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 |
|---|---|---|---|---|---|
|
Grandview Asset Management LLC
|
Oct 22, 2025 Q3 2025 |
6,830
shares
|
$595,234
0.17% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Ntb Financial Corp
Centennial, CO |
Aug 09, 2022 Q2 2022 |
6,699
shares
|
$583,817
0.32% of portfolio
|
Q2 2022
Added 0.42%
|
|
|
Bickling Financial Services, Inc.
Lexington, MA |
Jan 31, 2023 Q4 2022 |
6,698
shares
|
$583,730
0.26% of portfolio
|
Q4 2022
Added 0.59%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Oct 20, 2025 Q3 2025 |
6,608
shares
|
$575,887
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Fiduciary Group LLC
Savannah, GA |
Nov 12, 2025 Q3 2025 |
6,606
shares
|
$575,712
0.05% of portfolio
|
Q1 2023
New holding
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 31, 2025 Q3 2025 |
6,580
shares
|
$573,447
0.01% of portfolio
|
Q4 2021
Added 100.0%
|
|
|
Spring Vest Wealth Management LLC
Dallas, TX |
Nov 04, 2025 Q3 2025 |
6,551
shares
|
$570,919
0.42% of portfolio
|
Q4 2024
New holding
|
|
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
Oct 31, 2025 Q3 2025 |
6,474
shares
|
$564,209
0.25% of portfolio
|
Q3 2025
Reduced 10.67%
|
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
6,461
shares
|
$563,076
0.84% of portfolio
|
Q2 2023
Added 14.29%
|
|
|
Staley Capital Advisers Inc
|
Nov 12, 2025 Q3 2025 |
6,458
shares
|
$562,814
0.02% of portfolio
|
Q3 2025
Added 2.61%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
6,388
shares
|
$556,714
0.01% of portfolio
|
Q2 2025
Reduced 1.99%
|
|
|
Element Wealth, LLC
|
Oct 29, 2025 Q3 2025 |
6,331
shares
|
$551,746
0.25% of portfolio
|
Q3 2025
Reduced 20.53%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
6,320
shares
|
$550,788
0.01% of portfolio
|
Q1 2022
Added 23.01%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Oct 31, 2025 Q3 2025 |
6,231
shares
|
$543,031
0.33% of portfolio
|
Q2 2024
Reduced 25.8%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Nov 07, 2025 Q3 2025 |
6,160
shares
|
$536,844
0.23% of portfolio
|
Q3 2025
Reduced 10.72%
|
|
|
Waldron Private Wealth LLC
|
Oct 29, 2025 Q3 2025 |
6,058
shares
|
$527,954
0.02% of portfolio
|
Q1 2025
Reduced 2.02%
|
|
|
Modera Wealth Management, LLC
|
Oct 31, 2025 Q3 2025 |
6,057
shares
|
$527,867
0.01% of portfolio
|
Q2 2025
Reduced 1.77%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 07, 2025 Q3 2025 |
6,021
shares
|
$524,730
0.01% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
Associated Banc Corp
Green Bay, WI |
Oct 24, 2025 Q3 2025 |
5,944
shares
|
$518,019
0.01% of portfolio
|
Q3 2025
Added 3.27%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
5,918
shares
|
$515,753
0.01% of portfolio
|
Q3 2025
Reduced 2.87%
|
|
|
Powers Advisory Group, LLC
|
Oct 22, 2025 Q3 2025 |
5,877
shares
|
$512,180
0.21% of portfolio
|
Q3 2025
Added 0.48%
|
|
|
Ls Investment Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
5,800
shares
|
$505,470
0.07% of portfolio
|
Q4 2021
Added 100.0%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
5,708
shares
|
$497,452
0.0% of portfolio
|
Q3 2025
Reduced 0.28%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
5,688
shares
|
$495,709
0.01% of portfolio
|
Q3 2025
Added 2.56%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 23, 2025 Q3 2025 |
5,664
shares
|
$493,617
0.06% of portfolio
|
Q4 2021
Added 100.0%
|
|