1,404,483
shares
|
$122 Million
0.09% of portfolio
|
Q3 2025
Reduced 0.55%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
1,359,616
shares
|
$118 Million
0.02% of portfolio
|
Q3 2025
Added 4.44%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 14, 2025 Q3 2025 |
1,194,827
shares
|
$104 Million
2.33% of portfolio
|
Q3 2025
Added 1.72%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
1,159,861
shares
|
$101 Million
0.01% of portfolio
|
Q3 2025
Added 10.68%
|
|
|
Trilogy Capital Inc.
|
Oct 24, 2025 Q3 2025 |
1,118,106
shares
|
$97.4 Million
4.53% of portfolio
|
Q3 2025
Reduced 3.36%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
1,054,394
shares
|
$91.9 Million
1.24% of portfolio
|
Q3 2025
Added 0.43%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
1,050,411
shares
|
$91.5 Million
1.39% of portfolio
|
Q3 2025
Reduced 2.05%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
858,767
shares
|
$74.8 Million
0.09% of portfolio
|
Q3 2025
Added 18.71%
|
|
|
Waterway Wealth Management, LLC
The Woodlands, TX |
Nov 06, 2025 Q3 2025 |
732,261
shares
|
$63.8 Million
13.49% of portfolio
|
Q3 2025
Added 21.97%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
715,734
shares
|
$62.4 Million
0.02% of portfolio
|
Q3 2025
Added 9.78%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
702,402
shares
|
$61.2 Million
0.17% of portfolio
|
Q3 2025
Added 10.45%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
685,188
shares
|
$59.7 Million
0.01% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
681,367
shares
|
$59.4 Million
1.39% of portfolio
|
Q1 2024
Added 1.17%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
615,872
shares
|
$53.7 Million
0.07% of portfolio
|
Q3 2025
Reduced 2.79%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
580,073
shares
|
$50.6 Million
0.02% of portfolio
|
Q3 2025
Added 0.31%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
568,867
shares
|
$49.6 Million
0.07% of portfolio
|
Q3 2025
Added 14.5%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
513,950
shares
|
$44.8 Million
0.01% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
473,735
shares
|
$41.3 Million
0.05% of portfolio
|
Q3 2024
Reduced 3.68%
|
|
|
Iag Wealth Partners, LLC
|
Nov 12, 2025 Q3 2025 |
393,899
shares
|
$34.3 Million
4.62% of portfolio
|
Q3 2025
Reduced 1.07%
|
|
|
Clg LLC
Long Beach, CA |
Nov 14, 2025 Q3 2025 |
378,460
shares
|
$33 Million
8.97% of portfolio
|
Q3 2025
Added 35.22%
|
|