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 438 institutions that hold shares in the stock, with a total of 40 Million shares, which have been reported (via 13F filing form) to have a value of $3.11 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hazlett, Burt & Watson, Inc.
|
Feb 12, 2025 Q4 2024 |
5,588
shares
|
$434,411
0.19% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
Jan 16, 2025 Q4 2024 |
5,458
shares
|
$424,304
0.09% of portfolio
|
Q4 2022
Reduced 4.71%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Feb 14, 2025 Q4 2024 |
5,416
shares
|
$421,039
0.04% of portfolio
|
Q4 2024
Reduced 11.36%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
5,386
shares
|
$418,707
0.04% of portfolio
|
Q2 2022
Added 20.33%
|
|
|
Spinnaker Trust
|
Jan 30, 2025 Q4 2024 |
5,365
shares
|
$417,075
0.03% of portfolio
|
Q3 2023
Reduced 4.99%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
5,336
shares
|
$414,820
0.01% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Cornerstone Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
5,308
shares
|
$412,643
0.03% of portfolio
|
Q3 2024
Reduced 0.95%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
5,284
shares
|
$410,778
0.0% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Equitable Trust CO
|
Jan 29, 2025 Q4 2024 |
5,149
shares
|
$400,283
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
Feb 13, 2025 Q4 2024 |
5,084
shares
|
$395,230
0.08% of portfolio
|
Q4 2022
Added 10.91%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
5,079
shares
|
$394,841
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Virginia National Bank
|
Oct 19, 2023 Q3 2023 |
5,064
shares
|
$393,675
1.42% of portfolio
|
Q3 2023
Reduced 0.8%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Jan 15, 2025 Q4 2024 |
4,990
shares
|
$387,922
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
4,946
shares
|
$384,502
0.0% of portfolio
|
Q1 2024
Reduced 37.36%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Feb 14, 2025 Q4 2024 |
4,921
shares
|
$382,558
0.01% of portfolio
|
Q4 2024
Added 53.35%
|
|
|
Garrett Wealth Advisory Group, LLC
|
Feb 06, 2025 Q4 2024 |
4,917
shares
|
$382,247
0.09% of portfolio
|
Q4 2024
Reduced 8.25%
|
|
|
Marion Wealth Management
|
Jan 13, 2025 Q4 2024 |
4,894
shares
|
$380,459
0.1% of portfolio
|
Q2 2024
Added 3.88%
|
|
|
Pfg Advisors
|
Feb 07, 2025 Q4 2024 |
4,811
shares
|
$374,007
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Reynders Mc Veigh Capital Management, LLC
|
Feb 13, 2025 Q4 2024 |
4,800
shares
|
$373,152
0.02% of portfolio
|
Q4 2024
Reduced 17.24%
|
|
|
Courier Capital LLC
|
Jan 13, 2025 Q4 2024 |
4,780
shares
|
$371,597
0.03% of portfolio
|
Q1 2023
Reduced 10.02%
|
|
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
Feb 10, 2025 Q4 2024 |
4,763
shares
|
$370,275
0.31% of portfolio
|
Q4 2023
New holding
|
|
|
Salomon & Ludwin, LLC
|
Jan 30, 2025 Q4 2024 |
4,725
shares
|
$367,321
0.04% of portfolio
|
Q4 2024
Reduced 0.8%
|
|
|
St. Louis Trust CO
|
Feb 07, 2025 Q4 2024 |
4,720
shares
|
$366,932
0.05% of portfolio
|
Q4 2022
New holding
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
4,719
shares
|
$366,855
0.1% of portfolio
|
Q4 2024
Reduced 16.55%
|
|
|
Choate Investment Advisors
Boston, MA |
Feb 10, 2025 Q4 2024 |
4,710
shares
|
$366,155
0.01% of portfolio
|
Q4 2022
New holding
|