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 |
|---|---|---|---|---|---|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
56,727
shares
|
$4.56 Million
0.01% of portfolio
|
Q3 2023
Reduced 4.97%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
53,340
shares
|
$4.28 Million
0.13% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
Jan 31, 2025 Q4 2024 |
52,985
shares
|
$4.26 Million
0.92% of portfolio
|
Q4 2024
New holding
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
52,508
shares
|
$4.22 Million
0.01% of portfolio
|
Q4 2024
Reduced 5.43%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
52,094
shares
|
$4.18 Million
0.04% of portfolio
|
Q3 2024
Added 0.0%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2024 Q3 2024 |
51,440
shares
|
$4.13 Million
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
51,335
shares
|
$4.12 Million
0.19% of portfolio
|
Q4 2024
Added 9.08%
|
|
|
Circle Wealth Management, LLC
Summit, NJ |
Nov 14, 2024 Q3 2024 |
51,237
shares
|
$4.12 Million
0.09% of portfolio
|
Q4 2023
Reduced 0.61%
|
|
|
Ifg Advisory, LLC
|
Oct 30, 2024 Q3 2024 |
50,619
shares
|
$4.07 Million
0.26% of portfolio
|
Q3 2024
Added 1.2%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
48,284
shares
|
$3.88 Million
0.01% of portfolio
|
Q3 2024
Added 8.69%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Nov 06, 2024 Q3 2024 |
48,281
shares
|
$3.88 Million
0.19% of portfolio
|
Q3 2024
Reduced 0.71%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
47,584
shares
|
$3.82 Million
0.04% of portfolio
|
Q4 2024
Added 2.38%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
47,551
shares
|
$3.82 Million
0.01% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Nadler Financial Group, Inc.
|
Jan 24, 2025 Q4 2024 |
47,400
shares
|
$3.81 Million
0.39% of portfolio
|
Q4 2024
Reduced 0.14%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
47,263
shares
|
$3.8 Million
0.01% of portfolio
|
Q3 2024
Reduced 4.44%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
47,214
shares
|
$3.79 Million
0.0% of portfolio
|
Q3 2024
Added 193.69%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
46,644
shares
|
$3.75 Million
0.02% of portfolio
|
Q3 2024
Reduced 1.12%
|
|
|
Aspiriant, LLC
|
Jan 16, 2025 Q4 2024 |
41,366
shares
|
$3.32 Million
0.12% of portfolio
|
Q4 2024
Reduced 2.3%
|
|
|
Allen Capital Group, LLC
|
Jan 23, 2025 Q4 2024 |
39,840
shares
|
$3.2 Million
0.37% of portfolio
|
Q4 2024
Reduced 1.93%
|
|
|
Meridian Financial Partners LLC
|
Jan 14, 2025 Q4 2024 |
38,197
shares
|
$3.07 Million
1.57% of portfolio
|
Q4 2024
Added 0.45%
|
|
|
Mission Wealth Management, LP
|
Oct 31, 2024 Q3 2024 |
36,214
shares
|
$2.91 Million
0.07% of portfolio
|
Q3 2024
Reduced 6.11%
|
|
|
Rockport Wealth LLC
Fairview Park, OH |
Nov 13, 2024 Q3 2024 |
34,959
shares
|
$2.81 Million
0.73% of portfolio
|
Q3 2024
Reduced 6.2%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Nov 12, 2024 Q3 2024 |
34,708
shares
|
$2.79 Million
0.23% of portfolio
|
Q3 2024
Reduced 1.31%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
34,469
shares
|
$2.77 Million
0.01% of portfolio
|
Q3 2024
Added 0.43%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
33,223
shares
|
$2.67 Million
0.03% of portfolio
|
Q4 2024
Reduced 1.32%
|