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 |
|---|---|---|---|---|---|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
19,675
shares
|
$1.57 Million
0.16% of portfolio
|
Q3 2024
Added 12.61%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
19,576
shares
|
$1.56 Million
0.0% of portfolio
|
Q3 2024
Added 10.8%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Nov 06, 2024 Q3 2024 |
19,281
shares
|
$1.54 Million
0.05% of portfolio
|
Q3 2024
Added 0.52%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Oct 07, 2024 Q3 2024 |
18,734
shares
|
$1.5 Million
0.43% of portfolio
|
Q3 2024
Added 1.08%
|
|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
18,070
shares
|
$1.44 Million
0.01% of portfolio
|
Q4 2024
Added 4.14%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Oct 24, 2024 Q3 2024 |
17,577
shares
|
$1.4 Million
0.18% of portfolio
|
Q1 2024
New holding
|
|
|
Alta Wealth Advisors LLC
|
Jan 23, 2025 Q4 2024 |
17,420
shares
|
$1.39 Million
0.6% of portfolio
|
Q1 2022
New holding
|
|
|
Platform Technology Partners
|
Nov 04, 2024 Q3 2024 |
16,996
shares
|
$1.36 Million
0.43% of portfolio
|
Q4 2021
Added 100.0%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
16,740
shares
|
$1.34 Million
0.0% of portfolio
|
Q3 2024
Added 269.37%
|
|
|
Valeo Financial Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
16,699
shares
|
$1.33 Million
0.03% of portfolio
|
Q2 2022
Added 0.48%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 05, 2024 Q3 2024 |
16,480
shares
|
$1.32 Million
0.07% of portfolio
|
Q3 2024
Added 6.81%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
16,439
shares
|
$1.31 Million
0.0% of portfolio
|
Q3 2024
Added 4.02%
|
|
|
Kmg Fiduciary Partners, LLC
|
Jan 14, 2025 Q4 2024 |
16,430
shares
|
$1.31 Million
0.11% of portfolio
|
Q4 2024
Added 2.0%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Nov 14, 2024 Q3 2024 |
16,396
shares
|
$1.31 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Flynn Zito Capital Management, LLC
|
Nov 04, 2024 Q3 2024 |
16,380
shares
|
$1.31 Million
0.63% of portfolio
|
Q3 2024
Added 0.5%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
16,309
shares
|
$1.3 Million
0.0% of portfolio
|
Q3 2024
Added 11.82%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 13, 2024 Q3 2024 |
16,276
shares
|
$1.3 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.98%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 25, 2024 Q3 2024 |
16,154
shares
|
$1.29 Million
0.01% of portfolio
|
Q3 2024
Added 208.93%
|
|
|
Minot Wealth Management LLC
|
Jul 12, 2022 Q2 2022 |
16,132
shares
|
$1.29 Million
0.24% of portfolio
|
Q4 2021
Added 131.25%
|
|
|
Tranquility Partners, LLC
|
Nov 07, 2024 Q3 2024 |
16,039
shares
|
$1.28 Million
0.47% of portfolio
|
Q3 2024
Added 0.46%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
15,748
shares
|
$1.26 Million
0.03% of portfolio
|
Q3 2023
Reduced 1.26%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2024 Q3 2024 |
15,300
shares
|
$1.22 Million
0.0% of portfolio
|
Q3 2024
Added 21.43%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
14,935
shares
|
$1.19 Million
0.01% of portfolio
|
Q3 2023
Reduced 20.96%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
14,773
shares
|
$1.18 Million
0.02% of portfolio
|
Q3 2024
Added 1.52%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
14,489
shares
|
$1.16 Million
0.02% of portfolio
|
Q3 2024
Reduced 8.47%
|