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 |
|---|---|---|---|---|---|
|
Empirical Asset Management, LLC
|
Nov 10, 2025 Q3 2025 |
5,606
shares
|
$488,562
0.14% of portfolio
|
Q3 2025
Added 70.91%
|
|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
Oct 31, 2025 Q3 2025 |
5,461
shares
|
$475,926
0.15% of portfolio
|
Q2 2025
Reduced 5.26%
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
Oct 30, 2025 Q3 2025 |
5,458
shares
|
$475,664
0.08% of portfolio
|
Q4 2022
Reduced 4.71%
|
|
|
Mcf Advisors LLC
Covington, KY |
Nov 05, 2025 Q3 2025 |
5,453
shares
|
$475,228
0.03% of portfolio
|
Q2 2025
Added 81.77%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
5,419
shares
|
$472,265
0.01% of portfolio
|
Q3 2025
Reduced 59.51%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
5,386
shares
|
$469,389
0.04% of portfolio
|
Q2 2022
Added 20.33%
|
|
|
Cornerstone Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
5,379
shares
|
$468,779
0.03% of portfolio
|
Q1 2025
Added 1.34%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
5,347
shares
|
$465,991
0.01% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Nov 10, 2025 Q3 2025 |
5,329
shares
|
$464,422
0.04% of portfolio
|
Q3 2024
Reduced 4.7%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 14, 2025 Q3 2025 |
5,245
shares
|
$457,101
0.0% of portfolio
|
Q3 2025
Added 4.92%
|
|
|
Equitable Trust CO
|
Nov 10, 2025 Q3 2025 |
5,149
shares
|
$448,735
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 12, 2025 Q3 2025 |
5,105
shares
|
$444,900
0.01% of portfolio
|
Q3 2025
Reduced 5.67%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2025 Q3 2025 |
5,092
shares
|
$443,767
0.01% of portfolio
|
Q3 2025
Added 6.59%
|
|
|
Wesbanco Bank Inc
|
Nov 06, 2025 Q3 2025 |
5,085
shares
|
$443,157
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
Nov 13, 2025 Q3 2025 |
5,084
shares
|
$443,070
0.07% of portfolio
|
Q4 2022
Added 10.91%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Nov 04, 2025 Q3 2025 |
5,064
shares
|
$441,327
0.16% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Virginia National Bank
|
Oct 19, 2023 Q3 2023 |
5,064
shares
|
$441,327
1.42% of portfolio
|
Q3 2023
Reduced 0.8%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
4,996
shares
|
$435,401
0.01% of portfolio
|
Q3 2025
Added 22.39%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Oct 29, 2025 Q3 2025 |
4,990
shares
|
$434,878
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Spinnaker Trust
|
Nov 05, 2025 Q3 2025 |
4,980
shares
|
$434,007
0.02% of portfolio
|
Q1 2025
Reduced 7.18%
|
|
|
Cora Capital Advisors LLC
Marlton, NJ |
Nov 07, 2025 Q3 2025 |
4,964
shares
|
$432,612
0.18% of portfolio
|
Q2 2025
Reduced 53.58%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
4,946
shares
|
$431,043
0.0% of portfolio
|
Q1 2024
Reduced 37.36%
|
|
|
Marion Wealth Management
|
Oct 10, 2025 Q3 2025 |
4,924
shares
|
$429,126
0.1% of portfolio
|
Q1 2025
Added 0.61%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
4,914
shares
|
$428,255
0.03% of portfolio
|
Q3 2025
Added 597.02%
|
|
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
Oct 20, 2025 Q3 2025 |
4,868
shares
|
$424,246
0.15% of portfolio
|
Q3 2025
Reduced 4.72%
|
|