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 |
|---|---|---|---|---|---|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
138,258
shares
|
$10.7 Million
0.03% of portfolio
|
Q4 2024
Reduced 4.52%
|
|
|
Lake Street Financial LLC
|
Jan 15, 2025 Q4 2024 |
138,258
shares
|
$10.7 Million
1.77% of portfolio
|
Q4 2024
New holding
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Jan 28, 2025 Q4 2024 |
135,707
shares
|
$10.5 Million
1.75% of portfolio
|
Q4 2024
Reduced 2.18%
|
|
|
First American Trust, Fsb
|
Feb 11, 2025 Q4 2024 |
117,206
shares
|
$9.11 Million
0.94% of portfolio
|
Q4 2024
New holding
|
|
|
Advisors Preferred, LLC
Rockville, MD |
Jan 28, 2025 Q4 2024 |
112,381
shares
|
$8.74 Million
1.45% of portfolio
|
Q4 2024
Reduced 22.25%
|
|
|
Cx Institutional
|
Jan 21, 2025 Q4 2024 |
108,028
shares
|
$8.4 Million
0.34% of portfolio
|
Q4 2024
Added 8.27%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Feb 06, 2025 Q4 2024 |
106,631
shares
|
$8.29 Million
2.83% of portfolio
|
Q4 2024
Added 5.15%
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
104,051
shares
|
$8.09 Million
0.4% of portfolio
|
Q4 2024
Reduced 0.48%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Feb 24, 2025 Q4 2024 |
103,263
shares
|
$8.03 Million
1.69% of portfolio
|
Q4 2024
Added 11.95%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
103,011
shares
|
$8.01 Million
0.23% of portfolio
|
Q4 2024
Reduced 1.03%
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
98,357
shares
|
$7.65 Million
1.77% of portfolio
|
Q4 2024
Reduced 1.09%
|
|
|
Moller Financial Services
|
Jan 07, 2025 Q4 2024 |
94,606
shares
|
$7.35 Million
1.94% of portfolio
|
Q4 2024
Reduced 1.39%
|
|
|
Bank Hapoalim Bm
|
Jan 27, 2025 Q4 2024 |
94,500
shares
|
$7.35 Million
1.19% of portfolio
|
Q2 2024
Reduced 50.0%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
92,354
shares
|
$7.18 Million
0.01% of portfolio
|
Q4 2024
Added 1.21%
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
Feb 13, 2025 Q4 2024 |
77,207
shares
|
$6 Million
1.24% of portfolio
|
Q4 2024
Reduced 5.35%
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Jan 29, 2025 Q4 2024 |
76,414
shares
|
$5.94 Million
2.21% of portfolio
|
Q4 2024
Added 2.1%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Jan 13, 2025 Q4 2024 |
69,843
shares
|
$5.43 Million
0.68% of portfolio
|
Q4 2024
Reduced 2.98%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
67,957
shares
|
$5.28 Million
0.01% of portfolio
|
Q4 2024
Added 5.0%
|
|
|
H&H Retirement Design & Management Inc
|
Feb 24, 2025 Q4 2024 |
67,848
shares
|
$5.27 Million
3.32% of portfolio
|
Q4 2024
Reduced 1.24%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
65,359
shares
|
$5.08 Million
0.05% of portfolio
|
Q4 2024
Added 2.1%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
63,832
shares
|
$4.96 Million
0.01% of portfolio
|
Q4 2024
Reduced 5.29%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Feb 11, 2025 Q4 2024 |
61,099
shares
|
$4.75 Million
0.07% of portfolio
|
Q4 2024
Added 4.33%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
61,006
shares
|
$4.74 Million
0.08% of portfolio
|
Q4 2024
Added 6.78%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
60,232
shares
|
$4.68 Million
0.35% of portfolio
|
Q4 2024
Added 103.34%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
59,674
shares
|
$4.64 Million
0.02% of portfolio
|
Q4 2024
Added 1.21%
|