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 |
|---|---|---|---|---|---|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
14,773
shares
|
$1.19 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%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 12, 2024 Q3 2024 |
14,404
shares
|
$1.16 Million
0.06% of portfolio
|
Q1 2022
Reduced 0.84%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Jan 24, 2025 Q4 2024 |
14,191
shares
|
$1.14 Million
0.26% of portfolio
|
Q4 2024
Added 13.36%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Jan 21, 2025 Q4 2024 |
14,180
shares
|
$1.14 Million
0.32% of portfolio
|
Q1 2024
Reduced 2.74%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
14,136
shares
|
$1.14 Million
0.03% of portfolio
|
Q3 2024
Added 71.1%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
13,650
shares
|
$1.1 Million
0.03% of portfolio
|
Q2 2020
Added 4.34%
|
|
|
Platform Technology Partners
|
Jan 28, 2025 Q4 2024 |
13,597
shares
|
$1.09 Million
0.34% of portfolio
|
Q4 2024
Reduced 20.0%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
13,405
shares
|
$1.08 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
13,156
shares
|
$1.06 Million
0.0% of portfolio
|
Q3 2024
Reduced 4.24%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
13,075
shares
|
$1.05 Million
0.08% of portfolio
|
Q3 2024
Reduced 14.88%
|
|
|
Rodgers Brothers Inc.
Harmony, PA |
Nov 14, 2024 Q3 2024 |
12,733
shares
|
$1.02 Million
0.14% of portfolio
|
Q1 2024
New holding
|
|
|
Vestor Capital, LLC
Chicago, IL |
Oct 29, 2024 Q3 2024 |
12,547
shares
|
$1.01 Million
0.08% of portfolio
|
Q3 2024
Reduced 2.17%
|
|
|
Moloney Securities Asset Management, LLC
|
Jan 28, 2025 Q4 2024 |
12,484
shares
|
$1 Million
0.14% of portfolio
|
Q4 2024
Added 30.01%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
12,186
shares
|
$978,779
0.05% of portfolio
|
Q3 2024
Added 12.29%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
11,917
shares
|
$957,173
0.03% of portfolio
|
Q3 2024
Added 5.97%
|
|
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
Jan 30, 2025 Q4 2024 |
11,718
shares
|
$941,189
0.33% of portfolio
|
Q4 2024
New holding
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
11,700
shares
|
$939,743
0.3% of portfolio
|
Q3 2024
New holding
|
|
|
Fsa Advisors, Inc.
Troy, MI |
Jan 23, 2025 Q4 2024 |
11,403
shares
|
$915,888
1.09% of portfolio
|
Q4 2024
Added 7.41%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
11,298
shares
|
$907,455
0.03% of portfolio
|
Q4 2024
Added 0.33%
|
|
|
Lake Street Advisors Group, LLC
|
Oct 23, 2024 Q3 2024 |
11,222
shares
|
$901,351
0.04% of portfolio
|
Q3 2024
Added 1.83%
|
|
|
Prudential Financial Inc
Newark, NJ |
Nov 13, 2024 Q3 2024 |
11,178
shares
|
$897,816
0.0% of portfolio
|
Q3 2024
Added 31.61%
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
11,092
shares
|
$890,909
0.03% of portfolio
|
Q4 2021
Added 100.0%
|
|
|
Cora Capital Advisors LLC
Marlton, NJ |
Jan 21, 2025 Q4 2024 |
10,694
shares
|
$858,942
0.4% of portfolio
|
Q4 2022
New holding
|
|
|
Hilltop Partners LLC
Mishawaka, IN |
Nov 12, 2024 Q3 2024 |
10,686
shares
|
$858,299
0.28% of portfolio
|
Q2 2023
New holding
|