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 480 institutions that hold shares in the stock, with a total of 43.7 Million shares, which have been reported (via 13F filing form) to have a value of $3.81 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hbk Sorce Advisory LLC
Erie, PA |
Oct 16, 2025 Q3 2025 |
8,212
shares
|
$715,675
0.02% of portfolio
|
Q2 2023
Reduced 50.0%
|
|
|
Benedict Financial Advisors Inc
|
Nov 03, 2025 Q3 2025 |
8,061
shares
|
$702,516
0.15% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Fifth Third Securities, Inc.
|
Oct 10, 2025 Q3 2025 |
8,058
shares
|
$702,254
0.05% of portfolio
|
Q3 2025
Added 51.98%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
8,050
shares
|
$701,557
0.01% of portfolio
|
Q2 2025
Reduced 1.59%
|
|
|
Western Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
8,048
shares
|
$701,383
0.04% of portfolio
|
Q3 2025
Added 6.74%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 31, 2025 Q3 2025 |
7,929
shares
|
$691,012
0.05% of portfolio
|
Q2 2025
Added 0.72%
|
|
|
Live Oak Investment Partners
Austin, TX |
Oct 29, 2025 Q3 2025 |
7,888
shares
|
$687,439
0.47% of portfolio
|
Q3 2025
Reduced 41.77%
|
|
|
Adamsbrown Wealth Consultants LLC
|
Nov 03, 2025 Q3 2025 |
7,868
shares
|
$685,696
0.22% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
7,819
shares
|
$681,425
0.03% of portfolio
|
Q3 2025
Reduced 0.13%
|
|
|
Haverford Trust CO
Radnor, PA |
Nov 14, 2025 Q3 2025 |
7,802
shares
|
$679,944
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Tallon Kerry Patrick
Pittsford, NY |
Jan 14, 2025 Q4 2024 |
7,675
shares
|
$668,876
0.57% of portfolio
|
Q4 2024
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
7,629
shares
|
$664,867
0.0% of portfolio
|
Q3 2025
Reduced 24.14%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
7,625
shares
|
$664,518
0.02% of portfolio
|
Q3 2025
Reduced 12.61%
|
|
|
M&T Bank Corp
|
Nov 14, 2025 Q3 2025 |
7,622
shares
|
$664,257
0.0% of portfolio
|
Q2 2025
Reduced 3.18%
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Oct 22, 2025 Q3 2025 |
7,610
shares
|
$663,211
0.12% of portfolio
|
Q3 2025
Reduced 17.65%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2025 Q3 2025 |
7,556
shares
|
$658,505
0.09% of portfolio
|
Q3 2025
Added 1.83%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
7,532
shares
|
$656,413
0.0% of portfolio
|
Q3 2025
Added 4.31%
|
|
|
Lutz Financial Services LLC
|
Nov 10, 2025 Q3 2025 |
7,456
shares
|
$649,790
0.05% of portfolio
|
Q4 2024
Added 84.28%
|
|
|
Brighton Jones LLC
|
Oct 14, 2025 Q3 2025 |
7,415
shares
|
$646,217
0.02% of portfolio
|
Q3 2025
Added 0.49%
|
|
|
Shore Haven Wealth Partners, LLC
|
Oct 23, 2025 Q3 2025 |
7,316
shares
|
$637,589
0.27% of portfolio
|
Q3 2025
Reduced 25.95%
|
|
|
Post Resch Tallon Group Inc.
Pittsford, NY |
Nov 04, 2025 Q3 2025 |
7,225
shares
|
$629,658
0.56% of portfolio
|
Q3 2025
Reduced 3.34%
|
|
|
Team Hewins, LLC
Redwood City, CA |
Nov 12, 2025 Q3 2025 |
7,157
shares
|
$623,732
0.21% of portfolio
|
Q3 2025
Added 4.03%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Nov 07, 2025 Q3 2025 |
7,008
shares
|
$610,747
0.03% of portfolio
|
Q3 2025
Reduced 8.79%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
6,857
shares
|
$597,587
0.32% of portfolio
|
Q3 2024
Reduced 0.32%
|
|
|
Courier Capital LLC
|
Oct 29, 2025 Q3 2025 |
6,840
shares
|
$596,106
0.03% of portfolio
|
Q3 2025
Added 42.56%
|
|