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 |
|---|---|---|---|---|---|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
34,623
shares
|
$2.69 Million
0.01% of portfolio
|
Q4 2024
Added 0.45%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
33,223
shares
|
$2.58 Million
0.03% of portfolio
|
Q4 2024
Reduced 1.32%
|
|
|
Cra Financial Services, LLC
|
Jan 31, 2025 Q4 2024 |
31,735
shares
|
$2.47 Million
0.45% of portfolio
|
Q4 2024
Added 5.98%
|
|
|
Keybank National Association
|
Feb 06, 2025 Q4 2024 |
31,353
shares
|
$2.44 Million
0.01% of portfolio
|
Q4 2024
Added 9.23%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
31,206
shares
|
$2.43 Million
0.05% of portfolio
|
Q3 2022
Added 38.13%
|
|
|
Coldstream Capital Management Inc
|
Feb 14, 2025 Q4 2024 |
31,178
shares
|
$2.42 Million
0.05% of portfolio
|
Q4 2024
Reduced 2.11%
|
|
|
Avant Capital LLC
Lafayette, LA |
Feb 11, 2025 Q4 2024 |
30,054
shares
|
$2.34 Million
1.97% of portfolio
|
Q4 2024
Added 23.24%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
29,925
shares
|
$2.33 Million
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
29,836
shares
|
$2.32 Million
0.01% of portfolio
|
Q4 2024
Added 2.03%
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Jan 29, 2025 Q4 2024 |
29,598
shares
|
$2.3 Million
1.69% of portfolio
|
Q4 2024
Added 3.7%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Feb 11, 2025 Q4 2024 |
29,568
shares
|
$2.3 Million
0.21% of portfolio
|
Q4 2024
Reduced 0.63%
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
29,428
shares
|
$2.29 Million
0.36% of portfolio
|
Q4 2024
Added 3.55%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
29,032
shares
|
$2.26 Million
0.02% of portfolio
|
Q4 2024
Added 116.58%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
28,777
shares
|
$2.24 Million
0.08% of portfolio
|
Q4 2024
Added 24.86%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
27,193
shares
|
$2.11 Million
0.0% of portfolio
|
Q4 2024
Reduced 42.4%
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
26,379
shares
|
$2.05 Million
0.08% of portfolio
|
Q4 2024
Added 0.47%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
26,095
shares
|
$2.03 Million
0.7% of portfolio
|
Q3 2023
Reduced 4.21%
|
|
|
Amplius Wealth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
26,075
shares
|
$2.03 Million
0.24% of portfolio
|
Q4 2024
Reduced 0.38%
|
|
|
Team Financial Group, LLC
Temecula, CA |
Jan 17, 2025 Q4 2024 |
25,178
shares
|
$1.96 Million
1.12% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
24,306
shares
|
$1.89 Million
0.07% of portfolio
|
Q4 2024
Added 21.57%
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
23,257
shares
|
$1.81 Million
0.0% of portfolio
|
Q4 2024
Added 12.05%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
23,063
shares
|
$1.79 Million
0.0% of portfolio
|
Q4 2024
Added 17.81%
|
|
|
Culbertson A N & CO Inc
|
Jan 16, 2025 Q4 2024 |
22,860
shares
|
$1.78 Million
0.29% of portfolio
|
Q2 2024
Reduced 0.44%
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
22,225
shares
|
$1.73 Million
1.03% of portfolio
|
Q4 2024
Reduced 3.77%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
22,199
shares
|
$1.73 Million
0.02% of portfolio
|
Q4 2024
Reduced 2.25%
|