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 421 institutions that hold shares in the stock, with a total of 36.9 Million shares, which have been reported (via 13F filing form) to have a value of $2.96 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Jan 17, 2025 Q4 2024 |
6,461
shares
|
$518,947
0.89% of portfolio
|
Q2 2023
Added 14.29%
|
|
|
Modera Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
6,337
shares
|
$508,987
0.01% of portfolio
|
Q3 2023
Reduced 35.55%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
6,332
shares
|
$508,586
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
6,320
shares
|
$507,622
0.01% of portfolio
|
Q1 2022
Added 23.01%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 12, 2024 Q3 2024 |
6,306
shares
|
$506,497
0.01% of portfolio
|
Q3 2024
Reduced 15.36%
|
|
|
Powers Advisory Group, LLC
|
Jan 23, 2025 Q4 2024 |
6,301
shares
|
$506,096
0.25% of portfolio
|
Q4 2024
Added 0.54%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Nov 06, 2024 Q3 2024 |
6,231
shares
|
$500,473
0.38% of portfolio
|
Q2 2024
Reduced 25.8%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Jan 24, 2025 Q4 2024 |
6,230
shares
|
$500,393
0.02% of portfolio
|
Q1 2024
Reduced 13.11%
|
|
|
Convergence Financial, LLC
Columbia, MO |
Oct 23, 2024 Q3 2024 |
6,228
shares
|
$500,232
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
Nov 08, 2024 Q3 2024 |
6,210
shares
|
$498,787
0.17% of portfolio
|
Q2 2024
Reduced 6.09%
|
|
|
Waldron Private Wealth LLC
|
Jan 23, 2025 Q4 2024 |
6,183
shares
|
$496,618
0.02% of portfolio
|
Q4 2023
Reduced 31.54%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Apr 01, 2024 Q4 2023 |
6,110
shares
|
$490,755
0.05% of portfolio
|
Q3 2023
Reduced 7.9%
|
|
|
Kovack Advisors, Inc.
|
Nov 05, 2024 Q3 2024 |
6,055
shares
|
$486,337
0.05% of portfolio
|
Q2 2024
Added 2.54%
|
|
|
Berkshire Money Management, Inc.
|
Jan 27, 2025 Q4 2024 |
6,000
shares
|
$481,919
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Associated Banc Corp
Green Bay, WI |
Nov 13, 2024 Q3 2024 |
5,956
shares
|
$478,385
0.01% of portfolio
|
Q3 2024
Reduced 2.46%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
5,878
shares
|
$472,120
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ls Investment Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
5,800
shares
|
$465,855
0.07% of portfolio
|
Q4 2021
Added 100.0%
|
|
|
Reynders Mc Veigh Capital Management, LLC
|
Nov 14, 2024 Q3 2024 |
5,800
shares
|
$465,855
0.02% of portfolio
|
Q3 2024
Reduced 10.77%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 09, 2024 Q3 2024 |
5,664
shares
|
$454,932
0.06% of portfolio
|
Q4 2021
Added 100.0%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Oct 30, 2024 Q3 2024 |
5,579
shares
|
$448,105
0.2% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Nov 12, 2024 Q3 2024 |
5,565
shares
|
$446,980
0.03% of portfolio
|
Q3 2024
Reduced 49.25%
|
|
|
Absolute Capital Management, LLC
|
Nov 08, 2024 Q3 2024 |
5,532
shares
|
$444,330
0.26% of portfolio
|
Q3 2024
Reduced 4.39%
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
Jan 16, 2025 Q4 2024 |
5,458
shares
|
$438,386
0.09% of portfolio
|
Q4 2022
Reduced 4.71%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 04, 2024 Q3 2024 |
5,446
shares
|
$437,422
0.01% of portfolio
|
Q4 2023
Reduced 1.75%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
5,386
shares
|
$432,603
0.04% of portfolio
|
Q2 2022
Added 20.33%
|