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 479 institutions that hold shares in the stock, with a total of 43.8 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 |
|---|---|---|---|---|---|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Oct 21, 2025 Q3 2025 |
4,853
shares
|
$422,938
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Reynders Mc Veigh Capital Management, LLC
|
Nov 14, 2025 Q3 2025 |
4,800
shares
|
$418,320
0.02% of portfolio
|
Q4 2024
Reduced 17.24%
|
|
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
Nov 03, 2025 Q3 2025 |
4,763
shares
|
$415,095
0.3% of portfolio
|
Q4 2023
New holding
|
|
|
Perfromance Wealth Partners, LLC
|
Nov 07, 2025 Q3 2025 |
4,750
shares
|
$413,962
0.01% of portfolio
|
Q2 2025
Added 68.14%
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
4,719
shares
|
$411,260
0.1% of portfolio
|
Q4 2024
Reduced 16.55%
|
|
|
Salomon & Ludwin, LLC
|
Oct 20, 2025 Q3 2025 |
4,718
shares
|
$411,173
0.04% of portfolio
|
Q3 2025
Reduced 0.15%
|
|
|
Choate Investment Advisors
Boston, MA |
Nov 10, 2025 Q3 2025 |
4,710
shares
|
$410,476
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Rathbones Group PLC
Liverpool, X0 |
Nov 13, 2025 Q3 2025 |
4,700
shares
|
$409,605
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
4,694
shares
|
$409,082
0.01% of portfolio
|
Q3 2024
Reduced 8.0%
|
|
|
Garrett Wealth Advisory Group, LLC
|
Nov 17, 2025 Q3 2025 |
4,680
shares
|
$407,862
0.08% of portfolio
|
Q3 2025
Reduced 2.38%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Nov 18, 2025 Q3 2025 |
4,481
shares
|
$390,519
0.02% of portfolio
|
Q3 2025
Reduced 24.69%
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2025 Q3 2025 |
4,379
shares
|
$381,629
0.0% of portfolio
|
Q3 2025
Added 18.74%
|
|
|
Camden Capital, LLC
|
Nov 13, 2025 Q3 2025 |
4,269
shares
|
$372,043
0.02% of portfolio
|
Q2 2025
Added 1.31%
|
|
|
Wolfstich Capital, LLC
Medfield, MA |
Jan 14, 2026 Q4 2025 |
4,253
shares
|
$370,648
0.35% of portfolio
|
Q4 2025
Added 5.69%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 12, 2025 Q3 2025 |
4,047
shares
|
$352,696
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Code Waechter LLC
Tampa, FL |
Oct 22, 2025 Q3 2025 |
4,000
shares
|
$348,600
0.23% of portfolio
|
Q3 2024
New holding
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
3,988
shares
|
$347,554
0.01% of portfolio
|
Q3 2025
Added 0.4%
|
|
|
Rockland Trust CO
|
Nov 06, 2025 Q3 2025 |
3,980
shares
|
$346,857
0.01% of portfolio
|
Q2 2024
Reduced 14.96%
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
Nov 12, 2025 Q3 2025 |
3,903
shares
|
$340,146
0.05% of portfolio
|
Q3 2025
Reduced 1.64%
|
|
|
Jmg Financial Group, Ltd.
|
Nov 12, 2025 Q3 2025 |
3,902
shares
|
$340,059
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 12, 2026 Q4 2025 |
3,871
shares
|
$337,357
0.02% of portfolio
|
Q4 2025
Reduced 18.83%
|
|
|
Eagle Strategies LLC
New York, NY |
Oct 21, 2025 Q3 2025 |
3,869
shares
|
$337,183
0.05% of portfolio
|
Q3 2025
Reduced 2.17%
|
|
|
Carnegie Capital Asset Management, LLC
|
Oct 16, 2025 Q3 2025 |
3,811
shares
|
$332,128
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Burns J W & CO Inc
|
Jan 12, 2026 Q4 2025 |
3,750
shares
|
$326,812
0.04% of portfolio
|
Q4 2021
Added 100.0%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Jan 12, 2026 Q4 2025 |
3,746
shares
|
$326,463
0.01% of portfolio
|
Q4 2025
Reduced 1.52%
|
|