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 410 institutions that hold shares in the stock, with a total of 36.5 Million shares, which have been reported (via 13F filing form) to have a value of $2.91 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fox Financial, Inc
Wyomissing, PA |
Jan 23, 2025 Q4 2024 |
310,681
shares
|
$24.8 Million
21.83% of portfolio
|
Q4 2024
Added 21.73%
|
|
|
Mai Capital Management
|
Nov 07, 2024 Q3 2024 |
263,628
shares
|
$21 Million
0.2% of portfolio
|
Q3 2024
Reduced 1.14%
|
|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
254,800
shares
|
$20.3 Million
4.11% of portfolio
|
Q4 2023
Added 2.12%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
248,715
shares
|
$19.8 Million
0.0% of portfolio
|
Q3 2024
Reduced 9.58%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
238,279
shares
|
$19 Million
0.01% of portfolio
|
Q3 2024
Added 22.94%
|
|
|
Bristlecone Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
228,960
shares
|
$18.3 Million
1.45% of portfolio
|
Q3 2024
Added 2.98%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
222,511
shares
|
$17.8 Million
0.11% of portfolio
|
Q3 2024
Added 6.22%
|
|
|
Revolve Wealth Partners, LLC
|
Jan 22, 2025 Q4 2024 |
218,498
shares
|
$17.4 Million
1.87% of portfolio
|
Q4 2024
Reduced 0.68%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
204,818
shares
|
$16.3 Million
1.05% of portfolio
|
Q3 2023
Reduced 17.84%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
194,276
shares
|
$15.5 Million
0.14% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Fairway Wealth LLC
Independence, OH |
Nov 01, 2024 Q3 2024 |
182,470
shares
|
$14.6 Million
7.28% of portfolio
|
Q3 2024
Added 61.28%
|
|
|
Fidelis I M, LLC
Medford, OR |
Jan 21, 2025 Q4 2024 |
165,534
shares
|
$13.2 Million
6.32% of portfolio
|
Q4 2024
Reduced 5.41%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 05, 2024 Q3 2024 |
163,291
shares
|
$13 Million
1.15% of portfolio
|
Q3 2024
Added 5.04%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
159,861
shares
|
$12.8 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.33%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Nov 25, 2024 Q3 2024 |
156,161
shares
|
$12.5 Million
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
153,841
shares
|
$12.3 Million
0.01% of portfolio
|
Q3 2024
Added 11.79%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
151,664
shares
|
$12.1 Million
0.07% of portfolio
|
Q3 2024
Reduced 2.29%
|
|
|
Bms Financial Advisors, LLC
|
Jul 31, 2023 Q2 2023 |
147,770
shares
|
$11.8 Million
6.35% of portfolio
|
Q2 2023
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
145,161
shares
|
$11.6 Million
0.0% of portfolio
|
Q3 2024
Reduced 8.91%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
144,802
shares
|
$11.6 Million
0.03% of portfolio
|
Q3 2024
Reduced 8.32%
|
|
|
Advisors Preferred, LLC
Rockville, MD |
Oct 15, 2024 Q3 2024 |
144,548
shares
|
$11.5 Million
1.76% of portfolio
|
Q3 2024
Reduced 20.5%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
141,473
shares
|
$11.3 Million
0.02% of portfolio
|
Q4 2024
Added 3.31%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
141,082
shares
|
$11.3 Million
1.37% of portfolio
|
Q2 2024
New holding
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Oct 31, 2024 Q3 2024 |
138,735
shares
|
$11.1 Million
1.78% of portfolio
|
Q3 2024
Reduced 3.2%
|
|
|
Lake Street Financial LLC
|
Jan 15, 2025 Q4 2024 |
138,258
shares
|
$11 Million
1.77% of portfolio
|
Q4 2024
New holding
|